Excellence Is Our Hallmark

Wolfe Research, LLC is a premier research boutique with a commitment to best-in-class products 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. Wolfe Research does not try to be all things to all clients, but we do aim to be the best at everything we do.

Founded in 2008 by veteran equity transport research analyst Ed Wolfe, the company currently boasts nine highly ranked and differentiated senior analysts who collectively cover the following sectors: Accounting & Tax Policy, Aerospace & Defense, Airfreight & Surface Transportation, Airlines, Electric Utilities, Exploration & Production, Leisure, Oil & Gas, Portfolio Strategy, Quantitative Analysis, Retail Broadlines, Hardlines, Softlines & Staples, and Truck Manufacturing. Expected coverage in 2016 includes Healthcare Services, Hotels & Gaming, MLPs, and Oil Services.

Despite the small but growing size of its boutique research franchise, Wolfe Research has been voted within the top 15 of all research firms on Wall Street by institutional clients for the past five years 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, WRS provides highly specialized underwriting, capital markets advisory, M&A and private placement services.