PLYMOUTH MEETING, PACRD 139830Latest ADV March 26, 2026
Legacy Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Plymouth Meeting, PA. Its latest Form ADV filing, dated March 26, 2026, reports $5.2B in regulatory assets under management, 50 employees, and 2,297 accounts.
Assets Under Management
$5.2B
Employees
50
Offices
--
Total Clients
317
Primary office
PLYMOUTH MEETING, PA
5 APOLLO ROAD, SUITE 100, PLYMOUTH MEETING, PA, United States
Top client segmentHNWI represent 89.0% of total clients.
Top client categories% of clientsClients
1
HNWI
89.0%
282
2
Individuals
7.6%
24
3
Charitable
1.9%
6
4
Corporations
1.6%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.2Bas of March 26, 2026
Discretionary98.3%
$5.1B
98% of total RAUM98.3%
Non-discretionary1.7%
$90M
2% of total RAUM1.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$5.2B
Total Accounts2,297
10Y AUM Change+$4.0B (+353.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees50
Clients per Employee6:1
10Y Employee Change+18 (+56.3%)
* 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.