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| Keyboard |
| Transamerica Retirement Advisors LLC
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|
|---|---|
| CRD # | 107319 |
| SEC # | 801-42910 |
| CIK # | |
| AUM | 18.83 B (2026-03-31) |
| Employees | 398 (43% Investors, 84% Brokers) |
| Phone | 866-368-0566 |
| Address | 6400 C Street SW Cedar Rapids, IA 52499 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 212,700 | 17.4 |
| (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 | 22 | 1.4 |
| (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 | 212,722 | 18.8 |
| By Discretionary | ||
| Discretionary | 141,576 | 8.0 |
| Non-Discretionary | 71,146 | 10.8 |
| Total | 212,722 | 18.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 18.8 | |
| Total | 212,722 | 18.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $3.5B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bahl & Gaynor Inc
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|
OH | 20.99 B |
|
Newedge Wealth LLC
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|
CT | 19.93 B |
|
Park Avenue Securities LLC
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|
NY | 19.58 B |
|
Integrated Wealth Concepts LLC
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MA | 18.92 B |
|
Benjamin F Edwards & Company Incorporated
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MO | 18.92 B |
|
Stratos Wealth Partners Ltd
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|
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|
Stephens Inc
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|
AR | 18.04 B |
|
Wilmington Trust Investment Advisors Inc
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|
DE | 17.83 B |
|
Independent Advisor Alliance LLC
✚
|
NC | 17.23 B |
|
Principal Securities Inc
✚
|
IA | 17.02 B |