A complete list of active advisors currently associated with Legacy Advisors, LLC
Warmer can help you find a great advisor at Legacy Advisors, LLC or one who fits your needs even better.
Legacy Advisors serves individuals — including high‑net‑worth clients — as well as trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm offers modular financial planning, discretionary and non‑discretionary portfolio management, retirement plan consulting, and selection and oversight of third‑party managers. Legacy tailors advice and portfolios to each client’s objectives and risk tolerance, drawing on fundamental and technical analysis and a mix of mutual funds, ETFs, independent managers and, where suitable, private funds and derivative strategies. It provides ongoing monitoring and rebalancing, combines related household accounts for fee breakpoints when appropriate, and offers comprehensive planning on retainer or hourly engagements. Distinctive aspects disclosed in the brochure include a multi‑billion dollar asset base concentrated across a relatively small client roster (leading to larger average account sizes) and a history of using outsourced platforms and sub‑advisors, including legacy allocations to a Betterment program that is no longer open to new clients. The firm’s personnel are also registered with an affiliated broker‑dealer and licensed as insurance agents, and Legacy may act as trustee for certain client accounts — arrangements the firm notes may create conflicts and are addressed through disclosures and internal policies.
To learn more about the advisors currently working at Legacy Advisors, LLC, 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.
You can also browse Legacy Advisors, LLC's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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