Equitable is planning to acquire Stifel Independent Advisors to expand its growing wealth management business and strengthening its network of financial professionals across the United States.
Equitable, a financial services organisation under Equitable Holdings, Inc., has entered into an agreement to acquire Stifel Independent Advisors, LLC, a subsidiary of Stifel Financial Corp. The transaction is set to close in the first quarter of 2026, pending regulatory approvals and standard conditions. The acquisition supports the firm’s disciplined approach to growth in wealth management, Equitable's Nick Lane Stifel Independent Advisors is an independent broker-dealer and reg