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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-07-2014
- Office Locations
- 11
Office Locations
About B.o.s.s. Retirement Advisors, LLC
B.O.S.S. Retirement Advisors, LLC is a retirement-focused advisory firm delivering its B.O.S.S. Retirement Blueprint—integrating income, investment, tax and legacy planning—with tools like Social Security decision reporting and Medicare/tax considerations. Provides financial planning and portfolio management for individuals approaching or in retirement; portfolios show meaningful ETF and public-fund use. Custody includes Schwab and Fidelity; featured in outlets such as Fox News and NBC.
Reported data analysis
What the numbers show
Between December 11, 2025 and August 13, 2026, reported AUM increased 30.3%, from $1.1B to $1.4B.
Across 5 reported observations, AUM increased 218.6% between December 9, 2022 and August 13, 2026, from $433.9M to $1.4B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 49 advisory representatives and 5,013 clients, or 102.3 clients per representative. That equates to $275.8K in reported AUM per client.
The profile lists 11 reported office locations and 11 years in operation. The source data was last updated on October 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
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- Platform
- Services
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The full B.o.s.s. Retirement Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RYAN THACKER
Co-founder, Investment Advisor Representative
- CRD
- #6321186
- Ownership
- 50% but less than 75%
TYSON PAUL THACKER
Co-founder, Investment Advisor Representative
- CRD
- #2388343
- Ownership
- 50% but less than 75%
Showing 2 of 6 owners & executives
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HAYDEN RENNO ADAMS
--
- CRD
- #7698631
Jonathan Albrethsen
Investment Advisor Representative
- CRD
- #7798864
Showing 2 of 46 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,382,665,452 | $120,736 |
| Non-Discretionary | $0 | -- |
| Total | $1,382,665,452 | $120,736 |
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Separately Managed Accounts
SMA allocation detail is available
B.o.s.s. Retirement Advisors, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
B.o.s.s. Retirement Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.