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| Date | Value |
|---|---|
| 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 |