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 19 of 52

• Karen Anita HardieCRD 7685799 · Charlotte, NC
  Broker
• Mary Catherine HardwickCRD 5490050 · Frisco, TX
  Broker
• Daniel Harris HarmonCRD 6482270 · Frisco, TX
  Broker
• Ruben Martinez HaroCRD 5187830 · Frisco, TX
  Broker
• Dasha Renee HarrellCRD 7699026 · Charlotte, NC
  IA RegisteredBroker
• Shannon William HarringtonCRD 2593394 · Little Rock, AR
  IA RegisteredBroker
• Christopher John HarrisCRD 2104155 · Coralville, IA
  IA RegisteredBroker
• David James HarrisCRD 7004163 · Fayetteville, AR
  IA RegisteredBroker
• Dedrick Elliott HarrisCRD 5893045 · Charlotte, NC
  IA RegisteredBroker
• Nicholas Jones HarrisCRD 6414499 · Metairie, LA
  IA RegisteredBroker
• Douglas Edwin HarrisonCRD 2868773 · Baltimore, MD
  Broker
• Lindsay-Mae HartmanCRD 4054914 · Waltham, MA
  IA RegisteredBroker
• Lucas Matthew HartmanCRD 7547124 · Charlotte, NC
  IA RegisteredBroker
• Rachelle Lynn HassanCRD 5778867 · Troy, MI
  IA RegisteredBroker
• Christian Johan HawkinsonCRD 7218252 · Hackensack, NJ
  IA RegisteredBroker
• Derek James HeaslipCRD 6318596 · Waltham, MA
  IA RegisteredBroker
• Brandon Maurice HeavenCRD 6279313 · Philadelphia, PA
  IA RegisteredBroker
• David William HeckCRD 1631447 · Cincinnati, OH
  IA RegisteredBroker
• Richard Murray HeldCRD 4571889 · Cambridge, MA
  IA RegisteredBroker
• Timothy Andrew HendrickCRD 4583512 · Charlotte, NC
  Broker
• John Luther HenifinCRD 5278254 · The Colony, TX
  IA RegisteredBroker
• Aaron William HenryCRD 5089391 · Denver, CO
  Broker
• Deryck Nilaja HenryCRD 2490158 · North Bethesda, MD
  Broker
• Kale Prescott HenselCRD 5846354 · Ann Arbor, MI
  IA RegisteredBroker
• Brandy Lynne HensleyCRD 4941916 · Charlotte, NC
  Broker
• Brian Wayne HermanCRD 6764541 · Frisco, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Armando Gustavo HernandezCRD 5133711 · Austin, TX
  IA RegisteredBroker
• Lisa Gay HerrickCRD 5999292 · Frisco, TX
  Broker
• David Robert HerronCRD 3232577 · Frisco, TX
  IA RegisteredBroker
• Jennifer Ann HerzogCRD 6125381 · Lexington, KY
  IA RegisteredBroker
• John Hillmon HindsCRD 4773267 · Charlotte, NC
  IA RegisteredBroker
• Brian Louis HippCRD 6100313 · Charlotte, NC
  Broker
• Kellen Suzuki HirayamaCRD 7404065 · Queens, NY
  IA RegisteredBroker
• Michael Christopher HitchCRD 4417954 · Tega Cay, SC
  IA RegisteredBroker
• Evan Daniel HoCRD 4941511 · Ann Arbor, MI
  IA RegisteredBroker
• Kenneth Lee HodgdonCRD 6428810 · Frisco, TX
  Broker
• Gregory Dean HodgesCRD 4830556 · Charlotte, NC
  Broker
• Amanda Valerie HoffmanCRD 5836476 · Philadelphia, PA
  Broker
• Michael A HofmeirCRD 4901001 · Denver, CO
  Broker
• Christopher James HoldenCRD 5384587 · Charlotte, NC
  IA RegisteredBroker
• Matthew Michael HollyCRD 4283759 · New York, NY
  Broker
• Kenneth HoltCRD 6240479 · Charlotte, NC
  IA RegisteredBroker
• Michael Henry HolterCRD 1413532 · Denver, CO
  IA RegisteredBroker
• Michael David HonoldCRD 4190011 · Roseland, NJ
  IA RegisteredBroker
• Janice Racine HopkinsCRD 5877014 · Dallas, TX
  IA RegisteredBroker
• Elvia Hostiguin VargasCRD 4131054 · Frisco, TX
  IA RegisteredBroker
• Ryan Michael HouserCRD 5721502 · Charlotte, NC
  Broker
• Stephen C HoutsmaCRD 4083890 · Denver, CO
  Broker
• Joron Leban HoweyCRD 6424669 · Charlotte, NC
  IA RegisteredBroker
• Dansley Fangzhou HuCRD 5714578 · Frisco, TX
  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 21, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.