B.O.S.S. Retirement Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lehi, UT.
Assets Under Management
$1.4B
Employees
87
Offices
11 offices
Total Clients
5,013
Primary office
LEHI, UT
2500 EXECUTIVE PARKWAY, SUITE 500, LEHI, UT, United States
Top client segmentIndividuals represent 96.3% of total clients.
Top client categories% of clientsClients
1
Individuals
96.3%
4,827
2
HNWI
2.6%
129
3
Pension Plans
0.9%
47
4
Corporations
0.2%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of April 29, 2026
Discretionary100.0%
$1.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.4B
Total Accounts11,452
10Y AUM Change+$1.2B (+709.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees87
Clients per Employee58:1
10Y Employee Change+69 (+383.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.