Stifel Financial Corp. reported record levels of total client and fee-based assets in August 2025. Total client assets grew to $532.7 million, with a 8.9% year-over-year increase. Fee-based client assets also rose to $213.6 million, showing a 14% increase from the previous year.
In comparison, peers like Charles Schwab Corp. and Interactive Brokers have seen strong client activity and asset growth. Charles Schwab’s total client assets reached $11.23 trillion in August 2025, showing a 15.3% year-over-year increase. Interactive Brokers reported 3.49 million Daily Average Revenue Trades in August 2025, a 29% year-over-year rise.
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Read more at Nasdaq: Stifel’s August Client Assets Hit Record Highs: Can Growth Continue?
