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Private Wealth Daily
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The Lean 100 · 2026 edition
No.38
Legacy Wealth Management logo

Legacy Wealth Management

Manassas, VA · Firm website

121%AUM growth, 2024 to 2026
$314MAUM in the 2026 filing
45%client growth
11people at the firm

AUM by filing

$105M2023
$142M2024
$223M2025
$314M2026

Clients by filing

4672023
5042024
5892025
7322026

Key people

  • Jay SharifiFounder & PresidentOwner · 12 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth121%104%
  • Client growth45%43%
  • People117
  • AUM per person$28.5M$49.7M

Rank by measure

  • Official rankNo. 38121%
  • Client growthNo. 4945%
  • AUM added per personNo. 85$15.6M
  • AUM per personNo. 90$28.5M
← No. 37 Heirloom Wealth ManagementNo. 39 Mosley Wealth Management →
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Legacy Wealth Management: No. 38 on The Lean 100 (2026) — Private Wealth Daily