March 2025 Performance Update

Stifel Reports February 2025 Operating Data

March 27, 2025 - Stifel Financial Corp. (NYSE: SF), a leading financial services firm, today reported its operating data for February 2025.

In February, Stifel's total client assets under management (AUM) reached $248.4 billion, a 5.1% increase from January 2025 and a 12.3% increase from February 2024. The firm's total client assets under administration (AUA) also rose, reaching $341.9 billion, a 4.5% increase from January 2025 and a 10.9% increase from February 2024.

Stifel's net new assets (NNA) in February 2025 were $1.4 billion, a 14.1% increase from January 2025 and a 24.1% increase from February 2024. The firm's net new assets in the first two months of 2025 were $2.5 billion, a 15.1% increase from the same period in 2024.

"We are pleased with our operating data for February, which reflects the continued growth and momentum we are experiencing across our business lines," said Ronald E. Kruszewski, Chairman and CEO of Stifel. "Our focus on providing exceptional service and advice to our clients, combined with our efforts to expand our capabilities and reach, are driving our growth and success."

Stifel is a leading financial services firm that provides a range of services, including wealth management, investment banking, and institutional brokerage. The company operates through its subsidiaries, including Stifel, Nicolaus & Company, Incorporated, and Stifel Financial SA.

Contact: Ronald E. Kruszewski Chairman and CEO Stifel Financial Corp. (314) 479-8444 ronald.kruszewski@stifel.com