2019 marks Krilogy’s sixth consecutive appearance on the Inc. 5000, an annual list of the fastest growing companies in the United States as compiled by Inc. Magazine. A member of the Inc. 5000 Hall of Fame, Krilogy ranked #3698 on the 2019 list with a three-year growth rate of 93%.
“The sustainable growth we’ve experienced at Krilogy is the result of our unwavering focus on the firm’s values of Dedication, Leadership, Abundance, and Respect along with our commitment to building client confidence in their financial plans,” said Kent Skornia, President and CEO of Krilogy. “We care for clients, go above and beyond in our work for them, and present intelligent, fact-based options which allow them to make intelligent decisions. This creates a culture people want to be a part of, and has allowed for our consistent growth since our founding in 2009.”
Krilogy’s growth includes remarkable increases in the firm’s client base, assets managed, and number of team members, as well as the addition of value-add services such as Krilogy Tax, which provides tax planning, supports the creation of tax efficient portfolio strategies, and tax return preparation. Today, Krilogy manages more than $1 billion in assets and offers a team of more than 50 financial planning professionals, retirement plan advisors, portfolio strategists, and support team members.
“As Krilogy has grown, we’ve invested heavily in our people and in our technology to build and manage portfolios for even the most sophisticated wealth planning needs,” said Skornia. “We’re always looking for ways to continue to enhance our client experience, and for opportunities to add value. The launch of Krilogy Tax was a prime example of this. Ultimately, we want to make our clients’ lives better, easier, and create a tangible roadmap for them to live their ideal financial lives.”
Krilogy manages assets for individuals, families, and company-sponsored retirement plans. The firm currently has three offices in the St. Louis region, and serves clients across the United States.
About Krilogy Financial®
Krilogy is an independent money management firm known for putting in relentless effort to develop strategies and manage clients’ wealth. Founded in 2009, the firm takes an institutional-style approach, and has a disciplined, dynamic rebalancing process that leads to less volatility in returns. Krilogy believes in the firm’s fierce independence, which allows the team to be plan-driven not product-driven, and operate with a “client first, firm second” philosophy. From 2014 through 2018, Krilogy has been 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 – 2019, earning a place in the Inc. 5000 Hall of Fame as a Five-Time Honoree in 2018. The firm was named among St. Louis’ “Best Places to Work” in 2018 by the St. Louis Business Journal for the fifth time and was the winner of the publication’s 2018 “Best Places to Work for Young Professionals” Award. In 2017 and 2018, Krilogy received a Top Company Cultures award from Entrepreneur Magazine. Krilogy was also listed in the 2016, 2018 and 2019 Financial Times FT 300 list of the country’s top Registered Investment Advisory (RIA) firms. For information, call 314.884.2800.