DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Good Life Advisors, LLC
Latest filing Jul 6, 2026
First filing on the tape Jun 24, 2014 · 120 filings
SEC status approved since Jul 7, 2014
RAUM
$4.4B
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
99%
$4.3B individuals and HNW
Advisors
88
registered through the firm on IAPD
RAUM per advisor
$49.4M
derived; firm RAUM over IAPD count
Employees
135
88 advisory (5.B.1)
Offices
48
beyond the principal office
Private funds
0
reported on Schedule D
History
120 filings and snapshots on the tape
RAUM$4.4B as of Jul 6, 2026
Mar 20, 2015$293M then
HNW client RAUM$1.5B as of Jul 6, 2026
Mar 27, 2018$353M then
State-registered IARs (5.B.3)88 as of Jul 6, 2026
Mar 20, 20151 then
Employees (5.A)135 as of Jul 6, 2026
Mar 20, 201517 then
Private funds: no history
RAUM +25% over the last fiscal year+22% a year over threeIARs 100 to 88offices 52 to 48
Practice profile
derived from the filing of Jul 6, 2026; every figure names its basis
Archetypes, each a printed rule
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- Multi-office growth platform · an independent wealth manager (not a wirehouse, national broker-dealer RIA or broker-dealer affiliated firm) with at least five offices, at least 50 advisors, and RAUM up at least 20 percent over the last annual amendment
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $49.4MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 253derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.9MderivedHNW RAUM over HNW clients
- Average account
- $199,166derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 0.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 1.8derived49 offices incl. principal (1.F.5)
- RAUM growth, one year
- +25%derivedbetween the last two annual amendments
- Advisor growth, one year
- -12%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +44%derived
- Compensation
- percentage of assets, hourly, fixed fees, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisers, publications, educational seminarsreportedItem 5.G
- Wrap fee program
- $2.9BreportedItem 5.I
- Custody
- $149M, 331 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$2.8B65%
- High-net-worth individuals$1.5B34%
- Pension and profit-sharing plans$15.0M0.3%
- Corporations and businesses$13.0M0.3%
- Charitable organizations$11.6M0.3%
- Individual clients
- 21,451reported
- HNW clients
- 789reported
- Pension plan clients
- 219reported
- Charitable clients
- 64reported
- Accounts
- 21,842reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $149M for 331 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=84.0derived
Advisors registered through the firm
86 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Conor Francis Delaney | Reading, Pa | Dec 19, 2012 | 19 y | 2 |
| Courtnie Elizabeth Gray | Reading, Pa | Jan 18, 2013 | 18 y | 1 |
| Kenneth Ray Calcutt | Columbia, Sc | Aug 13, 2014 | 25 y | 1 |
| Howard Lee ShearChartered Financial Consultant | Monroeville, Pa | Aug 15, 2014 | 32 y | 1 |
| Brad Joseph Schneider | Douglassville, Pa | Oct 31, 2014 | 21 y | 2 |
| Christopher Anthony RondinelliCertified Financial Planner | Seven Fields, Pa | Dec 19, 2014 | 17 y | 2 |
