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- Custodian
- Broadridge ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-31-1998
- Office Locations
- 595
Office Locations
About Kestra Advisory Services, LLC
Kestra Advisory Services, LLC (Kestra Financial) is an Austin-based independent wealth management platform supporting advisors with practice management consulting across operations, growth, transition and succession planning, plus investment management insights and market commentary via its Kestra IM content. Distribution teams may value its partnership culture with direct leadership access and its tech focus, including an AI-assistant partnership with Zocks.
Reported data analysis
What the numbers show
Between November 24, 2025 and August 20, 2026, reported AUM increased 32.6%, from $60.2B to $79.8B.
Across 5 reported observations, AUM increased 77.0% between December 15, 2022 and August 20, 2026, from $45.1B to $79.8B.
Of the latest reported AUM, 77.8% is discretionary and 22.2% is non-discretionary.
The firm reports 1,359 advisory representatives and 123,795 clients, or 91.1 clients per representative. That equates to $644.6K in reported AUM per client.
The profile lists 595 reported office locations and 27 years in operation. The source data was last updated on August 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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AdvizorPro subscribers can review Kestra Advisory Services, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Kestra Advisory Services, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN VINCENT AMORE
President
- CRD
- #5430932
- Ownership
- Less than 5%
Jeremy Scott Carr
EVP, General Counsel
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 9 owners & executives
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Jonathan Abbuhl
--
- CRD
- #7495196
ROBERT GEORGE ABEL
Financial Advisor
- CRD
- #4397867
Showing 2 of 1444 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,105,726,709 | $427,031 |
| Non-Discretionary | $17,692,365,058 | $376,409 |
| Total | $79,798,091,767 | $414,667 |
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Separately Managed Accounts
SMA allocation detail is available
Kestra Advisory Services, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Kestra Advisory Services, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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