Firm profile

KESTRA ADVISORY SERVICES, LLC

AUSTIN, TXCRD 283330Latest ADV April 8, 2026

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
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOAMORE, JOHN, VINCENT
CCOMichael R. Pedlow
CFOScott M. Zegers

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Source verified May 13, 2026

Client Coverage Demographics

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 April 8, 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.

Latest AUM$79.8B
Total Accounts192,439
10Y AUM Change+$63.8B (+398.5%)

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%)

* 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.