Insights

Strong Financial Standing With a revenue range between $100 million and $250 million and a seasoned workforce of 51 to 200 employees, Legacy Advisors demonstrates a solid financial foundation, indicating potential for expanded service offerings and premium financial products.

Active Investment Portfolio The company's recent investments in diverse assets such as Vroom, Gilead Sciences, and Laboratory Corp. suggest a focus on innovative and growth-oriented investments, highlighting opportunities to promote advanced financial planning and asset management services.

Tech-Enabled Operations Utilizing a modern tech stack that includes tools like Bloomberg, Squarespace, and Cloudflare indicates a digitally savvy company open to integrating new technologies for efficiency; this creates opportunities to offer sophisticated financial tech solutions and digital engagement tools.

Focus on Legacy and Community Legacy Advisors emphasizes creating lasting legacies rooted in family and community values, signaling a receptive market for services that enhance estate planning, wealth transfer, and philanthropic advisory services.

Potential Growth Market Operating in the competitive financial services industry alongside large players like MassMutual and Northwestern Mutual, Legacy Advisors presents a growth opportunity by differentiating through personalized, integrity-driven client solutions tailored to high-net-worth individuals.

Legacy Advisors Tech Stack

Legacy Advisors uses 8 technology products and services including Bloomberg, Squarespace, Webpack, and more. Explore Legacy Advisors's tech stack below.

  • Bloomberg
    Accounting And Finance
  • Squarespace
    Content Management System
  • Webpack
    Development
  • Priority Hints
    Performance
  • Yoast SEO
    Search Engines
  • X-XSS-Protection
    Security
  • Cloudflare Bot Management
    Security
  • FitVids.js
    Web Tools And Plugins

Media & News

Legacy Advisors's Email Address Formats

Legacy Advisors uses at least 1 format(s):
Legacy Advisors Email FormatsExamplePercentage
FLast@legacyadvice.comJDoe@legacyadvice.com
44%
First.Last@legacyadvice.comJohn.Doe@legacyadvice.com
6%
FLast@legacyadvice.comJDoe@legacyadvice.com
44%
First.Last@legacyadvice.comJohn.Doe@legacyadvice.com
6%

Frequently Asked Questions

Where is Legacy Advisors's headquarters located?

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Legacy Advisors's main headquarters is located at 5 Apollo Road Suite 100 Plymouth Meeting, Pennsylvania 19462 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Legacy Advisors's phone number?

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You can contact Legacy Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Legacy Advisors's official website and social media links?

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Legacy Advisors's official website is legacyadvice.com and has social profiles on LinkedIn.

How much revenue does Legacy Advisors generate?

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As of February 2026, Legacy Advisors's annual revenue is estimated to be $4.5M.

What is Legacy Advisors's SIC code NAICS code?

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Legacy Advisors's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Legacy Advisors have currently?

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As of February 2026, Legacy Advisors has approximately 58 employees across 2 continents, including North AmericaEurope. Key team members include Chief Investment Strategist: R. H.Partner: T. H.Director Of Finance & Chief Compliance Officer: M. S.. Explore Legacy Advisors's employee directory with LeadIQ.

What industry does Legacy Advisors belong to?

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Legacy Advisors operates in the Financial Services industry.

What technology does Legacy Advisors use?

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Legacy Advisors's tech stack includes BloombergSquarespaceWebpackPriority HintsYoast SEOX-XSS-ProtectionCloudflare Bot ManagementFitVids.js.

What is Legacy Advisors's email format?

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Legacy Advisors's email format typically follows the pattern of FLast@legacyadvice.com. Find more Legacy Advisors email formats with LeadIQ.

When was Legacy Advisors founded?

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Legacy Advisors was founded in 2002.

Legacy Advisors

Financial ServicesPennsylvania, United States51-200 Employees

We are committed to helping our clients in their desire to achieve peace of mind by serving them with the highest level of integrity, ensuring that their business and personal affairs are in order, and helping them create a lasting legacy that embraces their value system, love of family, and commitment to their community.

Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer Member FINRA/SIPC. Investment Advisory Services offered through Legacy Advisors, LLC, which is independently owned and operated.

• Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness.
• This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.
• The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

Section iconCompany Overview

Headquarters
5 Apollo Road Suite 100 Plymouth Meeting, Pennsylvania 19462 United States
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
2002
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    Legacy Advisors's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Legacy Advisors's revenue is estimated to be in the range of $100M$250M

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