Advice and Planning Services

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Total assets under management

$37,928,601,788

Total clients

72,469

65% high-net worth

Total advisors

1,654

of 1,293 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

Average account size

$523,377

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Main office location

Advice and Planning Services

730 Third Avenue

New York NY 10017-3206, United States

Number of offices

144

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website 212-490-9000

Advisors at this firm

Arjun S

Series 66

Frisco, TX

TIAA-CREF

Paul S

Series 63, Series 65

Charlotte, NC

TIAA-CREF

Gilbert C

Series 63, Series 65

Philadelphia, PA

TIAA-CREF

Richard S

Series 66

Birmingham, AL

TIAA-CREF

Ani I

Series 66

Washington, DC

TIAA-CREF

Paola M

Series 63, Series 65

Stamford, CT

TIAA-CREF

John R

Series 66

Atlanta, GA

TIAA-CREF

Guglielmo T

Series 63, Series 66

Radnor, PA

TIAA-CREF

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