B.O.S.S. Retirement Advisors, LLC
Registered investment adviser · Lehi, UT · CRD #171143
Form ADV data as of 2026-09-01Regulatory assets
$1.38 billion
Total accounts
11,452
Employees
87
Disclosure events
1
Firm details
- Website: https://www.linkedin.com/in/ryan-thacker-6719a44/
- Telephone: 801-990-5055
- SEC file number: 801-117974
- Most recent Form ADV filing: 2026-08-13
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm reports 1 disclosure question answered Yes, covering 1 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.
- Another regulator found a violation of investment-related regulations or statutes
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $1.38 billion |
| Non-discretionary regulatory assets under management | $0 |
| Total regulatory assets under management | $1.38 billion |
| Discretionary accounts | 11,452 |
| Non-discretionary accounts | 0 |
| Total accounts | 11,452 |
| Regulatory assets under management attributable to non-U.S. persons | $0 |
People
| Total employees (excluding clerical) | 87 |
| Employees performing investment advisory functions (including research) | 49 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 49 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 56 |
| Firms or persons who solicit advisory clients on the firm's behalf | 1 |
Custody
| Has custody of client cash or bank accounts | Yes |
| Has custody of client securities | Yes |
| Client funds and securities held in the firm's custody | $602.4 million |
| Clients for whom the firm has custody | 2,675 |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 2 |
How the firm is compensated
Advisory services offered
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Receives soft dollar benefits
- Compensates a non-employee for client referrals
- Provides employee compensation specifically for obtaining clients
- Receives compensation from others for client referrals
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 4,827 | $1.14 billion |
| High net worth individuals | 129 | $217.4 million |
| Pension and profit sharing plans (not the participants or government plans) | 47 | $15.4 million |
| Corporations or other businesses not listed above | 10 | $10.5 million |