| Noah Harris Brooks | Reading, Pa | Jan 5, 2015 | 27 y | 2 |
| Paul Edward Levy | Celebration, Fl | Feb 5, 2015 | 27 y | 2 |
| Eric Daniel Janvier | Celebration, Fl | Feb 11, 2015 | 31 y | 2 |
| Sean Railingshafer Menzies | Seven Fields, Pa | Feb 26, 2015 | 18 y | 0 |
| Jeffrey Robert Bendis | Celebration, Fl | Mar 20, 2015 | 26 y | 1 |
| Samuel William Gaudio | Seven Fields, Pa | May 15, 2015 | 16 y | 1 |
| Michael P Barrett | Lewisburg, Pa | Jun 30, 2015 | 15 y | 1 |
| Joan Elaine LyonsCertified Financial Planner | Lewisburg, Pa | Jun 30, 2015 | 30 y | 1 |
| Fred Strawbridge ClaghornCertified Financial Planner | Celebration, Fl | Aug 20, 2015 | 19 y | 1 |
| Celia Mae ScottCertified Financial Planner | Beaumont, Tx | Dec 14, 2015 | 29 y | 3 |
| Fred Maxwell Quattlebaum | Columbia, Sc | May 9, 2016 | 41 y | 3 |
| Robert Greggory Templeton | Columbia, Sc | Jul 28, 2016 | 31 y | 1 |
| Willis Robert Deaton | Columbia, Sc | Aug 1, 2016 | 42 y | 1 |
| Jonathan Andrew Hoffman | Mt. Pleasant, Sc | Sep 22, 2016 | 14 y | 2 |
| Steven Rodney Jones | Celebration, Fl | Nov 21, 2016 | 15 y | 2 |
| Robert Neil Price | Celebration, Fl | Jan 28, 2017 | 11 y | 1 |
| Frederick Daniel Shows | Celebration, Fl | Jan 28, 2017 | 27 y | 1 |
| Jason Thomas Singleton | Elkin, Nc | Jan 28, 2017 | 22 y | 1 |
| James Younger Brown | Celebration, Fl | Feb 16, 2017 | 10 y | 0 |
| Gene Craig Levengood | Denver, Pa | Mar 3, 2017 | 39 y | 2 |
| Edward Michael Sep | Denver, Pa | Mar 3, 2017 | 29 y | 2 |
| Thomas J Levy | Celebration, Fl | Mar 3, 2017 | 18 y | 2 |
| Tiffany Nicole Grammer-Newlin | Celebration, Fl | Mar 23, 2017 | 14 y | 0 |
| Jeffery Eugene Herbek | Boise, Id | Sep 25, 2017 | 19 y | 1 |
| Julie Marie KempCertified Financial Planner | Celebration, Fl | Oct 18, 2017 | 23 y | 1 |
| James Christian Kaiser | Celebration, Fl | Dec 13, 2017 | 31 y | 5 |
| Philip Thomas Webb | Pittsburgh, Pa | Dec 13, 2017 | 21 y | 6 |
| Nicholas Curinga | Pittsburgh, Pa | Dec 13, 2017 | 22 y | 5 |
| Bryan Wayne Smith | Celebration, Fl | Dec 18, 2017 | 18 y | 2 |
| Joshua Adam StrangeCertified Financial Planner | Celebration, Fl | May 21, 2018 | 15 y | 4 |
| Jose Rizal Torres Pangilinan | Celebration, Fl | Jun 1, 2018 | 20 y | 2 |
| Kelly Ann Connelly | Mascotte, Fl | Jun 27, 2018 | 28 y | 4 |
| Andrew William Hoskins | Celebration, Fl | Nov 9, 2018 | 26 y | 2 |
| Ivan Alexis Ramirez-Ramirez | Lakewood Ranch, Fl | Nov 9, 2018 | 21 y | 2 |
Advisor movement
13 left, 4 joined in 12 months
net -9 in 12 months9 left in 90 days0 joined in 90 daysdeparture rate 15% of current headcount17 left over 36 months
Left, latest
- Lauren Ashley Giron to Raymond James Financial Services Advisors, IncSep 9, 2026 · RIA to affiliated broker-dealer or bank
- Hunter Rice to Convergence FinancialSep 3, 2026 · RIA to RIA
- John Phillip Passey to Private Advisor Group, LLCAug 28, 2026 · RIA to affiliated broker-dealer or bank
- Christopher Shane Danner to Convergence FinancialAug 28, 2026 · RIA to RIA
- Christopher Douglas Begbie to Northern Trust Securities, IncAug 21, 2026 · RIA to affiliated broker-dealer or bank
- Alison Elizabeth Howells to A Better Way Financial, LLCAug 19, 2026 · RIA to RIA
- Jeremy Curtis Evans to Ameriprise Financial Services, LLCAug 14, 2026 · RIA to affiliated broker-dealer or bank
