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 2 of 52

• Yulia Dmitrievna AidenCRD 6824112 · Seattle, WA
  IA RegisteredBroker
• Imran Olamide AkinteyeCRD 7704944 · Frisco, TX
  IA RegisteredBroker
• Edward Daniel AkiotuCRD 8045539 · Frisco, TX
  Broker
• Martina Dayanara AlarconCRD 7714781 · Frisco, TX
  Broker
• Nikolas N AlbergariaCRD 6693803 · Princeton, NJ
  Broker
• Kayla Marie AlexanderCRD 8225105 · Frisco, TX
  Broker
• Khaleel AliCRD 5107054 · Brookfield, WI
  Broker
• Brea Janae AllenCRD 7712137 · Frisco, TX
  Broker
• Janna Marie AllenCRD 6803544 · Frisco, TX
  Broker
• Joia Camille AllenCRD 7625092 · Frisco, TX
  IA RegisteredBroker
• Zemetrius Utlanta AllenCRD 6989406 · Frisco, TX
  Broker
• Elias Esteban AlonzoCRD 8177086 · Frisco, TX
  Broker
• Mays Ali AlsaifiCRD 8068798 · Frisco, TX
  Broker
• Anita Iqbal AlwaniCRD 8129652 · Frisco, TX
  Broker
• Hanna Ali AlyafaiCRD 7977064 · Farmers Branch, TX
  IA RegisteredBroker
• Amer Marwan AlzoubiCRD 7841626 · Frisco, TX
  IA RegisteredBroker
• Juan Sebastian AmadorCRD 7145737 · Frisco, TX
  IA RegisteredBroker
• Jesse Ismael AmayaCRD 8212812 · Frisco, TX
  Broker
• Bueno Ventura AnabelCRD 7113249 · Charlotte, NC
  Broker
• Austin C AndersonCRD 7929977 · Frisco, TX
  Broker
• Ella Ruth AndersonCRD 8078117 · Charlotte, NC
  Broker
• Malachi D AndersonCRD 7485993 · Frisco, TX
  Broker
• Nailah Tea AndersonCRD 8014229 · Charlotte, NC
  Broker
• Alejandro AndradeCRD 7915917 · Frisco, TX
  IA RegisteredBroker
• William Francis AndrewsCRD 2361710 · Baltimore, MD
  IA RegisteredBroker
• Syed Zuhayr AneesCRD 8237380 · Frisco, TX
  Broker
• Dustin James AnewaltCRD 6698577 · Cranberry Township, PA
  IA RegisteredBroker
• Kelsey Deanne AngoniaCRD 7763706 · Frisco, TX
  Broker
• Nathan Matthew AntolCRD 8228299 · Charlotte, NC
  Broker
• Matthew Laanan AquinoCRD 7024028 · Celina, TX
  IA RegisteredBroker
• Brandon Joshua ArchuletaCRD 6786128 · Frisco, TX
  Broker
• Julian Antonio AriasCRD 8077213 · Frisco, TX
  Broker
• Frank William ArmitageCRD 2637797 · Tampa, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Angelena Nicole ArmstrongCRD 5711548 · Austin, TX
  IA RegisteredBroker
• Melvin Charles ArpsCRD 7702829 · Frisco, TX
  Broker
• Brian Rodriguez ArredondoCRD 7464228 · Charlotte, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Brandon Scott ArringtonCRD 7113251 · Charlotte, NC
  Broker
• Jett Aubrey ArringtonCRD 7918499 · Frisco, TX
  Broker
• Khamari L'travion ArringtonCRD 8058390 · Charlotte, NC
  Broker
• Carlos Joshua ArteagaCRD 6233790 · Gahanna, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Samuel Hartford AskewCRD 8111752 · Charlotte, NC
  IA RegisteredBroker
• Paige Merideth AssaCRD 7903726 · Charlotte, NC
  IA RegisteredBroker
• Yosyas Fasil AssefaCRD 7682459 · Garland, TX
  IA RegisteredBroker
• Amy Jacqueline AuCRD 3086305 · Frisco, TX
  IA RegisteredBroker
• Neha Vazhayil AugustineCRD 7384668 · Frisco, TX
  Broker
• Ryan Michael AustinCRD 7888162 · Charlotte, NC
  Broker
• David Lazarius AveryCRD 8196752 · Frisco, TX
  Broker
• Lori Ashley AyalaCRD 6902622 · Frisco, TX
  Broker
• Elliott BackCRD 7514883 · Salt Lake City, UT
  IA RegisteredBroker
• Joshua Graham BaconCRD 6322723 · 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 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.