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| Happy Holidays!! thanks for using AUM13F!! |
| Transamerica Retirement Advisors LLC
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| CRD # | 107319 |
| SEC # | 801-42910 |
| CIK # | |
| AUM | $16.2 B (2025-05-22) |
| Employees | 383 (42% Investors, 87% Brokers) |
| Phone | 866-368-0566 |
| Address | 6400 C Street SW Cedar Rapids, IA 52499 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 212,836 | 14.8 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 22 | 1.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 212,836 | 16.2 |
| By Discretionary | ||
| Discretionary | 155,809 | 7.1 |
| Non-Discretionary | 57,027 | 9.0 |
| Total | 212,836 | 16.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 16.2 | |
| Total | 212,836 | 16.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wilmington Trust Investment Advisors Inc
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|
DE | 17.4 |
|
United Capital Financial Advisors LLC
✚
|
TX | 17.2 |
|
Baring International Investment Ltd
✚
|
17.1 | |
|
Financial Counselors Inc
✚
|
KS | 17.0 |
|
Benjamin F Edwards & Company Incorporated
✚
|
MO | 15.7 |
|
Stephens Inc
✚
|
AR | 15.6 |
|
Integrated Wealth Concepts LLC
✚
|
MA | 15.2 |
|
Park Avenue Securities LLC
✚
|
NY | 15.0 |
|
Principal Securities Inc
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|
IA | 14.8 |
|
Federated Global Investment Management Corp
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|
NY | 14.8 |