RIA Intel›Advisers›Massachusetts›LEGACY INVESTMENT ADVISORS INC.

LEGACY INVESTMENT ADVISORS INC.

Advisory

BRAINTREE, MA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in MA

#1,484

of 1,590 advisers by AUM

Average account

$584K

across 10 accounts

AUM per adviser

$6M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$6M

Discretionary AUM$0

Non-Discretionary AUM$6M

Discretionary %0%

Total Clients10

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

10 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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FINANCIAL NETWORK GROUP LEGACY ADVISERS

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STONESTREET FINANCIAL, INC.

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