Stifel Financial Corp. (NYSE: SF) today announced that the Battistelli Holland Wealth Management 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 third consecutive year they have earned that honor after also winning in 2024 and 2025.
Based in Lebanon, Pennsylvania, the Battistelli Holland Wealth Management Group consists of financial advisors Mike Battistelli, Brett Holland, and Sonia Gross. The team has more than six decades of investment industry experience and believes that clients should have financial advisors in their corner who truly understand their needs and offer a personalized approach to investing.
“We are proud to be recognized by Forbes,” said Mr. Battistelli. “This acknowledgment reinforces the continued dedication of our team to providing high-quality strategies customized to our clients’ needs.”
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.
Stifel’s Battistelli Holland Wealth Management Group is located at 600 Isabel Drive, Suite 4 and can be reached by calling (717) 279-3510.
Methodology
Forbes’ Best-in-State Wealth Management Teams rankings are based on the 12-month period ending March 31 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.
Stifel Company Information
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. For global disclosures, please visit https://www.stifel.com/investor-relations/press-releases.
