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Wealth manager, wrap-program sponsor · Celebration, FL

Good Life Advisors, LLC

SEC-registered investment adviser · CRD 171898 · SEC 801-80003

At a glance

Good Life Advisors, LLC is an SEC-registered investment adviser based in Celebration, Florida, with $4.4 billion in regulatory assets under management as of its Form ADV filed September 25, 2026. Its largest client group by assets is individuals, and it reports 22,240 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 383rd of 8,915 wealth managers and 2,300th of 17,210 SEC-registered advisers by assets.

Main office 407-477-4887goodlifefa.comLinkedInAs filed on Form ADV

Regulatory AUM
$4.4B
Rank among wealth managers
#383 of 8,915
Rank among all SEC RIAs
#2,300 of 17,210
Rank in Florida
#98 of 1,090
Individual clients
22,240
High-net-worth clients
789
Accounts
21,842
Discretionary
99% of AUM
Employees
135
Advisory staff
88
Offices
49

Owners and executives on its Form ADV

Custody and brokerage

Broker-dealer

Hybrid RIA

Good Life Advisors, LLC is a hybrid RIA: 84 of its employees are also registered representatives of a broker-dealer.

Its Form ADV brochure (filed March 2026) names LPL Financial as the broker-dealer its advisers are registered with.

s may recommend the services of other professionals for implementation purposes, including our IARs in their individual capacities as registered representative of LPL Financial and as licensed insurance agents (“Recommended Professional”).

Other hybrid RIAs

Who it serves

Client typeClientsRegulatory AUMShare
Individuals21,451$2.8B65%
High-net-worth individuals789$1.5B34%
Pension and profit sharing plans219$15M<1%
Corporations or other businesses73$13M<1%
Charitable organizations64$12M<1%

Disciplinary disclosures

Good Life Advisors, LLC answers yes to 3 disclosure items 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
  • Portfolio management for individuals and small businesses
  • Selecting other advisers
  • Periodicals or newsletters
  • Educational seminars and workshops

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees
  • Other

AtlasMembers

The full record on Good Life 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, ten years of filings
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Growth over one, three and five years
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Rank against 938 peers of its type and size
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Owners and executives, with titles and stakes
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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.

Background

Questions

How much does Good Life Advisors, LLC manage?

Good Life Advisors, LLC reports $4.4 billion in regulatory assets under management across 21,842 accounts, 99% of it on a discretionary basis, on its Form ADV filed September 25, 2026.

What kind of firm is Good Life Advisors, LLC?

Good Life Advisors, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.

Who are Good Life Advisors, LLC’s clients?

By assets, its largest client types are individuals ($2.8 billion, 21,451 clients); high-net-worth individuals ($1.5 billion, 789 clients); pension and profit sharing plans ($15 million, 219 clients).

Does Good Life Advisors, LLC have any disciplinary history?

Good Life Advisors, LLC answers yes to 3 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.

Where these numbers come from

Every figure is Good Life 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 (2026-09-25), 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). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. 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 →