ria

Legacy Consulting Group

PLANO, TX

CRD: 108541

In network coverage since October 9, 2026 · 5 stories

$379MRegulatory AUMSEC Form ADV · Oct 17

4EmployeesForm ADV

2Deals on our tracker

Regulatory AUM · Oct 10 – Oct 17

Deal recordFull tracker →

Oct 8, 26Deal announcedThe Mather Group · $0 — coverage

Oct 8, 26Deal announcedThe Mather Group · $400M — coverage

Network coverage

Deals & PE

Mercer Advisors closes $1.9B refinancing led by Goldman Sachs

The oversubscribed syndicated loan, Mercer's first, includes a $340 million revolving credit facility and a projected $35 million to $40 million in interest savings next year.

The Close · Oct 9Former InvestCloud and Envestnet executives launch Singularity Financial Partners, an RIA operating company

Deals & PE · Oct 9Alaris CEO Allen Darby says AI integration costs will cut RIA sale multiples

M&A · Oct 9The Mather Group adds $400 million Plano advisory practice

M&A · Oct 9Mather Group partners with $400M Legacy Consulting; AlphaCore adds Blue Rock