← Directory
TRANSAMERICA RETIREMENT ADVISORS, LLC
CRD 107319File 801-42910
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.