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Sunday, October 4, 2026The Morning Brief →Sign in
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Stevens Capital Partners

OMAHA, NE
CRD: 317517
In PWD coverage since August 20, 2026 · 3 stories
$810MRegulatory AUMSEC Form ADV · Oct 3
21EmployeesForm ADV
2Deals on our tracker
Regulatory AUM · Aug 22 – Oct 3
Deal recordFull tracker →
Aug 20, 26Deal announced — coverage
Aug 20, 26Deal announced — coverage
PWD coverage
practice

Read retention before you read the growth ranking

IBD Elite growth is driven by market lift and M&A; the retention line is the due-diligence test advisors should run.
Moves · Aug 21NewEdge lands $2.2B Bernstein team to lead Houston
M&A · Aug 20Stevens Capital nears $1B after acquiring Dallas CPA practice
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