Transamerica Financial Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

16164

SEC number

801-38618

Firm type

RIA

Assets under management

$2.1B as of Mar 31, 2026

Website

x.com/TRANSAMERICATFA ↗

Phone

770-248-3271

Address

Two Liberty Place, Philadelphia, PA, 19102

Advisors at this firm

2,043 in our index · page 38 of 41

• Paula Yvette WhiteheadCRD 4547341 · Torrance, CA
  Broker
• Kaleb WhitingCRD 6868800 · Centennial, CO
  Broker
• Steven Clifford Whiting IICRD 8182020 · Hoffman Estates, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Michelle Dean WhitlockCRD 7658929 · South Jordan, UT
  IA RegisteredBroker
• Cozette Michelle Whitney BoldenCRD 7186992 · Woodland Hills, CA
  Broker
• Ashley Tilden WhittakerCRD 7429752 · Portland, OR
  IA RegisteredBroker
• Ryan Agung WibawaCRD 7255253 · San Carlos, CA
  IA RegisteredBroker
• Brett T WibleCRD 7494206 · Stillwater, OK
  IA RegisteredBroker
• Antonius WidiartoCRD 8178335 · Pleasanton, CA
  Broker
• Rayden WidjajaCRD 8271175 · San Carlos, CA
  Broker
• David Charles WilliamsCRD 8166787 · Tucson, AZ
  IA RegisteredBroker
• Lashaa WilliamsCRD 7321419 · Cedar Rapids, IA
  Broker
• Laura Elaine WilliamsCRD 2180159 · Jacksonville, FL
  IA RegisteredBroker
• Roger Lee WilliamsCRD 5585391 · Madison, WI
  IA RegisteredBroker
  Disclosure event(s) on record
• William WilliamsCRD 4781216 · San Diego, CA
  Broker
• Holly WilliamsonCRD 7693466 · Portland, OR
  IA RegisteredBroker
• James Joseph WillsCRD 7660040 · Beavercreek, OH
  Broker
• Ronald Edward WilsonCRD 1449510 · Tucson, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Levi Wyatt WinklerCRD 8065019 · So. Jordan, UT
  Broker
• David Alan WinnCRD 6304931 · Bridgeport, MI
  IA RegisteredBroker
• Kristen WinterCRD 6605499 · Portland, OR
  IA RegisteredBroker
• John Damien WithersCRD 7496018 · Alpharetta, GA
  IA RegisteredBroker
• Andrew Anthony WittigCRD 6445191 · San Antonio, TX
  Broker
• Chi Chiu James WongCRD 8226598 · Redwood City, CA
  Broker
• Lisa WongCRD 5532877 · Las Vegas, NV
  Broker
• Lynn Nguyen WongCRD 8245069 · Alviso, CA
  Broker
• Patrick Tin Chee WongCRD 7428158 · San Gabriel, CA
  Broker
• Clement WooCRD 8262960 · Plano, TX
  IA RegisteredBroker
• Rhonda Nell WoodCRD 2582441 · Louisville, KY
  Broker
• Bi Hua WuCRD 4636521 · San Mateo, CA
  Broker
• Chenping WuCRD 8155327 · Cherry Hill, NJ
  Broker
• Hao WuCRD 8245325 · Bellevue, WA
  IA RegisteredBroker
• Shuyuan WuCRD 7518245 · Fishers, IN
  IA RegisteredBroker
• Xiufeng WuCRD 7660060 · Waltham, MA
  Broker
• Yuanyuan WuCRD 8298529 · Houston, TX
  Broker
• Wei Ping XianCRD 2962772 · Fresno, CA
  IA RegisteredBroker
• Haijie XiaoCRD 6361950 · Gaithersburg, MD
  IA RegisteredBroker
• Yinan XiaoCRD 4884364 · Piscataway, NJ
  IA RegisteredBroker
• Xitao XieCRD 6995345 · Plano, TX
  Broker
• Chloe Liyun XuCRD 6564556 · Flushing, NY
  Broker
• Jie XuCRD 7294152 · Buffalo Grove, IL
  Broker
• Ren XuCRD 4231918 · San Diego, CA
  IA RegisteredBroker
• Xiyin XuCRD 4614278 · Braintree, MA
  IA RegisteredBroker
• Judy XueCRD 5480476 · Irvine, CA
  Broker
• Cindy Cen XieCRD 6278202 · Columbia, MD
  Broker
• Bingyin XuCRD 5492913 · Columbia, MD
  Broker
• Haolin XuCRD 8089976 · Alviso, CA
  Broker
• Xiang Zeng XuCRD 7086736 · Houston, TX
  Broker
• Xiaohuan XuCRD 5831292 · Gaithersburg, MD
  IA RegisteredBroker
• Xin XuCRD 6415679 · San Jose, CA
  Broker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 22, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.