Stifel Financial (SF) Asset Management (2009 - 2026)

Stifel Financial's (SF) quarterly Asset Management came in at $459.5 million in Q1 2026, up 12.19% YoY from $409.5 million in Q1 2025, and up 0.8% on a QoQ basis from $455.8 million in Q4 2025.

Stifel Financial (SF) Asset Management (2009 - 2026) Analysis & Trends

Stifel Financial (SF) has 16 years of Asset Management data on file, last reported at $459.5 million in Q1 2026.

  • Quarterly Asset Management rose 12.19% year-over-year to $459.5 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $1.8 billion (up 10.86% YoY) and the FY2025 annual result came in at $1.7 billion, up 10.65% from the prior year.
  • Asset Management advanced to $459.5 million in Q1 2026, from $455.8 million in the prior quarter.
  • In the past five years, Asset Management ranged from a high of $459.5 million in Q1 2026 to a low of $289.5 million in Q4 2022.
  • A 5-year average of $368.2 million and a median of $367.5 million in 2024 frame the typical range for Asset Management.
  • Annual changes were most pronounced in 2022 — Asset Management decreased 9.16% — and 2024, when it increased 22.78%.
  • Tracing SF's Asset Management over 5 years: stood at $289.5 million in 2022, then rose by 14.19% to $330.5 million in 2023, then advanced by 22.78% to $405.8 million in 2024, then grew by 12.31% to $455.8 million in 2025, then advanced by 0.8% to $459.5 million in 2026.
  • The last three Asset Management figures came in at $459.5 million (Q1 2026), $455.8 million (Q4 2025), and $431.4 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Morgan Stanley 338.83 Bn 205.30 Bn -
2 Goldman Sachs 316.34 Bn -660.01 Bn -
3 Schwab Charles 220.55 Bn 135.80 Bn -
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn
7 ATIF Holdings 45.42 Bn 45.42 Bn -
8 Interactive Brokers 39.54 Bn -3.28 Bn -
9 LPL Financial Holdings 28.27 Bn 25.57 Bn -
10 Stifel Financial 14.08 Bn 11.18 Bn 878.90 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 459.46 Mn
Dec 31, 2025 455.80 Mn
Sep 30, 2025 431.40 Mn
Jun 30, 2025 403.61 Mn
Mar 31, 2025 409.54 Mn
Dec 31, 2024 405.83 Mn
Sep 30, 2024 382.62 Mn
Jun 30, 2024 380.76 Mn
Mar 31, 2024 367.48 Mn
Dec 31, 2023 330.54 Mn
Sep 30, 2023 333.13 Mn
Jun 30, 2023 320.26 Mn
Mar 31, 2023 315.57 Mn
Dec 31, 2022 289.46 Mn
Sep 30, 2022 300.56 Mn
Jun 30, 2022 331.26 Mn
Mar 31, 2022 341.64 Mn
Dec 31, 2021 318.64 Mn
Sep 30, 2021 313.86 Mn
Jun 30, 2021 295.87 Mn