GoalVest Named as Newsweek Top Advisory Firm 2nd Year in a Row
11/1/2025
Exciting news from GoalVest!
We are proud to announce that Newsweek has named GoalVest Advisory as one of America’s Top Financial Advisory Firms 2026. This marks the second year in a row that we have been recognized along with a 5-star rating.
"Over 16,000 Financial advisories registered with the SEC were analyzed to find the best of the best.
This ranking was built on a shortlist of firms with more than $20 million assets under management, at least three wealth advisers, a minimum of five individual clients and at least two years of SEC registration. These companies were then evaluated on asset performance, client performance, adviser expertise and client ratio, breadth of service offerings and conflicts of interest. Firms included in this ranking are 401K Investment Professionals, Alexander Capital Wealth Management, Beacon Pointe Advisors, Custos Family Office and Seaview Investment Managers."
Full rankings here: https://rankings.newsweek.com/americas-top-financial-advisory-firms-2026
Methodology
Plant-A Insights Group and Newsweek have partnered to identify America's Top Financial Advisory Firms 2026. Over 16,000 Financial advisories registered with the SEC were analyzed to find the best of the best.
To be eligible for evaluation, a financial advisory firm had to have more than $20 million assets under management (AUM), a minimum of 3 wealth advisers, at least 5 individual clients, and at least two years of SEC registration. Firms were also screened for clean disciplinary records (as defined by the 12 disciplinary items in Form Adv Part 1) and the availability of portfolio management services to individual investors. These shortlisted firms were then analyzed and scored based on the following factors:
Asset Performance: Growth in assets under management indicates both financial performance and the health of a firm's client base, the cornerstones of advisory excellence. Both short-term (Sept 2024 vs Sept 2025) and long-term (CAGR Sept 2020 to Sept 2025) measures of asset growth are included in the scoring model.
Client Performance: Great advisories retain their clients and attract new ones. Both short and long-term measures of client base growth/shrinkage for short term (Sept 2024 vs Sept 2025) and long term (CAGR Sept 2020 to Sept 2025) are included in the scoring model.
Adviser Expertise and Client Ratio: Measures that capture the credentialed expertise of each firm (% if employees that are registered financial advisory representatives) as well as the client-to-adviser ratio are also considered in the scoring model.
Breadth of service offerings: Great firms offer a bundle of related services for their investors. The number of wealth advisory services, including financial planning services and pension consulting services, are also included in the scoring model.
Conflicts of interests: The best advisories work to prevent conflicts of interest; firms with conflicts of interests are penalized in the scoring model.
A percentile rank between 0 and 100 was calculated for each RIA, and the top 1,000 financial advisories
The top 1,000 Financial Advisory Firms have been recognized as America’s Top Financial Advisory Firms 2026. The performance of firms not included in the ranking is not disputed.
Disclaimer
GoalVest Advisory is a SEC registered investment adviser. Information presented is for educational purposes only intended for a broad audience. The information does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. GoalVest Advisory has reasonable belief that this marketing does not include any false or material misleading statements or omissions of facts regarding services, investment, or client experience. GoalVest Advisory has reasonable belief that the content as a whole will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to Form ADV Part 2A the adviser’s ADV Part 2A for material risks disclosures. Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, nature and timing of the investments and relevant constraints of the investment. GoalVest Advisory has presented information in a fair and balanced manner. GoalVest Advisory is not giving tax, legal or accounting advice, consult a professional tax or legal representative if needed.