What We Do

We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.

About Us

We are a family-owned financial services firm that values client relationships, long-term stability, and supporting the communities where we live and work.

The Stephens Story

The idea of family defines our culture, because each of us knows that our reputation is on the line as if our own name was on the door.

Leadership

Our reputation as a leading independent financial services firm is built on the stability of our longstanding and highly experienced senior executives.

Impact Initiatives

We are committed to bettering the communities where we live and operate. We do this by supporting corporate philanthropy, economic and financial literacy advocacy, and professional success.

Our Brand Ambassadors

Stephens is proud to sponsor the PGA TOUR, LPGA Tour, and PGA TOUR Champions careers, as well as applaud the philanthropic endeavors, of our Brand Ambassadors.

Stephens & Atlassian Williams Racing

Stephens is the official investment banking partner of Williams Racing, one of the most winning teams in F1 history. We share that tradition of success.

Making Connections

We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.

Capital Management

• What We Do
• Our People
• Perspectives

Fixed Income Sales & Trading

• What We Do
• Our People
• Perspectives

Institutional Equities and Research

• What We Do
• Research
• Equities
• Corporate Access
• Our People

Insurance

• What We Do
• Our People
• Perspectives

Investment Banking

• What We Do
• Sector Expertise
• Transactions
• Our People
• Perspectives
• Events

Private Capital

• What We Do
• Our Portfolio
• Our People
• Perspectives

Private Wealth Management

• What We Do
• Wealth Planning & Strategy
• Our People
• Perspectives
• For Financial Professionals

Public Finance

• What We Do
• Expertise
• Transactions
• Our People
• Public Finance Perspectives

Consumer

• Consumer Products & Retail
• Dealerships
• Food & Agribusiness
• Restaurants

Diversified Industrials & Services

• Aerospace & Defense
• Automotive & Mobility
• Building Products, Materials & Technology
• Power & Industrial Technology
• Services
• Specialty Distribution
• Transportation & Logistics

Energy & Clean Energy Transition

• Acquisitions & Divestitures
• Clean Technology & Infrastructure
• Exploration & Production
• Midstream
• Oilfield & Energy Infrastructure Services

Financial Institutions

• Depository
• Diversified Financials
• Specialty Finance

Health & Life Sciences

• Biotech & Specialty Pharmaceuticals
• Healthcare Services
• Healthcare IT
• Life Sciences & Medical Devices

Technology, Media & Telecom

• Financial Technology & Payments
• Internet of Things
• Healthcare IT
• Media
• Property and Lending Technology and Services
• Security Software
• Telecommunications
• Vertically Focused Software Applications

Education

Stephens can help finance education projects for K-12, colleges, and universities—including facility upgrades, classroom technology, student housing, and resources for teachers and staff.

Healthcare

Stephens can help finance medical facility projects, tech upgrades, and accessibility improvements for hospitals, including single specialty, general acute care, and children’s hospitals.

Public Safety

Stephens can help finance Public Safety projects supporting first responders, including fire, police, EMT services, and correctional facilities, to enhance emergency response and public protection.

Recreation

Stephens can help finance recreation projects of all sizes—parks, arenas, convention centers, and more—to enhance community life at city, county, and state levels.

Transportation

Stephens can help finance transportation projects of all sizes—from crosswalks to airports—supporting commerce and community connection through roads, bridges, railways, ports, and more.

Utilities

Stephens can help finance utility projects—water, sewer, electric, broadband, and more—supporting essential services with a solutions-focused approach to ESG risks for community infrastructure.