CRD: 107319
Transamerica Retirement Advisors, LLC
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- Custodian
- MID Atlantic · Pershing · State Street · Transamerica
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-16-1992
- Office Locations
- 253
Office Locations
About Transamerica Retirement Advisors, LLC
Transamerica Retirement Advisors, LLC is a Cedar Rapids-based RIA with 253 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.
Reported data analysis
What the numbers show
Between September 9, 2025 and March 31, 2026, reported AUM increased 16.5%, from $16.2B to $18.8B.
Across 5 reported observations, AUM increased 63.6% between December 14, 2022 and March 31, 2026, from $11.5B to $18.8B.
Of the latest reported AUM, 42.5% is discretionary and 57.5% is non-discretionary.
The firm reports 173 advisory representatives and 212,722 clients, or 1,229.6 clients per representative. That equates to $88.5K in reported AUM per client.
The profile lists 253 reported office locations and 33 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Owner & Executives
Brian Beitzel
Chief Financial Officer, DIRECTOR, President, TREASURER
- CRD
- #6183770
- Ownership
- Less than 5%
JASON SCOTT FRAIN
Manager, President
- CRD
- #5141625
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Alex William Adair
--
- CRD
- #6990105
ANNIE LYNN ADAMS
--
- CRD
- #6395205
Showing 2 of 308 contacts
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| 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
SMA allocation detail is available
Transamerica Retirement Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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