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ADVICE AND PLANNING SERVICES
Legal name: TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CRD 20472File 801-63550
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$37.93B
Top 10% of cohort (national)
Discretionary AUM
$37.93B
Clients
72,503
72,503 accounts
Employees
1,293
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 24, 2004
- Principal office
- 730 THIRD AVENUE, NEW YORK, NY, 10017-3206
- Phone
- 212-490-9000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $37.93B
- Discretionary AUM
- $37.93B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 72,503
- Non-discretionary accounts
- 0
- Total accounts
- 72,503
- AUM per client
- $523K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 20 | $10.7M |
| Charitable organizations | 14 | $6.2M |
| High net worth individuals | 46,802 | $29.56B |
| Individuals (other than high net worth individuals) | 25,667 | $8.35B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — COMPENSATION FROM AFFILIATES
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11D1
- Q11D2
- Q11D4
- Q11D5
- Q11E2
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.