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

Click to read story on Investmentnews.com

Once again this year, Krilogy® has earned a spot on the InvestmentNews list of the Best Places to Work for Financial Advisors. This is the firm’s third appearance on the list in recent years.

“We established Krilogy® in 2009 to be different from other wealth management firms, focusing on building a culture that people would want to be part of,” said Kent Skornia, President and CEO. “We’ve grown a great deal since those early days, adding amazing and talented individuals to the team who are thriving here. This past year alone, we’ve welcomed multiple teams of high-level advisors who share our passion for cultural excellence and are already finding success leveraging all the in-house resources we offer. We are so proud of our entire team for making awards like this possible.”

Over the last several years, Krilogy® has added a number of services to create a holistic wealth management experience for clients. This includes Krilogy Tax, which allows in-house CPAs to support wealth managers in creating tax efficient investment strategies, Krilogy Law for estate planning, and (K) Plans, a team of professionals focused on company sponsored retirement plans.

Krilogy® has consistently received recognition for its culture, including multiple honors from Inc. Magazine, the St. Louis Business Journal, the St. Louis Post-Dispatch, Entrepreneur, and the Women’s Foundation of Greater St. Louis. The firm has three locations in the St. Louis region, serves clients across the United States, and recently launched Krilogy Texas in Dallas.

The InvestmentNews Best Places to Work awards involve a comprehensive review of workplace attributes, culture, benefits, and recognition programs. In addition, a third-party survey is administered to gather anonymous feedback from team members to assess engagement and satisfaction.

 

About Krilogy and Krilogy Texas:

Krilogy® is an independent wealth management firm known for its relentless effort to develop strategies and manage clients’ wealth, fostering a sense of confidence and readiness for the future. Founded in 2009, the firm provides its advisors the ability to utilize an institutional-style approach, that incorporates a disciplined, dynamic rebalancing process with the goal of smoothing volatility in returns. Krilogy has three offices in the St. Louis region and formed Krilogy Texas in 2023 with an office in Dallas.

From 2014-2018 and in 2021-2022, Krilogy® was named to the St. Louis Business Journal’s list of the Fastest Growing Companies in the region, as well as the INC 5000 list of the country’s fastest growing companies from 2014-2022. The firm was named among St. Louis’ “Best Places to Work” in 2021 by the St. Louis Business Journal for the sixth time.

Krilogy® has also been honored by the St. Louis Business Journal with the publication’s “Best Places to Work for Young Professionals” in 2018, and the “Advancement of Women” award in 2020. The firm was recognized by the Women’s Foundation of Greater St. Louis in 2020, 2022 and 2023 for demonstrating excellence in workplace gender equity. In 2021 and 2023, the firm earned a spot among InvestmentNews’ annual list of the Best Places to Work for Financial Advisors. Inc. Magazine named Krilogy® among the nation’s Best Workplaces and the St. Louis Post-Dispatch recognized the firm among region’s Top Workplaces from 2021-2023. In 2017 and 2018, Krilogy® received a Top Company Cultures award from Entrepreneur Magazine. Krilogy® was also listed in the 2016, 2018, 2019 and 2020 Financial Times FT 300 list of the country’s top Registered Investment Advisory (RIA) firms.

Krilogy Financial, LLC (Krilogy) is a Securities and Exchange Commission (“SEC”) Registered Investment Advisor. Krilogy Texas is a brand name operating under Krilogy and its registration. Krilogy Financial, LLC (Krilogy) is a Securities and Exchange Commission (“SEC”) Registered Investment Advisor. Krilogy Texas is a brand name operating under Krilogy and its registration. Clients of Krilogy Texas will be serviced through Krilogy. For additional information and disclosures about awards and honors received by Krilogy® and its advisors, please click here or call 314.884.2800.

KEP Law, LLC d/b/a Krilogy® Law is an independent law firm affiliated with Krilogy® through common ownership. Legal services are provided under separate engagement through KEP Law, LLC d/b/a Krilogy Law, an independently owned law firm affiliated by common ownership, servicing both Krilogy and non-Krilogy clients. The choice of a lawyer is an important decision and should not be solely based upon advertisement.

Tax services are provided under separate engagement with Krilogy Tax Services, LLC, a separate but affiliated entity to Krilogy.

Important Disclosures

About InvestmentNews

InvestmentNews is the leading source for news, analysis and information essential to the financial advisory community. Since 1998, our standard of editorial excellence and deep industry knowledge has allowed us to educate, inform and engage the most influential financial advisers. Through a weekly newspaper, website, newsletters, research, events, videos and webcasts, InvestmentNews provides exclusive and up-to-the-minute news, as well as actionable intelligence, that empowers financial advisers to serve their clients and run their businesses more effectively whenever, however and wherever they need it.

The InvestmentNews headquarters are located in New York, with offices in Washington D.C. InvestmentNews is part of Bonhill Group.

Important Disclosure