Data / Investment advisers / Utah / B.O.S.S. Retirement Advisors, LLC
B.O.S.S. Retirement Advisors, LLC, Lehi, UT: $1.4 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
B.O.S.S. Retirement Advisors, LLC is an SEC registered investment adviser with its main office in Lehi, Utah and reports $1.4 billion in regulatory assets under management in its Form ADV filed October 7, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through fixed fees and other fees.
The request: Watch B.O.S.S. Retirement Advisors, LLC (CRD number 171143): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 171143
- SEC file number
- 801-117974
- SEC status
- Approved, effective January 22, 2020
- Main office
- 2500 Executive Parkway Suite 500, Lehi, UT 84048
- Phone
- (801) 990-5055
- Regulatory AUM
- $1,382,665,452 in the Form ADV filed October 7, 2026
- Discretionary AUM
- $1,382,665,452
- Accounts
- 11,452
- Employees
- 87, of which 49 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- fixed fees, other fees
- Other offices
- 10
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- October 7, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 4,827 | $1.14 billion |
| High net worth individuals | 129 | $217.4 million |
| Pension and profit sharing plans | 47 | $15.4 million |
| Corporations or other businesses | 10 | $10.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $1.38 billion | February 10, 2026 |
| December 1, 2025 | $1.06 billion | October 7, 2025 |
Other advisers in Lehi
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Townsquare Capital, LLC | Lehi | $18.07 billion | 2 | adviserinfo.sec.gov |
| West Rim II Ugp, LLC | Lehi | $1.77 billion | 23 | adviserinfo.sec.gov |
| Drive Wealth Advisers | Lehi | $1.50 billion | Not listed | adviserinfo.sec.gov |
| Tanara Wealth Management LLC | Lehi | $1.09 billion | Not listed | adviserinfo.sec.gov |
| Solidarity Wealth, LLC | Lehi | $704.2 million | Not listed | adviserinfo.sec.gov |
| Banner Capital Management, LLC | Lehi | $619.2 million | 6 | adviserinfo.sec.gov |
| Switchpoint Financial Planning LLC | Lehi | $367.1 million | Not listed | adviserinfo.sec.gov |
| Decker Retirement Planning Inc. | Lehi | $359.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Lehi, UT
- Investment advisers in Utah
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- B.O.S.S. Retirement Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.