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STEPHENS

111 Center St
Little Rock, Arkansas 72201
Tel: 501-377-2000

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About STEPHENS

STEPHENS, formally registered with the SEC as STEPHENS. The firm was established in 09/19/1980. They have over 21 offices throughout the country.

STEPHENS is a Little Rock, Arkansas based Financial Planning firm with nearly $14,783,890,572 assets under management, offering retirement planning & investment advisory services to 21924 clients. The firm is staffed with 629 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#3496
SEC#801-15510
Assets Managed by Firm$14,783,890,572
No. of Clients21924
No. of Advisors629

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Commission Based
  • Performance Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total21924$14,783,890,572
Individuals (other than high net worth individuals)18603$3,974,208,253
High net worth individuals2442$7,594,145,144
Pension and profit sharing plans305$237,640,345
Charitable organizations22$15,745,230
Corporations or other businesses219$580,799,494

More Retirement Planning firms in Little Rock, Arkansas:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
STEPHENS INVESTMENT MANAGEMENT GROUP, LLC
111 Center Street
Little Rock, AR, 72201
$7,463,667,27116223
SOWELL MANAGEMENT
5320 Northshore Drive
North Little Rock, AR, 72118
$3,329,402,13513257157
ARVEST WEALTH MANAGEMENT
5201 Village Parkway
Rogers, AR, 72758
$2,593,400,7237674252
36 NORTH CAPITAL MANAGEMENT, LLC
901 Se Village Loop, Suite 1
Bentonville, AR, 72712
$2,346,620,00044
GREENWOOD GEARHART INC.
26 E Center St
Fayetteville, AR, 72701-4278
$1,637,149,230287323

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