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B.O.S.S. RETIREMENT ADVISORS, LLC
CRD 171143File 801-117974
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.38B
Above cohort median (national)
Discretionary AUM
$1.38B
Clients
5,013
11,452 accounts
Employees
87
Top 25% of cohort in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jan 22, 2020
- Principal office
- 2500 EXECUTIVE PARKWAY, SUITE 500, LEHI, UT, 84048
- Phone
- 801-990-5055
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.38B
- Discretionary AUM
- $1.38B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 11,452
- Non-discretionary accounts
- 0
- Total accounts
- 11,452
- AUM per client
- $276K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $10.5M |
| High net worth individuals | 129 | $217.4M |
| Pension and profit sharing plans | 47 | $15.4M |
| Individuals (other than high net worth individuals) | 4,827 | $1.14B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — REFERRAL FEES
Advisory activities
- Financial planning services
- Selection of other advisers
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 65 | 87 | increased by22 |
| Mar 1, 2026 | Clients | 6,850 | 5,013 | decreased by1,837 |
| Mar 1, 2026 | AUM | $1,060,864,881 | $1,382,665,452 | increased by$321,800,571 |
| Mar 1, 2026 | Accounts | 11,886 | 11,452 | decreased by434 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 42 | 65 | increased by23 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,312 | 6,850 | increased by4,538 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $433,931,350 | $1,060,864,881 | increased by$626,933,531 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 5,850 | 11,886 | increased by6,036 |
| Apr 1, 2022 | Employees | 39 | 42 | increased by3 |
| Apr 1, 2022 | Clients | 2,226 | 2,312 | increased by86 |
| Apr 1, 2022 | AUM | $407,700,000 | $433,931,350 | increased by$26,231,350 |
| Apr 1, 2022 | Accounts | 4,575 | 5,850 | increased by1,275 |
| Nov 1, 2021 | Employees | 30 | 39 | increased by9 |
| Nov 1, 2021 | Clients | 2,035 | 2,226 | increased by191 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RETIREMENT ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RETIREMENT ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.