- Anthony Franklin Artero to Osaic Wealth, Inc.Jul 17, 2026 · RIA to affiliated broker-dealer or bank
- Nicholas Kolitsidas to Osaic Wealth, Inc.Jul 17, 2026 · RIA to affiliated broker-dealer or bank
- Janette S Jolly to Apollon Financial, LLCMar 23, 2026 · RIA to RIA
- Brandon Douglas Vincent to Apollon Financial, LLCMar 9, 2026 · RIA to RIA
- Edward Carr Beeker to Apollon Financial, LLCFeb 21, 2026 · RIA to RIA
- David Glenn Turner to Apollon Financial, LLCJan 30, 2026 · RIA to RIA
- Jon Mohammed Saleem to RBC Capital Markets, LLCMay 16, 2025 · RIA to affiliated broker-dealer or bank
- Kanon Nial Ream to Osaic Wealth, Inc.May 9, 2025 · RIA to affiliated broker-dealer or bank
Joined, latest
- Benjamin John Romine from Ocean Park Asset Management, LLCMay 4, 2026 · Other
- Michele Elizabeth Dura from Charles Schwab & Co., Inc.Apr 23, 2026 · Affiliated broker-dealer or bank to independent RIA
- Robert Michael Penrose from Thrivent Investment Management Inc.Apr 8, 2026 · Affiliated broker-dealer or bank to independent RIA
- Pierce A Giancaterino from LPL Financial LLCJan 9, 2026 · Affiliated broker-dealer or bank to independent RIA
- John Phillip Passey from Raymond James Financial Services Advisors, IncDec 4, 2024 · Affiliated broker-dealer or bank to independent RIA
- Kamisha Aileen Ramirez Mcknight from Fidelity Personal And Workplace AdvisorsOct 10, 2024 · Affiliated broker-dealer or bank to independent RIA
- Brandon Douglas Vincent from Oakwood Capital, Inc.Jun 26, 2024 · RIA to RIA
- Christopher Shane Danner from Kestra Advisory Services, LLCJan 26, 2024 · Affiliated broker-dealer or bank to independent RIA
- Lisa Armstrong Evans from LPL Financial LLCOct 5, 2023 · Other
- Tristan R Peschka from Ameriprise Financial Services, LLCSep 21, 2023 · Affiliated broker-dealer or bank to independent RIA
- Joshua D Chase from B. Riley Wealth Advisors, Inc.Aug 17, 2023 · Affiliated broker-dealer or bank to independent RIA
- Michael J Ferrara from Morgan Stanley & Co. LLCMar 17, 2023 · Other
- Brian Grayson Crook from Commonwealth Financial NetworkMar 10, 2023 · Affiliated broker-dealer or bank to independent RIA
- Jeffrey Carson Matthews from Cambridge Investment Research Advisors, Inc.Mar 9, 2023 · Affiliated broker-dealer or bank to independent RIA
- Anthony Acevedo from Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 14, 2023 · Wirehouse to independent RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Convergence FinancialAug 28, 2026 · Celebration, Fl
- 2 left for Osaic Wealth, Inc.Jul 17, 2026 · Celebration, Fl
- 2 left for Convergence FinancialNov 26, 2019 · Celebration, Fl
- 2 left for Commonwealth Financial NetworkFeb 26, 2018 · La Mesa, Ca
- 2 left for Pcg Wealth ManagementJan 4, 2018 · Celebration, Fl
- 2 left for Gladstone Wealth PartnersDec 23, 2015 · Erie, Pa
- 4 joined from Level Four Advisory ServicesOct 7, 2021 · Lisle, Il
- 8 joined from Level Four Advisory ServicesOct 7, 2021 · Southlake, Tx
- 2 joined from Independent Financial PartnersDec 26, 2018 · Lakewood Ranch, Fl
- 2 joined from Independent Financial PartnersDec 11, 2018 · East Syracuse, Ny
- 3 joined from Waddell & ReedDec 19, 2017 · Pittsburgh, Pa
