GOODMAN ADVISORY GROUP, LLC
C28
CRD 285637·SEC 801-108671·NEEDHAM, MA
AUM
$415.5M
$100M-$500M
Est. Revenue
$4.2M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$10.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $201.1M
'21 · $228.8M
'22 · $265.7M
'23 · $317.1M
'25 · $370.4M
'26 · $415.5M
'20'26
$201.1M → $415.5M▲ +107%
Client mix
| Individuals High Net Worth | 212 |
| Individuals Other | 160 |
| Pension Profit Sharing Plans | 3 |
| Corporations | 3 |
| Charitable Organizations | 2 |
Operations
Advisory staff (5-yr trend)
'20 · 5 advisors
'21 · 6 advisors
'22 · 5 advisors
'23 · 5 advisors
'25 · 4 advisors
'26 · 6 advisors
'20'26
5 advisors → 6 advisors▲ +20%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesEducational Seminars Workshops
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
197 FIRST AVENUESUITE 130NEEDHAM, MA 02494
Business
197 FIRST AVENUESUITE 130NEEDHAM, MA 02494
Edgar Recent Filings
13F-HR2026-04-22 · 0001864123-26-000003
13F-HR2026-02-11 · 0001864123-26-000001