The team you choose matters. The values that guide your work together are the building blocks of a trusting, uplifting relationship.
Intelligent people seek informed insights. You explore options to feel confident about the financial decisions you are making. Krilogy advisors walk alongside our clients, helping you gain clarity about your future and building wealth plans that reflect who you are and what makes you happy. We are guides, educators, and advocates for your entire financial life.
This approach is rooted in our values-based culture. Values are the soul of our organization and drive our daily actions with clients and each other. We believe in:
• Dedication: Giving relentless effort to dive deep, work hard, and exceed your expectations. • Abundance: Going beyond the financial plan to guide you to financial independence and well-being. • Leadership: Sharing informed insights and working as a team to inspire confident decision-making. • Respect: Listening closely and honoring your priorities to treat every relationship with integrity and care.
Values, in action, build strong relationships based on honesty and trust. They lead to more informed planning and a sense of readiness as you face life’s changes, including retirement, selling or buying a business, and leaving a legacy for future generations.
Trust allows us to ask thought-provoking questions to advance your financial position, and we know what to do with the answers. Our team’s knowledge and use of technology provide data-driven advice for your unique plan.
We provide a trusted wealth management partnership to meet your personal, financial and life goals. With your team, you’re ready.
• Founded 2009 • Independent Registered Investment Advisor (RIA) Firm, Fiduciary Advisors • $5.3 Billion in Assets • Custodians: Charles Schwab, Fidelity
Rating Reviews
Rating is calculated based on
2
reviews and is evolving.
Pros: Working as a Financial Advisor at Krilogy has been a great learning experience. The firm provides excellent training and mentorship, especially for those new to the financial planning industry. I've seen direct opportunities for career growth, with clear paths for advancement and taking on more responsibility. The team is collaborative and supportive, which makes navigating busy periods much easier. They are committed to client success and advisor development.
Cons: While there are ample opportunities for career growth, the workload can become quite demanding during peak seasons, impacting work-life balance temporarily. Some internal processes for approvals could be streamlined to improve efficiency. It would also be beneficial to have more structured, advanced training sessions beyond the initial onboarding phase to keep skills sharp in the fast-paced financial services sector.
Advice to Management: Consider implementing more advanced, ongoing training programs and look for ways to further optimize approval workflows to reduce administrative burden during high-volume periods. This could further enhance advisor productivity and satisfaction.
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Pros: The best part about working at Krilogy is definitely the team culture, especially within the St Louis office. Everyone I've worked with in client services has been genuinely helpful and collegial. Management is accessible, and there's a sense of shared purpose in helping clients navigate their financial futures. The benefits package is standard for the industry.
Cons: While opportunities for growth exist, they often feel less defined for support roles compared to client-facing positions. Sometimes training feels a bit ad-hoc rather than structured, and more continuous professional development would be beneficial. It would be great to see more concrete career ladders for administrative and client service staff in the financial advisory sector.
Advice to Management: Consider implementing more structured career development programs and clear advancement criteria for support staff. This would further enhance employee retention and motivation within the financial services team.
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How long does Krilogy typically take to respond after applying for a job in the financial services industry?
From my experience applying for a financial advisor role at Krilogy, I heard back about an initial screening call within about a week. The hiring process for this mid-sized company in St. Louis seemed quite organized.
What is the typical salary range for a financial advisor at Krilogy?
For a financial advisor role at Krilogy in the St. Louis area, I've seen base salaries typically range from $60,000 to $80,000, with significant potential for commission-based earnings on top of that.
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