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| Happy Holidays!! thanks for using AUM13F!! |
| Stifel Independent Advisors LLC
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| CRD # | 28218 |
| SEC # | 801-43561 |
| CIK # | 0001483835, 0000872275 |
| AUM | $4.4 B (2025-03-31) |
| Employees | 206 (63% Investors, 79% Brokers) |
| Phone | 314-342-4051 |
| Address | 501 N Broadway St Louis, MO 63102 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001483835 0000872275 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 3.6 | ||
| Nvidia Corp | 2.9 | ||
| Apple Inc | 2.3 | ||
| Amazon Com Inc | 1.9 | ||
| Broadcom Inc | 1.4 | ||
| VISA Inc | 1.3 | ||
| J P Morgan Chase & Co | 1.2 | ||
| Alphabet Inc | 1.1 | ||
| Wal Mart Stores Inc | 1.0 | ||
| Facebook Inc | 1.0 | ||
| Home Depot Inc | 0.9 | ||
| PepsiCo Inc | 0.8 | ||
| Oracle Corp | 0.8 | ||
| Johnson & Johnson | 0.8 | ||
| Procter & Gamble Co | 0.7 | ||
| Costco Wholesale Corp /NEW | 0.7 | ||
| Netflix Inc | 0.6 | ||
| Lilly Eli & Co | 0.6 | ||
| Cisco Systems Inc | 0.6 | ||
| Texas Instruments Inc | 0.6 | ||
| Merck & Co Inc | 0.6 | ||
| Coca Cola Co | 0.6 | ||
| Alphabet Inc | 0.6 | ||
| Lockheed Martin Corp | 0.6 | ||
| Accenture PLC | 0.6 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,528 | 1.3 |
| (b) Individuals (high net worth individuals) | 1,911 | 2.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 68 | 0.1 |
| (h) Charitable organizations | 32 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 41 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 11,648 | 4.4 |
| By Discretionary | ||
| Discretionary | 7,725 | 2.7 |
| Non-Discretionary | 3,923 | 1.6 |
| Total | 11,648 | 4.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.4 | |
| Total | 11,648 | 4.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001483835] |
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