Cohen Private Wealth Management Group

At Cohen Private Wealth Management Group, we focus on helping affluent individuals and business owners holistically address their financial needs and goals.

We are fully committed to our clients. We take great pride in believing that clients’ interests should come first before anything else.

Marc Cohen is proud to be named to:

Forbes’ Best-in-State Wealth Advisors

2021 | 2022 | 2023 | 2026

Forbes’ Best-in-State Wealth Advisors rankings are based on the 12-month period ending June 30 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 Stifel.info/award-disclosures.

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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.

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$551 Billion in Client Assets Under Management

Stifel is responsible for more than $551 Billion in client assets.

As of December 31, 2025.

$32 Billion in Banking Assets

Stifel Bank has $32 billion in banking assets.

As of December 31, 2025.

$8 Billion in Trust Assets Under Advisement

Stifel Trust has $8 billion in trust assets under advisement.

As of December 31, 2025.

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