CRD: 107319
Transamerica Retirement Advisors, LLC
$18.8B Total AUM
$8.0B Disc. AUM
16.4% 3Y CAGR
398 Employees
212,722 ADV. Clients
33 yrs Firm Age
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- Custodian
- MID Atlantic · Pershing · State Street · Transamerica
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-16-1992
- Office Locations
- 254
Office Locations
10954 Haig Point Drive Fishers IN
1801 California Street Denver CO
440 Mamaroneck AVE Harrison NY
About Transamerica Retirement Advisors, LLC
Transamerica Retirement Advisors, LLC is a Cedar Rapids-based RIA with 254 offices. The firm has been operating for 33 years. Managing $18.8B in total assets under management, with 173 advisory representatives. They custody assets with MID Atlantic and Pershing.
Team overview
41 AVG AGE
$108.8M AVG AUM / ADVISOR
$88.5K AVG AUM / CLIENT
5.4 yrs AVG TENURE
398 Employees
173 Advisory Reps
293 RIA Reps
33yrs Firm Age
Insights
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Asset Classes
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CRM
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Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
Brian Beitzel
Chief Financial Officer, DIRECTOR, President, TREASURER
- CRD
- #6183770
- Ownership
- Less than 5%
Available
Available
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JASON SCOTT FRAIN
Manager, President
- CRD
- #5141625
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 5 owners & executives
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Alex William Adair
--
- CRD
- #6990105
Available
Available
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ANNIE LYNN ADAMS
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- CRD
- #6395205
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Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,998,704,150 | $56,498 |
| Non-Discretionary | $10,828,771,936 | $152,205 |
| Total | $18,827,476,086 | $88,507 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Private Funds:
Available Equity - Exchange:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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