CELEBRATION, FLCRD 171898Latest ADV March 31, 2026
Good Life Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Celebration, FL. Its latest Form ADV filing, dated March 31, 2026, reports $4.4B in regulatory assets under management, 135 employees, 48 offices, and 21,842 accounts.
Assets Under Management
$4.4B
Employees
135
Offices
48 offices
Total Clients
22,596
Primary office
CELEBRATION, FL
1420 CELEBRATION BLVD., SUITE 109, CELEBRATION, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 94.9% of total clients.
Top client categories% of clientsClients
1
Individuals
94.9%
21,451
2
HNWI
3.5%
789
3
Pension Plans
1.0%
219
4
Corporations
0.3%
73
5
Charitable
0.3%
64
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.4Bas of March 31, 2026
Discretionary99.3%
$4.3B
99% of total RAUM99.3%
Non-discretionary0.7%
$31M
1% of total RAUM0.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$4.4B
Total Accounts21,842
10Y AUM Change+$3.7B (+599.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees135
Clients per Employee167:1
10Y Employee Change+65 (+92.9%)
* 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.