Legacy Advisors, Llc
SEC-registered
Multi-Family Office · Mid-sized ($1B–$10B)
CRD 139830
· SEC file 801-66582
· Plymouth Meeting, PA
· WWW.LEGACYADVICE.COM
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ADV data as of Mar 26, 2026
- Regulatory AUM
- $5.2B
- Discretionary
- $5.1B
- Clients
- 317
- Avg AUM / client
- $16.3M
- Accounts
- 2,297
- Employees
- 50
AUM over time
$420M
$5.2B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 24 | $93.0M | 1.8% |
| High net worth individuals | 282 | $4.8B | 92.2% |
| Charitable organizations | 6 | $144M | 2.79% |
| Corporations and other businesses | 5 | $163M | 3.16% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Snyder's Gateway, Inc. 401(k) Savings Plan Snyder's Gateway, Inc. | 2024 | |
| Allison Crane & Rigging, Llc 401(k) Plan Allison Crane & Rigging, Llc | 2024 | |
| Jm Search & Company, Inc. 401(k) Profit Sharing Plan Jm Search & Company, Inc. | 2024 | |
| Scully Company 401(k)/Profit Sharing Plan Scully Company | 2024 | |
| Prestige Employees' 401(k) Plan Prestige Management Services, Inc. | 2024 | |
| Peruzzi Automotive Group Savings Plan Peruzzi Buick Gmc, Inc. | 2024 | |
| P.A.T.H.S. 401(k) Plan Physician And Tactical Healthcare Services, | 2024 | |
| Future Solutions Retirement Plan Liberty Excavators, Inc. | 2024 | |
| Joseph P. Fazzio Organization, Llc Cash Balance Pension Plan Joseph P. Fazzio Organization, Llc | 2024 |
People (21)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Edward Krol | Managing Member | Jul 2006 (20y) | 10% – 25% | |
| Michael Theodore Piotrowicz | Managing Member | Chartered Financial Consultant | Jul 2006 (20y) | 50% – 75% |
| Vincent Albert Panvini | Managing Member | Nov 2006 (20y) | 10% – 25% | |
| Evans, Jane, K | Managing Member/Chief Operating Officer | Jan 2008 (19y) | 5% – 10% | |
| Theodore Peter Piotrowicz | Managing Member | CFA | Nov 2013 (13y) | 10% – 25% |
| Mc Callister, James, Walter | Manager Of Operations | Jan 2018 (9y) | Less than 5% | |
| Sgro, Matthew, Joseph | Chief Compliance Officer/Director Of Finance | May 2020 (6y) | Less than 5% | |
| Thomas Richard Holt | Registered representative | CFA | Apr 2006 (20y) | |
| Steven Paul Mignogna | Registered representative | Oct 2011 (15y) | ||
| Thomas Francis Riley | Registered representative | Apr 2013 (13y) | ||
| John Mcpoland Steigerwald | Registered representative | CFP | Oct 2013 (13y) | |
| Ryan Joseph Rabinowitz | Registered representative | Jun 2016 (10y) | ||
| Kevin Michael Piotrowicz | Registered representative | CFA | Aug 2018 (8y) | |
| Jared Uribe Sullivan | Registered representative | CFP | Sep 2018 (8y) | |
| John Keegan Einspanier | Registered representative | CFP | Jan 2020 (7y) | |
| Patrick Ryan Devlin | Registered representative | Mar 2020 (6y) | ||
| Joseph Thomas Fabrizio | Registered representative | CFP | Jan 2021 (6y) | |
| Kelly Marie Hansen | Registered representative | Dec 2023 (3y) | ||
| Robert Francis Wurster | Registered representative | Apr 2024 (2y) | ||
| Ryan David Becker | Registered representative | Feb 2026 (0y) | ||
| Joshua Paul Barnes | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (9)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Snyder's Gateway, Inc. 401(k) Savings Plan | Snyder's Gateway, Inc. | 31 | $2.5M | 01/01/2024 |
| Allison Crane & Rigging, Llc 401(k) Plan | Allison Crane & Rigging, Llc | 120 | $7.1M | 01/01/2024 |
| Jm Search & Company, Inc. 401(k) Profit Sharing Plan | Jm Search & Company, Inc. | 194 | $40.7M | 01/01/2024 |
| Scully Company 401(k)/Profit Sharing Plan | Scully Company | 285 | $15.1M | 01/01/2024 |
| Prestige Employees' 401(k) Plan | Prestige Management Services, Inc. | 96 | $20.0M | 01/01/2024 |
| Peruzzi Automotive Group Savings Plan | Peruzzi Buick Gmc, Inc. | 184 | $13.5M | 01/01/2024 |
| P.A.T.H.S. 401(k) Plan | Physician And Tactical Healthcare Services, | 324 | $4.5M | 01/01/2024 |
| Future Solutions Retirement Plan | Liberty Excavators, Inc. | 193 | $18.9M | 01/01/2024 |
| Joseph P. Fazzio Organization, Llc Cash Balance Pension Plan | Joseph P. Fazzio Organization, Llc | 118 | $3.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 976 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Pershing $4.2B (81% of AUM) Mar 2026
- Charles Schwab & Co. $844M (16% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