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- Custodian
- BNY Mellon · Pershing · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-19-1971
- Office Locations
- 26
Office Locations
About Stephens
Stephens serves individuals, businesses, and institutions with private wealth management, long-term portfolio management, investment banking (M&A and financing), insurance/risk mitigation, private capital, public finance, and fixed-income sales & trading. It also runs an institutional equities and research platform with actionable market insights—relevant for distribution teams seeking partners with both retail and institutional coverage.
Reported data analysis
What the numbers show
Between December 16, 2025 and June 25, 2026, reported AUM increased 9.7%, from $16.4B to $18.0B.
Across 5 reported observations, AUM increased 45.2% between October 21, 2022 and June 25, 2026, from $12.4B to $18.0B.
Of the latest reported AUM, 76.6% is discretionary and 23.4% is non-discretionary.
The firm reports 247 advisory representatives and 22,161 clients, or 89.7 clients per representative. That equates to $814.3K in reported AUM per client.
The profile lists 26 reported office locations and 55 years in operation. The source data was last updated on July 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Geographic Focus
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Stephens record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CURTIS FRANKLIN BRADBURY JR
Chief Operating Officer
- CRD
- #810347
- Ownership
- Less than 5%
LAURA STEPHENS BROOKSHIRE
SENIOR EXECUTIVE VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 9 owners & executives
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CREIGHTON WILLIAMS ABRAMS III
--
- CRD
- #7622194
Phyllis Ann Achor
Financial Advisor
- CRD
- #1465724
Showing 2 of 587 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,826,378,185 | $1,069,574 |
| Non-Discretionary | $4,218,466,048 | $465,409 |
| Total | $18,044,844,233 | $820,556 |
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Separately Managed Accounts
SMA allocation detail is available
Stephens has reported separately managed account data across 10 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Stephens's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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