Home
Financial Advisor
California
Palo Alto
NEXT LEGACY MANAGEMENT, LLC

NEXT LEGACY MANAGEMENT, LLC

Tel: 650-324-5980 180 Lytton Avenue Palo Alto, California 94301

About NEXT LEGACY MANAGEMENT, LLC

NEXT LEGACY MANAGEMENT, LLC is a Palo Alto, California based financial advisory firm with nearly $3,831,905,383 in assets under management and provides investment advisory services for 44 clients. There are currently 25 financial advisors at the firm.

General Information
Firm CRD#:

156640

Firm SEC#:

801-73561

Assets Under Management:

$3,831,905,383

No. of Clients:

44

Advisory Services Provided:

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in California?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in California, Palo Alto

FirmCRD#:148456
SEC#:801-69766
No. of Advisors:324
No. of Clients:536340
AUM:$35,915,923,641
FirmCRD#:331435
SEC#:801-131163
No. of Advisors:82
No. of Clients:78
AUM:$29,937,013,000
FirmCRD#:292451
SEC#:801-112873
No. of Advisors:2
No. of Clients:10
AUM:$21,945,608,896
FirmCRD#:165308
SEC#:801-111886
No. of Advisors:31
No. of Clients:65
AUM:$12,326,567,081
FirmCRD#:147417
SEC#:801-69602
No. of Advisors:32
No. of Clients:33
AUM:$9,404,046,046
FirmCRD#:145684
SEC#:801-68565
No. of Advisors:49
No. of Clients:20
AUM:$8,096,039,762
FirmCRD#:316856
SEC#:801-123124
No. of Advisors:8
No. of Clients:10
AUM:$6,374,960,000
FirmCRD#:159868
SEC#:801-79829
No. of Advisors:72
No. of Clients:15
AUM:$5,809,839,447
FirmCRD#:160498
SEC#:801-73701
No. of Advisors:60
No. of Clients:26
AUM:$4,197,521,347
FirmCRD#:317522
SEC#:801-122904
No. of Advisors:53
No. of Clients:8
AUM:$3,560,674,175
FirmCRD#:111295
SEC#:801-58002
No. of Advisors:32
No. of Clients:1963
AUM:$3,443,771,282
FirmCRD#:170737
SEC#:801-124771
No. of Advisors:46
No. of Clients:8
AUM:$2,443,822,619
FirmCRD#:311718
SEC#:801-120001
No. of Advisors:11
No. of Clients:2
AUM:$2,196,110,899
FirmCRD#:157529
SEC#:801-72864
No. of Advisors:21
No. of Clients:2
AUM:$2,153,603,285

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.