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- Custodian
- Betterment · Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-11-2006
- Office Locations
- 2
Office Locations
About Legacy Advisors, LLC
Legacy Advisors provides comprehensive wealth management for multi-generational families, business owners, and their enterprises, coordinating lifetime, investment, estate, continuity, and philanthropic planning. The team pairs planning and investment expertise to design tax-efficient investment solutions across complex ownership and account structures, and also supports employer retirement plan services. Differentiator: 40 years of experience and resident subject-matter experts who translate complicated issues into an actionable plan.
Reported data analysis
What the numbers show
Between March 17, 2025 and March 26, 2026, reported AUM increased 23.6%, from $4.2B to $5.2B.
Across 5 reported observations, AUM increased 81.6% between May 6, 2022 and March 26, 2026, from $2.8B to $5.2B.
Of the latest reported AUM, 98.3% is discretionary and 1.7% is non-discretionary.
The firm reports 25 advisory representatives and 317 clients, or 12.7 clients per representative. That equates to $16.3M in reported AUM per client.
The profile lists 2 reported office locations and 20 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Legacy Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
VINCENT ALBERT PANVINI JR
Client Advisor
- CRD
- #3031670
- Ownership
- Less than 5%
MICHAEL THEODORE PIOTROWICZ
Client Advisor
- CRD
- #704637
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Joshua Paul Barnes
Associate Client Advisor
- CRD
- #8191650
Ryan David Becker
Client Advisor
- CRD
- #7481182
Showing 2 of 20 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,078,980,898 | $2,261,345 |
| Non-Discretionary | $89,741,536 | $1,759,638 |
| Total | $5,168,722,434 | $2,250,206 |
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Separately Managed Accounts
SMA allocation detail is available
Legacy Advisors, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Legacy Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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