Invested in Families and Businesses for Generations
Endeavor Investment Group
We focus on the big picture – your family, your business, your future – not just your investment dollars. We spend time with our clients learning their goals and dreams for their families and can work with their CPAs and attorneys to help align their plan with a consistent, multigenerational strategy.
We also work with companies and their employees on retirement planning strategies, key man insurance, and passing their business to the next generation in a tax-advantaged manner. As we say to all of our clients: Planning is not a single event – it is an ongoing process.
Let us be with you and your family every step of the way.
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1890The Year We Were Founded
and we're still going strong.
2,300Financial Advisors
Our Private Client Group has more than 2,300 financial advisors. This makes Stifel the seventh largest full-service investment firm based on number of financial advisors.
As of December 31, 2023.
$4.43Billion in Net Revenues
in 2023.
As of December 31, 2023.
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