Alison Donnelly, a Financial Advisor with Legacy Private Wealth in Springfield, Massachusetts, has been named to AdvisorHub’s 2026 “Advisors to Watch: Under $1 Billion” list. She earned the No. 135 spot among the 400 advisors nationwide recognized on this year’s ranking.
AdvisorHub’s annual list highlights advisors who have built efficient, productive practices that achieve scale without compromising the quality of client service. Honorees are evaluated across three dimensions: scope, measured by assets, production, and level of service; growth, based on year-over-year gains in assets, households, and production; and professionalism, which weighs an advisor’s regulatory record, community involvement, and team development.
Donnelly is part of Legacy Private Wealth, a practice affiliated with Raymond James. She holds a strong slate of professional designations — Chartered Retirement Planning Counselor (CRPC®), Accredited Investment Fiduciary (AIF®), Accredited Asset Management Specialist (AAMS®), and Certified Plan Fiduciary Advisor (CPFA®) — reflecting a commitment to disciplined planning and fiduciary care on behalf of her clients.
The recognition underscores the disciplined planning, attentive insight, and analytical rigor that define the Legacy Private Wealth team’s approach to serving clients and families.
Please join us in congratulating Alison on this well-deserved honor.
Source: AdvisorHub, “2026 Advisors to Watch: Under $1B.” Third-party rankings are not indicative of future performance and do not represent any one client’s experience.
