Kestra Advisory

Updated today

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Total assets under management

$60,174,309,829

Total clients

96,180

22% high-net worth

Total advisors

1,299

of 1,299 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

Average account size

$625,643

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Trust company

They provide trust and estate administration services, typically for separate fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

Kestra Advisory

5707 Southwest Parkway, Building 2, Suite 400

Austin TX 78735, United States

Number of offices

545

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X YouTube Website 8445537872

Advisors at this firm

Wyatt S

Series 66

Austin, TX

Kestra Advisory

Jason H

CFP®, Series 63

Austin, TX

Kestra Advisory

Gregg S

Series 63

Kings Park, NY

Kestra Advisory

Christopher M

CFA®, Series 63, Series 65

Richmond, VA

Kestra Advisory

Michael D

Series 66

Burr Ridge, IL

Kestra Advisory

Jodi P

Series 63, Series 66

Austin, TX

Kestra Advisory

David W

CFP®, Series 63, Series 65

Hewlett, NY

Kestra Advisory

Thomas S

Series 63

Endwell, NY

Kestra Advisory

James D

Series 63, Series 66

Brentwood, TN

Kestra Advisory

Robert M

Series 63, Series 66

Titusville, FL

Kestra Advisory

Ilona F

CFP®, Series 63, Series 65

Austin, TX

Kestra Advisory

John E

CFP®, Series 63, Series 66

Chicago, IL

Kestra Advisory

Maxwell L

CFP®, Series 63, Series 65

New Canaan, CT

Kestra Advisory

Kenneth K

Series 63, Series 66

Marshall, TX

Kestra Advisory

Shane P

Series 66

Austin, TX

Kestra Advisory

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Call (201) 292-4557

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