Good Life Advisors, LLC

RIASEC RegisteredEst. 2014

Total AUM

$4.4B

Discretionary

$4.3B

99% of AUM

Avg account

$199K

Accounts

21,842

Employees

135

Advisory reps

Firm details

Headquarters: Celebration, Florida
CRD number: 171898
Registered since: July 7, 2014
Website: www.goodlifefa.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals65.48%
HNWI33.6%
Pension & Profit Sharing Plans0.35%
Corporations / Businesses0.3%
Charitable Organizations0.27%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Good Life Advisors, LLC is an independent registered investment adviser that focuses on serving individuals, families and some institutional clients. The firm has been SEC-registered since 2014 and acts as a capital allocator, sourcing and recommending outside managers in addition to managing client portfolios directly. Its service mix includes financial planning, discretionary portfolio management for individuals and small businesses, manager selection, periodic publications, and investor education through seminars and workshops. Fee arrangements are flexible and include percentage-of-assets, hourly and fixed-fee options. The firm reports being an active ESG investor and maintains an insurance-company industry affiliation. Good Life Advisors has been recognized in the trade press, appearing on the Financial Times Top 300 RIA list in 2020 and on Forbes’ RIA lists in 2023 and 2024.