Data / Investment advisers / Florida / Good Life Advisors, LLC
Good Life Advisors, LLC, Celebration, FL: $4.4 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Good Life Advisors, LLC is an SEC registered investment adviser with its main office in Celebration, Florida and reports $4.4 billion in regulatory assets under management in its Form ADV filed September 25, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Good Life Advisors, LLC (CRD number 171898): 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
- 171898
- SEC file number
- 801-80003
- SEC status
- Approved, effective July 7, 2014
- Main office
- 1420 Celebration Blvd. Suite 109, Celebration, FL 34747
- Phone
- (407) 477-4887
- Regulatory AUM
- $4,350,187,761 in the Form ADV filed September 25, 2026
- Discretionary AUM
- $4,318,736,733
- Non discretionary AUM
- $31,451,028
- Accounts
- 21,842
- Employees
- 135, of which 88 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Other offices
- 48
- Form ADV Item 11 disclosures
- Reported: criminal actions, self-regulatory organization actions
- Latest Form ADV filing
- September 25, 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) | 21,451 | $2.85 billion |
| High net worth individuals | 789 | $1.46 billion |
| Pension and profit sharing plans | 219 | $15 million |
| Corporations or other businesses | 73 | $13 million |
| Charitable organizations | 64 | $11.6 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 |
|---|---|---|
| April 1, 2026 | $4.35 billion | March 31, 2026 |
| December 1, 2025 | $3.49 billion | June 27, 2025 |
Other advisers in Florida
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Templeton Investment Counsel, LLC | Ft. Lauderdale | $4.61 billion | 1 | adviserinfo.sec.gov |
| Dwight Investment Management LLC | Sunny Isles Beach | $4.56 billion | 1 | adviserinfo.sec.gov |
| Cwa Asset Management Group | Naples | $4.51 billion | 3 | adviserinfo.sec.gov |
| Valley Forge Capital Management | Miami | $4.45 billion | 3 | adviserinfo.sec.gov |
| Redwheel | Miami | $4.38 billion | 2 | adviserinfo.sec.gov |
| Sirenia Capital Management LP | Miami Beach | $4.26 billion | 2 | adviserinfo.sec.gov |
| Sound Income Strategies, LLC | Fort Lauderdale | $4.18 billion | Not listed | adviserinfo.sec.gov |
| Archpoint Investors | Coral Gables | $4.13 billion | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Florida
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Good Life 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.