Kestra Financial rebranded in April 2016, ahead of the sale of a majority interest in its company to affiliated funds of Stone Point Capital (see more on that here).

Kestra PWS, based in San Diego, CA, will continue operating as a stand-alone RIA, and provide advisors with services including office management, technology infrastructure, branding and marketing.

The firm also has offices in Los Angeles and Orange County, CA; Westport, CT; Middleburg, VA; Salt Lake City, UT; and Stuart, FL.