GoalVest Advisory Ranked #16 Nationally by USA Today's Best Financial Advisory Firms 2026

USA Today and Statista published their 2026 ranking of America's top financial advisory firms this month. GoalVest Advisory placed #16 nationally and #1 among New York advisory firms in our asset size category. 

The ranking draws on an independent survey of more than 30,000 clients, industry experts, and financial advisors, conducted by Statista. Self-recommendations were prohibited. GoalVest had no involvement in the criteria or the selection. 

GoalVest Advisory serves executives and professionals navigating financially complex situations: concentrated equity positions, multi-year RSU and option vesting, tax-efficient diversification, and estate planning that responds to changing circumstances. As a fee-only, SEC-registered fiduciary, we operate without commissions nor conflicts that work against clients. Our AUM stands at approximately $800 million, managed by a seven-person team that works directly with clients. 

This recognition reflects the clients who have trusted us with their financial lives, and the colleagues in the industry who regard what we have built.  

If you are navigating equity compensation complexity, a concentrated position, or a financial picture that has outgrown a generalist approach, we welcome the conversation about whether GoalVest is the right fit. 

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.