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TRANSAMERICA RETIREMENT ADVISORS, LLC

CEDAR RAPIDS, IA · CRD 107319 · IAPD ↗ · transamerica.com · 866-368-0566

$18.83BRegulatory AUM
173Advisory reps
398Employees
0Clients
0Planning clients
0Private funds
53States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — TRANSAMERICA RETIREMENT ADVISORS, LLC added office(s): 158 -> 173 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
84
April 2026 — TRANSAMERICA RETIREMENT ADVISORS, LLC grew from 159 to 173 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
March 2025 — TRANSAMERICA RETIREMENT ADVISORS, LLC's Item 11 disclosure-reporting entries rose by 4 (1 -> 5).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
March 2025 — TRANSAMERICA RETIREMENT ADVISORS, LLC added office(s): 53 -> 158 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
March 2025 — TRANSAMERICA RETIREMENT ADVISORS, LLC reported RAUM up 27% ($12.68B -> $16.16B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
March 2025 — TRANSAMERICA RETIREMENT ADVISORS, LLC grew from 126 to 159 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
July 2024 — TRANSAMERICA RETIREMENT ADVISORS, LLC moved its main office from ST PAUL, MN to CEDAR RAPIDS, IA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
April 2024 — TRANSAMERICA RETIREMENT ADVISORS, LLC added office(s): 20 -> 53 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2024 — TRANSAMERICA RETIREMENT ADVISORS, LLC grew from 105 to 126 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.