Krilogy Financial

What Krilogy Financial does

Krilogy Financial is an independent, SEC-registered Registered Investment Advisor (RIA) founded in 2009 and headquartered in Creve Coeur, Missouri, with additional offices in St. Peters, St. Louis, and Dallas. The firm provides comprehensive wealth management services to individual investors, high-net-worth families, and institutional clients (pensions, non-profits, endowments, insurance funds), and operates dedicated subsidiaries including Krilogy Tax Services (tax planning and preparation), (K)Plans (employer-sponsored retirement plan advisory), and Krilogy Law (legal services coordination). A Managing Partner-led Texas division, Krilogy Texas, was formed in October 2023 through the acquisition of Phlox Capital Management.

Krilogy's core product surface spans Individual Wealth Management and Planning, Family Office services, Institutional Advisory, and Portfolio Management, supported by an Investment Committee with sub-committees covering equities, fixed income, and alternative investments. The technology stack is built on third-party platforms rather than proprietary systems: Orion for the client portal and document vault, MoneyGuide for real-time financial planning and scenario modeling, eMoney as a wealth organizer, and TaxDome for tax workflow. The firm also operates a Krilogy Advisor Development System (KADS) to onboard and develop transitioned advisors.

Krilogy generates revenue primarily through fee-based, recurring investment advisory charges on client assets, augmented by tax preparation fees from Krilogy Tax Services and other professional service fees. The go-to-market is sales-led: the firm directly employs wealth advisors across its four offices, and actively recruits experienced advisors who transition their books of business to Krilogy, with the firm claiming a 20%+ annual practice growth uplift for transitioning advisors. In October 2025, Rise Growth Partners acquired a minority stake to accelerate growth, talent development, and succession planning.

Name

Krilogy Financial

Legal name

Krilogy Financial

Website

https://krilogy.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

51–100 employees

Short description

Krilogy Financial is an independent, SEC-registered RIA founded in 2009 and headquartered in Missouri, providing wealth management, financial planning, family office, institutional advisory, and tax services to individuals, HNW families, pensions, and endowments across offices in Missouri and Texas.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282), Investors, Nec (6799)

akta.pro primary industry

Fiduciary Investment Management (Trust Portfolios) (FSAEAKAI)

akta.pro secondary industries

Estate Planning & Trust Structuring Advisory (FSAEAKAC), Affluent / Mass-Affluent Private Banking (FSABADAC)

Keywords

• Wealth management advisory
• Investment advisory services
• Financial planning services
• Portfolio management firm
• Retirement plan advisory

Headquarters

HQ city

St Louis

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Fees: Krilogy operates as an SEC Registered Investment Advisor providing investment advisory services for which clients pay advisory fees. The firm is independent and fiduciary, providing fee-based wealth management services.
2. Financial Planning Services: Comprehensive financial planning services including wealth management and strategy, investment advisory, tax planning and compliance, estate and trust planning, and family education and governance.
3. Tax Services: Krilogy Tax Services, a wholly owned subsidiary, provides tax planning and tax return preparation services for an additional cost to Krilogy clients. The firm states they do not provide tax advice.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Krilogy Financial is an independent, SEC-registered investment advisor that provides fee-based wealth management and investment advisory services to individuals, families, and institutions. Core services include Individual Wealth Management and Planning, Family Office, Institutional Advisory, and Portfolio Management, with affiliated Krilogy Tax Services and Krilogy Law supporting tax planning and estate/trust legal needs. The firm manages investment portfolios through an in-house Investment Committee that constructs model portfolios across equities, fixed income, and alternative investments, with custody provided through Charles Schwab and Fidelity.

Product overview

Krilogy Financial is an independent Registered Investment Advisor (RIA) firm offering a comprehensive wealth management platform with multiple service lines. The core offerings include Individual Wealth Management and Planning (encompassing investment management, financial planning, retirement planning, tax strategies, and risk management), Family Office services, Institutional Advisory for pensions/endowments/non-profits, and Portfolio Management with five portfolio suites. The firm also operates (K)Plans for retirement plan advisory, Krilogy Tax Services for tax planning/preparation, and Krilogy Law for legal coordination. In October 2023, Krilogy expanded to Texas through acquisition of Phlox Capital Management, now operating as Krilogy Texas. Client access is provided through Orion Portal and eMoney-based Wealth Organizer platforms.

