Our experienced team is guided by a mindset to evolve, reinvent, and innovate

11/01/2023

As proven partners in adding value to every part of your financial business, we provide an industry-leading, proprietary wealth management platform for financial professionals who need a dedicated partner in growing their businesses. Our partnership models support independent professionals, retirement specialists, and wirehouse-exiters throughout the business lifecycle.

Realize Your Goals with Kestra

Just as you’re more than a financial professional, we are more than just a platform. In delivering best-in-class access to business consulting, technology, and support, Kestra Financial helps position your business for long-term growth at every turn.

REALIZE YOUR GOALS WITH KESTRA
Just as you’re more than a financial professional, we are more than just a platform. In delivering best-in-class access to business consulting, technology, and support, Kestra Financial helps position your business for long-term growth at every turn.

KESTRA BY THE NUMBERS

1997

Our broker-dealer was established

400+

Our Number of home office employees

$51 Billion

Assets Under Management^{^[2]}

1700

Number of Registered representatives

$103 Billion

Assets Under Advisement

$790 Million

Total Revenue^{^[3]}

^{^[1]} As of Dec. 31, 2022, assets include Kestra Investment Services, LLC, Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC, and Kestra Institutional Services

^{^[2]} As of Dec. 31, 2022, assets include Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC, and Kestra Institutional Services

^{^[3]} As of Dec. 31, 2022, includes the combined revenue of Kestra Financial, Inc. and its subsidiaries