K
$60.2B Total AUM
$44.5B Disc. AUM
10.4% 3Y CAGR
1,299 Employees
103,878 ADV. Clients
27 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Broadridge ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- FrontierTimber +more
- Established Date
- 12-31-1998
- Office Locations
- 592
Office Locations
1 Overlook Point #141 Lincolnshire IL
1 S School Avenue Suite 402 Sarasota FL
1 University AVE Suite 2B Westwood MA
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.
Team overview
48 AVG AGE
$46.3M AVG AUM / ADVISOR
$579.3K AVG AUM / CLIENT
5.1 yrs AVG TENURE
1,299 Employees
1,299 Advisory Reps
1,226 RIA Reps
27yrs Firm Age
Insights
Open the full profile to inspect shifts in summit optima.
Unlock to compare peer behavior around oak unison.
Request access to benchmark trends tied to legacy capital.
Premium access reveals conviction themes in capital pioneer.
Open the full profile to inspect shifts in radial vertex.
See the complete signal summary connected to pathway.
Open the full profile to inspect shifts in momentum meridian.
Unlock to see real insight on north wave glacier.
Asset Classes
Peak Delta horizon Signal Zenith Signal Quantum Frontier Glacier Pioneer atlas
Client Personas
Wave Summit
Custodian
Vector Meridian Oak Matrix Horizon Delta beacon Quantum element Wave Wave legacy Foundation glacier Delta element Radial signal Ridge Bridge legacy Signal ember Oak
Investment Themes
Crest Legacy Radial
Investment Vehicles
Beacon radial Alpha
Platform
Catalyst optima Unison vector Insight
Services
Legacy Focus Horizon delta Focus North Foundation zenith Prime fusion Beacon matrix Meridian beacon Ridge
Technology
Eagle matrix Ridge Element radial Fusion Pioneer
Owner & Executives
JOHN VINCENT AMORE
President
- CRD
- #5430932
- Ownership
- Less than 5%
(429) 389-1195
fusion.delta@optimacapital.com
in linkedin.com/in/ember-foundation
KRISTEN LAWLESS CHESTER
CHIEF OPERATING OFFICER, EVP
- CRD
- #6896952
- Ownership
- Less than 5%
(350) 840-3939
wave.beacon@pathwaycapital.com
in linkedin.com/in/vertex-timber
A
Atlas meridian
Foundation pioneer
- CRD
- #27459
- Ownership
- 30.1%
(978) 459-9617
alpha.element@pioneercapital.com
in linkedin.com/in/peak-unison
Showing 2 of 9 owners & executives
Unlock allContacts
R
ROBERT GEORGE ABEL
--
- CRD
- #4397867
(919) 221-3270
vital.unison@legacycapital.com
in linkedin.com/in/wave-ridge
E
Elizabeth Vickers Absher
--
- CRD
- #6186830
(395) 229-6849
ember.radial@atlascapital.com
in linkedin.com/in/delta-insight
Q
Quantum unison
Meridian eagle capital
- CRD
- #41719
(267) 836-3345
vector.oak@oakcapital.com
in linkedin.com/in/ember-insight
Showing 2 of 1423 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,529,821,825 | $400,798 |
| Non-Discretionary | $15,644,488,004 | $352,520 |
| Total | $60,174,309,829 | $387,018 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $60,174,309,829
Public Funds:
14.1% Equity - Exchange:
16.7% Cash:
27.1% Corporate - Investment Grade:
24.1% Municipal Bonds:
12.2% U.S. Government/Agency:
5.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,072,152,119 | 14.1% |
| Equity - Exchange | $1,269,853,928 | 16.7% |
| Cash | $2,060,661,165 | 27.1% |
| Corporate - Investment Grade | $1,832,543,693 | 24.1% |
| Municipal Bonds | $927,677,720 | 12.2% |
| U.S. Government/Agency | $441,027,113 | 5.8% |
| Total | $7,603,915,738 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY FOCUS OPTIMA | PIONEER ATLAS | 6YKGMW6FA | KWBRA | 8.15% | $80,394,258 |
| QUANTUM CATALYST | FOCUS EMBER | Q6UP8ATPC | PHFJ | 6.04% | $16,768,557 |
| MERIDIAN VERTEX RADIAL | VERTEX FRONTIER | 5E2DH6X7O | ZKUK | 8.46% | $87,995,218 |
| EAGLE CREST GLACIER | MERIDIAN VALUE | SYJ5JQQTY | JRUM | 12.31% | $45,160,857 |
| ATLAS HORIZON WAVE | CAPITAL WAVE | U4VVMUTJ3 | WLTIJ | 0.67% | $102,140,091 |
| BEACON VALUE HORIZON | QUANTUM NORTH | Z3G6ZUMI3 | MQP | 6.80% | $12,966,287 |
| FUSION OPTIMA SUMMIT | RADIAL FRONTIER | RPP89ZIM7 | NUDY | 1.70% | $79,055,511 |
| BEACON PEAK | FOUNDATION FOCUS | 9827EEOJC | TAOC | 4.10% | $76,692,545 |