CRD: 20472
Tiaa-Cref Individual & Institutional Services, LLC
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- Custodian
- Pershing · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-22-1988
- Office Locations
- 140
Office Locations
About Tiaa-Cref Individual & Institutional Services, LLC
TIAA-CREF Individual & Institutional Services, LLC is TIAA’s wealth and retirement advisory business serving individuals and institutions across higher education, healthcare, government and other sectors. It provides online account access, retirement planning resources, and advice from TIAA Financial Consultants using an independent third-party methodology, alongside insurance and annuity solutions including TIAA Traditional fixed annuity. Retail and institutional reach via TIAA and Pershing.
Reported data analysis
What the numbers show
Between December 23, 2025 and April 21, 2026, reported AUM increased 10.4%, from $34.3B to $37.9B.
Across 5 reported observations, AUM decreased 3.4% between December 5, 2022 and April 21, 2026, from $39.3B to $37.9B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1,020 advisory representatives and 108,150 clients, or 106 clients per representative. That equates to $350.7K in reported AUM per client.
The profile lists 140 reported office locations and 38 years in operation. The source data was last updated on July 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Custodian
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- Platform
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Owner & Executives
Ross Hamlet Abbott
CHIEF OPERATING OFFICER, DIRECTOR, Managing Director
- CRD
- #2756063
- Ownership
- Less than 5%
HELEN GWYN BARNHILL
Chief Legal Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 13 owners & executives
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Sydney Joyce Abadom
--
- CRD
- #7699721
Lee Alan Abbey
Registered Financial Consultant
- CRD
- #6814499
Showing 2 of 3461 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,928,601,788 | $523,131 |
| Non-Discretionary | $0 | -- |
| Total | $37,928,601,788 | $523,131 |
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Separately Managed Accounts
SMA allocation detail is available
Tiaa-Cref Individual & Institutional Services, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
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Tiaa-Cref Individual & Institutional Services, LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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