A registered investment advisory firm based in Little Rock, Arkansas, with about 20 offices. It manages about $18 billion for roughly 21,168 individual clients. Services include financial planning, investment management for individuals and small businesses, investment management for businesses and institutions.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees; Commissions on some products; A share of investment gains
Typical client size ?$672,559
Assets under management ?$18 billion
Individual clients21,168
Median years of experience18
Founded01/2
Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
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Also known as
Professional Wealth Management Program · Stephenschoice · Stephens, Inc. · Stephens Unified Managed Account · Stephens Spectrum Program · Stephens Spectrum 401k · Stephens Small-Mid Cap Growth Program · Stephens Small Cap Growth Program · Stephens Retirement Solutions Program · Stephens Retirement Access · Stephens Real Return Strategy · Stephens Managed Assets Program
About Stephens
How do I contact Stephens?
Call the main office at (501) 377-2000. The main office is at 111 Center St, Little Rock, AR 72201.
How is Stephens paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, a share of investment gains. Ask for your total yearly cost in dollars.
What services does Stephens offer?
Financial planning, Investment management for individuals and small businesses, Investment management for businesses and institutions, Retirement plan consulting, Choosing other investment managers, Newsletters and publications, Educational seminars and workshops.
How many advisors work at Stephens?
We list 243 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.