Kestra Financial Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Kestra Financial

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Kestra Financial Fast Facts

Revenue	Over $500 million    See Exact Annual Revenue
Employees	500 - 1,000Exact Company Size
Primary Industry	52311 Investment Banking & Securities Dealing
Address	5707 Southwest Pkwy Building 2 Suite 400 Austin, TX 78735

Note: Revenues for privately held companies are statistical evaluations.


Kestra Financial's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Kestra Financial's annual revenues are Over $500 million (see exact revenue data)
• What industry is the company in?
  • Kestra Financial is classified as operating in the Investment Banking & Securities Dealing industry, NAICS Code 52311.

Kestra Financial Annual Revenue and Growth Rate

Kestra Financial	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	Over $500 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Kestra Financial's revenues are gauged from an analysis of company filings.

Kestra Financial's Income Statement (based on Industry Averages)

Kestra Financial P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Kestra Financial is developing and marketing. Kestra Financial doesn't have any recent trademark applications, indicating Kestra Financial is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
ADVISORENTERPRISE Investment consultation; investment management; financial planning; investment brokerage services; financial consulting services; financial analysis and research services	11/17/2021
KESTRA Business education and training services, namely, providing conferences, seminars, online interactive training sessions, non-downloadable webinars, and online non-downloadable videos in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; interactive online training services in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; providing training for financial advisors in the fields of business management, business operations, sales and marketing; providing online, non-downloadable videos featuring educational and training content in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning	02/19/2016
KESTRA FINANCIAL Financial consulting and advisory services in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; financial retirement plan consulting and administration services; providing a web site featuring financial and stock market research information in order to assist financial professionals in the management of financial investments; providing information and advice in the fields of finance, financial investments, financial valuations, and the financial aspects of retirement; providing a resource website featuring information in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; providing information and analysis in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; financial planning; financial planning and investment advisory services; financial advisory and consultancy services; financial analysis and research services	02/19/2016

See all trademarks and details in the Full Report.

Market Share of Kestra Financial's Largest Competitors

A competitive analysis shows these companies are in the same general field as Kestra Financial, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	100
RAYMOND JAMES INVESTMENT MANAGEMENT	St Petersburg, FL	39
MERRILL LYNCH	New York, NY	19
SAFE HARBOR PUBLICATIONS	Southampton, NY	17
STIFEL FINANCIAL	St Louis, MO	16
CREDIT SUISSE ASSET MANAGEMENT	New York, NY	12
RBC CAPITAL MARKETS	New York, NY	8
BNP PARIBAS ASSET MANAGEMENT USA	New York, NY	7
MACQUARIE HOLDINGS USA	New York, NY	7

Nearby Competitors

These companies are similar in business line and location to Kestra Financial. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
AMHERST GROUP	Austin, TX	100
AMHERST HOLDINGS	Austin, TX	76
KESTRA FINANCIAL	Austin, TX	51
AMHERST SERVICES	Austin, TX	44
TRAILSTONE MANAGEMENT	Austin, TX	5
SAMCO CAPITAL MARKETS	Austin, TX	4

Future Competition: Kestra Financial's Fastest Growing Competitors

These companies are in the same general field as Kestra Financial and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)