Awards & Recognitions
Wall Street Journal/Barron’s Top 100 Institutional Consultant list1
Legacy was recognized as one of the nation’s top wealth management teams that specialize in investing for large organizations—pension plans, university endowments, charitable foundations, and the like. These teams also serve individual investors, many of whom want institutional-style oversight of their investments.
- 2017 Top 30 Institutional Consultant
- 2018 Top 50 Institutional Consultant
- 2019 Top 50 Institutional Consultant
- 2020 Top 50 Institutional Consultant
- 2021 Top 100 Institutional Consultant
- 2022 Top 100 Institutional Consultant
NAPA Top DC Advisor Teams2
In 2021, Legacy was named in the NAPA Top DC Advisor Team list which highlights the nation’s leading retirement plan advisor firms. Unlike other lists, this focuses on teams, broadly defined as being in a single physical location, and having at least $100 million in DC assets under advisement.
Wall Street Journal & Barron’s Top 1200 Financial Advisors3
Jim Barsella has been named to the Top 1200 list every year from 2016-2022 for his role serving the needs of ultra-high-net worth families and family offices.
In 2022, Legacy ranked as the 4th largest investment advisor in Crain’s Cleveland’s List of Investment Advisors.
In 2021, Legacy ranked as the 3rd largest investment advisor in Crain’s Cleveland’s List of Investment Advisors.
(ranked by regulatory assets under local management)
Matt Shannon was recognized in the Crain’s Cleveland 2021 Notable Wealth Manager list.