Stifel Reports 9% YoY Client Assets Growth, 14% Fee-Based Assets Increase.

Stifel Financial Corp reported a 9% YoY increase in total client assets and a 14% YoY increase in fee-based client assets to record levels. Treasury deposits surged 87% compared to last year, while client money market and insured product balances declined modestly. The strong growth in client assets reflects market appreciation and success in attracting new assets.

Stifel Financial Corp. (NYSE: SF) has released its July 2025 operating data, showcasing significant growth across key metrics. The company achieved record levels in total client assets of $522.3 billion, up 9% year-over-year, while fee-based client assets reached $209.1 billion, marking a 14% increase [1].

Notable highlights include an 87% surge in treasury deposits to $7.2 billion, demonstrating strong venture and fund deposit gathering capabilities. Bank loans increased by 1% to $21.6 billion, driven by Fund Banking and Residential lending growth. Client money market and insured product balances showed a slight decline of 2% year-over-year to $25.7 billion [1].

Stifel reported strong July metrics with record client assets and treasury deposits surging 87% YoY, showing impressive wealth management momentum. The substantial increase in fee-based assets is particularly valuable as it provides more stable, recurring revenue streams compared to transaction-based income. While monthly data shouldn't be directly extrapolated to earnings, these metrics collectively point to strong operational momentum and effective execution of Stifel's wealth management and banking strategies [2].

The consistent growth across multiple business segments reveals Stifel's balanced business model and effective execution. The company's Chairman and CEO, Ronald J. Kruszewski, commented, "Total client assets and fee-based client assets increased 9% and 14% year-over-year, respectively, to record levels. This strong momentum reflects both ongoing market appreciation and continued success in attracting net new assets. Treasury deposits surged 87% compared to last year, highlighting the strength of our venture and fund deposit gathering capabilities" [2].

References:
[1] https://www.stocktitan.net/news/SF/stifel-reports-july-2025-operating-re9z7c2dww1z.html
[2] https://www.nasdaq.com/press-release/stifel-reports-july-2025-operating-data-2025-08-28