Each year, the St. Louis Business Journal independently researches reported assets managed by firms in the region to compile its annual list of largest financial asset managers. For the third year in a row, Krilogy® has earned a spot on this list, advancing to #19 for 2021.
Since its founding in 2009, Krilogy® has pursued a deliberate growth path, attracting both clients and wealth management professionals who are drawn to the firm’s culture and comprehensive approach to the wealth management process. This has led to a consistent increase in assets, with $1.7 billion reported for 2021.
“Krilogy® has built a unique wealth management experience that delivers a full scope of services from asset allocation and plan development, to ongoing proactive wealth management, which includes tax and estate planning,” said Kent Skornia, President and CEO. “It’s a continuum of service that clients are unlikely to find elsewhere, and one that truly positions Krilogy® as the wealth management firm of the future.” Krilogy® has been recognized for many years for growth, earning a position on the Inc. 5000 list of the nation’s fastest growing companies since 2014, and being named among the St. Louis region’s fastest growing privately held companies for multiple years. Krilogy® was also listed on the 2016, 2018, 2019 and 2020 Financial Times FT300 list of the country’s top Registered Investment Advisory (RIA) firms.
Information for the RIA firms represented on the St. Louis Business Journal’s list of St. Louis’ largest financial asset managers was supplied by S&P Global Market Intelligence, whose data is based on Form ADVs for the most recent fiscal year available in the SEC’s registered investment advisor information reports.
The list of this year’s Largest Financial Asset Management Firms can be found on the St. Louis Business Journal Website.