LEGACY ADVISORS, LLC
CRD #139830 SEC #801-66582 PLYMOUTH MEETING, PA 610-943-3000
SEC Registered
Total AUM
$4.2B
Discretionary
$3.8B
Employees
38
Clients
251
Accounts
2,257
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $4.2B | $3.8B | $343.2M | 38 | 0 |
| May 2024 | $3.6B | $3.6B | $55.1M | 38 | 0 |
| Mar 2024 | $3.6B | $3.6B | $55.1M | 36 | 0 |
| Dec 2023 | $2.8B | $2.8B | $42.2M | 36 | 9 |
| Dec 2023 | $2.8B | $2.8B | $42.2M | 40 | 9 |
| Oct 2023 | $2.8B | $2.8B | $42.2M | 39 | 9 |
| Sep 2023 | $2.8B | $2.8B | $42.2M | 39 | 9 |
| Apr 2023 | $2.8B | $2.8B | $42.2M | 38 | 9 |
| Mar 2023 | $2.8B | $2.8B | $42.2M | 37 | 9 |
| May 2022 | $2.8B | $2.8B | $48.8M | 37 | 25 |
| Mar 2022 | $2.8B | $2.8B | $48.8M | 37 | 25 |
| Sep 2021 | $2.1B | $2.1B | $43M | 37 | 0 |
| May 2021 | $2.1B | $2.1B | $43M | 37 | 0 |
| Mar 2021 | $2.1B | $2.1B | $43M | 37 | 0 |
| Jan 2021 | $1.8B | $1.8B | $5.4M | 37 | 0 |
| Jan 2021 | $1.8B | $1.8B | $5.4M | 36 | 0 |
| Jun 2020 | $1.8B | $1.8B | $5.4M | 35 | 0 |
| Jun 2020 | $1.8B | $1.8B | $5.4M | 35 | 0 |
| May 2020 | $1.8B | $1.8B | $5.4M | 36 | 0 |
| May 2020 | $1.8B | $1.8B | $5.4M | 36 | 0 |
| May 2020 | $1.8B | $1.8B | $5.4M | 36 | 0 |
| Mar 2020 | $1.8B | $1.8B | $5.4M | 36 | 0 |
| Mar 2020 | $1.8B | $1.8B | $5.4M | 35 | 0 |
| Jan 2020 | $1.5B | $1.5B | $0 | 35 | 40 |
| Nov 2019 | $1.5B | $1.5B | $0 | 34 | 40 |
| Oct 2019 | $1.5B | $1.5B | $0 | 34 | 40 |
| Aug 2019 | $1.5B | $1.5B | $0 | 34 | 40 |
| Aug 2019 | $1.6B | $1.5B | $13.4M | 34 | 40 |
| Mar 2019 | $1.6B | $1.5B | $13.4M | 34 | 40 |
| Sep 2018 | $1.3B | $1.3B | $11.2M | 32 | 40 |
| Jul 2018 | $1.3B | $1.3B | $11.2M | 32 | 40 |
| Mar 2018 | $1.3B | $1.3B | $11.2M | 32 | 40 |
| Aug 2017 | $1.1B | $1.1B | $9.6M | 32 | 26 |
| Jul 2017 | $1.1B | $1.1B | $9.6M | 32 | 26 |
| Mar 2017 | $1.1B | $1.1B | $9.6M | 32 | 26 |
| Jan 2017 | $859.9M | $851.6M | $8.3M | 30 | 26 |
| Mar 2016 | $859.9M | $851.6M | $8.3M | 30 | 26 |
| Sep 2015 | $800M | $796.3M | $3.8M | 30 | 26 |
| Mar 2015 | $800M | $796.3M | $3.8M | 30 | 26 |
| Nov 2014 | $758.2M | $746.1M | $12.1M | 27 | 26 |
| Aug 2014 | $758.2M | $746.1M | $12.1M | 27 | 26 |
| Jul 2014 | $758.2M | $746.1M | $12.1M | 27 | 26 |
| Mar 2014 | $758.2M | $746.1M | $12.1M | 27 | 26 |
| Jun 2013 | $567.2M | $567.2M | $0 | 26 | 26 |
| Mar 2013 | $567.2M | $567.2M | $0 | 26 | 26 |
| Nov 2012 | $419.9M | $419.9M | $0 | 25 | 403 |
| Jul 2012 | $419.9M | $419.9M | $0 | 11 | 403 |
| Jul 2012 | $419.9M | $419.9M | $0 | 11 | 403 |
| Feb 2012 | $419.9M | $419.9M | $0 | 11 | 403 |
| Mar 2011 | $370.1M | $370.1M | $0 | -- | -- |
| Mar 2010 | $235.6M | $235.6M | $0 | -- | -- |
| Jan 2008 | $174.3M | $172.5M | $1.7M | -- | -- |
| Apr 2007 | $103M | $103M | $0 | -- | -- |
| Feb 2007 | $103M | $103M | $0 | -- | -- |
| Jan 2007 | $103M | $103M | $0 | -- | -- |
| Nov 2006 | $57.3M | $57.3M | $0 | -- | -- |
DateMar 2025
Total AUM$4.2B
Discretionary$3.8B
Non-Disc.$343.2M
Employees38
Clients0
DateMay 2024
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$55.1M
Employees38
Clients0
DateMar 2024
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$55.1M
Employees36
Clients0
DateDec 2023
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$42.2M
Employees36
Clients9
DateDec 2023
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$42.2M
Employees40
Clients9
DateOct 2023
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$42.2M
Employees39
Clients9
DateSep 2023
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$42.2M
Employees39
Clients9
DateApr 2023
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$42.2M
Employees38
Clients9
DateMar 2023
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$42.2M
Employees37
Clients9
DateMay 2022
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$48.8M
Employees37
Clients25
DateMar 2022
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$48.8M
Employees37
