RIA Intel›Advisers›Pennsylvania›LEGACY ADVISORS, LLC

LEGACY ADVISORS, LLC

Advisory

N·PLYMOUTH MEETING, PA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM

$5.2B

1-Year AUM Growth

+29.7%

3-Year CAGR

+19.9%

Employees

25

Assets Under Management

Total AUM$5.2B

Discretionary AUM$5.1B

Non-Discretionary AUM$90M

Discretionary %98.3%

Total Clients220

Team

Total Employees25

Investment Advisers50

Employee Growth (1Y)-4.3%

Filing History

Total Filings on Record64

First FilingApr 4, 2006

Latest FilingMar 26, 2026

🔒 Full AUM trend chart and 64 historical filings spanning 20+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LEGACY ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.