A complete list of active advisors currently associated with Kestra Private Wealth Services, LLC

Warmer can help you find a great advisor at Kestra Private Wealth Services, LLC or one who fits your needs even better.

Kestra Private Wealth Services is an enterprise-scale advisory firm that manages roughly $13.45 billion in client assets through a network of about 210 Advisors and serves a mix of individual (including non‑HNW and HNW) clients, retirement plans, corporations, charitable organizations and other institutional clients. Its stated services include advisor‑managed portfolios, financial planning and consulting, wrap‑fee programs, retirement plan consulting and administration, annuity subaccount management (AAPlus), 529 plan advisory (529Plus) and participation as a placement agent for private funds. Kestra supports independent Advisors with multiple advisory platforms and custodial choices—most notably the AdvisorEnterprise platform provided through Envestnet, and the AdvisorChoice platform available through custodians such as NFS, Schwab and Fidelity—offering both discretionary and non‑discretionary portfolio management and access to a wide range of products including complex and alternative investments and third‑party managed solutions. The brochure describes a supervisory and fiduciary framework for Advisors, use of technology and third‑party managers, and detailed disclosures around platform differences, program fees, and cases where Advisors act as co‑advisers or refer clients to external managers. Noteworthy details in the brochure that differentiate Kestra from many peers include its documented work with other investment advisers and with banking or thrift institutions and, in some instances, institutional investors that are uncommon at this enterprise scale, such as sovereign wealth funds. The filing also highlights Kestra’s role as placement agent for private funds, its affiliated broker‑dealer relationship with Kestra Investment Services and clearing arrangement with NFS (including revenue‑sharing and sweep program mechanics), and specific Marketing Rule disclosures about third‑party manager relationships and presentation of predecessor performance.

To learn more about the advisors currently working at Kestra Private Wealth Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.