RIA · Independent channel
B.O.S.S. Retirement Advisors
Historical source-named origin destination added during 2026 transaction review.
- Website
- bossretirement.com
- Regulator record
- B.O.S.S. RETIREMENT ADVISORS, LLC (SEC)
Recorded arrivals
0
Teams and practices joining in 2026
Recorded departures
2
Teams and practices leaving in 2026
Arrival assets
—
Reported practice assets · 0 of 0 disclosed
Departure assets
—
Reported practice assets · 0 of 2 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
No recorded arrivals in 2026.
Departures went to
Destination firms, by number of teams
01
2
Arrivals 0
Teams joining B.O.S.S. Retirement Advisors in 2026. Open a team for its source record.
No recorded arrivals in 2026.
Departures 2
Teams leaving B.O.S.S. Retirement Advisors in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| Sep 18 | Lateral | Capstone WealthSandy, UT | RFG AdvisoryRIA | Pending | Citywire |
| Sep 18 | Lateral | Olson Strategic WealthSt. George, UT | RFG AdvisoryRIA | Pending | Citywire |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.