Legacy Wealth Advisors has been recognized once again in the prestigious Forbes Best-in-State Wealth Management Teams list for 2026. This achievement marks the fourth consecutive year the firm has received this honour, underscoring its commitment to providing exceptional financial advisory services.
Raymond James Financial Services, the parent company of Legacy Wealth Advisors, announced this accolade on January 15, 2026, highlighting the firm’s ongoing success in a competitive industry. The Forbes list serves as a benchmark for excellence in wealth management, evaluating teams based on their expertise, client satisfaction, and overall performance.
The recognition reflects Legacy Wealth Advisors’ dedication to delivering tailored financial strategies that meet the unique needs of its clients. The firm is based in Warrenville, Illinois, and has built a strong reputation for its holistic approach to wealth management, which encompasses investment management, financial planning, and estate planning.
Achieving a place on this list is no small feat. Forbes utilizes a comprehensive methodology that includes qualitative and quantitative factors to assess wealth management teams across the United States. The evaluation process considers aspects such as client retention rates, assets under management, and overall client feedback.
Legacy Wealth Advisors has consistently demonstrated its ability to adapt to market changes while maintaining a client-first philosophy. This commitment has not only led to client satisfaction but has also fostered a sense of trust and reliability among its clientele.
As the financial landscape continues to evolve, Legacy Wealth Advisors remains focused on innovation and excellence. The firm’s inclusion in the Forbes Best-in-State list is a testament to its hard work and dedication to helping clients achieve their financial goals.
Looking ahead, Legacy Wealth Advisors plans to further enhance its services and expand its reach to provide even more clients with the guidance they need to navigate their financial journeys. This continued focus on client service and strategic growth positions the firm well for future success in the wealth management sector.
In summary, Legacy Wealth Advisors’ recognition by Forbes is a significant accomplishment that highlights its expertise and commitment to excellence. As the firm celebrates this achievement, it remains dedicated to its mission of delivering exceptional wealth management services to its clients.
