The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
FA 100

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)

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