The CNBC FA 100 celebrates the advisory firms that top the list when it comes to offering a comprehensive service that helps clients navigate through their financial life.
FA 100

94. Legacy Wealth Management

Legacy Wealth Management, based in Memphis, Tennessee, is ranked No. 94 on the 2020 CNBC Financial Advisor 100 list. This is the firm's first year on CNBC's FA 100 list.

Total AUM: $1.5B+

Years in Business: 38

Accounts Under Management: 3,324

Previous appearances on FA 100 List: 0

Principals:

Jim Isaacs, President & Chief Executive Officer

Duncan Miller, Managing Director

Contact:

legacywealth.com

1715 Aaron Brenner Drive, Suite 301, Memphis, TN 38120

(901) 758-9006