Kestra Financial Featured in Financial Planning's 2024 IBD Elite Rankings
We're excited to announce that Kestra has been featured in Financial Planning’s 2024 IBD Elite rankings and cover story, “The Myth of Big Versus Small.” This piece delves into key industry trends, particularly around consolidation, and positions Kestra as a prime example of a successful midsize firm navigating the evolving financial landscape, busting a perceived myth that only large companies will survive and thrive.
Further, we’re proud to share that Kestra Financial maintained its position as the twelfth largest #12 firm by revenue while also earning a new entry into the top 10 for total account assets—a significant achievement compared to last year. View the full article to see the 39th annual edition of Financial Planning’s IBD Elite study of the largest independent brokerages in wealth management.
