Your Goals, Our Priority
Our Approach
We take a holistic approach to wealth management. One that involves understanding your financial goals, motivation, and how you picture your legacy. Our goals-based approach enables us to find appropriate financial strategies that are built specific to your unique, ever-changing situation.
John Troiano is proud to be
Named to Forbes’ Best-in-State Wealth Advisors List for five consecutive years: 2021, 2022, 2023, 2024, and 2025
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 www.stifel.info/award-disclosures.
FOUR YEARS IN A ROW
#1 Wealth Management Firm For Employee Advisor Satisfaction
Based on the results of the JD Power 2026 U.S. Financial Advisor Satisfaction Study℠.
For JD Power 2026 award information, visit jdpower.com/awards. Compensation provided for using, not obtaining, the award.
Learn MoreFor JD Power 2026 award information, visit jdpower.com/awards. Compensation provided for using, not obtaining, the award.
1890The Year We Were Founded
and we're still going strong.
$551Billion in Client Assets Under Management
Stifel is responsible for more than $551 Billion in client assets.
As of December 31, 2025.