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.

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 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.

Our Businesses

Capital Management

We provide fiduciary investment strategies to public-and private-sector institutional clients through asset allocation, consulting, and retirement services.

Fixed Income Sales & Trading

Decades of proven performance and experience in providing tailored fixed income trading and underwriting services to major municipal and corporate issuers.

Institutional Equities and Research

Proven industry-leading research, global market insights, and client-focused execution.

Insurance

Customized risk management, property & casualty, executive strategies and employee benefits solutions that protect our clients over the long term.

Investment Banking

We assist companies with accessing capital through innovative advisory and execution services that help firms achieve their strategic goals.

Private Capital

We have been a trusted and reliable source of capital for private companies for over 70 years.

Private Wealth Management

Our experienced Private Client Group professionals develop customized investment strategies to help clients achieve their financial goals.

Public Finance

We are a trusted municipal advisor with proven expertise in public financings. We also work with clients in negotiated and competitive municipal underwritings.

2022 Perspectives Roundup

Dec 14, 2022

From stakeholder capitalism to municipal planning, our experts covered it all this year. Explore our 2022 perspectives roundup.

What’s Better Than Stakeholder Capitalism? | Insights from Warren A. Stephens

I recently participated in the Future of Capitalism Summit at Wake Forest University. One of the takeaways from the event was that Millennial and Gen Z adults are much more in favor of “stakeholder capitalism” than their Generation X and Baby Boomer elders. Is this merely a matter of preference, or is there a correct choice — and what would be the correct choice?

For Municipal Project Planners, How Best To Build for Those 100 -Year Storms?

Hurricane Ian’s path of destruction—from Cuba to Florida and then on to South Carolina—wiped out $67 billion-worth of real estate and infrastructure. As residents of the hardest-hit areas assess the damage and clear away debris, what’s undoubtedly on the minds of many of them is how to rebuild stronger and better.

The Current State of Insurance in the Oil and Gas Sector

Rising inflation rates, an increase in the number of auto accidents, natural disasters, nuclear verdicts, and “social inflation” have contributed to a “hard” (rising insurance premiums and generally lower risk appetite from carriers) insurance market for companies operating in the oil and gas sector.

Q&A | Kevin Scanlon, Executive Vice President and Head of Private Wealth Management

Kevin Scanlon, Executive Vice President and Head of Private Wealth Management at Stephens, shares his perspective on how our Financial Consultants work with clients for long-term success.

Financial Sponsors Update: Healthcare Services Spotlight

Financial sponsors continue to show significant interest in critical outsourced services supporting the U.S. healthcare system. In particular the healthcare linen management space has received considerable attention, given the dynamics surrounding the business model.