RIA Intel›Advisers›Texas›KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC

Advisory

N·AUSTIN, TX

Data as of Jul 20, 2026 · Source: SEC Form ADV

Total AUM

$79.8B

1-Year AUM Growth

+24.5%

3-Year CAGR

+10.1%

Employees

1,359

Assets Under Management

Total AUM$79.8B

Discretionary AUM$62.1B

Non-Discretionary AUM$17.7B

Discretionary %77.8%

Total Clients97,702

Team

Total Employees1,359

Investment Advisers1,359

Employee Growth (1Y)+2.6%

Filing History

Total Filings on Record49

First FilingApr 7, 2016

Latest FilingJul 20, 2026

🔒 Full AUM trend chart and 49 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on KESTRA ADVISORY SERVICES, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.