RIA Intel›Advisers›Rhode Island›GOAL WEALTH ADVISORY GROUP, LLC

GOAL WEALTH ADVISORY GROUP, LLC

Advisory

RI

Data as of Jul 15, 2026 · Source: SEC Form ADV

Average account
$259K
across 54 accounts
AUM per adviser
$14M
1 adviser

Source: SEC Form ADV. Figures as filed Jul 15, 2026.

Total AUM
$14M
Discretionary %
100%
Clients
28
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$14M
Discretionary AUM$14M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients28
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMA, RI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in RI

Closest by assets under management. All figures from Form ADV.

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HACKET ASSET MANAGEMENT, INC.
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CREATIVE RESOURCES INVESTMENT ADVISORS, LLC
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+21.5% 1Y
GREEN STREET WEALTH ADVISORY, LLC
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$11M
JAMIEL FINANCIAL ADVISORS, LLC
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$9M

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