RIA Intel›Advisers›Pennsylvania›GOAL QUEST ADVISORS, LLC

GOAL QUEST ADVISORS, LLC

Advisory

BERWYN, PA

Data as of Jun 29, 2026 · Source: SEC Form ADV

Rank in PA

#841

of 1,528 advisers by AUM

Average account

$323K

across 338 accounts

AUM per adviser

$55M

2 advisers

Source: SEC Form ADV. Figures as filed Jun 29, 2026.

Total AUM

$109M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$109M

Discretionary AUM$109M

Non-Discretionary AUM$247K

Discretionary %99.8%

Total Clients45

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

45 clients

40 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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