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

Stifel Financial (SF) recorded quarterly Asset Management of $459.5 million in Q1 2026, up 0.8% on a QoQ basis from $455.8 million in Q4 2025, and up 12.19% year-over-year from $409.5 million in Q1 2025.

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

Stifel Financial has disclosed Asset Management across 16 years of filings, most recently posting $459.5 million for 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 rose to $459.5 million in Q1 2026, from $455.8 million in the prior quarter.
  • Over five years, Asset Management peaked at $459.5 million in Q1 2026 and troughed at $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 advanced by 14.19% to $330.5 million in 2023, then grew by 22.78% to $405.8 million in 2024, then rose by 12.31% to $455.8 million in 2025, then grew by 0.8% to $459.5 million in 2026.
  • Business Quant data shows SF's Asset Management at $459.5 million in Q1 2026, $455.8 million in Q4 2025, and $431.4 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 SOL Strategies 100,773.79 Bn 100,773.79 Bn -
2 Morgan Stanley 331.35 Bn 197.82 Bn -
3 Goldman Sachs 317.73 Bn -619.82 Bn -
4 Schwab Charles 153.74 Bn 108.77 Bn -
5 Robinhood Markets 75.98 Bn 71.34 Bn 960.00 Mn
6 Interactive Brokers 38.91 Bn 49.50 Bn -
7 LPL Financial Holdings 22.76 Bn 21.73 Bn -
8 Tradeweb Markets 20.90 Bn 19.65 Bn -
9 Circle Internet 20.00 Bn 18.49 Bn 35.01 Mn
10 Stifel Financial 10.93 Bn 6.37 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