Stifel Financial named to Forbes list

Stifel Financial Corp. has announced that The Bellar-Yother Advisory Group of its Stifel, Nicolaus & Company, Incorporated broker-dealer subsidiary has been named to Forbes’ 2026 Best-in-State Wealth Management Teams list, marking the second consecutive year they have earned that honor after also winning in 2025.

Based in Cookeville with many clients in the Coffee County-Tullahoma area, The Bellar-Yother Advisory Group consists of financial advisors Mike Yother, Rick Bellar, Trey Bellar, Julie Yother, and Bailey Yother Throgmorton. The team has roots reaching back to 1978 and currently has more than $500 million in assets under management, the majority of which is managed on a discretionary basis.

The 2026 Best-in-State Wealth Management Teams list spotlights approximately 6,150 top-performing wealth management teams. Teams were nominated by their firms then researched, interviewed, and assigned rankings within their respective states.

“We are honored to be recognized among the Forbes’ Best-in-State Wealth Management Teams for 2026,” said Ms. Throgmorton. “Our mission has always been to guide clients through every market environment with clarity, discipline, and an unwavering commitment to their long-term goals. Having navigated decades of market cycles and periods of uncertainty, we remain dedicated to providing thoughtful, research-driven guidance that helps clients organize their financial lives and pursue their unique visions of the future. We take seriously the mantra of Herman Stifel – our company’s namesake – to ‘safeguard the money of others as if it were your own,’ and we strive to earn that trust every day.”

“Stifel’s culture of integrity, collaboration, and client-first service is what makes achievements like this possible. The firm’s deep resources, innovative platforms, and century-long legacy of stewardship provide us with the tools and environment to deliver meaningful, personalized wealth management. We are grateful to be part of a firm that empowers advisors to turn complexities into confident decision-making for the clients we serve.”

The Bellar-Yother Advisory Group of Stifel is located at 1420 Neal Street, Suite 203 and can be reached by calling (931) 881-2100.

Stifel Financial Corp. (NYSE: SF) is a diversified financial services firm providing wealth management, commercial and investment banking, trading, and research services to individuals, institutions, and municipalities. Founded in 1890 and headquartered in St. Louis, Missouri, the firm operates more than 400 offices across the United States and in major global financial centers. As a firm where success meets success, Stifel works closely with retail and institutional clients aiming to transform opportunities into achievement. To learn more about Stifel, please visit the Company’s website at www.stifel.com.

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