Assets Under Management
$60.2B
Number of Clients
97,702
Number of Advisors
1370
Average Client AUM
$616K
AUM per Advisor
$43.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Kestra Advisory Services offers investment advice through advisors who create personalized asset allocation programs and custom-tailored portfolios. They recommend mutual funds, ETFs, variable annuities, stocks, and bonds. The firm supports independent advisors but oversees their advice. Kestra AS offers various advisory platforms and works with multiple custodians and brokers, including its affiliated broker-dealer, Kestra Investment Services, LLC.
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735