Advice And Planning Services

Firm record

As recorded in SEC IAPD

Firm CRD

20472

SEC number

801-63550

Firm type

RIA

Assets under management

$37.9B as of Apr 21, 2026

Website

www.facebook.com/TIAA ↗

Phone

212-490-9000

Address

730 Third Avenue, New York, NY, 10017-3206

Advisors at this firm

2,588 in our index · page 1 of 52

• Neal AcharyaCRD 6424613 · Charlotte, NC
  IA RegisteredBroker
• Jacob AdesCRD 2794181 · New York, NY
  Broker
• Cephas Kwame AgbekeCRD 4975031 · Charlotte, NC
  Broker
• Alfonso AguilarCRD 7021696 · Pasadena, CA
  IA RegisteredBroker
• Jorge Albano Alban PalaciosCRD 6042482 · Maggie Valley, NC
  IA RegisteredBroker
• Veronica C AldredCRD 4874707 · Indian Trail, NC
  IA RegisteredBroker
• Suzanne Dundon Alexander-DoncelCRD 4829809 · Newark, DE
  IA RegisteredBroker
• Rafael Antonio AlfaroCRD 6918452 · Frisco, TX
  IA RegisteredBroker
• Donna Felan AllardiceCRD 5918034 · Pineville, NC
  IA RegisteredBroker
• Aron Michael AlleyCRD 5306851 · Frisco, TX
  Broker
• Thomas Alexander AlmodovarCRD 2121883 · Denver, CO
  Broker
• Keval AminCRD 6129017 · Charlotte, NC
  IA RegisteredBroker
• Lawrence Ralph AmodieCRD 3065035 · Pittsburgh, PA
  IA RegisteredBroker
• Paul Philip AndersonCRD 2799182 · Melville, NY
  IA RegisteredBroker
• Wendy Marie AndersonCRD 2395159 · Charlotte, NC
  IA RegisteredBroker
• Jason Daniel AndradeCRD 5224658 · Charlotte, NC
  Broker
• Charles Gideon AnthonyCRD 3207414 · Charlotte, NC
  IA RegisteredBroker
• Samantha Geneva AnthonyCRD 7542262 · Charlotte, NC
  Broker
• Kevin L AntolCRD 4723369 · Charlotte, NC
  IA RegisteredBroker
• Fred ArditoCRD 2609240 · New York, NY
  IA RegisteredBroker
• Alon Albert ArgovCRD 2860147 · Charlotte, NC
  IA RegisteredBroker
• Mohammad Sheroz ArienCRD 7119441 · Frisco, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Mildred Louise ArmstrongCRD 3184083 · Frisco, TX
  Broker
• David Jeffrey ArndtCRD 6201978 · Littleton, CO
  IA RegisteredBroker
• John Phillip ArredondoCRD 4611255 · Denver, CO
  IA RegisteredBroker
• Martin Gaspar Arslanian-TorreCRD 6948074 · Philadelphia, PA
  IA RegisteredBroker
• Richard John ArtaleCRD 5295390 · Charlotte, NC
  Broker
• Matthew Aaron AsherCRD 5072218 · Ann Arbor, MI
  Broker
• Patricia Appiah AtiemoCRD 6424795 · Charlotte, NC
  Broker
• Steven Brook AustinCRD 4085965 · Denver, CO
  Broker
• Selmir AvdicCRD 4951214 · St Louis, MO
  IA RegisteredBroker
• Hugo Azpeitia PedrozaCRD 6431396 · Little Elm, TX
  IA RegisteredBroker
• Sydney Joyce AbadomCRD 7699721 · Frisco, TX
  Broker
• Lee Alan AbbeyCRD 6814499 · Apex, NC
  IA RegisteredBroker
• Jonathan David AbbuehlCRD 6312608 · Sarasota, FL
  IA RegisteredBroker
• Scott Russell AbernethyCRD 4370963 · Marlton, NJ
  IA Registered
• Sean Miguel AbleCRD 7403715 · Charlotte, NC
  IA RegisteredBroker
• Adrienne Heather AbramovichCRD 4367461 · Frisco, TX
  Broker
• Donald W AdamCRD 4597245 · Baltimore, MD
  IA Registered
• Georgia Martin AdamsCRD 4524701 · Addison, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Lindsey Anne AdamsCRD 7381122 · Concord, NC
  IA RegisteredBroker
• Ryan Matthew AdlerCRD 7140932 · Frisco, TX
  IA RegisteredBroker
• Patrick Idy AdolphusCRD 8137502 · Charlotte, NC
  Broker
• Helen Furaha Adoyo MatungaCRD 8081067 · Charlotte, NC
  Broker
• Kofi Owusu AfriyieCRD 8081070 · Frisco, TX
  Broker
• Hafsa AfroozCRD 7447437 · Denver, CO
  Broker
• Davina Illeme AgawuCRD 7538850 · Frisco, TX
  Broker
• Maximiliano AgostaCRD 6621718 · Boca Raton, FL
  IA RegisteredBroker
• Nancy Elizabeth AguilarCRD 7009259 · Frisco, TX
  Broker
• Richmond AgyekumCRD 7081939 · Forney, TX
  IA RegisteredBroker
  Disclosure event(s) on record

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 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.