On October 27, 2025, Equitable announced an agreement to acquire Stifel Independent Advisors.
Equitable announced, on October 27, 2025, that it plans to acquire Stifel Independent Advisors. Under the terms of the agreement, which is expected to close in the first quarter of 2026, Stifel’s independent advisors are expected to join Equitable Advisors, Equitable’s broker-dealer and registered investment advisor. Financial terms were not disclosed.
Equitable (NYSE: EQH), based in New York, is a financial services firm offering retirement planning, investment management, and wealth management services. As of June 30, 2025, Equitable’s wealth management division, Equitable Advisors, had more than $110 billion in assets under administration.
Stifel Independent Advisors (NYSE: SF), based in St. Louis, Missouri, is an independent broker-dealer and registered investment advisor offering brokerage, investment banking, trading, investment advisory, and related financial services. Stifel Independent Advisors manages approximately $9 billion in client assets.
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