The CNBC FA 100 celebrates the advisory firms that top the list in 2021 when it comes to offering a comprehensive service that helps clients navigate through their financial life.
2021 LIST

80. Legacy Wealth Management

Legacy Wealth Management, based in Memphis, TN, is ranked No. 80 on the 2021 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $1.9B+

Years in Business: 39

Accounts Under Management: 3,370 (AccuPoint Solutions)

Previous appearances on FA 100 List: 1 (No. 94 in 2020)


Jim Isaacs, President & Chief Executive Officer

Duncan Miller, Managing Director


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

(901) 758-9006