
About Legend Financial Advisors
Legend Financial Advisors is a company based in Pittsburgh (United States) founded in 1993. It operates as a B2B and B2C. Legend Financial Advisors offers products and services including Financial Planning, Investment Management, IRA Rollover Help, and Company Retirement Plans. Legend Financial Advisors operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter Pittsburgh, United States
- SectorsFinancial Services
- Phoneβ’β’β’β’ β’β’β’β’
- Website legend-financial.com
- Social X
- Legal Name Legend Financial Advisors, Inc.
Products & Services of Legend Financial Advisors
Legend Financial Advisors offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, IRA Rollover Help, and Company Retirement Plans.
Personalized strategies for wealth management and financial analysis.
Low-cost, tax-efficient strategies for individual investments.
Assistance in transferring retirement funds into IRAs.
Services for managing 401(k) and other business retirement plans.
Competitors of Legend Financial Advisors
Legend Financial Advisors operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | – | 49 | Wealth management, investment advisory, and financial services are provided. | |
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| fnz.com | 2003 | London, United Kingdom | $1.9B | 954 | Wealth management solutions are delivered for asset managers. | |
| northwesternmutual.com | 1857 | Milwaukee, United States | – | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. | |
| jpmorganchase.com | 2000 | New York, United States | – | 256,105 | Financial services are provided to consumers and corporations worldwide. | |
| newyorklife.com | 1845 | New York, United States | $4.14B | 11,320 | Mutual life insurance and asset management services are provided. | |
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. | |
| spglobal.com | 1917 | New York, United States | $8M | 5,000 | Platform offering business intelligence solutions that combine data and actionable analytics for clients | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. |
Detailed competitors of Legend Financial Advisors
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Legend Financial Advisors
The website of Legend Financial Advisors (legend-financial.com) receives about 1.8K visits a month.
- Monthly visits1.8K
▲ 32.3% vs previous month
Websites whose visitors overlap most with Legend Financial Advisors. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| mallardadvisors.com | 100% | – | – | View details | |
| legendgroup.com | 71% | – | – | View details | |
| platinumstrategies.com | 51% | – | – | View details |
Latest news on Legend Financial Advisors
Complete news archive for Legend Financial Advisors
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to Legend Financial Advisors
10 companies that operate in the same segment as Legend Financial Advisors (Insurance & Risk Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Vehicle parts and accessories are sold via an online platform. | 1897 | Walsall, West Midlands, United Kingdom | USD 20.37 M | – | – | |
Health insurance plans are offered for individuals and families. | 2006 | Chennai, Tamil Nadu, India | USD 783.29 M | USD 1.9 B | 15,820 | |
Life, health, and general insurance services are provided across India. | 2001 | Mumbai, Maharashtra, India | USD 306.52 M | USD 2.88 B | 16,700 | |
Financial solutions including loans and insurance are offered. | 2007 | Pune, Maharashtra, India | – | USD 15.24 B | 126 | |
Life Insurance joint venture between SBI and BNP Paribas Cardiff | 2000 | Mumbai, Maharashtra, India | USD 264 M | USD 14.28 B | 26,360 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Investment advisory, insurance distribution, and risk management services are provided. | 1998 | Chicago, Illinois, United States | USD 1.6 B | – | – | |
Financial institution offering insurance & transaction services | 1847 | Jacksonville, United States | USD 500 M | USD 14.51 B | 23,530 | |
Integrated healthcare services and coverage are provided nationwide. | 1945 | United States | – | – | – | |
Cloud-based employee benefits administration solutions are delivered. | 1998 | West Des Moines, Iowa, United States | USD 65.16 M | – | – |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track β from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Frequently Asked Questions about Legend Financial Advisors
Legend Financial Advisors was founded in 1993.
Legend Financial Advisors is headquartered in Pittsburgh, United States. It is registered at Pittsburgh, Pennsylvania, United States.
Legend Financial Advisors, Inc. is a fee-only fiduciary firm based in Pittsburgh, Pennsylvania, providing personalized wealth management services. They focus on financial planning and investment strategies for individuals, families, businesses, medical professionals, and retirement plans. Operating under the fiduciary standard, they prioritize clients best interests with low-cost, tax-efficient approaches and assist with IRA rollovers and 401(k) management to enhance financial security.
Legend Financial Advisors's top competitors include Fidelity Investments, Investec and S&P Global.
Legend Financial Advisors offers Financial Planning, Investment Management, IRA Rollover Help, and Company Retirement Plans.
Legend Financial Advisors operates through Legend Financial Advisors, Inc..
