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 SEC-registered RIA that positions itself as a capital allocator for both individual/family and institutional clients. The firm offers fee-based financial planning, portfolio management for individuals and small businesses, and selects third‑party managers when appropriate. It also produces periodic publications and runs educational seminars and workshops, indicating a client-education emphasis alongside discretionary portfolio management. Investment behavior tilts toward public funds and ETF exposures as core building blocks, supplemented by active ESG considerations and targeted allocations to alternatives. The firm’s affiliation with an insurance company aligns with its use of annuities as part of client solutions. Good Life Advisors has been recognized in industry rankings, including placements by the Financial Times (Top 300 RIA Firms, 2020) and Forbes (America’s Top RIA Firms, 2023; Top RIA Firms, 2024).