- 2 joined from Waddell & ReedDec 7, 2017 · Oak Brook Terrace, Il
- 2 joined from Private Advisor Group, LLCMar 28, 2017 · Morristown, Nj
- 2 joined from Waddell & ReedFeb 1, 2017 · Spartanburg, Sc
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Harris Noah Brooks · Director Of Investmentscontrolsince 01/2015 · owns less than 5%
- Francis Conor Delaney · Ceo / Ccocontrolsince 07/2014 · owns less than 5%
- Armstrong Lisa Evans · Vice President Of Compliancecontrolsince 12/2023 · owns less than 5%
- Francis Conor Delaney · Ownercontrolsince 05/2014 · owns 50% to 75% of Good Life Management Co., LLC
Entity owners
- Good Life Management Co., LLC · Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- Glia Property & Casualty, LLCreal estaten
- Good Life Ia, LLCreal estaten
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Celebration, Fl · principal | 88 | 8 | 8 | 2 | |
| Columbia, Sc | 12 | 1 | 0 | ||
| Pittsburgh, Pa | 5 | 0 | 0 | ||
| Seven Fields, Pa | 4 | 0 | 0 | ||
| Lisle, Il | 4 | 0 | 0 | ||
| Denver, Pa | 4 | 0 | 0 | ||
| Mt Pleasant, Sc | 4 | 0 | 0 | ||
| Alexandria, Va | 3 | 0 | 0 | ||
| Lewisburg, Pa | 3 | 0 | 0 | ||
| Southlake, Tx | 3 | 0 | 0 | ||
| Lakewood Ranch, Fl | 2 | 0 | 0 | ||
| Fuquay Varina, Nc | 2 | 0 | 0 | ||
| Nashville, Tn | 2 | 1 | 0 | ||
| Orlando, Fl | 2 | 0 | 0 | ||
| Reading, Pa | 2 | 1 | 0 | ||
| Centennial, Co | 2 | 1 | 0 | ||
| Beaumont, Tx | 2 | 0 | 0 | ||
| Syracuse, Ny | 2 | 0 | 0 | ||
| Monroeville, Pa | 2 | 0 | 0 | ||
| Morehead City, Nc | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Columbia, SC9 employees
- Bridgeville, PA6 employees
- Seven Fields, PA5 employees
- Lisle, IL5 employees
- Denver, PA4 employees
- Southlake, TX4 employees
- Mount Pleasant, SC3 employees
- Centennial, CO3 employees
- Eagle, ID3 employees
- Alexandria, VA2 employees
- Beaumont, TX2 employees
- Fuquay Varina, NC2 employees
- Greenville, SC2 employees
- Lakewood Ranch, FL2 employees
- Lewisburg, PA2 employees
- Liverpool, NY2 employees
- Monroeville, PA2 employees
- Morehead City, NC2 employees
- Sugar Land, TX2 employees
- Woodbridge, VA2 employees
- Clermont, FL1 employees
- Spartanburg, SC1 employees
- Lock Haven, PA1 employees
- Middletown, DE1 employees
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 18,113 to 21,842Jun 27, 2025 to Mar 31, 2026
- Advisory employees · 100 to 88Jun 27, 2025 to Mar 31, 2026
- BD registered reps · 94 to 84Jun 27, 2025 to Mar 31, 2026
- Charity clients · 34 to 64Jun 27, 2025 to Mar 31, 2026
- Corporate clients · 46 to 73Jun 27, 2025 to Mar 31, 2026
- HNW clients · 795 to 789Jun 27, 2025 to Mar 31, 2026
- Individual clients · 14,674 to 21,451Jun 27, 2025 to Mar 31, 2026
- Pension plan clients · 183 to 219Jun 27, 2025 to Mar 31, 2026
- Employees · 140 to 135Jun 27, 2025 to Mar 31, 2026
- Insurance-licensed employees · 6 to 9Jun 27, 2025 to Mar 31, 2026
- Financial planning clients · 51-100 to 101-250Jun 27, 2025 to Mar 31, 2026
- HQ city · READING to CELEBRATIONJun 27, 2025 to Mar 31, 2026
- HQ state · PA to FLJun 27, 2025 to Mar 31, 2026
- State-registered IARs · 100 to 88Jun 27, 2025 to Mar 31, 2026
- Other offices · 52 to 48Jun 27, 2025 to Mar 31, 2026
- Discretionary RAUM · $3.2B to $4.3BJun 27, 2025 to Mar 31, 2026
