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TRANSAMERICA RETIREMENT ADVISORS, LLC
CRD 107319 · SEC 801-42910
6400 C STREET SW, CEDAR RAPIDS, IA, 52499, United States
Phone
866-368-0566
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$18.83B
Discretionary AUM
$8.00B
Team
398 total employees; 173 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 212700 | $17.45B |
| Pension/profit sharing plans | 22 | $1.38B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD