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Our Mission

The Roberts Investment Group’s mission is to provide our clients with the personal attention needed to help them pursue their retirement and legacy goals by providing investment planning, wealth management, and income generation strategies.

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Planning Your Financial Future

Starts Today.

We believe planning is the most critical element to pursuing financial success. We operate under the philosophy that a well-developed, yet flexible plan is essential to providing an outstanding and relevant level of service to each and every client we serve.

Let's Start Planning

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1890The Year We Were Founded

and we're still going strong.

2,300Financial Advisors

Our Private Client Group has more than 2,300 financial advisors. This makes Stifel the seventh largest full-service investment firm based on number of financial advisors.

As of December 31, 2024.

$500Billion in Client Assets Under Management

Stifel is responsible for more than $500 Billion in client assets.

As of December 31, 2024.

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