Wealth manager, independent · Lehi, UT
B.O.S.S. Retirement Advisors, LLC
SEC-registered investment adviser · CRD 171143 · SEC 801-117974
At a glance
B.O.S.S. Retirement Advisors, LLC is an SEC-registered investment adviser based in Lehi, Utah, with $1.4B in regulatory assets under management as of its Form ADV filed August 13, 2026. It reports 4,956 individual clients, 129 of them high-net-worth, holding an average of about $0.3 million each, and 87 employees. That ranks it 803rd among the nation’s 5,657 independent wealth management RIAs and 13th of 85 in Utah. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity.
Main office 801-990-5055bossretirement.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.4B
- Rank among independent wealth managers
- #803 of 5,657
- Rank among all SEC RIAs
- #4,481 of 17,210
- Rank in Utah
- #13 of 85
- Individual clients
- 4,956
- High-net-worth clients
- 129
- Accounts
- 11,452
- Discretionary
- 100% of AUM
- Employees
- 87
- Advisory staff
- 49
- Offices
- 12
Owners and executives on its Form ADV
- Tyson P. ThackerCo-Founder
- Ryan ThackerCo-Founder
- Curtis G. PackerCCO
- Brent R. DewsnupChief Operating Officer
- Landry LeachChief Revenue Officer
- Jeffrey R. MortonChief Marketing Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
B.O.S.S. Retirement Advisors, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 4,827 | $1.1B | 82% |
| High-net-worth individuals | 129 | $217M | 16% |
| Pension and profit sharing plans | 47 | $15M | 1% |
| Corporations or other businesses | 10 | $10M | <1% |
Disciplinary disclosures
B.O.S.S. Retirement Advisors, LLC answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Selecting other advisers
How it’s paid
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗bossretirement.com ↗
AtlasMembers
The full record on B.O.S.S. Retirement Advisors, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 5 years of filings
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- Growth over one, three and five years
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- Rank against 2,684 peers of its type and size
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- Owners and executives, with titles and stakes
- 6 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Utah
All of Utah →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Alta Capital Management LLCSalt Lake City | $1.6B | 1,193 |
| Drive Wealth AdvisersLehi | $1.5B | 1,073 |
| Portside Wealth Group, LLCProvo | $1.4B | 6,257 |
| Iron Gate Global AdvisorsNorth Salt Lake | $1.3B | 1,760 |
| Andina AdvisorsLogan | $1.3B | 632 |
| Three Seasons WealthSalt Lake City | $1.2B | 372 |
Background
Questions
How much does B.O.S.S. Retirement Advisors, LLC manage?
B.O.S.S. Retirement Advisors, LLC reports $1.4B in regulatory assets under management across 11,452 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 13, 2026.
How many clients does B.O.S.S. Retirement Advisors, LLC have?
It reports 4,956 individual clients: 129 high-net-worth individuals and 4,827 other individuals. Individuals account for about 98% of its regulatory assets.
Where is B.O.S.S. Retirement Advisors, LLC headquartered?
Its main office is in Lehi, Utah. It reports 12 offices in total and 87 employees, 49 of whom perform investment advisory functions.
How does B.O.S.S. Retirement Advisors, LLC charge clients?
On Form ADV it lists these forms of compensation: fixed fees; other. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does B.O.S.S. Retirement Advisors, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity. On Schedule D of its Form ADV filed August 13, 2026, it reports these amounts held: Charles Schwab ($1.2B); Fidelity ($149M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is B.O.S.S. Retirement Advisors, LLC a hybrid RIA with a broker-dealer?
B.O.S.S. Retirement Advisors, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is B.O.S.S. Retirement Advisors, LLC a fiduciary?
As an SEC-registered investment adviser, B.O.S.S. Retirement Advisors, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is B.O.S.S. Retirement Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-13), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →