Kestra Advisory Services, LLC

Retirement Plan Advisor

Dallas, TX

About Kestra Advisory Services, LLC

<p>From its Austin headquarters and Tempe home office, Kestra Advisory Services, LLC runs an RIA platform that supports independent advisors with day-to-day operations and firm growth. As part of the Kestra Holdings family, it provides centralized tools and support while allowing advisors to run their own practices.</p> <p>Kestra lists offices in the Dallas–Fort Worth area as well as Baton Rouge, Greensboro, Savannah, Kalamazoo, Canton (near the Akron–Canton market), Orlando, and Avon (in the Hartford area). This footprint helps the firm work with advisors across the South, Midwest, and Northeast while supporting a nationwide network.</p> <p>The firm reports $142.0B in assets under management (2026). Beyond investment management, Kestra focuses on practical help for advisor businesses, including transition support for moves between firms and systems, along with consulting and technology resources.</p> <p>What sets Kestra apart is its emphasis on an advisor-first operating platform, with direct support in areas that typically pull time away from client service.</p> <ul> <li>Registered investment adviser (RIA) support platform</li> <li>Business consulting for practice management and operations</li> <li>Technology and platform resources for advisors</li> <li>Transition support for onboarding and firm moves</li> <li>Growth resources for independent advisory businesses</li> </ul>

Website: https://www.kestrafinancial.com/

Office Locations

  • Dallas, TX
  • Baton Rouge, LA
  • Greensboro, NC
  • Savannah, GA
  • Kalamazoo, MI
  • Canton, OH
  • Orlando, FL
  • Avon, CT

Client Statistics (2026)

  • Total Clients: 0
  • Total AUM: $142.0B

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN UNITED AIRLINES, INC., IL $16.8B 17,444
WGU RETIREMENT SAVINGS PLAN WGU CORPORATION, UT $533M 9,058
SK HYNIX MEMORY SOLUTIONS AMERICA INC. 401K PLAN SK HYNIX MEMORY SOLUTIONS AMERICA INC., CA $108M 259
SK HYNIX AMERICA 401(K) PLAN SK HYNIX AMERICA INC., CA $84M 314
HANNAH MOTOR CO., INC. 401(K) PLAN HANNAH MOTOR CO., INC., WA $44M 761
401(k) Retirement Plan Healthcare Sponsor, WA $36M 563
401(k) Retirement Plan Manufacturing Sponsor, CA $32M 104
401(k) Retirement Plan Professional Services Sponsor, HI $14M 139
403(b) Retirement Plan Technology Sponsor, WA $12M 90

🔒 Want to unlock and download Kestra Advisory Services, LLC's client list?

Subscribe to Basic or Premium today to reveal and download all 12 client plans.

Subscribe Today
Are you with Kestra Advisory Services, LLC? Claim your profile to unlock and display all 12 client plans serviced by your firm.

Other Retirement Plan Advisors in TX