Differentiator

Problem solved

Functional benefit

Brands

• Krilogy Tax Services: In-house tax planning and tax return preparation services provided to Krilogy clients by Certified Public Accountants
• (K)Plans

Products and services

• Individual Wealth Management and Planning Comprehensive wealth management service for individuals that encompasses investment management, financial planning, retirement planning, tax strategies and planning, and risk management through insurance, supported by Krilogy's Investment Committee and sub-committees for equities, fixed income and alternative investments.
• Family Office Dedicated family office service for high-net-worth families, providing comprehensive balance sheet management, investment advisory, tax planning and compliance, cash flow management, estate and trust planning, consolidated financial reporting, insurance and risk management, legal advisory, banking and finance support, lifestyle services, family education and governance, and philanthropy management.
• Institutional Advisory Investment advisory services for institutional clients including pensions, non-profits, endowments and insurance funds, offering an Investment Policy Statement (IPS) creation or review process, fiduciary guidance, and consultative services for managing large pools of capital.
• Portfolio Management Custom portfolio construction combining traditional finance principles with behavioral finance tenets, offered through five portfolio suites that address different risk tolerances and levels of active management, with the Krilogy Investment Committee monitoring allocations and making adjustments as market conditions change.
• (K)Plans Retirement Plan Advisory Specialized advisory service operating exclusively on employer-sponsored retirement plans, helping business owners evaluate, improve and maximize the value of their retirement plans while navigating complexities of plan design and fiduciary responsibilities; delivered through a wholly-owned subsidiary brand.
• Krilogy Tax Services In-house tax planning and tax return preparation services provided by Certified Public Accountants as Krilogy Tax Services, LLC (a wholly-owned subsidiary), working hand-in-hand with Krilogy wealth advisors to develop tax-efficient investing and withdrawal strategies for an additional cost to Krilogy clients.
• Krilogy Law Affiliated legal services offered through a Krilogy Law partner-attorney, providing coordination of legal needs and structure implementation for estate and trust planning, working in conjunction with Krilogy wealth advisors.
• Krilogy Texas Texas regional division of Krilogy providing comprehensive wealth management services from the Dallas office with full access to Krilogy's investment, planning, tax and legal capabilities, formed via the 2023 acquisition of Phlox Capital Management.
• Krilogy Client Portal (Orion) Orion-based client portal providing performance reports, billing statements, and a secure document vault for client-advisor communication and file sharing.
• Krilogy Wealth Organizer (eMoney) eMoney-based wealth organizer portal providing organization and cataloguing of all client assets and liabilities, with a dashboard view of current wealth allocations.

Quantifiable outcome

• Advisors who transition to Krilogy grow their practices by at least 20% annually
• +3 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature2 records

Partnerships

Three partnerships are on record, tiered core.

• Phlox Capital ManagementcoreStrategic or Co-development Partner · 1 October 2023Phlox Capital Management of Dallas joined forces with Krilogy in October 2023 to form Krilogy Texas. The former Phlox location in Dallas became the Krilogy Texas Headquarters with an established team of advisors. The partnership empowers clients to take advantage of Krilogy's robust expertise and depth of talent.
• Charles SchwabcoreOthersCustodian partner for client accounts. Krilogy offers client login access to Charles Schwab through Schwab Alliance Link for viewing account balances, managing money movements, and accessing account documents.
• FidelitycoreOthersCustodian partner for client accounts. Krilogy offers client login access to Fidelity for account management services.

Scale indicators5 records

Recent moves8 records

Expansion highlights6 records

Direct peers

• Buckingham Wealth Partners: Independent RIA providing wealth planning, investment management, and tax services. Comparable to Krilogy in fiduciary model, service breadth, and HNW/UHNW client focus.
• Creative Planning: Large independent RIA offering comprehensive wealth management, tax, and family office services across the U.S. Highly comparable to Krilogy in service breadth, fiduciary-only positioning, and HNW target market, but at materially larger AUM scale.
• Mariner Wealth Advisors: Independent RIA with a national footprint, family office services, institutional advisory, and a roll-up acquisition strategy. Closely comparable to Krilogy in service mix and growth model, though significantly larger.
• Carson Group: RIA and coaching/consulting platform serving financial advisors and their clients. Highly comparable to Krilogy in serving career advisors transitioning practices, with a similar advisor-recruitment growth motion.
• Mercer Advisors: Independent RIA built through advisor acquisitions, focused on HNW families with comprehensive financial planning. Directly comparable to Krilogy across target market, services, and roll-up strategy.
• Farther: Tech-forward RIA serving HNW clients across multiple U.S. markets with a modern platform. Krilogy's new Director of M&A (Jordan Phillips) was previously Director of Development at Farther, underscoring direct familiarity and competition for advisor talent.
• Cerity Partners: Independent RIA serving UHNW families and institutions with comprehensive wealth, tax, and advisory services. Comparable to Krilogy in client profile and integrated services, but at significantly larger scale.

Broad incumbents

• Focus Financial Partners: Public-traded (now private-equity owned) partnership of independent RIAs. Comparable to Krilogy as both a peer and a potential acquirer of advisor firms pursuing inorganic growth.
• Cetera Financial Group: Large broker-dealer/wealth management platform serving independent advisors. Comparable to Krilogy as it competes for the same advisor-recruitment pipeline across a broader product set.
• Edward Jones: Large retail wealth management firm with deep advisor network and strong Midwest presence. Comparable to Krilogy in targeting mass-affluent and HNW clients with relationship-based advisory services, though with a much larger advisor base.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/krilogy
• LinkedInlinkedin.com/company/krilogy-financial
• Instagraminstagram.com/krilogy
• Xx.com/krilogy

Compliance14 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries2 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Krilogy Financial