Kestra

Kestra Financial is an independent broker-dealer and wealth management platform that supports financial professionals in building scalable businesses. Founded in 1997 and headquartered in Austin, Texas, with a second office in Tempe, Arizona, the firm reports $142 billion in assets under advisement and $70 billion under management, and partners with more than 1,700 independent financial professionals across the United States.

Technology underpins the platform. Kestra maintains a proprietary technology stack spanning wealth management, broker-dealer and RIA operations, and portfolio management solutions, supported by dedicated service specialists. Its own teams work across these systems, which serve a nationwide advisor network rather than a single firm channel.

The Kestra Holdings ecosystem comprises several distinct businesses: Kestra Investment Services, the registered broker-dealer arm; Kestra Advisory Services, the registered investment adviser; Kestra Investment Management, which provides portfolio solutions to advisors; Arden Trust, offering personal trust services; Kestra Insurance Planning, covering insurance strategies; and Bluespring Wealth Partners, which provides M&A and succession support for advisory practices.

The firm describes its approach as combining the scale of a national organisation with boutique-style, personalised support, operating as an independent business with the flexibility to serve advisors and clients directly. Industry focus spans wealth management, financial services, investment advisory, trust services, insurance planning, and M&A and succession planning.