2,300 Financial 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.
Simple. Understandable. Helpful.
When it comes to managing wealth, building trust is our priority. We demonstrate this philosophy by putting our clients' interests first while being open and transparent throughout the advisory process. Our wealth management practice not only focuses on providing customized financial guidance, but also on educating clients about the constantly evolving economic environment and the tendencies of financial markets. Our goal is to create a personal, trusting relationship using simple terms and frequent communication. We don’t want our clients to feel overwhelmed or intimidated. We want their experience to feel simple, understandable, and stress-free.
Looking for a new perspective? Searching for a financial advisor that will listen but also give you definitive answers and direction? Look no further.
Feel free to give us a call at (310) 728-8017.
Meet the Team
Benn & Capan Wealth Management Group
Peter Benn, MBA
Managing Director/Investments
Aaron Capan
Managing Director/Investments
Jessica Faris
Client Relationship Manager
Jeronimo Ramirez
Portfolio Analyst
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We look forward to hearing from you and discussing your financial goals.
Stifel
By the Numbers
Put simply, Stifel is a growth company. Since our founding in 1890, Stifel has grown to become one of the nation’s largest wealth management firms, ranking No. 7 in terms of number of financial advisors.
Learn More About Stifel600+ Investment Banking Professionals
Stifel's Investment Banking team consists of more than 600 investment banking professionals in eight industry groups and six product and service groups.
As of December 31, 2024.
250+ Public Finance Associates
We have more than 250 Public Finance associates in 44 offices.
As of December 31, 2024.
Stay Informed
Latest News
Read, watch, or listen to our timely investor insights.
Sight|LinesSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.
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Investment Strategy BriefHosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
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NextGen Investor HandbookIntroducing the NextGen Investor Handbook, a practical and engaging resource designed to help recent grads and young professionals navigate life-changing financial decisions and milestones, including budgeting, saving, investing, and starting a family. Flip through the handbook and take the first step toward building your financial future!
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Retirement Plans QuarterlyThe Retirement Plans Quarterly is a quarterly newsletter that covers various topics related to retirement plans.
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Wealth Planning NewsletterThe Wealth Planning Newsletter is a quarterly newsletter that covers topics related to wealth planning.
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Market Perspectives WeeklyMarket Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame.
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Market Perspectives MonthlyMarket Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame.
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Market Perspectives QuarterlyMarket Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame
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Potomac PerspectivesPotomac Perspective by Stifel Chief Washington Policy Strategist, Brian Gardner, provides timely insight and analysis into political, legislative, and regulatory developments.
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Favorite 15Favorite 15 is a monthly collection of charts on the key topics impacting markets, in the view of Investment Strategy.
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Allocation InsightsWealth management insights from Stifel’s CIO Office.
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Conversations with Michael O'KeeffeStifel’s Chief Investment Officer, Michael O’Keeffe, sits down with leaders at Stifel and in the finance industry to have thought provoking conversations related to the finance industry. Episodes are released monthly.
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Market PulseMarket Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.
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