St. Louis Business Journal Largest Financial Asset Managers Badge for Krilogy

Krilogy® Ranked Among the Largest Asset Management Firms in St. Louis

The St. Louis Business Journal recently released its second annual list of the Largest Asset Management Firms in the region, ranking them according to total client assets as of December 31, 2019. Krilogy® is pleased to announce that the firm has once again been named to the list, moving up to #20 for 2020. Krilogy® continued its growth pattern throughout…

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Patrick Monahan

Krilogy® Partner Patrick Monahan Earns Accredited Investment Fiduciary® Designation from Fi360

Krilogy®, an independent wealth management firm with more than $1.6 billion in assets, is pleased to announce that Patrick Monahan has earned the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360. The AIF® Designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined…

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Michael Brown

Krilogy® Senior Wealth Advisor Michael Brown Earns Certified Exit Planning Advisor Designation

Krilogy®, an independent wealth management firm with $1.6 billion in assets, is pleased to announce that Michael Brown has earned the Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute. Brown, who serves as Branch Manager for Krilogy’s St. Charles County office, is the only wealth manager in St. Charles County to hold this certification. Professionals pursuing the…

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Krilogy presents check to FamilyForward, 2020 Krilogy Cares partner.

Krilogy® Presents Check to FamilyForward, the 2020 Krilogy® Cares Partner

Each year, team members choose a St. Louis area non-profit as the firm’s Krilogy® Cares Foundation partner, allowing the opportunity to rally around a common cause and make a substantial impact. This year, FamilyForward was chosen as the 2020 Krilogy® Cares partner. Despite a year in which traditional fundraising activities were not possible, the Krilogy® team got creative in the…

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Ryan Powers

Krilogy® Continues to Grow its Team of Senior Wealth Managers with the Addition of Ryan Powers, CFP®

Krilogy®, a St. Louis-based wealth management firm with more than $1.5 billion in assets, is pleased to announce the addition of Ryan Powers, CFP® to its team of Senior Wealth Managers. Powers is the latest financial professional to join Krilogy® in recent weeks as the firm expands in all areas of wealth planning, investment management, and client service. Powers holds…

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Michael Cook

Michael Cook Joins Krilogy® as Advisory Operations Associate

Krilogy®, a $1.5 Billion independent wealth management firm, announced Michael Cook as the newest member of their investment advisory operations team this week, filling the role of Advisory Operations Associate. Cook, a Chicago native who relocated to St. Louis to complete his education, will work in his role to turn client and advisor requests into reality. Krilogy® Partner and Portfolio…

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Tom Lewis

Krilogy® Counsel and Chief Compliance Officer Tom Lewis Named a Top Executive in St. Louis

St. Louis Small Business Monthly, a publication which provides information and insights to the region’s business and entrepreneurial community, has named Tom Lewis among the 2020 Top Executives in St. Louis. Lewis, who serves as Counsel and Chief Compliance Officer, joined Krilogy® in 2016 as the firm continued its rapid growth pace and found the need for enhanced legal and…

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Inc 5000

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

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

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

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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