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TRANSAMERICA RETIREMENT ADVISORS, LLC
CRD 107319File 801-42910
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$18.83B
Top 10% of cohort (national)
Discretionary AUM
$8.00B
Non-discretionary $10.83B
Clients
212,722
212,722 accounts
Employees
398
Top 10% of cohort in IA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 16, 1992
- Principal office
- 6400 C STREET SW, CEDAR RAPIDS, IA, 52499
- Phone
- 866-368-0566
- Website
- http://www.transamerica.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $18.83B
- Discretionary AUM
- $8.00B
- Non-discretionary AUM
- $10.83B
- Discretionary accounts
- 141,576
- Non-discretionary accounts
- 71,146
- Total accounts
- 212,722
- AUM per client
- $89K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 22 | $1.38B |
| Individuals (other than high net worth individuals) | 212,700 | $17.45B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11D1
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 383 | 398 | increased by15 |
| Apr 1, 2026 | Clients | 212,858 | 212,722 | decreased by136 |
| Apr 1, 2026 | AUM | $16,157,423,229 | $18,827,476,086 | increased by$2,670,052,857 |
| Apr 1, 2026 | Accounts | 212,836 | 212,722 | decreased by114 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 262 | 383 | increased by121 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 137,737 | 212,858 | increased by75,121 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $11,508,874,805 | $16,157,423,229 | increased by$4,648,548,424 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 137,737 | 212,836 | increased by75,099 |
| Apr 1, 2022 | Employees | 379 | 262 | decreased by117 |
| Apr 1, 2022 | Clients | 107,317 | 137,737 | increased by30,420 |
| Apr 1, 2022 | AUM | $8,765,057,733 | $11,508,874,805 | increased by$2,743,817,072 |
| Apr 1, 2022 | Accounts | 107,317 | 137,737 | increased by30,420 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TRANSAMERICA RETIREMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TRANSAMERICA RETIREMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.