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Alpha Financial Management, INC. vs Legacy Partners Financial Group, LLC: NewRiaPulse comparison

Alpha Financial Management, INC.'s amount of 109 is 1.0x Legacy Partners Financial Group, LLC's 108 (23rd percentile). Alpha Financial Management, INC. is dated 2026-04-08; Legacy Partners Financial Group, LLC 2026-09-29.

Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)

Both records plus every comparable GA record, with all columns and source links · Card, Apple Pay, Google Pay or Link via Stripe

How does Alpha Financial Management, INC. compare to Legacy Partners Financial Group, LLC?

FieldAlpha Financial Management, INC.Legacy Partners Financial Group, LLC
FirmAlpha Financial Management, INC.Legacy Partners Financial Group, LLC
Legal nameAlpha Financial Management, INC.Legacy Partners Financial Group, LLC
CRD125800137025
StatusApprovedApproved
Registered with the SEC2026-04-082026-09-29
Latest Form ADV filing2026-10-022026-10-21
LocationSavannah, GA, United StatesWoodstock, GA, United States
Regulatory AUM$109,376,177$107,628,538
Accounts543517
Employees410
WebsiteHTTPS://MICHAELDAYOUB.WORDPRESS.COM/HTTPS://WWW.MYLPFG.com
amount percentile23rd21st
Score45/10075/100
Peer rank and all 26 GA records (CSV) 🔒 Click to unlock →
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Official records: Alpha Financial Management, INC. · Legacy Partners Financial Group, LLC

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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.

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