Stifel Independent Advisors, LLC
ST. LOUIS, MO · CIK 1483835 · 13F filing filed 2026-08-12
SEC-registered investment adviser since 1993 · limited liability company
- Assets managed$5.0bn
- Staff198 · 132 in investment roles
- Main clients (by assets)High net worth individuals 69%, Individuals 27%, Pension plans 1%
- Main officeSt Louis, MO
- Websitecolumbiacrestfa.com
- Form ADV · 2026-09-03SEC adviser record
- Legal entitySTIFEL INDEPENDENT ADVISORS, LLC (US)
- Part of EQUITABLE HOLDINGS, INC. (US)
Other 13F filers in this group: ALLIANCEBERNSTEIN L.P. $302.3bn, Equitable Holdings, Inc. $16.7bn, Equitable Investment Management, LLC files a notice
For Q2 2026 this manager filed a 13F notice: its holdings were reported by another manager.