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LEGACY PROFESSIONALS LLP

27 known aliases resolved via the canonical alias map

Market position · 2024

Plans served164+4 YoYRank #136 of mapped providers
Assets under administration$112.9B0.1%Market share · rank #124
Fees received$9MMedian $30,869/planSum across Schedule C direct + indirect
Net wins YoY+414 won · 10 lostPlan-level switch detection
Plans served · 5-year trajectory
Bar chart with market-share annotations.
Customer-base shape
Participant bands, asset bands, top states, top NAICS.

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