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| Transamerica Financial Advisors LLC
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| CRD # | 16164 |
| SEC # | 801-38618 |
| CIK # | 0000761908, 0001502149 |
| AUM | 2,106.7 M (2026-03-31) |
| Employees | 991 (100% Investors, 98% Brokers) |
| Phone | 770-248-3271 |
| Address | Two Liberty Place Philadelphia, PA 19102 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000761908 0001502149 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 27.4 | ||
| GE Vernova Inc | 19.0 | ||
| Broadcom Inc | 18.5 | ||
| Apple Inc | 17.7 | ||
| Amphenol Corp /DE/ | 13.8 | ||
| Alcoa Inc | 12.7 | ||
| Comfort Systems USA Inc | 12.1 | ||
| Alphabet Inc | 11.8 | ||
| Microsoft Corp | 10.9 | ||
| Emcor Group Inc | 10.7 | ||
| Palantir Technologies Inc | 9.8 | ||
| Amazon Com Inc | 9.2 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41,279 | 1.6 |
| (b) Individuals (high net worth individuals) | 1,218 | 0.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 68 | 0.0 |
| (h) Charitable organizations | 11 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 67 | 0.0 |
| (n) Other | 92 | 0.0 |
| Total | 42,735 | 2.1 |
| By Discretionary | ||
| Discretionary | 21,918 | 1.7 |
| Non-Discretionary | 20,817 | 0.4 |
| Total | 42,735 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 42,735 | 2.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001502149] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.3B |
| Serves | Institutional, Retail |
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