# Kestra Financial

> Kestra Financial is a U.S. wealth management platform serving independent financial advisors and advisory firms with broker-dealer and registered investment adviser services, technology, compliance, investment resources and business consulting. It operates within Kestra Holdings, whose majority investor is Stone Point Capital following a February 2025 recapitalization.

- **Founded:** 1997
- **Headquarters:** Austin, United States
- **Products:** Broker-dealer and RIA services, AdvisorComplete, AdvisorEnterprise, AdvisorChoice, Practice consulting and advisor community
- **Notable:** Financial Advisor magazine ranked Kestra Financial No. 11 in its 2025 independent broker-dealer ranking., 2025 ThinkAdvisor Luminaries winner for innovation in investment management client portals, recognizing Digital Account Opening., Recruited 26 financial professionals overseeing more than $2.4 billion in the first quarter of 2025.

## Products & services

- **Broker-dealer and RIA services** — Securities brokerage through Kestra Investment Services and investment advisory support through Kestra Advisory Services and Kestra Private Wealth Services.
- **AdvisorComplete** — Business workstation connecting client information, account opening, compliance, applications and service teams.
- **AdvisorEnterprise** — Envestnet-supported investment platform with proposals, portfolio tools, trading, rebalancing and reporting.
- **AdvisorChoice** — Advisor-managed account platform available through multiple custodians.
- **Practice consulting and advisor community** — Business management, marketing, training, transition support and peer collaboration.
- **Kestra Private Wealth Services** — Supported independence for advisors leaving wirehouses or employee models, including operational setup.
- **Advanced planning and RightCapital access** — Planning specialists and software for retirement, tax scenarios, insurance analysis and other planning needs; announced January 2026.
- **Kestra Investor Solution** — Addepar-powered reporting and client portal announced by Kestra Holdings in February 2026; announcement described a pilot and planned phased rollout beginning fall 2026.

## Achievements

- Financial Advisor magazine ranked Kestra Financial No. 11 in its 2025 independent broker-dealer ranking.
- 2025 ThinkAdvisor Luminaries winner for innovation in investment management client portals, recognizing Digital Account Opening.
- Recruited 26 financial professionals overseeing more than $2.4 billion in the first quarter of 2025.

## Latest updates

- **2026-09** — Ecclesiastes Wealth Partners, with approximately $550 million in client assets, joined the advisor community.
- **2026-02** — Kestra Holdings announced the Addepar-powered Kestra Investor Solution, initially in pilot with a phased rollout planned from fall 2026.
- **2026-02** — ASCEND 2026 convened more than 800 advisors, partners and leaders in Austin; refreshed Kestra Women’s Collective launched.
- **2026-01** — Announced Christine E. Brown as Head of Advanced Planning and a RightCapital partnership.

## Links

- Website: https://www.kestrafinancial.com/
- LinkedIn: https://www.linkedin.com/company/kestra-financial
- Twitter/X: https://twitter.com/kestrafinancial
- YouTube: https://www.youtube.com/channel/UCyPENQPu-1_mr7PGZsv47Cg
- Facebook: https://www.facebook.com/kestrafinancial

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Profile page: https://yespress.io/kestra-financial
Published by YesPress — https://yespress.io
Last updated: 2026-10-25