Krilogy Profile - Alaris Acquisitions

Krilogy

Website:

https://www.krilogy.com/

Go to new profile

Website:

https://www.krilogy.com/

Leadership Interview

Company Details

Approximate AUM

$5,350,000,000

Fee model

Hybrid Flexible

Number of employees

105

Custodians

Schwab

Fidelity - IWS

Fidelity - NFS

Pershing

Other

Description

Krilogy was established with the vision of providing retail and high-net-worth clients access to institutional-caliber planning and investment capabilities while maintaining the personal, relationship-driven experience of an independent advisor. The firm’s journey has been shaped by a commitment to co-building with advisors and firms that join its platform, rather than absorbing them into a traditional roll-up, reflecting a belief that client trust is best preserved when advisor relationships remain intact. Krilogy articulates its value proposition as the destination for clients who expect sophistication in their financial lives but refuse to be treated like an account number, and for advisors who seek robust resources without relinquishing ownership of their client relationships. Distinct capabilities such as in-house tax planning through Krilogy Tax, integrated legal and estate planning via Krilogy Law, a dedicated family office platform, and a research-driven Wealth Intelligence Committee set Krilogy apart in the marketplace. Advisors at Krilogy offer a boutique experience with in-house tax, estate, 401k, and family office services, all underpinned by a culture that drives the company’s success.

Locations

3500 Maple Avenue, Suite 1420 Dallas, Texas 75219

5976 Howdershell Road, Suite 107 St. Louis, MO 63042

1 Mid Rivers Mall Drive, Suite 120 St. Peters, MO 63376

275 N. Lindbergh Blvd., Suite 20 Creve Coeur, MO 63141

Services Offered

Financial Planning

Portfolio Management

Retirement / Income Planning

Estate Planning

Qualified / Non Qualified Plans

Tax Preparation

Family Office Services

Exit Planning / Investment Banking Services

Tax Planning

Other

Recent News

No items found.

See less

Match confidence

N/a

video Overview

Getting started

00:53

Welcome to the Buyer At a glance page!

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Advisor Value Proposition

Business Enhancements

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Curabitur pretium tincidunt lacus. Nulla gravida orci a odio. Nullam varius, turpis et commodo pharetra, est eros bibendum elit, nec luctus magna felis sollicitudin mauris.

Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management