Expansion leadership Krilogy has recently bolstered its leadership and advisory team with high-profile hires including a CEO transition, a new Senior Wealth Advisor, and a Director of M&A, signaling a strategic push into growth, M&A activity, and enhanced advisory capabilities that present cross-sell opportunities to clients and prospects seeking comprehensive wealth management and integration of corporate services.

Growth trajectory With assets under management of 2.1 billion and revenue in the 50 to 100 million range, Krilogy is positioned as a mid-market RIAs scale-up. This presents opportunities to offer institutional-grade tech, partnerships, and expanded wealth planning solutions to mid-sized families and business owners looking for scalable, fiduciary advisory support.

Awards credibility Being recognized as a Best Place to Work in 2026 enhances retention and talent attraction signals. This can be leveraged in outreach to prospective clients prioritizing stable, client-centric teams and to partners seeking aligned, values-driven collaboration.

Technology enablement The firm emphasizes data-driven advice and relies on a mix of tech tools (Calendly, Adobe, MySQL, Mimecast, Google Tag Manager, etc.). This suggests receptiveness to advanced analytics, CRM/automation enhancements, cybersecurity improvements, and tech-enabled client experiences as potential value-adds for enterprise clients or growing advisory practices.

Market position As an independent RIA with fiduciary duty and custodians like Charles Schwab and Fidelity, Krilogy targets high-trust, comprehensive financial planning. This positions them well for partnerships around custody, estate planning, tax strategy, and family-office services to affluent individuals, business owners, and founders seeking holistic wealth management.