RIA Intel›Advisers›Iowa›TRANSAMERICA RETIREMENT ADVISORS, LLC

TRANSAMERICA RETIREMENT ADVISORS, LLC

Advisory

N·CEDAR RAPIDS, IA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$18.8B
1-Year AUM Growth
+22.5%
3-Year CAGR
+11.7%
Employees
173
Assets Under Management
Total AUM$18.8B
Discretionary AUM$8.0B
Non-Discretionary AUM$10.8B
Discretionary %42.5%
Total Clients212,858
Team
Total Employees173
Investment Advisers398
Employee Growth (1Y)+20.0%
Filing History
Total Filings on Record77
First FilingFeb 26, 2001
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 77 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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