← Back to searchVisit website
TRANSAMERICA FINANCIAL ADVISORS, LLC
CRD 16164 · SEC 801-38618
TWO LIBERTY PLACE, 50 SOUTH 16TH STREET, SUITE 3700, PHILADELPHIA, PA, 19102, United States
Phone
770-248-3271
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.11B
Discretionary AUM
$1.66B
Team
991 total employees; 991 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
Yes
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41279 | $1.64B |
| High net worth individuals | 1218 | $420.3M |
| Pension/profit sharing plans | 68 | $23.9M |
| Charitable organizations | 11 | $2.5M |
| Corporations/business entities | 67 | $13.2M |
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