About Us

Excellence Is Our Hallmark

Wolfe Research, LLC is a premier research boutique with a commitment to best-in-class content and ongoing strategic growth. We produce research that we believe is the most objective and distinguished in our sectors, and we deliver our services with intense care and specificity to each of our institutional clients. Currently Wolfe Analysts cover over 425 stocks in 60 industry and macro sub-sectors. Wolfe Research does not try to be all things to all clients, but we do aim to be the best at everything we do.

Wolfe remains committed both through acquisition and internal mentoring to providing a home for the top-ranked, most differentiated and inspired analysts, sales people, and traders. The firm thus far has established a reputation for macro research underpinning leading coverage in Industrials, Energy/Utilities, Consumer/Retail, Healthcare, Financials, and TMT. Our QES product provides a leading factor library, cutting edge portfolio analytic tools, and unparalleled alternative data.

Despite the small but growing size of its boutique research franchise, Wolfe Research was voted #11 Overall and #12 for Corporate Access on a weighted basis of all research firms on Wall Street during 2018 by institutional clients in Institutional Investor magazine’s prestigious All-America Research Poll. In February 2013, Wolfe Research was named by Business Insider as one of the top 16 Wall Street firms where employees want to work.

Wolfe also provides clients with unbiased agency trading services through its affiliated broker dealer, Wolfe Research Securities (“WRS”). Separately, Wolfe Capital Markets and Advisory provides highly specialized underwriting, capital markets advisory, M&A, private placement services and share buy-backs.