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Our News

Inc 5000

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

Posted on August 12, 2020 by Krilogy

For the seventh consecutive year, Krilogy® has been named among the fastest growing companies in the United States, once again earning a coveted spot on the Inc. 5000. The firm first appeared on the list in 2014 and became a member of the Inc. 5000 Hall of Fame in 2018. The Inc. 5000 is an annual “who’s who” of US…

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Krilogy® Named to the 2020 Financial Times 300 Top Registered Investment Advisors

Posted on July 30, 2020 by Krilogy

Krilogy®, an independent wealth management firm with over $1.3 billion in assets, has been named to the 2020 edition of the Financial Times 300 (FT 300) Top Registered Investment Advisors. This is Krilogy’s fourth appearance on the list, which recognizes top independent RIA firms in the United States. Firms applying for consideration must meet a minimum set of criteria and…

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Krilogy® Empowers Young Women to Pursue Business and Finance Careers at Cor Jesu’s Inaugural Summer Business Experience Week

Posted on July 21, 2020 by Krilogy

According to recent studies, women drive an estimated 89% of household spending worldwide1 and control approximately 51% of the nation’s wealth2.  In this environment, it may come as a surprise that women remain greatly underrepresented in the financial services industry, generally unaware of available career opportunities in the field. To help address this gap, Krilogy® regularly participates in educational events…

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Associate Wealth Advisor Bryce Dalrymple Joins Krilogy®

Posted on July 14, 2020 by Krilogy and Bryce Dalrymple

Krilogy® continues to grow its team of advisors with the addition of Associate Wealth Advisor, Bryce Dalrymple, in the firm’s Creve Coeur office. Dalrymple joins Krilogy with experience in corporate recruiting for the construction, architecture and engineering fields, as well as collegiate recruiting. Dalrymple began his relationship with Krilogy® as a client. He became well acquainted with the firm, gained…

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Krilogy Financial Times Fastest Growing America List 2020

Krilogy® Ranks Among the Fastest Growing Companies on Financial Times List of the Americas

Posted on July 8, 2020 by Krilogy

Krilogy® is pleased to announce that the firm has earned a spot on the first annual Financial Times FT Americas list of the fastest growing companies throughout North and South America. The 2020 list ranks companies in a variety of sectors based on compound annual revenue growth between 2015 and 2018. Krilogy® is ranked at #437 and is one of…

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Elizabeth Connelly

Executive Vice President, Wealth Advisor Elizabeth Connelly Named among Forbes’ 2020 Top Women Wealth Advisors

Posted on June 11, 2020 by Krilogy and Elizabeth Connelly

Each year, Forbes compiles a list of America’s Top Women Wealth Advisors to recognize those who are leading the way in offering best practices in investing and business while providing an exceptional client experience. Krilogy® is pleased to announce that Executive Vice President, Wealth Advisor Elizabeth Connelly, JD, CTFA, CISP, has been named to the 2020 list. Forbes partners with…

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Krilogy St. Charles Office

Krilogy® Celebrates Growth and Expansion after Five Years in its St. Charles County Branch

Posted on May 27, 2020 by Krilogy

In 2015, billion-dollar wealth management firm Krilogy® expanded its footprint in the St. Louis region with the opening of a branch office in St. Charles County. Five years later, the team is celebrating its commitment to St. Charles County and partnerships in the community which have led to their rapid growth. Krilogy® St. Charles County is located at 1 Mid…

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Charles Schulz

Krilogy® Senior Wealth Advisor Charles Schulz Earns CERTIFIED FINANCIAL PLANNER™ Designation

Posted on May 14, 2020 by Krilogy and Charles Schulz

St. Louis-based Krilogy®, an independent wealth management firm with more than $1.2 billion in assets, congratulates Senior Wealth Advisor Charles Schulz, CFP®, AIF® who has earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the Certified Financial Planner Board of Standards. Schulz is the latest addition to the long list of Krilogy® advisors who hold CFP® and other advanced credentials. Charles…

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Andrew Shenberg

Krilogy® Names Portfolio Strategist Andrew Shenberg as the Firm’s Newest Partner

Posted on May 11, 2020 by Krilogy and Andrew Shenberg

Krilogy®, a St. Louis-based wealth management firm with more than $1 billion in assets, has recently announced that Andrew Shenberg, CFP®, ChFC®, has been named a partner of the firm. Shenberg, who currently serves as Krilogy’s Portfolio Strategist, is the firm’s eighth partner. Shenberg joined Krilogy in 2012, filling both the role of Portfolio Strategist and Chief Compliance Officer. After…

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Stacy Sloas

Krilogy® Wealth Advisor Stacy Sloas, CFP®, CSA Earns Certified Senior Advisor® Designation

Posted on April 29, 2020 by Krilogy and Stacy Sloas

Krilogy®, a wealth management firm with more than $1 Billion in assets, is pleased to announce that Wealth Advisor Stacy Sloas has received her Certified Senior Advisor® (CSA) designation from the Society of Certified Senior Advisors. This credential is awarded to professionals who demonstrate in-depth knowledge in working with older adults and the ability to address the unique needs and…

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