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

Krilogy® is pleased to announce that the firm has earned a spot on the 2022 Inc. 5000 list of the nation’s fastest growing companies for the ninth year in a row. This accomplishment is one that only a small percentage of companies reach, putting Krilogy® in an elite group of organizations to experience significant, sustainable growth. Krilogy® is ranked at…

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Three Krilogy® Team Members Earn CERTIFIED FINANCIAL PLANNER™ Designation

Krilogy®, a St. Louis-based wealth management firm with nearly $2 billion in assets, is pleased to announce that Wealth Advisors Nathaniel Gilman and Lucas Nikolaisen, and Wealth Services Manager Dan Reilly have each earned their CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the Certified Financial Planner Board of Standards. The trio represents the latest addition to the long list of Krilogy…

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Krilogy® Named A Top Workplace for Women in the New “Women in the Workplace” Report

The Women’s Foundation of Greater St. Louis Recognizes Krilogy for Demonstrating a Strong Commitment to Workplace Gender Equity Krilogy®, an independent wealth management firm with nearly $2 billion in assets, has been recognized by the Women’s Foundation of Greater St. Louis (WFSTL) as a top place for women to work in the fifth annual “Women in the Workplace: Employment Scorecard.”…

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Krilogy® Named Among the Top Workplaces in the Region by the St. Louis Post-Dispatch

St. Louis, MO – For the second year in a row, Krilogy® has earned a Top Workplaces Award from the St. Louis Post-Dispatch. This recognition follows the firm’s recent placement among Inc. Magazine’s Best Workplaces in the U.S., and is one of the many awards Krilogy® has earned for exceptional workplace culture since its founding. “As we’ve grown, we’ve been…

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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® 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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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® 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® 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® 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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