Cause IQ vendor profile

Kestra Advisory Services LLC


Kestra Advisory Services LLC is a firm that provides financial advisor, investment management, consulting services, administrative support, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in District of Columbia (although they are present in other states as well).

Most Kestra Advisory Services LLC clients are elementary and secondary schools and outpatient health care practitioners and facilities with revenues ranging from $24 million to $137 million.

Previous legal names, trade names, or just variations of their name include: Kestra Advisory Services.

Primary location:
Austin, TX
All locations:
TX
Identified clients:
154
Avg client size:
$80 mil revenue
Median client size:
$34 mil revenue

Kestra Advisory Services LLC client list

 NameTypeLocation
1Scholarship America501(c)(3)Minneapolis, MN
2Kipp DC Public Charter Schools501(c)(3)Washington, DC
3Management Sciences for Health (MSH)501(c)(3)Medford, MA
4The New Teacher Project (TNTP)501(c)(3)New York, NY
5Massachusetts Society for the Prevention of Cruelty to Animals (MSPCA-Angell)501(c)(3)Boston, MA
6Motion Picture Association (MPAA)501(c)(6)Sherman Oaks, CA
7Museum of Science501(c)(3)Boston, MA
8UnidosUS501(c)(3)Washington, DC
9Innovations for Poverty Action (IPA)501(c)(3)Washington, DC
10Common Cause Education Fund501(c)(3)Washington, DC
...and 144 more Kestra Advisory Services LLC not-for-profit tax-exempt clients identified by Cause IQ

Kestra Advisory Services LLC competitors

Competitors to Kestra Advisory Services LLC in the nonprofit sector include Benefit Plans Admin Services, Inc., Transamerica Retirement Solutions, Ameriprise Financial Services, Towers Watson, Raymond James Financial Services, Capfinancial Partners, LLC, The Segal Company, US Bank, JP Morgan Chase, and Adp.

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