Stifel Financial Corp. reported selected operating results for November 30, 2025, highlighting key performance metrics.
Total client assets and fee-based client assets reached record highs in November, driven by strong recruiting and market gains.
Client money market and insured product balances increased 1% from October, with growth in Sweep balances offsetting a decline in Smart Rate.
Record High Client Assets
Total client assets and fee-based client assets reached record highs in November, up 8% and 14% year-over-year.
Strong Recruiting and Market Gains
The increase in client assets was driven by strong recruiting efforts and market gains.
Impressive Treasury Deposits Growth
Treasury deposits accelerated in November, with balances increasing 9% from the prior month and nearly doubling from a year ago.
- Stifel Financial Corp. experienced significant growth in client assets and strong recruiting efforts, leading to record highs in fee-based client assets.
- The increase in Treasury deposits demonstrates a robust performance in managing client funds and anticipating market trends.
Stifel Financial Corp.'s November 2025 operating data reflects a successful period with notable growth in client assets and positive market performance. The firm's strategic initiatives have resulted in record highs, showcasing its ability to thrive in a competitive financial landscape.