9,000 Associates
The firm has more than 9,000 associates.
As of December 31, 2024.
Our goal is to grow your wealth. Our job is to help it endure for generations.
Meet the Team
We seek to understand every aspect of your financial picture
The Client Experience
Before we begin the investment process, we take the time to get to know you, your family, your goals, and your dreams. We’ll consider your comfort level with risk, as well as the amount of time you have in which to pursue your goals. Only by developing a full understanding of who you are and what you expect from us as your financial advisors can we tailor personalized investment planning strategies to your unique objectives.
ARK Wealth Advisory Group Named to Forbes’ Best-in-State Wealth Management Teams
2025 | 2026
Forbes’ Best-in-State Wealth Management Teams rankings are based on the 12-month period ending March 31 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.
Our Process & Services
ARK Wealth Advisory Group focuses on providing investors a full array of services, including retirement planning, college saving, wealth building, and risk mitigation strategies.
Certificates of Deposit (CDs) Strategy
Learn how you can incorporate Certificates of Deposit into your investment strategy.
Stifel
By the Numbers
Put simply, Stifel is a growth company. Since our founding in 1890, Stifel has grown to become one of the nation’s largest wealth management firms, ranking No. 7 in terms of number of financial advisors.
Learn More About Stifel600+ Investment Banking Professionals
Stifel's Investment Banking team consists of more than 600 investment banking professionals in eight industry groups and six product and service groups.
As of December 31, 2024.
250+ Public Finance Associates
We have more than 250 Public Finance associates in 44 offices.
As of December 31, 2024.
Keeping You Informed
Stifel Insights
Dive into our latest articles, videos, podcasts, and more!
Asset ClassesWondering what “asset class” means? This video breaks down key types of investments - from cash and stocks to bonds and real estate - so you can better understand how each one works and where they might fit in your financial strategy.
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Savings & GoalsSaving isn’t just for later - it’s for life’s surprises, big dreams, and your future self. In this video, we’ll break down short-term, medium-term, and long-term savings so you know exactly where to start. Hit play and start building your financial safety net today!
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The Power Of Compounding Think saving early doesn’t matter? Think again. This video shows how time and compounding can turn small savings into big results - like a snowball rolling downhill. Hit play and see why starting now is your secret weapon!
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Tips for a Successful StrategyThink saving is all about cutting back? Think again. This video shows you how to set goals, automate your savings, and still enjoy life while working toward your money dreams. Watch now and make saving simple!
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All About Credit Credit is more than just borrowing - it’s your financial reputation. This video breaks down what credit scores mean, why they matter, and how they can impact everything from loans to job offers. Hit play and learn how to keep your score strong!
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How to have a High Credit ScoreA great credit score doesn’t happen overnight, but we’ll show you how to get there. This video covers smart habits like automating payments, managing credit cards, and mixing up your credit types. Watch now and start boosting your score!
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Establishing a Sample BudgetThink budgeting is complicated? Think again. This video shows you how to create a simple plan that covers your needs, wants, and savings - without the stress. Watch now and start building your roadmap!
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What is Investing?Curious about investing but not sure where to begin? This video introduces the fundamentals and outlines simple steps to help you start building toward your financial future with confidence.
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Building a PortfolioReady to build your portfolio? This video breaks down ETFs and mutual funds - two simple ways to diversify your investments without picking individual stocks.
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Investing PrinciplesStarting your investing journey? This video covers key principles - like risk, diversification, and time horizon - to help you build a smart, long-term strategy with confidence.
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What is a Financial Advisor? Ever wondered what a financial advisor actually does? This video breaks it down in simple terms - how they help you set goals, create a plan, and make smart money moves. Hit play and see why having a financial coach can change the game!
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What is an Investment Bank?Investment banks aren’t your everyday banks—they handle the big money moves for companies and governments. This video breaks down IPOs, mergers, and more in a way that actually makes sense. Hit play and learn how these financial powerhouses shape the economy!
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What is Auto Insurance?Driving comes with freedom—and responsibility. In this video, we break down auto insurance in simple terms: what it covers, why it’s required, and how to choose the right protection. Watch now and stay road-ready!
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What is Identity Theft?Your personal information is valuable—and identity thieves know it. In this video, we break down the risks, the tricks scammers use, and the damage they can cause. Watch now and get the tools to stay safe!
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What is the Stock Market?Ever wonder what the stock market really is? This video breaks down IPOs, supply and demand, and what drives stock prices—all in simple terms. Watch now and learn the basics that every investor should know!
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Spending: Needs vs. WantsUnderstanding needs vs. wants isn’t about saying no to fun—it’s about making smart choices. This video shows you how to prioritize, save, and still enjoy life. Hit play and master the basics of money management!
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Good Debt vs. Bad DebtCredit cards, student loans, mortgages—what’s good debt and what’s bad? This video breaks it down so you can make smarter financial decisions. Watch now and take control of your borrowing!
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Sight|LinesSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.
Podcast
Investment Strategy BriefHosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
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NextGen Investor HandbookIntroducing the NextGen Investor Handbook, a practical and engaging resource designed to help recent grads and young professionals navigate life-changing financial decisions and milestones, including budgeting, saving, investing, and starting a family. Flip through the handbook and take the first step toward building your financial future!
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Retirement Plans QuarterlyThe Retirement Plans Quarterly is a quarterly newsletter that covers various topics related to retirement plans.
Newsletter
Wealth Planning NewsletterThe Wealth Planning Newsletter is a quarterly newsletter that covers topics related to wealth planning.
Newsletter
Potomac PerspectivesPotomac Perspective by Stifel Chief Washington Policy Strategist, Brian Gardner, provides timely insight and analysis into political, legislative, and regulatory developments.
Whitepaper
Market Perspectives WeeklyMarket Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame.
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Market Perspectives MonthlyMarket Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame.
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Market Perspectives QuarterlyMarket Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame
Whitepaper
Favorite 15Favorite 15 is a monthly collection of charts on the key topics impacting markets, in the view of Investment Strategy.
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Allocation InsightsWealth management insights from Stifel’s CIO Office.
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Conversations with Michael O'KeeffeStifel’s Chief Investment Officer, Michael O’Keeffe, sits down with leaders at Stifel and in the finance industry to have thought provoking conversations related to the finance industry. Episodes are released monthly.
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Market PulseMarket Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.
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