Partnership strengthens Krilogy’s foundation for long-term advisor and client success, with focus on technology, advisor coaching and geographic expansion

AUSTIN, Texas--(BUSINESS WIRE)--

Rise Growth Partners (“Rise”), the ultimate growth partner for exceptional advisor firms, today announced its latest strategic minority investment, a long-term partnership with Krilogy, a St. Louis-based RIA firm managing more than $4 billion in client assets. Founded in 2009, Krilogy is guided by its principle of “the art of accomplishment”—an unwavering commitment to energy, hard work and getting ordinary and extraordinary things done for clients. The firm has subsequently built a reputation as a values-based firm, deeply rooted in Midwestern authenticity and strengthened by a growing team of in-house experts and an integrated approach to delivering thoughtful, comprehensive financial advice.

Since its early days, Krilogy has been dedicated to coaching and developing advisors and fostering collaboration among specialists, pairing younger talent with experienced professionals to ensure a deep bench of future leaders. Today, its 85-person team, including more than 40 wealth advisors, serves a growing base of clients with complex financial needs, including entrepreneurs and multigenerational families. Now, the firm is preparing for its next stage of growth.

“To us, the art of accomplishment means giving relentless effort to achieve client goals, solving challenges with practical solutions and seizing opportunities to act in their best interests,” said Kent Skornia, founder and chief executive officer of Krilogy. “This partnership with Rise reflects that same philosophy—seizing an opportunity to strengthen our firm so we can serve clients even better, today and for generations to come. From our earliest conversations, it was clear that Rise understood our vision and values. With their partnership, we are empowered to scale while keeping our culture of respect, mentorship and values at the center of everything we do.”

Krilogy has distinguished itself through a focus on organic growth. To date, the firm has scaled by integrating estate planning and tax services, expanding planning depth and designing an advisor training program that has become a magnet for ambitious professionals. The result is a sustainable growth model that serves both clients and advisors while reinforcing Krilogy’s culture of mentorship.

“From the beginning, we’ve believed that great wealth management isn’t just about managing money—it’s about putting clients first,” said Terri Kallsen, CFP®, managing partner at Rise. “Krilogy has built its foundation on this commitment, consistently delivering solutions that put the needs of individuals and families at the center. We’re excited to support Krilogy in continuing to elevate the client experience while providing the resources and innovation needed to serve with excellence at every stage.”

“Exceptional firms aren’t built on metrics alone—they’re built on values, people and a vision for the future,” added Joe Duran, managing partner at Rise. We believe Krilogy is uniquely positioned to support advisors approaching the next or final chapter of their careers who want to thoughtfully transition their work and preserve their legacy—creating a great home for clients and a powerful runway for the next generation. This is a model we can scale nationally to help advisors thrive and clients benefit for decades to come.”

For more information on Rise and its innovative approach to building the next generation of RIAs, visit risegrowth.com. To learn more about Krilogy and its team, visit krilogy.com.

About Rise Growth Partners

Rise Growth Partners is the ultimate growth partner for exceptional wealth management firms. Rise provides non-controlling minority capital and strategic expertise to help firms accelerate growth, expand their impact, and build enduring businesses. The Rise team is made up of experienced operators and industry experts who have built, scaled and exited successful firms. The team works side by side with leadership teams to drive results quickly, without compromising independence. Rise is purpose-built to support firms that want to do something extraordinary and become nationally recognized “lighthouse” brands. Visit RiseGrowth.com or follow Rise Growth Partners on LinkedIn to learn more.

About Krilogy

Krilogy is an independent wealth management firm with more than $4 billion in assets under management. Founded in 2009, the firm provides comprehensive financial planning and investment management services to high-net-worth individuals, families and business owners. Krilogy's experienced team delivers customized strategies to help clients achieve their long-term financial goals. For more information, please visit Krilogy.com or follow Krilogy on LinkedIn.

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Source: Rise Growth Partners