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RIA comparison · SEC Form ADV

Sapient Capital LLC vs Kestra Private Wealth Services, LLC

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Sapient Capital LLC is the larger of the two, with $14B in regulatory assets to $13B at Kestra Private Wealth Services, LLC, 2% more than its rival, by their latest Form ADV filings. Kestra Private Wealth Services, LLC reports more individual clients (19,977 vs 980), while Sapient Capital LLC’s clients hold more on average (about $12 million each against $650,000). Sapient Capital LLC is based in Indianapolis, Indiana and Kestra Private Wealth Services, LLC in Austin, Texas.

FigureSapient Capital LLCKestra Private Wealth Services, LLC
Regulatory AUM$14B$13B
National rank#69#71
HeadquartersIndianapolis, IndianaAustin, Texas
Individual clients98019,977
High-net-worth clients6915,300
Average client assets$12 million$650,000
Accounts6,68133,333
Discretionary81% of AUM100% of AUM
Employees59211
Advisory staff30211
Clients per advisory employee3395
Offices543
Form ADV filed2026-08-312026-09-22

Sapient Capital LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Selecting other advisers
  • Other services

How it’s paid

  • A percentage of assets under management
  • Fixed fees
  • Performance-based fees

Kestra Private Wealth Services, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Questions

Which is bigger, Sapient Capital LLC or Kestra Private Wealth Services, LLC?

Sapient Capital LLC, with $14B in regulatory assets under management against $13B at Kestra Private Wealth Services, LLC. Nationally they rank #69 and #71 among 5,657 independent wealth management RIAs.

How many clients do Sapient Capital LLC and Kestra Private Wealth Services, LLC have?

Sapient Capital LLC reports 980 individual clients (691 high-net-worth) with 30 advisory employees; Kestra Private Wealth Services, LLC reports 19,977 (5,300 high-net-worth) with 211 advisory employees.

How do Sapient Capital LLC and Kestra Private Wealth Services, LLC charge clients?

Only Sapient Capital LLC lists performance-based fees on Form ADV. Only Kestra Private Wealth Services, LLC lists hourly charges. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Sapient Capital LLC and Kestra Private Wealth Services, LLC offer?

Sapient Capital LLC lists other services, which Kestra Private Wealth Services, LLC does not. Kestra Private Wealth Services, LLC lists portfolio management for businesses and institutions; pension consulting, which Sapient Capital LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; selecting other advisers.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Sapient Capital LLC ↗, Kestra Private Wealth Services, LLC ↗. How to check a financial advisor →