Planning-led firm
Planning leads every decision, creating a more connected approach to wealth.
ADVISORS AND TEAMS
Expect more from your practice.
We believe experienced advisors and teams deserve more than a bigger platform. They deserve a true partner. Krilogy gives you the team, the resources, and the time back to grow your practice on your terms.
Why experienced advisors join
We provide the resources to serve clients at a higher level and grow your practice. When you make the move, dedicated transition specialists help ensure a seamless start.
Team culture
Built on collaboration, shared ambition and a commitment to supporting one another.
Lasting impact
Extraordinary efforts help clients accomplish more and create a legacy that lasts.
Get time back
Spend less time managing the work and more time moving your practice forward.
The Art of Accomplishment
We believe the greatest measure of success is what our clients achieve, and that starts with the advisors who serve them. We approach every opportunity, challenge, and relationship with relentless energy and unwavering commitment. We look for advisors who know accomplishment is more than an outcome: it’s a way of life. We help you make more of everything you’ve worked to build in your practice.
Support behind your success
Our team works to support you behind the scenes, so you can support your clients.
Integrated Services
Connected approach to wealth that brings financial planning, investment management, tax planning, and estate planning together, giving advisors broader expert support.
Transition Support
Dedicated one-on-one back office support and centralized operations make transitions seamless and take day-to-day processing off your plate.
Management and Training
Customized training, dedicated mentorship, and Krilogy University give you the guidance and resources to strengthen your practice and keep growing.
Investment Management
Scalable portfolio management, with 27 GIPS-compliant models, gives you the investment resources to service clients efficiently and grow your practice.
Technology and AI Leadership
Modern technology, an integrated tech stack, and consolidated client dashboard create greater efficiency and a more connected client experience.
Growth and Marketing
Dedicated marketing and growth tools help you strengthen your brand, attract new opportunities, and build your practice with intention.
Legal and Compliance
Dedicated legal and compliance support helps you navigate requirements with confidence, so you can stay focused on your clients and practice.
Succession
A thoughtful approach to succession helps protect what you’ve built, support your clients, and create a lasting legacy for your practice.
Platforms powering the team
Industry-standard custodians and planning tools designed to support you and keep you focused on what matters most.
Start a confidential conversation
Invite an advisor, team, or firm to begin a private recruiting conversation after they have reviewed the advisor pathway.
Build for accomplishing more
- $5.6B Assets Under Management
- 30-40 Day Average Transition
- 20% Average Annual Growth
- 100% Client Retention at Retirement
- 20+ Transitions
As of 10/01/2026
Our commitment to our people and to excellence.
Recognition earned through an unwavering commitment to our clients, our craft, and the pursuit of beating our best every day.
Fastest Growers Across America – Missouri Runner-Up
Learn more about the criteria for selection and any conflicts.
Best RIAs to Work For
Learn more about the criteria for selection and any conflicts.
Best Places to Work for Financial Advisors
Learn more about the criteria for selection and any conflicts.
Insights for advisors
Perspectives on growing your practice and serving clients at a higher level, plus a closer look at our culture, our people, and what’s new at Krilogy.
OCT 26, 2026
8 MIN READ
8 MIN READ
Blog Articles
Access Is the Easy Part: Private Markets Now Demand Acumen
Every generation of investors has a defining story. For one it was the internet and the dot-com bubble that followed. For the next it was the housing boom that ended in the financial crisis of 2007-2008. This generation’s story is artificial intelligence, and its most revealing chapter is being written in private markets. When SpaceX […]
OCT 26, 2026
5 MIN READ
5 MIN READ
Blog Articles
Weekly Market Recap | October 26, 2026
Week in Review Equity Markets Volatile conditions defined this past week as the broader markets saw both rallies and retreats. The S&P 500 Index ended last week down (-0.46%). While the Dow Jones Industrial Average ended last week with a positive 0.42% gain, the Nasdaq fell back by (-0.71%).1 The Forward 12-Month Price/Earnings Ratio for […]
OCT 21, 2026
3 MIN READ
3 MIN READ
Krilogy News
Krilogy® Welcomes Tom Ponce, CF2®, NSSA®, as Senior Wealth Advisor
Krilogy, a St. Louis-based wealth management firm, has announced that Tom Ponce has joined the firm as Senior Wealth Advisor. Ponce specializes in helping individuals approaching or already in retirement understand how to turn a lifetime of savings into a financial strategy that supports their goals. His planning approach addresses retirement income, tax strategies, Social […]