Rise Growth Partners, a firm that provides non-controlling minority capital and strategic expertise to wealth-management firms, announced it has entered into a long-term partnership with Krilogy, a St. Louis-based RIA managing approximately $4.1 billion in client assets. Launched in 2009, Krilogy is guided by its principle of the art of accomplishment, a philosophy rooted in relentless effort, thoughtful solutions, and a commitment to serve clients well now and for generations to come.
With an 85-person team including over 40 wealth advisors, Krilogy serves clients with complex financial needs—from physicians and entrepreneurs to multigenerational families—and has developed a strong reputation for culture, values, mentorship, and advisor development. As part of the investment, Rise will provide Krilogy with resources, strategic guidance, and capital while helping preserve Krilogy’s independent culture and values.
Krilogy’s growth has been driven by integrating estate planning and tax services, expanding its advisor-training programme, and cultivating a culture of mentorship and collaboration. With support from Rise, Krilogy will further scale its platform, deepen its advisor-development capabilities, and position itself for an even stronger future.
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“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. 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.”
Kent Skornia, Founder & Chief Executive Officer, Krilogy
“From the beginning, we’ve believed that great wealth management isn’t just about managing money—it’s about putting clients first. 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.”
Terri Kallsen, CFP, Managing Partner, Rise Growth Partners
“Exceptional firms aren’t built on metrics alone—they’re built on values, people and a vision for the future. We believe Krilogy is uniquely positioned to support advisors approaching the next or final chapter of their careers who want to thoughtfully transition their life’s 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.”
Joe Duran, Managing Partner, Rise Growth Partners
