Join Us
Expect more from your career.
We believe when you are driven by ambition, there is always more to accomplish. We built an environment where the highest level of teamwork is fostered across all disciplines of wealth management.
Join Us
We believe when you are driven by ambition, there is always more to accomplish. We built an environment where the highest level of teamwork is fostered across all disciplines of wealth management.
Every specialist, every strategy, and every decision working together as one integrated team.
Our greatest contribution is giving our best every day.
Our worth is measured by the value we give, not what we receive.
Devoted to serving our clients, our team, and our community.
We embrace what makes each of us unique and trust one another.
We provide the resources to serve clients at a higher level and grow your practice. When you make the move, dedicated transition specialists help ensure a seamless start.
Planning leads every decision, creating a more connected approach to wealth.
Built on collaboration, shared ambition and a commitment to supporting one another.
Extraordinary efforts help clients accomplish more and create a legacy that lasts.
Spend less time managing the work and more time moving your practice forward.
Start with the path that fits where you are and where you want to go.
Explore the Krilogy model for experienced advisors, teams, and firms considering a supported transition or growth relationship
Explore roles across operations, client service, marketing, technology, and the teams that support Krilogy's client experience
Our team works to support you behind the scenes, so you can support your clients.
Connected approach to wealth that brings financial planning, portfolio management, tax planning and estate planning together, giving advisors broader expert support.
Dedicated one-on-one back office support and centralized operations make transitions seamless and take day-to-day processing off your plate.
Customized training, dedicated mentorship and KrilogyU give you the guidance and resources to strengthen your practice and keep growing.
Dedicated legal and compliance support helps you navigate requirements with confidence, so you can stay focused on your clients and practice.
Scalable portfolio management with 27 GIPS-compliant models gives you the investment resources to serve clients efficiently and grow your practice.
Dedicated marketing and growth support helps you strengthen your brand, attract new opportunities and build your practice with intention.
Modern technology, an integrated tech stack, and a consolidated client dashboard create greater efficiency and a more connected client experience.
A thoughtful approach to succession helps protect what you've built, support your clients and create a lasting legacy for your practice.
Industry-standard custodians and planning tools designed to support you and keep you focused on what matters most.
Krilogy:
We believe the greatest measure of success is what our clients achieve. We approach every opportunity, every challenge, and every relationship with relentless energy and unwavering commitment. We know accomplishment is more than an outcome, it's a way of life. We help you make more of everything you've worked to build.
For advisors and firms
Invite an advisor, team, or firm to begin a private recruiting conversation after they have reviewed the advisor pathway.
Recognition earned through an unwavering commitment to our clients, our craft, and the pursuit of beating our best every day.
Recognized for a culture that invests in people, collaboration, and long-term client relationships.
Honored among leading advisory firms for comprehensive planning and investment stewardship.
Peer and client recognition for advisors who deliver consistent, high-touch service.
Community recognition for excellence in wealth management and client experience.
Our full-time team members can expect benefits built around the belief that when we invest more in our people, they can create more for themselves and those around them. We're committed to giving you the foundation to thrive in your career and your life.
Comprehensive insurance benefits include medical, dental, vision, life, disability coverage. and a discounted gym membership.
Retirement plan and competitive 401(k) plan with company match.
Paid time off, holidays, paid pregnancy leave, parental leave, and grandparental leave.
Regular team events create opportunities to connect, celebrate and strengthen the relationships.
Professional development paths and Krilogy University provide ongoing learning opportunities to build your skills and grow your career.
Charitable contribution matching and paid volunteer time make it easier to give back and create an impact in local communities.
Explore opportunities at Krilogy. Bring your strengths to a team that believes there's always more to learn, more to give and more to accomplish.
Operations
Client Service
Marketing