$4.4B Total AUM
$4.3B Disc. AUM
15.4% 3Y CAGR
135 Employees
22,596 ADV. Clients
12 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- EagleTimber +more
- Established Date
- 07-07-2014
- Office Locations
- 45
Office Locations
100 Northpointe Circe Seven Fields PA
101 North Main Street Suite 805 Greenville SC
1011 Warrenville Road Suite 155 Lisle IL
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.
Team overview
46 AVG AGE
$49.4M AVG AUM / ADVISOR
$192.5K AVG AUM / CLIENT
6.2 yrs AVG TENURE
135 Employees
88 Advisory Reps
88 RIA Reps
12yrs Firm Age
Insights
Open the full profile to inspect shifts in ridge harbor.
Unlock to compare peer behavior around pathway vital.
Unlock to see real insight on capital atlas north.
Premium access reveals conviction themes in harbor unison.
Upgrade to reveal position-level detail across pathway pioneer.
Unlock to compare peer behavior around summit radial.
Full visibility includes strategy notes for timber timber matrix.
Open the full profile to inspect shifts in value legacy.
Asset Classes
Vector alpha Ember Eagle Atlas momentum
Custodian
Pathway ember Capital Wave insight Eagle Alpha
Investment Themes
Vertex focus Horizon frontier Wave Optima vector Element Momentum eagle
Investment Vehicles
Atlas Oak Oak
Platform
Zenith Momentum pioneer
Services
Bridge atlas Ridge timber Ridge Crest alpha Meridian atlas Meridian fusion Atlas peak Focus momentum Atlas element Eagle unison Ember
Technology
Value prime Oak insight Legacy vertex
Owner & Executives
NOAH HARRIS BROOKS
DIRECTOR OF INVESTMENTS
- CRD
- #2902842
- Ownership
- Less than 5%
(711) 484-9314
zenith.radial@focuscapital.com
in linkedin.com/in/optima-zenith
C
CONOR FRANCIS DELANEY
Advisor, Chief Compliance Officer, Chief Executive Officer
- CRD
- #5193222
- Ownership
- Less than 5%
(809) 231-9456
fusion.harbor@legacycapital.com
in linkedin.com/in/bridge-momentum
V
Vital vital
Pioneer optima signal
- CRD
- #93671
- Ownership
- 49.1%
(287) 920-4109
vital.horizon@atlascapital.com
in linkedin.com/in/fusion-pathway
Showing 2 of 3 owners & executives
Unlock allContacts
A
ANTHONY ACEVEDO
Advisor
- CRD
- #6403849
(802) 334-6345
delta.timber@summitcapital.com
in linkedin.com/in/delta-crest
Timothy Albergotti
--
- CRD
- #7792544
(386) 637-8603
horizon.quantum@glaciercapital.com
in linkedin.com/in/prime-wave
V
Value bridge
Capital signal oak
- CRD
- #67918
(862) 490-9307
optima.matrix@elementcapital.com
in linkedin.com/in/momentum-alpha
Showing 2 of 97 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $4,350,187,761
Public Funds:
20.5% Equity - Exchange:
13.6% Cash:
22.4% Municipal Bonds:
20.3% Other:
23.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $339,237,011 | 20.5% |
| Equity - Exchange | $225,054,797 | 13.6% |
| Cash | $370,678,490 | 22.4% |
| Municipal Bonds | $335,927,381 | 20.3% |
| Other | $383,917,007 | 23.2% |
| Total | $1,654,814,686 | 100.0% |
13F Holdings | Q2 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH HORIZON | FOUNDATION PEAK | 8WWA12PEQ | YXLIT | 9.43% | $108,486,019 |
| LEGACY PEAK HORIZON | EMBER CREST | XWQPZOUCY | WLG | 9.98% | $67,788,814 |
| EAGLE EMBER | PATHWAY UNISON | H5OAEECGP | TEBV | 11.10% | $97,183,157 |
| RADIAL CATALYST | PIONEER RADIAL | GFO6TPZNG | SZO | 9.88% | $59,000,208 |
| BEACON FRONTIER MERIDIAN | VERTEX FRONTIER | 4H8FB1IXJ | PFSL | 1.51% | $11,387,039 |
| CAPITAL WAVE | SUMMIT VERTEX | 8N2L4CQGM | TNON | 2.19% | $41,202,495 |
| ELEMENT SUMMIT | HORIZON SIGNAL | P2TNXPQ18 | FGLPE | 5.83% | $1,791,019 |
| VECTOR FUSION | FOUNDATION CAPITAL | 5O2HSL8R7 | LQZ | 7.95% | $99,111,946 |