Legacy Financial Advisors Revenue, Growth & Competitor Profile

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Company Profile & Annual Report for Legacy Financial Advisors

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Legacy Financial Advisors Fast Facts

RevenueN/A    See Exact Annual Revenue
EmployeesN/AExact Company Size
Primary Industry523 Securities, Commodity Contracts & Other Financial Investments
Address2000 West Park Drive
Suite 125
Westborough, MA 01581

Note: Revenues for privately held companies are statistical evaluations.


Legacy Financial Advisors's Annual Report & Profile shows critical firmographic facts:
  • What is the company's size? (Annual sales and employees)
  • What industry is the company in?
    • Legacy Financial Advisors is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.


Market Share of Legacy Financial Advisors's Largest Competitors

A competitive analysis shows these companies are in the same general field as Legacy Financial Advisors, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company HeadquartersRevenue ($ MM)
CITIGROUPStamford, CT100 
FEDERAL HOME LOAN MORTGAGEMc Lean, VA78 
ADVISORTRUSTSioux Falls, SD63 
STONEX GROUPNew York, NY59 
FIDELITY WORKPLACE SERVICESBoston, MA37 
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEFNew York, NY36 
RITE-VALUE PHARMACYLouisa, KY28 
GOLDMAN SACHS ASSET MANAGEMENTNew York, NY26 
TMHChattanooga, TN16 




Nearby Competitors

These companies are similar in business line and location to Legacy Financial Advisors. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company HeadquartersRevenue ($ MM)
GRIMESWestborough, MA100 
CCR WEALTH MANAGEMENTWestborough, MA90 
FINANCIAL FOUNDATIONSWestborough, MA29 
BOSTON HARBOR WEALTH ADVISORSWestborough, MA21 
JAMES N. BALLWestborough, MA16 
CADENCE WEALTH MANAGEMENTWestborough, MA14 




Other Companies at 2000 West Park Drive, Westborough MA

Company HeadquartersRevenue ($ MM)
VIRTUSAWestborough, MA100 
LBB SPECIALTIES HOLDINGSWestborough, MA80 
EXAGRID SYSTEMSWestborough, MA23 
LINDA M MAURO .Westborough, MA0 


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Future Competition: Legacy Financial Advisors's Fastest Growing Competitors

These companies are in the same general field as Legacy Financial Advisors and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

CompanyRevenue ($ MM)
Legacy Financial Advisors Competitors