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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-28-2012
- Office Locations
- 1
Office Locations
About Goal Quest Advisors, LLC
Goal Quest Advisors, LLC is a boutique RIA based in Berwyn, PA providing financial planning and investment management, including tax and estate planning and insurance support, with an emphasis on serving entrepreneurs. The firm focuses on asset allocation and risk management, primarily implemented through mutual funds and ETFs. Custody relationships include Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 99.8% is discretionary and 0.2% is non-discretionary.
The firm reports 2 advisory representatives and 55 clients, or 27.5 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on June 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
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- Platform
- Services
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Owner & Executives
ERIK CHRISTOPHER EVANS MR.
Chief Compliance Officer, Director of Financial Planning, Managing Member
- CRD
- #5890364
- Ownership
- 75% or more
LISA ANNE BROOME
Director of Investments
- CRD
- #2832737
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $108,901,263 | -- |
| Non-Discretionary | $246,603 | -- |
| Total | $109,147,866 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Goal Quest Advisors, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.