PHILADELPHIA, PACRD 16164Latest ADV March 31, 2026
Transamerica Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Philadelphia, PA. Its latest Form ADV filing, dated March 31, 2026, reports $2.1B in regulatory assets under management, 991 employee, 260 offices, and 42,735 accounts.
Assets Under Management
$2.1B
Employees
991
Offices
260 offices
Total Clients
42,735
Primary office
PHILADELPHIA, PA
TWO LIBERTY PLACE, 50 SOUTH 16TH STREET, SUITE 3700, PHILADELPHIA, PA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 96.6% of total clients.
Top client categories% of clientsClients
1
Individuals
96.6%
41,279
2
HNWI
2.9%
1,218
3
SECTION 529 AND UGMA/UTMA'S
0.2%
92
4
Pension Plans
0.2%
68
5
Corporations
0.2%
67
Additional categories (<0.1%)
Charitable11 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.1Bas of March 31, 2026
Discretionary78.9%
$1.7B
79% of total RAUM78.9%
Non-discretionary21.1%
$444M
21% of total RAUM21.1%
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$2.1B
Total Accounts42,735
10Y AUM Change+$1.1B (+117.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees991
Clients per Employee43:1
10Y Employee Change-167 (-14.4%)
* 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.