Stifel Financial Corp

SF: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Stifel Financial: Sale of Subscale Independent Advisory Looks Sensible; No Change to $123 Fair Value

Sean Dunlop

Oct 27, 2025

Equitable, a small US-based wealth management firm, announced an agreement on Oct. 27 to acquire Stifel Financial's independent advisory business, with a planned closing in the first quarter of 2026.

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Stifel Financial Corp

Stifel Financial: Sale of Subscale Independent Advisory Looks Sensible; No Change to $123 Fair Value

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