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 PLANUNITED AIRLINES, INC., IL$16.8B17,444
WGU RETIREMENT SAVINGS PLANWGU CORPORATION, UT$533M9,058
SK HYNIX MEMORY SOLUTIONS AMERICA INC. 401K PLANSK HYNIX MEMORY SOLUTIONS AMERICA INC., CA$108M259
SK HYNIX AMERICA 401(K) PLANSK HYNIX AMERICA INC., CA$84M314
HANNAH MOTOR CO., INC. 401(K) PLANHANNAH MOTOR CO., INC., WA$44M761
UWAJIMAYA, INC. 401(K) RETIREMENT PLANUWAJIMAYA, INC., WA$36M563
ABBOTT, STRINGHAM & LYNCH ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLANABBOTT, STRINGHAM & LYNCH ACCOUNTANCY CORPORATION, CA$32M104
UNLIMITED CONSTRUCTION SERVICES INC. 401(K) PROFIT SHARING PLANUNLIMITED CONSTRUCTION SERVICES INC., HI$14M139
TRANSFORMING AGE 403(B) RETIREMENT PLANPRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST DBA TRANSFORMING AGE, WA$12M90
BET INVESTMENTS 401(K) SAVINGS PLANBET INVESTMENTS, PA$12M130
LUCKY EAGLE CASINO 401(K) RETIREMENT PLANLUCKY EAGLE CASINO, WA$10M410
EXACTERA RETIREMENT SAVINGS PLANEXACTERA LLC, NY$4M88

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