The CNBC FA 100 celebrated the advisory firms that topped the list in 2022 when it came to offering a comprehensive service that helped clients navigate through their financial life.
2022 FA 100

75. Legacy Wealth Management

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Legacy Wealth Management, based in Memphis, TN, is ranked No. 75 on the 2022 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $1.7B

Years in Business: 40

Accounts Under Management: 1,299

Previous appearances on FA 100 List: 2 (No. 80 in 2021)

Principals:

Duncan Miller, President & Chief Executive Officer

Jim Isaacs, Chairman

Contact:

legacywealth.com

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

(901) 758-9006