DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | |||||||
|---|---|---|---|---|---|---|---|
LEGACY WEALTH Registered adviser · RIA / Wealth · matched LEGACY WEALTH ASSET MANAGEMENT, LLC · 801-118042 | WOODBURY, | $546M | 5 | 2020 | |||
| · probable Unsized | Chicago, | $130B | 10 | ||||
Sanctuary Advisors, LLC Firm · Venture · matched M&k Legacy Wealth · Registered investment adviser Also on RIA / Wealth Management | · candidate | Indianapolis, | $22B | 3 | 8 | 2019 | |
LEGACY WEALTH MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched LEGACY WEALTH MANAGEMENT INC · 801-18073 | MEMPHIS, | $2.7B | 16 | 2012 | |||
| BOISE, | $629M | 56 | 2018 | ||||
| GRANITE BAY, | 2026 | ||||||
| NORTH MIAMI BEACH, | $923M | 4 | 2023 | ||||
| LAKEWOOD, | $646M | 9 | 2024 | ||||
| RIDGELAND, | $459M | 4 | 2019 | ||||
| MANASSAS, | $314M | 5 | 2021 | ||||
| LYNCHBURG, | $290M | 7 | 2022 | ||||
| SAN JOSE, | $178M | 2 | 2011 | ||||
| CALABASAS, | $228M | 2016 | |||||
| CLINTON TOWNSHIP, | $132M | 2 | 2025 | ||||
| LAS VEGAS, | $67.4M | 2026 | |||||
LEGACY & WEALTH FINANCIAL ADVISORS Registered adviser · RIA / Wealth · matched LEGACY & WEALTH FINANCIAL ADVISORS LLC | IRVINE, | $58.8M | 2026 | ||||
| WAXAHACHIE, | $49.9M | 2026 | |||||
| $6.5M | 2026 | ||||||
| $6.0M | 2026 | ||||||
| PHOENIX, | $3.8M | 2026 | |||||
| TUCKER, | $2.4M | 2026 | |||||
| DOTHAN, | $1.6M | 2023 | |||||
LEGACY GLOBAL MANAGEMENT, L.L.C. Registered adviser · RIA / Wealth · matched LEGACY WEALTH STRATEGIES, L.L.C. | $17.5M | 2026 | |||||
LEGACY RETIREMENT ADVISORS Registered adviser · RIA / Wealth · matched LEGACY WEALTH MANAGEMENT, INC. | $15.4M | 2026 | |||||
| CHARLOTTE, | $817,740 | 2026 | |||||
| LYNCHBURG, | 2025 | ||||||
| RENO, | $343M | 2017 | |||||
| $102M | 2 | 2019 | |||||
| GLENDALE, | $65.8M | 2026 | |||||
| BATON ROUGE, | $64.8M | 2025 | |||||
| ALEXANDRIA, | $59.3M | 2026 | |||||
LEGACY WEALTH PLANNING GROUP Registered adviser · RIA / Wealth · matched LEGACY WEALTH PLANNING GROUP LLC | $34.4M | 2026 | |||||
| BETHALTO, | $23.5M | 2025 | |||||
| OVERLAND PARK, | $11.5M | 2026 | |||||
| BUFFALO GROVE, | 2026 | ||||||
| HIGHLAND, | 2026 | ||||||
| HOUSTON, | 2026 | ||||||
| 2026 |
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.