For the third year in a row, Krilogy Financial®, a St. Louis based wealth management firm, has been named to the Inc. 50001 list of the fastest growing companies in the United States. Krilogy ranks at number 2315 on the 2016 list, with a growth rate of 157%.
“Over the last few years, we’ve grown in a very steady and deliberate manner, adding advisors and expanding in a way that’s in alignment with our company culture and values,” said Kent Skornia, President and CEO of Krilogy. “Our philosophy of working for clients first, and the firm second, has significantly contributed to this growth. In 2015, we invested in a new location in St. Charles County to provide clients greater access to our wealth management services. That office continues to add clients and assets. In addition, Krilogy’s Private Client Group and Retirement Plan Advisors Group have both experienced notable growth which has continued through 2016.”
2016 continues to be a year of growth and expansion for Krilogy. Last month, the firm announced the acquisition of The Sher Group, a Clayton, Missouri wealth management firm, and the addition of OPTIMUM Wealth Management to the firm. Krilogy’s physical footprint in the St. Louis area now includes four locations, including the Creve Coeur headquarters, St. Charles County, Clayton, and St. Louis County.
The 2016 Inc. 5000 award follows several other honors for Krilogy this year. The firm was named among the Best Places to Work in St. Louis, and to the list of the region’s Fastest Growing Privately Held Companies, both by the St. Louis Business Journal. Krilogy was also named to the Financial Times Top 300 List, which recognizes Registered Investment Advisors across the country.
“While Krilogy remains in acquisition and growth mode, we’ll always remain focused on doing so in a manner that serves our clients first,” said Skornia. “We believe we’re all in this together. Our clients invest with us, and we invest in them, giving them the resources, tools and technology to enhance their overall financial lives.”
About Krilogy Financial®
Krilogy Financial® is an independent financial services firm focused on developing customized wealth management strategies available to a broad spectrum of clients. From wealth management to wealth accumulation, Krilogy offers a seamless pathway to unite each client’s complete financial needs in one location. The firm’s expertise is centralized within three key building blocks of financial success: financial planning, portfolio management and insurance services. In 2014, 2015, and 2016, Krilogy was named to the St. Louis Business Journal’s list of the Fastest Growing Companies in the area, and the INC 5000 list of the country’s fastest growing companies. The firm was also named among St. Louis’ “Best Places to Work” in 2016 by the St. Louis Business Journal and was listed in the Financial Times FT 300 list of the country’s top Registered Investment Advisory (RIA) firms. For information, call 314.884.2800 or visit www.krilogy.com
1 Krilogy Financial® qualified to be a part of this list based upon an independent set of criteria chosen by Inc. 5000. The criteria included: a) privately-owned independent company; b) earning a minimum threshold of revenue prior to March 31st, 2012; c) earning a minimum threshold of revenue in 2015 that exceeded revenue in 2012. Krilogy Financial® applied for consideration with Inc. 5000.