You Are at the Core of Our Practice

“One of the funny things about the stock market is that every time one person buys, another sells, and both think they are astute.”

– William Feather

Our Story

The Bellar-Yother Advisory Group has roots reaching back to 1978. Today, the group is responsible for approximately $300 million in client assets, the majority of which is managed on a discretionary basis. Having navigated through numerous market corrections and several recessions, the group strives to deliver guidance that is relevant to their clients’ lives and their financial needs so they can embrace their unique vision of the future.

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Stifel

By the Numbers

Put simply, Stifel is a growing company. Since our founding in 1890, Stifel has grown to become one of the nation's largest wealth management firms, ranking No. 7 in terms of number of financial advisors.

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1890 The Year We Were Founded

and we're still going strong.

2,300 Financial 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.

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