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B.O.S.S. RETIREMENT ADVISORS, LLC

LEHI, UT · CRD 171143 · IAPD ↗ · 801-990-5055

$1.38BRegulatory AUM
49Advisory reps
87Employees
0Clients
More than 500Planning clients
0Private funds
21States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
September 2026 — B.O.S.S. RETIREMENT ADVISORS, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
August 2026 — B.O.S.S. RETIREMENT ADVISORS, LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
May 2026 — B.O.S.S. RETIREMENT ADVISORS, LLC added office(s): 10 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
March 2026 — B.O.S.S. RETIREMENT ADVISORS, LLC reported RAUM up 30% ($1.06B -> $1.38B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
78
March 2026 — B.O.S.S. RETIREMENT ADVISORS, LLC grew from 41 to 49 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
December 2025 — B.O.S.S. RETIREMENT ADVISORS, LLC added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
49
August 2025 — B.O.S.S. RETIREMENT ADVISORS, LLC notice-filed in IL, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
March 2025 — B.O.S.S. RETIREMENT ADVISORS, LLC grew from 36 to 41 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
March 2025 — B.O.S.S. RETIREMENT ADVISORS, LLC crossed $1B in regulatory AUM ($764.0M -> $1.06B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
December 2024 — B.O.S.S. RETIREMENT ADVISORS, LLC notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
September 2024 — B.O.S.S. RETIREMENT ADVISORS, LLC added office(s): 8 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
August 2024 — B.O.S.S. RETIREMENT ADVISORS, LLC notice-filed in OK, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
March 2024 — B.O.S.S. RETIREMENT ADVISORS, LLC reported RAUM up 30% ($588.0M -> $764.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
74
March 2024 — B.O.S.S. RETIREMENT ADVISORS, LLC grew from 30 to 36 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.