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 Financial

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

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

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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Krilogy Headquarters

Rapid Growth at Krilogy® Prompts Relocation of Firm Headquarters in Creve Coeur

Krilogy®, a St. Louis-based wealth management firm with more than $1.7 billion in assets, has announced their headquarters relocation to a 26,000 square foot office building located at 275 North Lindbergh Boulevard in Creve Coeur, Missouri. A large majority of Krilogy’s nearly 60 team members have begun serving clients from the new location as of March 1, 2021. The two-story…

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Deanna Kaber

Director of RIA Operations DeAnna Kaber, AWMA®, FPQP™ Joins Krilogy®

Krilogy®, an independent wealth management firm with $1.7 billion in assets, continues to grow its wealth services team with the addition of DeAnna Kaber in the role of Director of RIA Operations. Kaber brings an extensive RIA background to Krilogy, which includes experience both as a wealth manager and operations director for large and fast-growing firms. Throughout her career, Kaber…

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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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