Stifel Financial Corporation · NYSE:SF
Stifel Financial — Wolfe Research Wealth Symposium 2025
12 slides from Stifel Financial's conference presentation, Nov 13, 2025
Slide 1: Wolfe Research Wealth Symposium
Wolfe Research Wealth Symposium November 13, 2025
Slide 2: Disclaimer
Disclaimer Forward-Looking Statements This presentation may contain “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995 that involve significant risks, assumptions, and uncertainties, including statements relating to the market opportunity and futu
Slide 3: Long-term Strategic Objectives
Long-term Strategic Objectives Global Wealth Management Achieve $1 Trillion in Client Assets Solidify our Position ■ ■ Recruiting & Acquisitions as Premier Wealth ■ ■ Technology Continue to Build Stifel Bancorp Management Firm & ■ Expand Client Deposits Investment Bank ■ Smart Rate ■ Corporate Depos
Slide 4: A History of Organic Growth & Acquisitions
A History of Organic Growth & Acquisitions 2025 2020 – 2024 B. Riley Wealth Management Advisors 2015 - 2019 Vining Sparks Bryan, Garnier & Co. Barclays Wealth & Investment Management ACXIT Capital Partners Sterne Agee Torreya Partners Eaton Partners Sierra Pacific ISM Capital Finance 500 & CB Resour
Slide 5: A Diversified Growth Company
A Diversified Growth Company Net Revenue1 Earnings Per Share1,2,3 $6,000 $8.00 $7.54 2016 – LTM CAGR: 9% $5,334 2016 – LTM CAGR: 19% $7.08 $4,971 $6.81 $7.00 $5,000 $4,737 $4,391$4,349 $5.74 $6.00 $5.28 $4,000 $3,752 $3,337 $5.00 $4.56 $2,928 $3,025 $4.07 millions $3,000 $2,580 $4.00 $3.52 $3.00 $2.
Slide 6: Business Overview
Business Overview STIFEL 6
Slide 7: Stifel – Premier Investment Bank and Wealth Management Firm
Stifel – Premier Investment Bank and Wealth Management Firm Stifel at a Glance 2024 GAAP Net Revenue - $5.0 billion Global Wealth Management (GWM) Institutional Group (IG) 2024 Net Revenue - $3.3 billion 2024 Net Revenue - $1.6 billion ▪ Private Client ▪ Equity & Fixed Income Capital Raising ▪ Stife
Slide 8: Leading broker-dealer providing wealth management and institutional services to consumers and companies
Leading broker-dealer providing wealth management and institutional services to consumers and companies Bulge Bracket Boutique Size / scale Firm focus Large distribution Good research Size / scale Trading Growth investor access Firm focus Retail Issues Stability (financial & pers
Slide 9: Global Wealth Management (GWM)
Global Wealth Management (GWM) Provides Securities Brokerage Services and Stifel Bank Products Overview National Presence ◼ Added more than 800 Financial Advisors with $435 million of trailing 12-month production since the end of 2019 ◼ Proven organic growth and acquirer of private client business ◼
Slide 10: GWM – Stifel Bancorp, Inc.
GWM – Stifel Bancorp, Inc. Overview Key Statistics (millions) (1)(2) ◼ Acquired FirstService Bank, a St. Louis-based, Missouri- Total assets $32,615 chartered commercial bank, in April 2007 Total deposits 30,138 ◼ Stifel Financial became a bank holding company and Total equity 2,211 financial servic
Slide 11: Diversified Deposit Portfolio
Diversified Deposit Portfolio STABLE & DIVERSIFIED DEPOSITS HIGHLIGHTS $50,000 ■ Highly Diversified Deposit Base $40,000 ■ Client Cash Remained at Stifel $30,000 Provide Incremental FDIC Insurance millions ■ $20,000 ■ Deposit Beta a Function of Cash Sorting $10,000 ■ Deposit Beta Cycle-To-Date of ap
Slide 12: Institutional Group
Institutional Group Overview Net Revenues ($MM) 2 $2,500 ◼ Provides securities brokerage, trading, research, underwriting and $2,152 corporate advisory services $2,000 ◼ Largest provider of U.S. Small Cap Equity Research $1,583 $1,536 $1,593 $1,500 $1,226 ◼ 4th largest U.S Investment bank by U.S. eq
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