The annual industry survey evaluates independent wealth management firms based on their total assets under management. This year’s assessment utilized data collected through December 31, 2025, to measure year-over-year growth and overall firm scale. Since its inception, the firm has operated as a subsidiary of Stifel Financial Corp., maintaining a presence in major markets including New York, Philadelphia, and San Francisco.
Meredith Mowen, Managing Director and head of the Baltimore office, attributed the ranking to the firm’s long-standing client relationships and the focus of its staff. The organization, which traces its history back over a century, continues to emphasize a legacy-focused approach to wealth management. The current ranking, released in July 2026, will remain in effect until July 2027.
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