- HNW RAUM · $1.3B to $1.5BJun 27, 2025 to Mar 31, 2026
- Individual RAUM · $2.0B to $2.8BJun 27, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $262M to $31.5MJun 27, 2025 to Mar 31, 2026
- Pension RAUM · $244M to $15.0MJun 27, 2025 to Mar 31, 2026
- RAUM · $3.5B to $4.4BJun 27, 2025 to Mar 31, 2026
- Financial planning clients · 51-100 to 51-100Apr 7, 2025 to Jun 27, 2025
- BD registered reps · 95 to 94Feb 28, 2025 to Apr 7, 2025
- Accounts · 16,544 to 18,113Feb 28, 2025 to Apr 7, 2025
- Charity clients · 30 to 34Feb 28, 2025 to Apr 7, 2025
- Corporate clients · 43 to 46Feb 28, 2025 to Apr 7, 2025
- HNW clients · 2,153 to 795Feb 28, 2025 to Apr 7, 2025
- Individual clients · 8,311 to 14,674Feb 28, 2025 to Apr 7, 2025
- Pension plan clients · 106 to 183Feb 28, 2025 to Apr 7, 2025
- Assets in custody · $888M to $149MFeb 28, 2025 to Apr 7, 2025
- Employees · 138 to 140Feb 28, 2025 to Apr 7, 2025
- Insurance-licensed employees · 8 to 6Feb 28, 2025 to Apr 7, 2025
- Discretionary RAUM · $2.6B to $3.2BFeb 28, 2025 to Apr 7, 2025
- HNW RAUM · $1.4B to $1.3BFeb 28, 2025 to Apr 7, 2025
- Individual RAUM · $1.2B to $2.0BFeb 28, 2025 to Apr 7, 2025
- Non-discretionary RAUM · $247M to $262MFeb 28, 2025 to Apr 7, 2025
- Pension RAUM · $232M to $244MFeb 28, 2025 to Apr 7, 2025
- RAUM · $2.9B to $3.5BFeb 28, 2025 to Apr 7, 2025
- Accounts · 16,127 to 16,544Nov 7, 2023 to Mar 29, 2024
- Advisory employees · 89 to 100Nov 7, 2023 to Mar 29, 2024
Signals
35 dated events
- Lauren Ashley Giron left Good Life Advisors, Llc for Raymond James Financial Services Advisors, Inc (registered 2026-09-08)Sep 9, 2026 · Advisor changed firm · fact
- Hunter Rice left Good Life Advisors, Llc for Convergence Financial (registered 2026-09-04)Sep 3, 2026 · Advisor changed firm · fact
- Christopher Shane Danner left Good Life Advisors, Llc for Convergence Financial (registered 2026-09-04)Aug 28, 2026 · Advisor changed firm · fact
- John Phillip Passey left Good Life Advisors, Llc for Private Advisor Group, Llc (registered 2026-08-28)Aug 28, 2026 · Advisor changed firm · fact
- 2 advisors left Good Life Advisors, LLC (Celebration, FL) for Convergence Financial within 6 daysAug 28, 2026 · Team lift-out · derived
- Christopher Douglas Begbie left Good Life Advisors, Llc for Northern Trust Securities, Inc (registered 2026-09-09)Aug 21, 2026 · Advisor changed firm · fact
- Alison Elizabeth Howells left Good Life Advisors, LLC for A Better Way Financial, LLC (registered 2026-09-16)Aug 19, 2026 · Advisor changed firm · fact
- Jeremy Curtis Evans left Good Life Advisors, Llc for Ameriprise Financial Services, Llc (registered 2026-08-17)Aug 14, 2026 · Advisor changed firm · fact
- Anthony Franklin Artero left Good Life Advisors, Llc for Osaic Wealth, Inc. (registered 2026-07-13)Jul 17, 2026 · Advisor changed firm · fact
- Nicholas Kolitsidas left Good Life Advisors, Llc for Osaic Wealth, Inc. (registered 2026-07-10)Jul 17, 2026 · Advisor changed firm · fact
- 2 advisors left Good Life Advisors, LLC (Celebration, FL) for Osaic Wealth, Inc. on the same dayJul 17, 2026 · Team lift-out · derived
- Janette S Jolly left Good Life Advisors, Llc for Apollon Financial, Llc (registered 2026-08-18)Mar 23, 2026 · Advisor changed firm · fact
