KESTRA ADVISORY SERVICES, LLC

RIASEC RegisteredEst. 1998

Total AUM

$79.8B

Discretionary

$62.1B

78% of AUM

Avg account

$415K

Accounts

192,439

Employees

1,359

Advisory reps

1,425

Firm details

Headquarters: AUSTIN, Texas
CRD number: 283330
Registered since: December 31, 1998
Website: www.kestrafinancial.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI58.66%
Individuals30.75%
Pension & Profit Sharing Plans7.94%
Corporations / Businesses2.2%
Charitable Organizations0.37%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Kestra Advisory Services, LLC operates as an independent broker-dealer and registered investment adviser platform that serves both individuals/families and institutional clients. The firm is organized as an LLC and has been SEC-registered since 1998. Its advisory capabilities cover financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and pension consulting services. Fee arrangements include percentage-of-AUM pricing as well as hourly and fixed-fee engagements. Kestra is not listed as an active ESG investor and is not described as a capital allocator. Kestra maintains industry relationships across broker-dealer, trust, insurance and other investment-adviser channels, indicating a multi-product distribution and service model that supports advisers and their clients rather than operating solely as a single-channel wealth manager.