SourcingSourcing

GOOD LIFE ADVISORS, LLC

C26
CRD 171898·SEC 801-80003·CELEBRATION, FL
AUM
$4.35B
$1B+
Est. Revenue
$43.5M
@ 1% on AUM
Est. EBITDA
$13.1M
@ 30% margin
Est. Deal Value
$104.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GOOD LIFE ADVISORS, LLC
CRD
171898
SEC file #
801-80003
EIN
471058535
DBA names
—

Economics

AUM
$4.35B
AUM band
$1B+
AUM trajectory
'20'26
$1.09B → $4.35B▲ +298%
Client mix
Individuals Other21,451
Individuals High Net Worth789
Pension Profit Sharing Plans219
Corporations73
Charitable Organizations64

Operations

Employees (total)
135
Advisory staff (per ADV)
88
Advisory staff (5-yr trend)
'20'26
73 advisors → 88 advisors▲ +21%
Primary office
CELEBRATION FL
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersPublication of periodicals
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/in/generations-asset-management(social)

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GOOD LIFE MANAGEMENT CO., LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
GOOD LIFE MANAGEMENT CO., LLC
BROOKS, NOAH, HARRIS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
8
Form 5500 Total Compensation
250,775
Form 5500 Compensation Trajectory 3y
2025250,775
Form 5500 Plan Count Trajectory 3y
20258
Schedule C Total Compensation
250,775
Schedule C Service Provider Rows
8

SEC EDGAR

Edgar Cik
0001696260
Edgar Registered
Yes
Edgar Filing Count
36
Edgar First Filing Date
2017-02-13
Edgar Last Filing Date
2025-08-08
Edgar 13f Count
36
Edgar 13f Latest AUM Estimate
Filing Date2025-08-08
Accession0001085146-25-004710

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
46
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
Lpl Financial6
E*trade4
Edgar Addresses
Mailing
2395 LANCASTER PIKEREADING, PA 19607
Business
2395 LANCASTER PIKEREADING, PA 19607
Edgar EIN
471058535
Edgar Recent Filings
13F-HR2025-08-08 · 0001085146-25-004710
13F-HR2025-04-17 · 0001085146-25-002145
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (53)

53
NOAH HARRIS BROOKS
Executive Officer · 2.5%
2902842
CONOR FRANCIS DELANEY
Executive Officer · 2.5%
5193222
LISA ARMSTRONG EVANS
Executive Officer · 2.5%
3029876
JEFFERY EUGENE HERBEK
IAR
5307895
LOUIS ANTHONY FALVO
IAR
2107939
Benjamin VanTroost
IAR
5969447
JEFFERY ALLEN GRECU
IAR
1678784
KAREN ELICIA SPENCE
IAR
5336096
IVAN ALEXIS RAMIREZ-RAMIREZ
IAR
4886886
KYLE BROOKES MCBROOM
IAR
2985919
BRIAN GRAYSON CROOK
IAR
2353138
PHILIP THOMAS WEBB
IAR
4873378
Nathan Douglas Wagner
IAR
7065563
SEAN RAILINGSHAFER MENZIES
IAR
5444889
JEFFREY ROBERT BENDIS
IAR
4057468
CHARLES WESLEY BAIER
IAR
5056481
Bennett Wallace Miller
IAR
8046195
JOSE RIZAL TORRES PANGILINAN
IAR
5023899
Dylan Santeramo
IAR
7825911
ROBERT GREGGORY TEMPLETON
IAR
2630728
Patrick McGee Moody
IAR
7362539
MICHAEL P BARRETT
IAR
5972226
WILLIS ROBERT DEATON
IAR
1247690
RYAN NICHOLS TEMPLETON
IAR
7091087
MARCUS CLAUDE MOORE
IAR
1517028
ROBERT NEIL PRICE
IAR
6512305
Thomas Edward McCrea
IAR
8098726
Ashlee L Jones
IAR
7724797
ERIC DANIEL JANVIER
IAR
2645038
CHRISTOPHER ANTHONY RONDINELLI
IAR
5577988
JEFFERY BRIAN HARPER
IAR
1952224
BRIAN CRAIG TILLOTSON
IAR
2468151
JULIUS EDWIN LORD
IAR
4949493
JOAN ELAINE LYONS
IAR
2772867
SAMUEL WILLIAM GAUDIO
IAR
4804626
THOMAS J LEVY
IAR
5410101
KENNETH RAY CALCUTT
IAR
4731225
Nicholas Curinga
IAR
4786481
NICHOLAS KOLITSIDAS
IAR
4470292
Noah Robert Powell
IAR
8044422
EDWARD MICHAEL SEP
IAR
2801408
Lauren Ashley Giron
IAR
7156899
ANDREW WILLIAM HOSKINS
IAR
4199822
CHARLES ROBERT ELHOFF
IAR
76936
KYLE DONALD HARPER
IAR
5864870
LISA MARIE STROHM
IAR
4330981
BRADLEY JONATHAN SHEAR
IAR
6801131
HOWARD LEE SHEAR
IAR
1388115
JONATHAN ANDREW HOFFMAN
IAR
4725815
JEREMIAH DUSTIN LOCASCIO
IAR
5930460
JULIE MARIE KEMP
IAR
4556990
Timothy Denner
IAR
8011951
COURTNIE ELIZABETH GRAY
IAR
5427850