- Brandon Douglas Vincent left Good Life Advisors, Llc for Apollon Financial, Llc (registered 2026-01-22)Mar 9, 2026 · Advisor changed firm · fact
- Edward Carr Beeker left Good Life Advisors, Llc for Apollon Financial, Llc (registered 2026-04-07)Feb 21, 2026 · Advisor changed firm · fact
- David Glenn Turner left Good Life Advisors, Llc for Apollon Financial, Llc (registered 2026-01-26)Jan 30, 2026 · Advisor changed firm · fact
- Jon Mohammed Saleem left Good Life Advisors, Llc for Rbc Capital Markets, Llc (registered 2025-05-07)May 16, 2025 · Advisor changed firm · fact
- Kanon Nial Ream left Good Life Advisors, Llc for Osaic Wealth, Inc. (registered 2025-06-18)May 9, 2025 · Advisor changed firm · fact
- David Scott Gordon left Good Life Advisors, Llc for Ameriprise Financial Services, Llc (registered 2024-11-19)Nov 20, 2024 · Advisor changed firm · fact
- Harris Noah Brooks (Director Of Investments) appeared on Schedule A of Good Life Advisors, LlcJul 16, 2024 · Control person joined · fact
- Joseph E Simon left Good Life Advisors, Llc for Lpl Financial Llc (registered 2024-01-16)Jan 16, 2024 · Advisor changed firm · fact
- Lisa Evans (Director Of Compliance) appeared on Schedule A of Good Life Advisors, LlcOct 31, 2023 · Control person joined · fact
- Jason Doyle Fletcher left Good Life Advisors, Llc for Level Four Advisory Services (registered 2023-09-11)Sep 8, 2023 · Advisor changed firm · fact
- David Patrick Koehler left Good Life Advisors, Llc for Ae Wealth Management, Llc (registered 2023-08-25)Aug 9, 2023 · Advisor changed firm · fact
- Steven Joseph Devlin left Good Life Advisors, Llc for Level Four Advisory Services (registered 2023-01-26)Feb 27, 2023 · Advisor changed firm · fact
- June Denise Brochu (Chief Compliance Officer) no longer on Schedule A of Good Life Advisors, Llc (listed 2022-11-16, absent 2022-12-03)Dec 3, 2022 · Control person left · inference
- Ryan Raphael left Good Life Advisors, Llc for Level Four Advisory Services (registered 2022-10-03)Nov 22, 2022 · Advisor changed firm · fact
- Good Life Advisors, Llc reported 49 offices beyond its principal office, up from 41 (2022-02-28 to 2022-03-22)Mar 22, 2022 · Office count change · derived
- Good Life Advisors, Llc reported 85 state-registered advisory representatives, up from 69 (2022-02-28 to 2022-03-22)Mar 22, 2022 · Advisor headcount change · derived
- Good Life Advisors, Llc reported RAUM $2.7B, up 47% from $1.9B (2022-02-28 to 2022-03-22)Mar 22, 2022 · RAUM change · derived
- Elizabeth Courtnie Nein (Managing Partner) no longer on Schedule A of Good Life Advisors, Llc (listed 2022-02-28, absent 2022-03-22)Mar 22, 2022 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 315-431-2888reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 315-431-2889reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/goodlifecompaniesreportedpublic record, Form ADV, Sep 17, 2026
- Firm profile
- linkedin.com/company/resolutefwareportedpublic record, Form ADV, Sep 17, 2026
- Website
- IRPNY.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 407-477-4887reportedpublic record, Form ADV, Jul 6, 2026
- Team page
- IRPNY.COM/teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $49.4Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026