focus on you
WE EMPOWER SUCCESS
Our success is built on yours—our associated financial professionals, investors, and every person we’re proud to have work with us.
DISTINCTLY COMMITTED TO GROWTH
We know growth is imperative for every financial professional and investor. But it’s not just business or portfolio growth. It’s a mindset to evolve, reinvent, and innovate. These principles are the foundation of Kestra Financial.
Since 1997, we’ve partnered with sophisticated financial professionals who provide their clients with superior service. This focus on financial professionals led to our remarkable growth in the industry, and in 2016, triggered an opportunity to become independent.
Our independence has created even more flexibility today to do what’s right for our financial professionals and their clients. We’ve built an industry-leading technology platform and offer a wide range of tools and services, all to help them achieve their goals.
BY THE NUMBERS
Assets Under Advisement1
Assets Under Management2
An industry leader
Average Annual Gross Production Per Advisor
ThinkAdvisor, 2018 Broker-Dealer
Independent Broker-Dealer by Gross Revenue
ThinkAdvisor, 2019 Broker-Dealer
Financial Professional Retention Since 2007
- 1. As of Dec. 31, 2019, assets include Kestra Investment Services, LLC, Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC, and Kestra Institutional Services
- 2. As of Dec. 31, 2019, assets include Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC, and Kestra Institutional Services
- 3. As of Dec. 31, 2019, includes combined revenue of Kestra Financial, Inc. and its subsidiaries
WHAT WE DO
We are a financial services platform that is more than simply a broker-dealer. We process investment transactions and provide investment advisory services, and we're committed to helping financial professionals and investors achieve success.
We work alongside financial professionals to help pinpoint and reach specific business objectives as well as manage their back office operations. We’re proudly independent, which enables us to offer a wide range of tools, services, and support to help our financial professionals and their clients’ goals.
We’re regulated by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) and we help ensure our associated firms' businesses are compliant with regulatory guidelines.
Leaders who listen
Our leadership team is driven to help financial professionals grow their businesses through innovation, service, and collaboration. As such, they actively work with financial professionals to help in any way they can and welcome the opportunity to truly get to know you.Meet our leaders
WORK AT KESTRA FINANCIAL
We’re always looking for dedicated individuals who share our values and passion.Explore career opportunities