The Cascadia Group

We are dedicated to developing strategies designed to help our clients enhance and preserve their wealth. We understand everyone faces different circumstances and challenges. With a long-term approach to the markets, we employ a customized strategy for each of our clients.

Our History

The Cascadia Group Recognitions

2024 | 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 Approach

We strive to provide a level of service second to none. Our personalized approach to investing seeks to position clients in a manner that best represents their risk profile as market conditions change. We believe in the accountability and efficiency of in-house portfolio management. We currently offer five distinct investment strategies – all managed by team members. Our services include wealth, estate, and retirement planning strategies, as well as insurance, and alternative investments, among many others. While armed with Stifel’s resources combined with our experience and areas of expertise, we will gladly work with your tax and legal professionals, such as CPAs or attorneys.

By the Numbers

Put simply, Stifel is a growth company. Since our founding in 1890, Stifel has grown to become the nation’s seventh largest wealth management firm in terms of number of financial advisors.

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$5.0 Billion in Net Revenue

in 2024.

As of December 31, 2024.

$500 Billion in Client Assets Under Management

Stifel is responsible for more than $500 Billion in client assets.

As of December 31, 2024.

$29 Billion in Assets Under Management

Our Asset Management affiliates have more than $29 billion in assets under management.

As of December 31, 2024.

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