Wealth Manager
    SEC Registered

    Transamerica Retirement Advisors, LLC

    Registered investment advisor · Cedar Rapids, Iowa · CRD #107319

    Assets Under Management
    $18.8B
    Client Accounts
    212,722
    Employees
    398
    CRD Number
    107319
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Transamerica Retirement Advisors, LLC

    Transamerica is a prominent financial services company based in the U.S. and a subsidiary of Aegon NV. Established in 1928, it specializes in insurance, investments, and retirement planning, serving over 10 million customers with approximately $416 billion in assets under management as of December 31, 2024. The company has a rich history, originally founded as a holding company and later expanding into various sectors before refocusing on financial services. Transamerica offers a variety of fin

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

    Contacts, 13F holdings & brochure intel for Transamerica Retirement Advisors, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Transamerica Retirement Advisors, LLC's AUM?

    Transamerica Retirement Advisors, LLC reports approximately $18.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Transamerica Retirement Advisors, LLC headquartered?

    Transamerica Retirement Advisors, LLC is headquartered in Cedar Rapids, Iowa.

    What is Transamerica Retirement Advisors, LLC's CRD number?

    Transamerica Retirement Advisors, LLC's CRD number is 107319. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Transamerica Retirement Advisors, LLC manage?

    Transamerica Retirement Advisors, LLC manages approximately 212,722 client accounts according to its latest SEC filing.

    Is Transamerica Retirement Advisors, LLC SEC registered?

    Yes, Transamerica Retirement Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Iowa

    Principal Asset Management
    Des Moines, IA · $427.7B AUM
    Cambridge Investment Research Advisors, Inc.
    Fairfield, IA · $138.7B AUM
    Sammons Financial Group Asset Management, LLC
    West Des Moines, IA · $122B AUM
    Principal Real Estate
    Des Moines, IA · $105.6B AUM
    Aegon Asset Management US
    Cedar Rapids, IA · $88.8B AUM
    Principal Securities, Inc.
    Des Moines, IA · $17B AUM
    See all top RIA firms in Iowa →

    Research firms like Transamerica Retirement Advisors, LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial