Krilogy®, an independent wealth management firm with $1.3 billion in assets, has been named to the St. Louis Business Journal’s inaugural list of the region’s Largest Financial Asset Management Firms. The list ranks firms by total value of client assets as of December 31, 2018.
Founded in 2009, Krilogy® focuses on client readiness and overall wellbeing, helping clients feel prepared for their financial futures and decisions they’ll make along the way. The firm is led by the values of Dedication, Abundance and Leadership, which inspire each team member to make a meaningful impact on clients’ lives.
“Krilogy® is a values-based organization where we embrace each person as an individual,” said Kent Skornia, President and CEO. “The Krilogy® team serves as trusted guides for our clients’ financial journeys, providing informed insights as they face key decisions in life, from the sale of a business to planning for retirement and the transfer of wealth to the next generation. When people experience Krilogy® and go through our process, they’re ready to make those decisions and feel confident about whatever may come next.”
This philosophy and the focus on readiness have led to the firm’s rapid growth in recent years. Krilogy® has added a number of veteran advisors to the team who have expanded their practices through the firm’s platform, which allows for scalability and enhanced client care. In addition, a number of new advisors are quickly finding success and building meaningful client relationships under the Krilogy® Advisor Development System.
“Clients feel at home here at Krilogy,” said Skornia. “They experience a culture and a system which fosters deep relationships. Listening and valuing each client allows us to build a plan which reflects their personal wealth management needs and informs their approach to life’s important financial milestones.”
Krilogy remains in growth mode and continues to recruit advisors to join the team.
The list of this year’s Largest Financial Asset Management Firms can be found on the St. Louis Business Journal Website.