John D. Davis, AAMS®, Founder & CEO of Legacy Wealth Management, was recognized in AdvisorHub’s 2026 Advisors to Watch ranking, earning a place among the publication’s Advisors to Watch Under $1B. The annual ranking honors financial advisors from across the country, identifying those whose practices stand out for their scale, growth, and professionalism.
This recognition reflects more than 30 years of dedication to the financial services industry and the client-first culture John has built since founding Legacy Wealth Management in 2009. It’s a testament not only to John’s leadership, but to the entire Legacy Wealth team’s commitment to helping clients build secure, sustainable financial futures.
Advisors are selected from a nationwide pool of nominations and evaluated across three categories: scale, which measures the relative size of an advisor’s assets, production, and quality of service; growth, which reflects year-over-year change in assets, clients, and production; and professionalism, which considers an advisor’s regulatory record, community involvement, mentorship, and team makeup. To be considered, advisors must have at least seven years of industry experience, a minimum of $150 million in assets under management, a clean regulatory record, and at least two years with their current firm. AdvisorHub receives no compensation from advisors or firms in exchange for placement on the list.
Disclosure: The Advisors to Watch award is a third party rating. The rating was issued on June 15, 2026 and covers the time period of January 1, 2025 through December 31, 2025 by AdvisorHub. Compensation has not been provided directly or indirectly by the adviser in connection with obtaining or using the third-party rating.
