For the fourth consecutive year, Krilogy Financial®, a St. Louis based independent wealth management firm, has been named to the Inc. 5000 list1 of the fastest growing companies in the United States. Krilogy ranks at number 2571 on the 2017 list, with a 3-year growth rate of 137%.
“We have focused on building a strong wealth management platform at Krilogy, which enables us to serve clients with larger assets who are in need of more sophisticated wealth management techniques,” said Kent Skornia, President and CEO of Krilogy. “The growth we’re seeing now is a result of Krilogy’s commitment to build Krilogy’s platform to allow senior advisors with mature practices to give massive value to their client experience.”
Krilogy has also received recognition for their continued growth from other notable publications. 2017 marked the fourth year that Krilogy has appeared on the St. Louis Business Journal’s list of the region’s Fastest Growing Privately Held Companies. The Financial Times also named Krilogy to the FT3002 list of the nation’s top RIA firms within the last 12 months.
“When advisors are able to spend more time focusing on their clients’ unique needs and situations, they are better able to help clients achieve their personal financial goals,” said Skornia. “It’s just another way we practice our “clients first, firm second” philosophy. Advisors are attracted to this way of doing business, and clients value the deliberate, strategic energy that goes into developing and managing their portfolios.”
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 Financial® 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. From 2014 -2017, Krilogy was named to the St. Louis Business Journal’s list of the Fastest Growing Companies in the area, as well as the INC 5000 list of the country’s fastest growing companies in 2014, 2015 and 2016. 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
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.
2 Krilogy Financial had no role in the creation of this survey. The survey was based on a measure of certain factors independently chosen by the Financial Times. Your experiences may vary from the results of the study. The results of the study are not indicative of future performance and may not be representative of any one client’s experience. Upon request, more information can be provided.