M and A

Kestra Onboards Virginia-Based Wealth Manager

Editorial Staff January 10, 2025

Kestra Onboards Virginia-Based Wealth Manager

Kestra, headquartered in Austin, Texas, which calls itself a hybrid RIA, has added a number of firms to its platform in recent months, starting this year with a business in Arlington.

Kestra Private Wealth Services, an RIA and subsidiary of Kestra Financial, has added Campus Private Wealth to its platform, the firm said in a statement this week . 

Campus, which is based in Arlington, Virginia, was founded by Bill Milby, chief executive and chief investment officer, and Jason Lindner, chief operating officer.

Kestra said it provides advisors with the tools and resources necessary to succeed as independent business owners, including advanced compliance solutions, technology, and back-office support. Kestra PWS is headquartered in Austin, Texas. The firm’s platform is composed of its independent RIA as a broker-dealer to provide financial professionals with an open-architecture platform and independence across both fee- and transaction-based business models. 

In December 2024, Kestra added Ohio-based Arc Private Wealth to its platform. 

In September, Kestra Financial onboarded SZC Financial Planning & Management, a firm founded in Maryland. In June it added the financial professional team at Attain Wealth Partners to its platform.

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes