Legend Financial Advisors Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Pittsburgh, PA. Its latest Form ADV filing, dated March 24, 2026, reports $390M in regulatory assets under management, 11 employee, and 219 accounts.
Assets Under Management
$390M
Employees
11
Offices
--
Total Clients
219
Primary office
PITTSBURGH, PA
5700 CORPORATE DRIVE, SUITE 350, PITTSBURGH, PA, United States
Top client segmentHNWI represent 53.4% of total clients.
Top client categories% of clientsClients
1
HNWI
53.4%
117
2
Individuals
44.7%
98
3
Pension Plans
0.9%
2
4
Charitable
0.5%
1
5
Corporations
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$390Mas of March 24, 2026
Discretionary100.0%
$390M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$390M
Total Accounts219
10Y AUM Change+$105M (+36.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee20:1
10Y Employee Change+1 (+10.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.