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Partner with Kestra:

Where Culture Counts 

As an industry-leading broker-dealer/RIA platform, Kestra Financial is committed to empowering financial advisor success. Our advisor-centric culture is built to support our high-performing advisor network with best-in-class resources, innovative technology, and award-winning support.

Accessible, Transparent, and Collaborative Leadership  

At Kestra Financial, our leadership team is committed to cultivating and sustaining a culture of success that the industry’s best advisors and their clients can count on. To us, culture isn’t just a buzzword—it shapes everything we do. Independence is central to our culture at Kestra Financial. We know success doesn’t look the same for every independent advisor or every client. But whatever success means to you, we’ve built the culture and platform to help you achieve it.


Why Kestra Financial?
95%
Financial Professional Retention in 2022 1
#7
in FinancialAdvisor Payout2
#11
Independent Broker-Dealer by Gross Revenue3
$790M
Total Revenue4
  • 1As of Dec. 31, 2022, assets include Kestra Investment Services, LLC, Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC, and Kestra Institutional Services
  • 2As of Dec. 31, 2022, assets include Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC, and Kestra Institutional Services
  • 3As of Dec. 31, 2022, includes the combined revenue of Kestra Financial, Inc. and its subsidiaries
Proven Leadership
James Poer
“The Kestra ecosystem is  redefining the industry through superior service, cutting-edge technology, and a suite of resources that deliver deeper value to advisors and clients.”
James Poer
CEO, Kestra Holdings
9 years
“We take pride in being part of something bigger than ourselves, and helping our advisors be successful in the noble work they do for their clients.”
Stephen Langlois
President, Kestra Financial
4 years
John
“When you work with us, you’ll always have the freedom to choose which investment solutions best suit the needs of your clients and your business.”
John Amore
EVP, Wealth Management
Kestra Financial
4 years
Kara Murphy
“We’re consistently developing innovative investment solutions to help our advisors create scale and grow their businesses.” 
Kara Murphy, CFA®
Chief Investment Officer, Kestra Investment Management
3 years
Mark
“Our Business Consulting team has collaborated with hundreds of advisors to create efficient, scalable growth and reach new levels of success.”
Mark Schoenbeck
EVP, Advisor Engagement Kestra Financial
8 years


As of Dec. 31, 2022, assets include Kestra Investment Services, LLC, Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC, and Kestra Institutional Services
As of Dec. 31, 2022, assets include Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC, and Kestra Institutional Services
As of Dec. 31, 2022, includes the combined revenue of Kestra Financial, Inc. and its subsidiaries