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Good Life Advisors, LLC

Good Life Advisors, LLC. CRD 171898

Good Life Advisors, LLC logo

CRD: 171898

Good Life Advisors, LLC

$4.4B Total AUM
$4.3B Disc. AUM
14.2% 3Y CAGR
135 Employees
22,596 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
LPL Financial
Clients
Retail and Institutional
Established Date
07-07-2014
Office Locations
43

Office Locations

100 Northpointe Circe Seven Fields PA
100 Northpointe Circle Suite 301 Seven Fields PA
101 North Main Street Suite 805 Greenville SC

About Good Life Advisors, LLC

Good Life Advisors, LLC provides financial planning for Middle American families, individuals, and businesses, focused on helping the mass affluent build a path to financial independence. The firm operates a national network of independent advisors supported by an experienced home-office team, and typically implements diversified portfolios using public funds and ETFs. Custody is primarily through LPL Financial.

Reported data analysis

What the numbers show

Between June 27, 2025 and July 6, 2026, reported AUM increased 24.8%, from $3.5B to $4.4B.

Across 5 reported observations, AUM increased 59.3% between December 22, 2022 and July 6, 2026, from $2.7B to $4.4B.

Of the latest reported AUM, 99.3% is discretionary and 0.7% is non-discretionary.

The firm reports 88 advisory representatives and 22,596 clients, or 256.8 clients per representative. That equates to $192.5K in reported AUM per client.

The profile lists 43 reported office locations and 12 years in operation. The source data was last updated on July 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

46 AVG AGE
$49.4M AVG AUM / ADVISOR
$192.5K AVG AUM / CLIENT
6.6 yrs AVG TENURE
135 Employees
88 Advisory Reps
88 RIA Reps
12yrs Firm Age

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Available data coverage

  • Asset Classes
  • Custodian
  • Investment Themes
  • Investment Vehicles
  • Platform
  • Services
  • Technology

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Owner & Executives

NOAH HARRIS BROOKS

NOAH HARRIS BROOKS

DIRECTOR OF INVESTMENTS

CRD
#2902842
Ownership
Less than 5%
CONOR FRANCIS DELANEY

CONOR FRANCIS DELANEY

Chief Executive Officer

CRD
#5193222
Ownership
Less than 5%

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Contacts

A

ANTHONY ACEVEDO

Advisor

CRD
#6403849
Timothy Albergotti

Timothy Albergotti

--

CRD
#7792544

Showing 2 of 89 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-22-2022
11-07-2023
12-23-2024
06-27-2025
07-06-2026
Category Assets AVG. Account size
Discretionary $4,318,736,733 $199,664
Non-Discretionary $31,451,028 $148,354
Total $4,350,187,761 $199,166

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Separately Managed Accounts

SMA allocation detail is available

Good Life Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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13F Holdings | Q2 2025

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Good Life Advisors, LLC's 13F holdings detail is available for Q2 2025, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.

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