The CNBC FA 100 celebrated the advisory firms that topped the list in 2024 when it came to offering a comprehensive service that helped clients navigate through their financial lives.
2024 Financial Advisor 100

33. Legacy Wealth Management

CNBC.com staff@CNBC
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Legacy Wealth Management, based in Memphis, Tennessee, is ranked No. 33 on the 2024 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $2.3B

Years in Business: 42

Accounts Under Management: 4,418

Previous appearances on FA 100 List: 4 (No. 78 in 2023)

Principals:

Duncan Miller, President & Chief Executive Officer

Cathy Simmons, Chief Compliance Officer

Rob SIevers, Director of Client Service

Contact:

legacywealth.com

1715 Aaron Brenner Drive, Memphis, TN 38120

(901) 758-9006

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