Diverse
Partnerships.
Where exceptional advisors
grow and excellence endures.
The Strength of
Growing Together.
Krilogy is a purpose-driven wealth platform built on the belief that developing exceptional people produces exceptional client outcomes — a philosophy lived out through its core values, advisor development infrastructure, and deep community roots.
Over 17 years, that belief produced a nationally recognized advisor development
system and a fully integrated platform where wealth management, tax, law,
retirement planning, and family office services operate as one coordinated team —
grounded in their principle of “The Art of Accomplishment.”
The result is a firm built for clients who have created something worth protecting, and who expect their wealth to reflect the same standard of excellence they brought to building it.
With Rise as a strategic partner, Krilogy is strengthening its platform to help advisors grow, transition their life’s work with confidence, and carry that same standard of excellence into every client relationship and community they serve.
FOUNDED IN
2009
in advisory assets
Managing
$
5
B+
in advisory assets
Managing nearly
95
+
TEAM MEMBERS
Managing nearly
4
OFFICES
Next level growth for
Grimes and Company
“This partnership allows us to build something even more special, enabling us to become a magnet for top talent and remain an industry leader for years to come. We are not sacrificing our independence or culture; we are enhancing it.”
— Kevin T. Grimes, CFA, CFP®, CEO and Chief Investment Officer
Next Level Growth for Krilogy
“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.”
— Kent Skornia, President and CEO of Krilogy
Krilogy
in the news
Partnership strengthens Krilogy’s foundation for long-term advisor and client success, with focus on technology, advisor coaching and geographic expansion
The investment will allow Midwest-based Krilogy to beef up its M&A around succession planning, as the firm continues to develop young talent.
Krilogy is the third RIA to accept backing from Duran’s minority investing venture.