A complete list of active advisors currently associated with Krilogy

Warmer can help you find a great advisor at Krilogy or one who fits your needs even better.

Krilogy serves a broad mix of individuals (including high‑net‑worth and ultra‑high‑net‑worth households), corporate and institutional clients, retirement plans, family offices, and charitable organizations. The firm offers portfolio management, financial planning, corporate retirement plan consulting, family office services, and sub‑advisory/separately managed account (SMA) model licensing to other advisors and platforms. The firm’s investment approach is rooted in a long‑term philosophy maintained by an internal Investment Committee that constructs model portfolios while permitting tactical adjustments; advisors may implement active and passive strategies, customized bond ladders, private alternative funds, and, for certain clients, tax‑aware long/short equity SMAs. Krilogy typically manages at the household level on a discretionary basis, uses portfolio aggregation and held‑away account tools as part of a Total Portfolio program, and discloses use of AI‑enabled meeting transcription and other operational tools subject to human review. Compared with peers, Krilogy combines several less common features for an enterprise advisor: some advisors are dually registered as broker‑dealer registered representatives and the firm engages in broker‑dealer related activity for certain insurance and brokerage products, it is affiliated with an independent law firm that provides estate and trust document services under separate engagement, and it operates affiliated private fund offerings. The firm also highlights specific operational policies that are atypical for the peer group — for example, a stated plan to cease using credential‑based data aggregators that conflict with custodial terms and expanded disclosures around AI use and leveraged/short‑selling SMA strategies.

To learn more about the advisors currently working at Krilogy, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.