The 2026 Wealth Management Legacy List
33
firms on the list
~17,000
SEC-registered firms
3
tiers
2x
updated each year
Why we made this list
We have the pleasure of working with some of the best wealth firms in the country. Along the way, we keep finding amazing websites, content and ideas from firms that lead with legacy.
This list shows what that looks like, so more firms can learn from it and more families can find it.
The tiers
I
Legacy Leaders
The 8 firms setting the standard, ranked 1 through 8. Legacy is at the center of how they work.
II
Legacy Builders
Firms with real legacy programs, resources and people behind them. Listed alphabetically.
III
Rising Legacy
Firms building a strong foundation for legacy work that we’re excited to watch grow.
The badges
UHNW
A true ultra-high-net-worth expert, built to serve the most complex families
Family
The firm's site includes great content written for families, not just clients.
Big Thinker
Has in-house experts who share original ideas on legacy.
Meeting Expert
Leads family meetings, retreats or governance conversations.
Rising Gen
Prepares the next generation through education and early engagement.
Resources
Offers guides, tools or content around legacy that families can use on their own.
On the Mic
Hosts or appears on podcasts, webinars or videos about legacy.
Author
Has a team member who has written a book on wealth, family or legacy.
Family Business
Helps business-owning families plan for the business and the family together
Beautiful Page
Has a legacy page that's well designed and easy for families to explore.
The 2026 list
Explore the firms.
33
of 33 firms
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Legacy Leaders
Philadelphia, Pennsylvania
The ultra-high-net-worth firm
others measure themselves against.
UHNW
Family
Big Thinker
Resources
Author
St. Louis, Missouri
Helping families build legacies that last for generations.
UHNW
Family
Meeting Expert
Rising Gen
Resources
Miami, Florida
Hard to be more aligned with your clients than WE.
UHNW
Big Thinker
Meeting Expert
On the Mic
Boston, Massachusetts
The firm that did the research on raising healthy families amid wealth.
UHNW
Family
Big Thinker
Resources
Author
Chicago, Illinois
Built by entrepreneurs, for entrepreneurs.
Legacy voice:
,
Managing Director, Head of Family Governance, Education, and Philanthropy
Meeting Expert
Rising Gen
On the Mic
Family Business
Beautiful Page
Denver, Colorado
The family office that invests in human capital as seriously as financial capital.
Family
Big Thinker
Meeting Expert
Rising Gen
Author
Atlanta, Georgia
First Generation Wealth is a must-read for any advisor who wants to understand how to do legacy work.
UHNW
Family
Big Thinker
Resources
Author
New York, New York
The global family office that puts purpose at the center.
UHNW
Family
Big Thinker
Resources
Legacy Builders
Los Angeles, California
Sandi Bragar has been hosting Money Tales since before podcasts were cool.
Family
Resources
On the Mic
Beautiful Page
New York, New York
Doing this at a very high level since 1907.
UHNW
Family
Meeting Expert
Family Business
Baltimore, Maryland
Decades of success with multigenerational families, and it shows.
UHNW
Family
Family Business
Mentor, Ohio
There's a lot to like about Carver's approach.
Family
Meeting Expert
Resources
Cleveland, Ohio
Miami, Florida
Massive scale, and a brand that's become synonymous with quality.
Resources
Beautiful Page
Rochester, New York
They named the firm after everything we want firms to be talking about.
Family
On the Mic
Family Business
Philadelphia, Pennsylvania
A firm that has carved out a real niche around philanthropy.
UHNW
Family
Resources
Beautiful Page
Atlanta, Georgia
Family engagement gets its own section, on a page that's easy to understand.
Family
Big Thinker
Meeting Expert
Resources
St. Louis, Missouri
Family governance, laid out step by step.
Family
Resources
Beautiful Page
Alexandria, Virginia
A firm that understands legacy and isn't afraid to talk about it.
Family
Rising Gen
On the Mic
Jericho, New York
A strong culture and a client experience built with real care.
Family
On the Mic
Family Business
Rockford, Illinois
It's hard to overstate the amount of resources Savant has built into this site.
Big Thinker
Resources
On the Mic
Author
Beautiful Page
San Antonio, Texas
Everyone has a Legacy.
Family
Meeting Expert
Rising Gen
On the Mic
Akron, Ohio
A $36 billion firm that gave legacy its own home: Sequoia Sentinel.
UHNW
Family
Meeting Expert
Rising Gen
Phoenix, Arizona
Connecting Wealth & Purpose.
UHNW
Family
Meeting Expert
Rising Gen
Hunt Valley, Maryland
A firm that thinks in generations, not quarters.
UHNW
Meeting Expert
On the Mic
Beautiful Page
Rising Legacy
Seattle, Washington
A firm that began as the single-family office for a family now in its eighth generation.
Family
Meeting Expert
Cleveland, Ohio
A fast-growing firm, now nearly $80 billion in total assets, that put legacy front and center.
Resources
Beautiful Page
Gloucester and Richmond, Virginia
A firm that helps families talk about what matters most.
Family
Meeting Expert
New York, New York
A beautiful site with thoughtful writing on family, values and legacy.
Family
Resources
Beautiful Page
New York, New York
A firm putting real talent behind legacy, starting with Brittain Prigge.
UHNW
Resources
Dallas, Texas
Family engagement that brings every generation to the table.
UHNW
Meeting Expert
Beautiful Page
Birmingham, Alabama
Rooted in Connection. Guided by Values.
UHNW
Family Business
Beautiful Page
Pasadena, California
The oldest multi-family office headquartered on the West Coast, and proud of it.
UHNW
Meeting Expert
Our approach
What we looked at
What a family can see on a firm’s website: legacy pages, resources, people and programs. It’s an outside view, not a review of client service.
Independent
We work with some of these firms, not all of them, and that had no effect on the list. No one paid to be here. Placement is at the sole discretion of Total Family, Inc.
Always growing
We update the list a couple of times a year and will keep creating content about legacy. The large wirehouses and big banks are outside the scope of this edition.
Suggest a firm
Including your own? Send us a note with the firm’s name and website, and what makes its legacy work stand out. We review every suggestion for the next edition.
hello@totalfamily.io
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