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Firms / Texas

Kestra Advisory Services, LLC

Austin, TX

1,452 advisors$79.8 billion managed544 offices

About the firm

A registered investment advisory firm based in Austin, Texas, with about 544 offices. It manages about $79.8 billion for roughly 115,285 individual clients. Services include financial planning, investment management for individuals and small businesses, investment management for businesses and institutions.

How they work

How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$618,892
Assets under management ?$79.8 billion
Individual clients115,285
Median years of experience22
FoundedNot stated

Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

Advisors at Kestra Advisory Services

1,452Advisors
22Median years of experience
45States with offices
544Offices
1,452 advisors · Kestra Advisory Services
Kestra Advisory Services
47yrs
David Marc Mizrahi
Financial advisor
Malibu, CA
Top advisor by experience at Kestra Advisory Services
Fiduciary
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Kestra Advisory Services
45yrs
John Francis Dodds
Financial advisor
5707 Southwest Parkway Building 2, Suite 400
Austin, TX 78735
Top 1% by experience in Austin
PlanningInvesting
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Kestra Advisory Services
45yrs
Kathleen Wyble Graham
Financial advisor
14855 Blanco Rd Suite 218
San Antonio, TX 78216
Top 1% by experience at Kestra Advisory Services
ChFCFiduciary
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Kestra Advisory Services
45yrs
Carl Pultz Flanagan III
Financial advisor
4901 Broadway, Suite 200
San Antonio, TX 78209
Top 1% by experience at Kestra Advisory Services
Fiduciary
Call Directions
Kestra Advisory Services
45yrs
Glenn Jay Hansen
Financial advisor
2347 Huntingdon Pike
Huntingdon Valley, PA 19006
Top advisor by experience in Huntingdon Valley
CFP®
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Kestra Advisory Services
45yrs
James Horace Davis Jr
Financial advisor
5707 Southwest Parkway Building 2, Suite 400
Austin, TX 78735
Top 1% by experience at Kestra Advisory Services
Fiduciary
Call Directions
Kestra Advisory Services
44yrs
Bruce Emery Carlson
Financial advisor
400 Village Center Drive Suite 400
North Oaks, MN 55127
Top advisor by experience in North Oaks
CFP®Fiduciary
Call Directions
Kestra Advisory Services
44yrs
Gregory Ward Day
Financial advisor
7824 Shady Bend Court
Shawnee, KS 66227
Top advisor by experience in Shawnee
PlanningInvesting
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Kestra Advisory Services
44yrs
Jeffrey Alan Brown
Financial advisor
67 Jefferson Blvd
Warwick, RI 02888
Top 1% by experience in Warwick
ChFCFiduciary
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Kestra Advisory Services
44yrs
Herbert Carl Smith
Financial advisor
4605 Lindell Blvd #1601
St, Louis, MO 63108
Top 1% by experience in St, Louis
CFP®ChFC
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Kestra Advisory Services
44yrs
Nancy Jo Hayes
Financial advisor
3380 Lacrosse Lane, #100
Naperville, IL 60564
Top 1% by experience in Naperville
Fiduciary
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Kestra Advisory Services
44yrs
Gregory F Lamp
Financial advisor
3323 OLD Conejo Rd.
Newbury Park, CA 91320
Top advisor by experience in Newbury Park
Fiduciary
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Kestra Advisory Services
43yrs
Kenneth Craig Morris
Financial advisor
1111 W Long Lake Rd Suite 300
Troy, MI 48098
Top 1% by experience in Troy
ChFC
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Kestra Advisory Services
43yrs
Russell Edwin Herman
Financial advisor
5707 Southwest Parkway Building 2, Suite 400
Austin, TX 78735
Top 1% by experience in Austin
PlanningInvesting
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Kestra Advisory Services
43yrs
Susan Clayton Moore
Financial advisor
51 Clay Street
Alexander City, AL 35010
Top advisor by experience in Alexander City
Fiduciary
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Kestra Advisory Services
43yrs
Thomas Eric Dunn
Financial advisor
Katonah, NY
Top advisor by experience in Katonah
ChFCFiduciary
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Kestra Advisory Services
43yrs
Larry Ronald Blair
Financial advisor
870 Kipling St. Suite A
Lakewood, CO 80215
Top 1% by experience in Colorado
CFP®
Call Directions
Kestra Advisory Services
43yrs
Kittredge Lee Griffin
Financial advisor
614 Capital Of Texas Highway
Austin, TX 78746
Top 1% by experience in Austin
Fiduciary
Call Directions
Kestra Advisory Services
43yrs
John Robert Stockton Jr
Financial advisor
5707 Southwest Parkway Building 2, Suite 400
Austin, TX 78735
Top 1% by experience in Austin
ChFCFiduciary
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Kestra Advisory Services
43yrs
Robert Parsons Burns
Financial advisor
5707 Southwest Parkway Building 2, Suite 400
Austin, TX 78735
Top 1% by experience in Austin
ChFCFiduciary
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Kestra Advisory Services
43yrs
John Charles O'Keeffe
Financial advisor
100 Passaic Ave., Suite 100a
Fairfield, NJ 07004
Top advisor by experience in Fairfield
Fiduciary
Call Directions

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Also known as

NFP Advisor Services LLC

About Kestra Advisory Services

How do I contact Kestra Advisory Services?

Call the main office at 8445537872. The main office is at 5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735.

How is Kestra Advisory Services paid?

The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.

What services does Kestra Advisory Services offer?

Financial planning, Investment management for individuals and small businesses, Investment management for businesses and institutions, Retirement plan consulting, Choosing other investment managers.

How many advisors work at Kestra Advisory Services?

We list 1,452 advisors currently registered with the firm.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.