Sevasti Balafas Recognized in AdvisorHub's 2026 Advisors to Watch

10/13/2026

Sevasti Balafas, founder and CEO of GoalVest Advisory, has been named to AdvisorHub's 2026 Advisors to Watch: Under $1B list. She ranked #80 nationally and #4 among New York City advisors included on the list. 

AdvisorHub evaluated 1,000 advisors and their teams based on scope, growth and professionalism. Its criteria include business growth, client service, regulatory history and contributions to the profession. 

Sevasti founded GoalVest Advisory in 2017 after more than two decades in wealth management. Her experience and commitment to working directly with clients continue to shape our approach today. 

We are pleased to see Sevasti recognized among advisors across the country. Her leadership has been central to building GoalVest as an independent advisory firm. 

Click here to view Advisors to Watch: Under $1B on AdvisorHub

Source: AdvisorHub, 2026 Advisors to Watch: Under $1B. 

Disclosure: Awards, rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that a client or prospective client will experience a certain level of results if any of the identified companies is engaged, nor should it be construed as a current or past endorsement by any of its clients.

Ratings prepared by Statista for USA Today were calculated and tabulated based upon a scoring model that includes client and peer recommendations and AUM development. This rating was given on April 15, 2026. Based on 30,000 survey results, a score was calculated for each firm by equally weighting the recommendations from all three target groups: clients, industry experts, and financial advisors. An AUM development score was calculated by combining short- and long-term trends, with short-term development measured over the twelve-month period from January 2025 to January 2026 and long-term over the five- year period from 2021 to 2026 using a 30/70 weighting.

There is no fee required to be considered for the award, but GoalVest may be required by the unaffiliated rating service or publication to pay a fee to license the award or sponsor events in connection with the receipt of the award or ranking.