Kestra Advisory Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Austin, TX. Its latest Form ADV filing, dated April 8, 2026, reports $79.8B in regulatory assets under management, 1,359 employees, 544 offices, and 192,439 accounts.
Assets Under Management
$79.8B
Employees
1,359
Offices
544 offices
Total Clients
117,403
Primary office
AUSTIN, TX
5707 SOUTHWEST PARKWAY, BUILDING 2, SUITE 400, AUSTIN, TX, United States
Top client segmentIndividuals represent 75.9% of total clients.
Top client categories% of clientsClients
1
Individuals
75.9%
89,162
2
HNWI
22.3%
26,123
3
Corporations
0.9%
1,062
4
Pension Plans
0.7%
785
5
Charitable
0.2%
248
Additional categories (<0.1%)
Insurance Cos.23 clients
Categories with <5 clients
Banking or thrift institutions<5 clients
Other investment advisers<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$79.8Bas of May 29, 2026
Discretionary77.8%
$62.1B
78% of total RAUM77.8%
Non-discretionary22.2%
$17.7B
22% of total RAUM22.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$79.8B
Total Accounts192,439
10Y AUM Change+$63.8B (+398.5%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1,359
Clients per Employee86:1
10Y Employee Change+152 (+12.6%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.