Forbes’ Best-in-State Wealth Advisors rankings are based on the 12-month period ending June 30 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 stifel.info/award-disclosures.

For 2025 qualification, the Stifel Chairman’s Council consisted of 230 of the firm’s top-producing financial advisors from among its more than 2,300 advisors across the nation.