Clients25
DateSep 2021
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$43M
Employees37
Clients0
DateMay 2021
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$43M
Employees37
Clients0
DateMar 2021
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$43M
Employees37
Clients0
DateJan 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$5.4M
Employees37
Clients0
DateJan 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$5.4M
Employees36
Clients0
DateJun 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$5.4M
Employees35
Clients0
DateJun 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$5.4M
Employees35
Clients0
DateMay 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$5.4M
Employees36
Clients0
DateMay 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$5.4M
Employees36
Clients0
DateMay 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$5.4M
Employees36
Clients0
DateMar 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$5.4M
Employees36
Clients0
DateMar 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$5.4M
Employees35
Clients0
DateJan 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees35
Clients40
DateNov 2019
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees34
Clients40
DateOct 2019
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees34
Clients40
DateAug 2019
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees34
Clients40
DateAug 2019
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$13.4M
Employees34
Clients40
DateMar 2019
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$13.4M
Employees34
Clients40
DateSep 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$11.2M
Employees32
Clients40
DateJul 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$11.2M
Employees32
Clients40
DateMar 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$11.2M
Employees32
Clients40
DateAug 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$9.6M
Employees32
Clients26
DateJul 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$9.6M
Employees32
Clients26
DateMar 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$9.6M
Employees32
Clients26
DateJan 2017
Total AUM$859.9M
Discretionary$851.6M
Non-Disc.$8.3M
Employees30
Clients26
DateMar 2016
Total AUM$859.9M
Discretionary$851.6M
Non-Disc.$8.3M
Employees30
Clients26
DateSep 2015
Total AUM$800M
Discretionary$796.3M
Non-Disc.$3.8M
Employees30
Clients26
DateMar 2015
Total AUM$800M
Discretionary$796.3M
Non-Disc.$3.8M
Employees30
Clients26
DateNov 2014
Total AUM$758.2M
Discretionary$746.1M
Non-Disc.$12.1M
Employees27
Clients26
DateAug 2014
Total AUM$758.2M
Discretionary$746.1M
Non-Disc.$12.1M
Employees27
Clients26
DateJul 2014
Total AUM$758.2M
Discretionary$746.1M
Non-Disc.$12.1M
Employees27
Clients26
DateMar 2014
Total AUM$758.2M
Discretionary$746.1M
Non-Disc.$12.1M
Employees27
Clients26
DateJun 2013
Total AUM$567.2M
Discretionary$567.2M
Non-Disc.$0
Employees26
Clients26
DateMar 2013
Total AUM$567.2M
Discretionary$567.2M
Non-Disc.$0
Employees26
Clients26
DateNov 2012
Total AUM$419.9M
Discretionary$419.9M
Non-Disc.$0
Employees25
Clients403
DateJul 2012
Total AUM$419.9M
Discretionary$419.9M
Non-Disc.$0
Employees11
Clients403
DateJul 2012
Total AUM$419.9M
Discretionary$419.9M
Non-Disc.$0
Employees11
Clients403
DateFeb 2012
Total AUM$419.9M
Discretionary$419.9M
Non-Disc.$0
Employees11
Clients403
DateMar 2011
Total AUM$370.1M
Discretionary$370.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$235.6M
Discretionary$235.6M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$174.3M
Discretionary$172.5M
Non-Disc.$1.7M
Employees--
Clients--
DateApr 2007
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees--
Clients--
DateFeb 2007
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$103M
Discretionary$103M
Non-Disc.$0
Employees--
Clients--
DateNov 2006
Total AUM$57.3M
Discretionary$57.3M
Non-Disc.$0
Employees--
Clients--