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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 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 F1 Team

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.

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.

Stephens 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.

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Showing 4644 search results
  • Public Finance

    Sales and Use Tax Bonds, Series 2025 | $94,340,000 | 09/23/2025

  • Insurance

    Oil & Gas companies face rising cyberattacks that threaten critical infrastructure, disrupt operations, and expose financial vulnerabilities. Stephens Insurance and BMS team up to explain how tailored cyber insurance solutions can fill coverage gaps, transfer risk, and provide the financial protection needed to withstand today’s evolving threat landscape.

    Cyber Insurance as a Risk Management Tool in the Oil & Gas Industry
  • Private Wealth Management

    Stephens, an independent financial services firm, today announced that Carlton Forrester has joined its Private Wealth Management division as Managing Director and Senior Partner of the Forrester & Holmes Group. Based in Stephens' Atlanta, GA office, Mr. Forrester leads the group in collaboration with Senior Vice President William Holmes.

    Stephens Expands Atlanta Presence With Addition of Financial Advisor Carlton Forrester
  • Investment Banking

    <strong>Simmons First National Corporation has closed its subordinated notes offering</strong> | $325 Million | 09/09/2025

    Simmons First National Corporation
  • Investment Banking

    <strong>Platform Ventures has acquired </strong><strong>Staco Electric Construction Company</strong>

    Platform Ventures
  • Investment Banking

    Stephens Managing Director <a href="https://www.linkedin.com/in/brad-nelson-54b6aa24/" id="ember368">Brad Nelson</a> shared his insight on Family Offices looking at Natural Gas deals in <a href="https://www.linkedin.com/company/hart-energy-publishing/">Hart Energy</a>.

    Oil, Gas Growth Banking is Coming Back in Vogue | Hart Energy
  • Private Wealth Management

    The Consumer Price Index (CPI) for the month of August rose 0.4% month-over-month (m/m) and 2.9% year-over-year (y/y). The August figures reflect a modest acceleration fromJuly’s 0.2% m/m increase, while the annual pace ticked slightly above the prior month’s 2.7% reading.

    Consumer Price Index Update: September 11, 2025
  • Fixed Income Sales & Trading

    The Labor Department reported that <strong>initial jobless clai</strong><strong>ms </strong>rose to the highest level since June 21st, adding to evidence the labor market is cooling. Initial claims have been moving higher for roughly six weeks. First time claims in regular state programs recorded 237,000 for the week ending August 30th, after the prior week’s report of 229,000. The four-week moving average climbed to 231,000 from 228,500 the prior week. Continuing claims, a proxy for people who are already receiving benefits and still cannot find a job, decreased 4,000 to 1,940,000 for the week ending August 23rd. The insured unemployment rate, the number of people currently receiving unemployment insurance as a percentage of the labor force, remained at 1.3%.

    Weekly Economic Review | September 8, 2025
  • Capital Management

    Millions of Americans have left behind retirement accounts worth $1.65 trillion. The Department of Labor’s new Retirement Savings Lost and Found Database makes it easy to search for forgotten 401(k)s and reclaim your savings—helping you stay on track for retirement.

    Lost or Forgotten Retirement Accounts? There’s Now a Database for That.
  • Private Wealth Management

    Stephens, an independent financial services firm, today announced the appointment of Jason Thomas, CPA, JD as Managing Director, Chief Tax and Wealth Planning Strategist. In this role, Mr. Thomas leads the Wealth Planning and Strategy group within Stephens Private Wealth Management division. He is based at the firm’s headquarters in Little Rock, AR.

    Stephens Private Wealth Management Welcomes Jason Thomas as Chief Tax and Wealth Planning Strategist