We take away the everyday tasks and provide the support they need and time back in their day to do what is most important – meet with Prospects and Clients.
How do we do that?
We provide:
Portfolio Management
In-house Estate and Tax Prep/Planning
First Class Technology Stack
Teamwork and Dedicated Support
Our Value Based Culture and Rules of Engagement
What does a great day at work look like?
On a great day at work, you’re focused on the activities you enjoy the most. A great day at work is fun. It can actually leave you feeling energized to accomplish even more.
Krilogy believes you’re at your best when you’re engaged in the work you’re most passionate about the reasons you became a financial advisor in the first place. So, we built our firm to provide expert professional support for the parts of the job that can prevent you from focusing on the business—building work you enjoy. We empower you to have more great days at work.
It’s not typical. You may not even believe it until you experience it for yourself. But it’s the reason the average practicing financial advisor who joins the Krilogy team grows their practice by at least 20% annually.
The Support You Need to Grow Your Practice
Every firm says they support their advisors, but we’re confident nobody delivers on it quite like Krilogy. The proof is in the growth numbers our advisors experience once they transition their business. The Krilogy Support System includes:
Support to Move Your Practice
Krilogy has on-staff transition specialists dedicated to helping ensure the process goes as smoothly as possible. We’ll work with you to quickly get accounts moved and settled, so you can get back to delivering exceptional service.
In-House Tax and Estate Planning
Krilogy’s in-house tax and estate planning teams are available to provide seamless start-to-finish tax and legal services for your clients. From preparing tax returns to writing and executing legal documents—it’s all under one roof at Krilogy.
Portfolio Management
Our Investment Committee supports advisors with portfolio management that can be tailored to the individual needs and goals of your clients.
Sophisticated Tech Stack
A best-in-class collection of tech tools designed to help you do your job more efficiently and deliver a better client experience.
Real Teamwork
From company leadership to fellow advisors to support staff, you’re surrounded by a team that wants you to succeed and is eager to help you do so.
The Krilogy Culture + You
Culture is dynamic. The centerpieces of our culture are our values of Dedication, Abundance, Leadership and Respect. We’re growing our firm with financial advisors who embrace those values, while bringing their own experiences and ideas to the team.
Krilogy values your perspective. We celebrate each other’s wins and work together to overcome obstacles. Our team is our competitive advantage, and it can be yours too.
Learn more about how we live our values at Krilogy:
Virant Team Joins Krilogy®, Adds $140 Million in Assets to the Firm
Krilogy® Named Among the Best Places to Work for Financial Advisors by InvestmentNews Magazine
Krilogy® Adds Jamie Saettele to the Firm as Director of Technical Research
Krilogy® Named Among St. Louis’ Fastest Growing Companies for 2022
Krilogy® Earns Future 50 Award from St. Louis Small Business Monthly
Krilogy® Named to the Inc. 5000 for the Ninth Year in a Row
Three Krilogy® Team Members Earn CERTIFIED FINANCIAL PLANNER™ Designation
Krilogy® Named A Top Workplace for Women in the New “Women in the Workplace” Report
Krilogy® Named Among the Top Workplaces in the Region by the St. Louis Post-Dispatch
Inc. Magazine names Krilogy® One of the Nation’s Best Workplaces
You’re Ready for Krilogy
We’re sure you have questions. And we’ve got so much more to tell you about growing your practice at Krilogy. Click the button below to schedule an initial 15-minute Q&A session with one of our team members.
Krilogy has launched Krilogy 360°, the firm’s leadership initiative for diversity and inclusion, which focuses on:
Providing key leadership and mentorship programs
Empowering the pursuit of careers in financial services
Supporting charities that develop and expand diversity
Offering internships to enable working relationships and expand our workforce diversity
Enhancing opportunities for associates to expose the next generation to careers in the financial services industry
Ultimately, Krilogy strives for a diverse work environment to build a broadened base of perspectives to benefit clients and team culture. Elevate your career at Krilogy. You’re ready.
“The Krilogy team is made up of intelligent, hard-working individuals who share a client-first philosophy. This atmosphere has led to honors such as the FT 300.”
The FT 300 surveys Registered Investment Advisors (RIAs) across the United States and ranks them according to factors such as growth rate and credentials of the firms’ advisors. Krilogy appeared on the list in 2016, 2018, 2019, and 2020.
Read MoreAward Disclosure
"The sustainable growth we’ve experienced results from our focus on the firm’s values of Dedication, Leadership, Abundance, and Respect along with our commitment to serving our clients as trusted, financial guides.”
Krilogy is a member of the Inc. 5000 Hall of Fame, appearing on the list each year since 2014. The Inc. 5000 list ranks companies across the United States based on three-year growth.
Read MoreAward Disclosure
“The more people know about Krilogy and our values, the more they want to be a part of it. Krilogy team members know they’re heard, valued, and are directly contributing to their clients’ accomplishments.”
St. Louis’ Fastest Growing Privately Held Companies are researched and awarded by the St. Louis Business Journal based on three-year growth. Krilogy has been named to the list for five years, from 2014-2018.
Read MoreAward Disclosure
“Krilogy is honored to be recognized nationally for our company culture where we believe in fierce independence and operate with a ‘client-first, firm-second’ philosophy.”
Entrepreneur’s Top Company Cultures list is a comprehensive ranking of U.S.-based businesses exhibiting high-performance cultures. Krilogy was recognized in 2017 and 2018 for creating an exceptional culture that drives employee engagement, exceeds employee expectations and directly impacts company success.
Read MoreAward Disclosure
Each year, InvestmentNews Magazine recognizes the top 75 U.S. wealth management firms as the nation’s Best Places to Work for Financial Advisors. Krilogy® is honored to be among these firms who share our commitment to culture and workplace excellence. Kent Skornia, President and CEO said: “Our values of dedication, abundance and leadership are the soul of this organization. Krilogy® team members embrace these values, serve each other, and impact lives. Together, we’ve created an environment that people want to be a part of.”Read MoreAward Disclosure
“By focusing on our values, we’ve built a team of advisors who are leaders dedicated to making an impact on people’s lives.”
Companies across the St. Louis region are nominated for the Best Places to Work award each year. Winners are chosen based on the results of a third-party survey which measures employee engagement, teamwork, and a variety of other factors. Krilogy has been honored with this award five times since 2012, most recently winning the Best Places to Work for Young Professionals award in 2018.
Read MoreAward Disclosure
The annual Advancement of Women Award is given to workplaces which demonstrate a culture of advancement for female employees. Since the firm’s founding in 2009, Krilogy® has focused on building a team that encompasses a variety of perspectives and experiences. Krilogy® President and CEO, Kent Skornia, believes that “a broad base of perspectives allows us to be the best version of ourselves possible. To accomplish this, we’ve taken a serious and deliberate approach to diversity and inclusion, managing the recruitment process as an educational endeavor to advance the profession to a broader spectrum of women.”
Read MoreAward Disclosure
The St. Louis Post-Dispatch’s annual Top Workplaces award recognizes companies in the St. Louis region who demonstrate workplace excellence. Krilogy® President and CEO Kent Skornia said: “When Krilogy® was founded in 2009, we had a vision to create an environment where people would be excited to come to work, and clients would feel they were at home. As we’ve grown, we’ve attracted amazing professionals who are committed to this vision and work together to support everyone’s success. I’m honored by this most recent recognition, and congratulate the entire team for their dedication, abundance and leadership.” Read MoreAward Disclosure
