Independent informational resource not affiliated with any broker-dealer Verify any advisor on FINRA BrokerCheck
No. 10 Financial Planning IBD Elite 2026

Kestra Financial: Independent Broker-Dealer Profile

Legal name: Kestra Investment Services, LLC · Austin, TX

$977.8M2025 Revenue
+14.0%YoY Growth
1,413Producing Reps
1997Founded

Quick Facts

2026 RankNo. 10 (Financial Planning IBD Elite 2026)
Legal NameKestra Investment Services, LLC
HeadquartersAustin, TX
Founded1997
2025 Revenue$977.8 million (+14.0% YoY)
Producing Reps1,413
Client Assets$154.5 billion
PrincipalsJohn Amore, President; Kelly Apple, Head of Wealth Management
EmployeesNot publicly disclosed
FINRA BrokerCheckSearch BrokerCheck

Revenue, growth and (for ranks 1–15) rep and asset figures: Financial Planning IBD Elite 2026, self-reported by firms. Other figures as noted.

About Kestra Financial

Kestra Financial is a wealth management platform within Kestra Holdings, whose family of companies includes Kestra Private Wealth Services, Bluespring Wealth Partners, Kestra Investment Management and Arden Trust Company.

Services Offered

Kestra provides brokerage and advisory services for independent advisors, an RIA-focused offering through Kestra Private Wealth Services, a proprietary model-portfolio platform, trust services, insurance planning, and succession and acquisition capital through Bluespring Wealth Partners.

Leadership

John Amore, President (listed as chief executive by Financial Planning); Kelly Apple, Head of Wealth Management.

Kestra Financial in the News

  • Aug. 2026

    Kestra named Kelly Apple, a former BlackRock managing director, as head of wealth management, following John Amore's promotion to president.

    Source: ABF Journal
  • June 25, 2026

    Kestra affiliate Element Wealth Advisors was acquired by Bluespring Wealth Partners.

    Source: InvestmentNews
  • March 31, 2026

    Kestra added four business development consultants to expand advisor recruiting across the Midwest, Northeast, Mid-Atlantic and Southeast.

    Source: Business Wire

Verify Kestra Financial on FINRA BrokerCheck

Before working with any advisor affiliated with Kestra Financial, review the firm's and the individual advisor's registration history and disclosures on FINRA BrokerCheck.

Search BrokerCheck