# Kestra Advisory Services, LLC
Source: https://planprovider.pro/provider/kestra-advisory-services-llc

> From its Austin headquarters and Tempe home office, Kestra Advisory Services, LLC runs an RIA platform that supports independent advisors with day-to-day ope…

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/](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).

| Plan|Sponsor|Assets|Participants|

| 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|

| UWAJIMAYA, INC. 401(K) RETIREMENT PLAN|UWAJIMAYA, INC., WA|$36M|563|

| ABBOTT, STRINGHAM & LYNCH ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN|ABBOTT, STRINGHAM & LYNCH ACCOUNTANCY CORPORATION, CA|$32M|104|

| UNLIMITED CONSTRUCTION SERVICES INC. 401(K) PROFIT SHARING PLAN|UNLIMITED CONSTRUCTION SERVICES INC., HI|$14M|139|

| TRANSFORMING AGE 403(B) RETIREMENT PLAN|PRESBYTERIAN RETIREMENT COMMUNITIES NORTHWEST DBA TRANSFORMING AGE, WA|$12M|90|

| BET INVESTMENTS 401(K) SAVINGS PLAN|BET INVESTMENTS, PA|$12M|130|

| LUCKY EAGLE CASINO 401(K) RETIREMENT PLAN|LUCKY EAGLE CASINO, WA|$10M|410|

| EXACTERA RETIREMENT SAVINGS PLAN|EXACTERA LLC, NY|$4M|88|

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