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Krilogy Financial

Krilogy® Names Two New Partners

Posted on January 26, 2022 by Krilogy

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

Posted on January 21, 2022 by Krilogy

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

Posted on December 3, 2021 by Krilogy

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

Posted on November 11, 2021 by Krilogy

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

Posted on August 17, 2021 by Krilogy

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

Posted on August 4, 2021 by Krilogy

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

Posted on June 21, 2021 by Krilogy

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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Krilogy Financial

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

Posted on May 18, 2021 by Krilogy

St. Louis, MO – Krilogy® has been honored with yet another national award for the firm’s workplace culture, landing a spot on Inc. Magazine’s 2021 list of the Best Workplaces in the U.S. This follows closely on the heels of the recent InvestmentNews announcement that ranked Krilogy® among the country’s Best Places to Work for Financial Advisors. Thousands of companies…

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Krilogy Financial

Krilogy® Names Four New Partners

Posted on April 6, 2021 by Krilogy, Steve Green, William Pohrer, Michael Brown and Thomas Lewis

Krilogy®, a St. Louis-based wealth management firm with more than $1.7 billion in assets, has named Steve Green, CFP®, CPWA®, Bill Pohrer, JD, CPA, CFP®, Michael Brown, CEPA, and Tom Lewis, JD, as the firm’s newest partners. This year’s expansion of the team of partners is reflective of Krilogy’s growth, which has ushered in the opening of new locations, addition…

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InvestmentNews Names Krilogy® Among the Best Places to Work for Financial Advisors

Posted on March 1, 2021 by Krilogy

Krilogy® is pleased to announce the firm has been named to the 2021 InvestmentNews list of the Best Places to Work for Financial Advisors. The annual list honors the top 75 wealth management firms across the United States which demonstrate a commitment to workplace excellence. InvestmentNews partnered with Best Companies Group, an independent research group specializing in employee engagement studies…

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