← Directory
LEGACY ADVISORS, LLC
CRD 139830File 801-66582
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.17B
Top 25% of cohort (national)
Discretionary AUM
$5.08B
Non-discretionary $89.7M
Clients
317
2,297 accounts
Employees
50
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 11, 2006
- Principal office
- 5 APOLLO ROAD, SUITE 100, PLYMOUTH MEETING, PA, 19462
- Phone
- 610-943-3000
- Website
- HTTP://WWW.LEGACYADVICE.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.17B
- Discretionary AUM
- $5.08B
- Non-discretionary AUM
- $89.7M
- Discretionary accounts
- 2,246
- Non-discretionary accounts
- 51
- Total accounts
- 2,297
- AUM per client
- $16.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $163.2M |
| Charitable organizations | 6 | $144.4M |
| High net worth individuals | 282 | $4.77B |
| Individuals (other than high net worth individuals) | 24 | $93.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 38 | 50 | increased by12 |
| Apr 1, 2026 | Clients | 220 | 317 | increased by97 |
| Apr 1, 2026 | AUM | $4,182,473,646 | $5,168,722,434 | increased by$986,248,788 |
| Apr 1, 2026 | Accounts | 2,257 | 2,297 | increased by40 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 37 | 38 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,568 | 220 | decreased by1,348 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,846,658,597 | $4,182,473,646 | increased by$1,335,815,049 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,568 | 2,257 | increased by689 |
| Apr 1, 2022 | Clients | 306 | 1,568 | increased by1,262 |
| Apr 1, 2022 | AUM | $2,103,043,995 | $2,846,658,597 | increased by$743,614,602 |
| Apr 1, 2022 | Accounts | 1,300 | 1,568 | increased by268 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LEGACY ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LEGACY ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.