CEDAR RAPIDS, IACRD 107319Latest ADV March 31, 2026
Transamerica Retirement Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cedar Rapids, IA. Its latest Form ADV filing, dated March 31, 2026, reports $18.8B in regulatory assets under management, 398 employees, 173 offices, and 212,722 accounts.
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
212,700
Additional categories (<0.1%)
Pension Plans22 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$18.8Bas of March 31, 2026
Discretionary42.5%
$8.0B
42% of total RAUM42.5%
Non-discretionary57.5%
$10.8B
58% of total RAUM57.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$18.8B
Total Accounts212,722
10Y AUM Change+$15.0B (+395.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees398
Clients per Employee534:1
10Y Employee Change+190 (+91.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.