DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| · probable Unsized | Chicago, | $130B | 10 | |||||
| PLYMOUTH MEETING, | $5.2B | 19 | 2012 | |||||
| Milford, | 170 | |||||||
| COVINGTON, | $1.5B | 13 | 2011 | |||||
| OVERLAND PARK, | $952M | 13 | 2016 | |||||
LEGACY FINANCIAL GROUP Registered adviser · RIA / Wealth · matched LEGACY FINANCIAL GROUP, LLC · 801-79803 | DES MOINES, | $1.0B | 9 | 2014 | ||||
Next Legacy Management, LLC Firm · Venture · matched Next Legacy Partners · Registered investment adviser Also on RIA / Wealth Management | · probable | Palo Alto, | $4.4B | 70 | 53 | 24 | 2025 | |
| · probable Lower middle market | Miami, | $3.1B | 2 | 1 | 23 | 2022 | ||
LEGACY PARTNERS, LLC Registered adviser · RIA / Wealth · 801-72850 Also on Independent Sponsors, Private Equity | LOS ANGELES, | $778M | 10 | 2 | 2012 | |||
| TULSA, | $591M | 8 | 2012 | |||||
| 3 | ||||||||
| OVERLAND PARK, | $403M | 3 | 2012 | |||||
| BLOOMINGTON, | $318M | 2 | 2012 | |||||
LEGACY CAPITAL Registered adviser · RIA / Wealth · matched LEGACY CAPITAL WEALTH MANAGEMENT, LLC · 801-130850 | THE WOODLANDS, | $273M | 3 | 2024 | ||||
| MILWAUKEE, | $494M | 2012 | ||||||
| EXTON, | $157M | 3 | 2023 | |||||
LEGACY FINANCIAL ADVISORS Registered adviser · RIA / Wealth · matched LEGACY FINANCIAL ADVISORS II, LLC · 801-134038 | $139M | 3 | 2025 | |||||
| TRAVERSE CITY, | $123M | 2 | 2012 | |||||
Legacy Advisory Group Firm · Venture · matched Legacy Advisory Group, LLC · Registered investment adviser Also on RIA / Wealth Management | · candidate | Overland Park, | $34.8M | 4 | 3 | 2016 | ||
| HOUSTON, | $162M | 2012 | ||||||
LEGACY FINANCIAL GROUP Registered adviser · RIA / Wealth · matched LEGACY FINANCIAL GROUP, LLC · 801-113145 | TORRANCE, | $75.4M | 3 | 2012 | ||||
| OVERLAND PARK, | $162M | 2012 | ||||||
| · candidate | Lyndhurst, | $23.2M | 5 | 3 | 2017 | |||
| METAIRIE, | $111M | 2026 | ||||||
| WOODSTOCK, | $108M | 2026 | ||||||
| OVERLAND PARK, | $102M | 2026 | ||||||
| TYLER, | $89.4M | 2026 | ||||||
| DULUTH, | $85.0M | 2026 | ||||||
| WYANDOTTE, | $61.0M | 2026 | ||||||
| ROSEVILLE, | $38.7M | 2012 | ||||||
| SANTA ANA, | $53.2M | 2026 | ||||||
| RANCHO CUCAMONGA, | $47.7M | 2026 | ||||||
| $93.9M | 10 | 7 | 2029 | |||||
| VOORHEES, | $31.5M | 2026 | ||||||
LEGACY GLOBAL MANAGEMENT, L.L.C. Registered adviser · RIA / Wealth · matched LEGACY WEALTH STRATEGIES, L.L.C. | $17.5M | 2026 | ||||||
| TOWSON, | $16.7M | 2026 | ||||||
| $16.6M | 2026 | |||||||
| $9.2M | 2026 | |||||||
| BRAINTREE, | $5.8M | 2026 | ||||||
| $4.1M | 2021 | |||||||
| $3.6M | 2024 | |||||||
| FRONT ROYAL, | $3.4M | 2026 | ||||||
| Foster City, | 451 | |||||||
| BIRMINGHAM, | $920,000 | 2026 | ||||||
| Tampa, | 1,795 | |||||||
| $475,705 | 2026 | |||||||
| KENNESAW, | 2012 | |||||||
| HERMITAGE, | $377,000 | 2026 | ||||||
| Mission, | 107 | |||||||
| MOOREFIELD, | 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.