Equitable Holdings' Franchise Signs Agreement To Acquire Stifel Independent Advisors; Financial Terms Not Disclosed

Author: Benzinga Newsdesk | October 27, 2025 07:51am

Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), announced today that its affiliate has entered into an agreement to acquirei Stifel Independent Advisors, LLC. The transaction is expected to close in the first quarter of 2026, subject to required regulatory approvals and other customary closing conditions.

Stifel Independent Advisors is a premier independent broker-dealer, a registered investment adviser and a subsidiary of Stifel Financial Corp. (NYSE: SF), with more than 110 independent advisors managing approximately $9 billion in client assets. As part of the transaction, Stifel's independent advisors are expected to join Equitable Advisors, Equitable's broker-dealer and registered investment adviser. The transaction does not include Stifel Financial Corp.'s employee advisor channel.

Posted In: EQH SF