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| Transamerica Retirement Advisors LLC
✚
| |
|---|---|
| CRD # | 107319 |
| SEC # | 801-42910 |
| CIK # | |
| AUM | $12.7 BB (2024-08-01) |
| Employees | 333 (38% Investors, 88% Brokers) |
| Phone | 866-368-0566 |
| Address | 6400 C Street SW Cedar Rapids, IA 52499 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 160,382 | 11.4 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 21 | 1.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 160,403 | 12.7 |
| By Discretionary | ||
| Discretionary | 103,932 | 4.8 |
| Non-Discretionary | 56,471 | 7.8 |
| Total | 160,403 | 12.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 12.7 | |
| Total | 160,403 | 12.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Benjamin F Edwards & Company Incorporated
✚
|
MO | 13.2 |
|
American Portfolios Advisors Inc
✚
|
NY | 13.1 |
|
Independent Advisor Alliance LLC
✚
|
NC | 12.8 |
|
Appleton Partners Inc
✚
|
MA | 12.7 |
|
Stratos Wealth Partners Ltd
✚
|
OH | 12.5 |
|
First Horizon Advisors Inc
✚
|
TN | 12.4 |
|
Evercore Wealth Management LLC
✚
|
NY | 12.3 |
|
TD Private Client Wealth LLC
✚
|
NY | 12.3 |
|
Congress Asset Management Company LLP
✚
|
MA | 12.1 |
|
Principal Securities Inc
✚
|
IA | 12.1 |