Transamerica Retirement Advisors, LLC

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Total assets under management

$18,827,476,086

Total clients

212,700

0% high-net worth

Total advisors

302

of 398 employees

Firm size

Enterprise

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

Average clients per advisor

704

Average account size

$88,517

Client services

Portfolio management Pension consulting Educational seminars or workshops

Main office location

Transamerica Retirement Advisors, LLC

6400 C Street Sw

Cedar Rapids IA 52499, United States

Number of offices

174

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.

Trust company

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

Fund sponsor

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

Real estate agent

They facilitate real estate transactions and may earn commissions.

Is not active or affiliated with:

Bank

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

Accountant / CPA / tax prep

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

Lawyer

They provide legal services, typically billed separately.

Other specialized services

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

Forms ADV

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

Quick links

Website 866-368-0566

Advisors at this firm

La Donna C

Series 66

Norman, OK

Transamerica Retirement Advisors, LLC

College savings (529s, UTMA, etc.) Startup equity planning Retirement income strategy Wealth management Active portfolio management Founder/Business Owner Newlywed/Engaged

Jill W

Series 63, Series 65

South Jordan, UT

Transamerica Retirement Advisors, LLC

John M

Series 66

St.Petersburg, FL

Transamerica Retirement Advisors, LLC

Rustomji D

Series 63, Series 66

Elkhart, IN

Transamerica Retirement Advisors, LLC

Christopher H

Series 63, Series 65, Series 66

Camarillo, CA

Transamerica Retirement Advisors, LLC

Terry M

Series 63, Series 66

Lino Lakes, MN

Transamerica Retirement Advisors, LLC

Jason P

Series 63, Series 65

Lawrenceville, GA

Transamerica Retirement Advisors, LLC

Daniel G

Series 63, Series 65

Wayne, NJ

Transamerica Retirement Advisors, LLC

Francisco F

CFP®, Series 63, Series 65

Miami, FL

Transamerica Retirement Advisors, LLC

Jonathan V

Series 63, Series 65

Pinellas Park, FL

Transamerica Retirement Advisors, LLC

Scott R

Series 66

Bonita Springs, FL

Transamerica Retirement Advisors, LLC

Jeffrey B

Series 63, Series 66

Eden Prairie, MN

Transamerica Retirement Advisors, LLC

Cesar B

Series 63, Series 65

Miami, FL

Transamerica Retirement Advisors, LLC

John I

Series 63, Series 66

Carmel, IN

Transamerica Retirement Advisors, LLC

Steven B

CFP®, Series 63, Series 65

Macomb, MI

Transamerica Retirement Advisors, LLC

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