HUDSON — Wells Fargo Advisors has announced Legacy Strategic Asset Management was recognized in Barron’s Top 50 Institutional Consultants for 2018.
Legacy Strategic Asset Management of Wells Fargo Advisors, located at 1891 Georgetown Road, is a full-service investment consulting firm specializing in serving institutions, retirement and defined contribution plans and private wealth, according to a press release.
"Legacy is honored to receive the Barron’s recognition for a second consecutive year (2017 and 2018)," said James Barsella, managing director of investments and financial advisor. "Our team is fortunate to be associated with numerous organizations and families that benefit our community"
To earn the Barron’s Top 50 Institutional Consultants recognition, the teams in the ranking were evaluated on a range of criteria, including institutional investment assets overseen by the team, the revenue generated by those assets, the number of clients served by the team, and the number of team members and their regulatory records.