Institutional Equity Sales | Institutional Equity Trading | Stephens

Who We Are

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.


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 corporate philanthropy; economic and financial literacy advocacy; and diversity, equity, and inclusion initiatives.

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.

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.

Institutional Equities and Research

Equity Sales and Trading

We are passionate about driving performance for our clients. Our highly experienced team of institutional equity sales and trading professionals leverage best-in-class research with real-time inputs to deliver tailored solutions and excellent execution.

Client-focused, every step of the way

We take the time to gain a thorough understanding of each client's unique goals, their investment preferences, and their appetite for risk, ensuring a thoughtful approach to distribution that aligns with their vision. We are not a prime broker, and we do not have a proprietary trading desk. Our clients can trust that we act with their best interests at heart.

Global thinking, local approach

We work with our clients daily from our offices across the U.S., providing localized knowledge with global market insight. Our industry-leading research and high-touch execution gives our clients access to local markets across the world.

Connections that count

Our Corporate Access program offers an extensive range of customized events that help our clients make important connections and uncover opportunities. Bringing together our extended network of institutional investors, corporate leaders, experts, and policymakers, our events facilitate the sharing of ideas and foster long-standing relationships.

Annual Corporate Access Events

Non-Deal Roadshows
Field trips hosted
Investor Conferences

Media, News & Perspectives

Get to know our team

Learn more about our team of institutional equity analysts, salespeople, and trading experts.