Inc. Magazine names Krilogy® One of the Nation’s Best Workplaces

St. Louis, MO – Once again this year, Krilogy® has earned a spot on Inc. Magazine’s list of the Best Workplaces in the United States. This is the second year in a row that the firm has been named to the list, which is the result of a comprehensive measurement of American companies that have excelled in creating exceptional workplaces…

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Krilogy Financial

Krilogy® Announces Its Affiliation with Krilogy® Law to Provide Estate and Business Planning Services

Krilogy®, a St. Louis-based wealth management firm with more than $2 billion in assets, is pleased to announce its affiliation with Krilogy® Law, a separate and independent law firm providing clients’ estate and business planning services. Krilogy® Law is owned by Tom Lewis, a Krilogy® Partner who has served in part as Krilogy’s Counsel since 2016. Lewis is joined by…

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Krilogy Financial

Stephen Green and Kristin Fomon Listed Among St. Louis’ Best Wealth Advisors

Krilogy® is pleased to announce that Partner, Senior Vice President & Wealth Advisor Stephen Green and Senior Wealth Advisor Kristin Fomon have been named to the 2022 St. Louis Small Business Monthly list of the region’s best wealth advisors, as nominated by readers. Green, CFP®, CPWA® joined the team in 2016 when he merged the firm he had owned for…

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Krilogy Financial

Krilogy® Names Two New Partners

Krilogy®, an independent wealth management firm with $2 billion in assets, has named Andrew Forrester and Kevin Reynolds as its newest partners. Both Forrester and Reynolds joined Krilogy® in 2014, quickly advancing into leadership roles while growing their own practices and supporting the team of advisors in their professional development. Krilogy® now has a group of 13 partners with the…

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Krilogy Financial

Krilogy® Named Among St. Louis’ Largest Financial Asset Managers

Each year, the St. Louis Business Journal independently researches reported assets managed by firms in the region to compile its annual list of largest financial asset managers. For the third year in a row, Krilogy® has earned a spot on this list, advancing to #19 for 2021. Since its founding in 2009, Krilogy® has pursued a deliberate growth path, attracting…

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Krilogy Financial

Krilogy® Named Among St. Louis’ Fastest Growing Companies for 2021

For the sixth time in firm history, Krilogy® has earned a spot on the St. Louis Business Journal’s annual list of the region’s fastest growing privately held companies. Krilogy® is ranked at #49 on the 2021 list, with a three-year growth rate of 41%. The firm was recognized multiple times in 2021 for its growth, including its eighth appearance on…

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Ben Orris

Welcome, Ben Orris

Krilogy Tax is excited to announce the hire of Certified Public Accountant, Ben Orris. Ben brings over a decade of individual and business tax experience to the Krilogy Tax team. The comprehensive planning philosophy at Krilogy creates the perfect arena for Ben’s experienced background where the connection between financial advisor and tax planner is paramount. Prior to joining Krilogy, Ben…

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Inc 5000 Logo

Krilogy® Named to the Inc. 5000 for the Eighth Year in a Row

2021 marks the eighth consecutive year that Krilogy® has been named to the Inc. 5000, an annual list which ranks an elite group of the nation’s fastest growing companies. Only a very small percentage of companies earn a spot on the Inc. 5000 in multiple years, and even fewer have the distinction of appearing as long as Krilogy’s eight years….

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Krilogy Financial

The St. Louis Business Journal Names Krilogy® A Best Place to Work in St. Louis

For the fifth time in the firm’s 12-year history, the St. Louis Business Journal has named Krilogy® among the Best Places to Work in St. Louis. This award recognizes the top company cultures in the region, assessing factors such as employee recognition, engagement, diversity, and benefits, among others. This is the fourth award that Krilogy® has received thus far in…

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Krilogy® Receives a 2021 Top Workplaces Award from the St. Louis Post-Dispatch

Krilogy® has received its third award of 2021 in recognition of the firm’s workplace culture, earning a Top Workplaces Award from the St. Louis Post-Dispatch. Earlier this year, Inc. Magazine named Krilogy® among the Best Workplaces in the US, and InvestmentNews ranked Krilogy® among the country’s Best Places to Work for Financial Advisors. “When Krilogy® was founded in 2009, we…

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