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TRANSAMERICA FINANCIAL ADVISORS, LLC

PHILADELPHIA, PA · CRD 16164 · IAPD ↗ · 770-248-3271

$2.11BRegulatory AUM
991Advisory reps
991Employees
0Clients
0Planning clients
0Private funds
53States
9Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — TRANSAMERICA FINANCIAL ADVISORS, LLC shrank from 1054 to 991 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — TRANSAMERICA FINANCIAL ADVISORS, LLC shrank from 1127 to 1054 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
February 2025 — TRANSAMERICA FINANCIAL ADVISORS, LLC moved its main office from ST PETERSBURG, FL to PHILADELPHIA, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
60
February 2025 — TRANSAMERICA FINANCIAL ADVISORS, INC. is now doing business as TRANSAMERICA FINANCIAL ADVISORS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
55
April 2024 — TRANSAMERICA FINANCIAL ADVISORS, INC. shrank from 1235 to 1127 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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