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 20 of 52

• Jung L HuCRD 5105367 · Frisco, TX
  Broker
• Jimmy T HuangCRD 4446617 · New York City, NY
  IA RegisteredBroker
• Alicia Kay HuburnCRD 6772091 · Charlotte, NC
  Broker
• Liam Samuel HudlerCRD 6984532 · Reno, NV
  IA RegisteredBroker
• Michelle Bianca HugginsCRD 4284013 · Charlotte, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Jeffery Phillip HughesCRD 5686434 · Denver, CO
  Broker
• David Kenneth HughsCRD 2453458 · Latham, NY
  Broker
• Lisa Janine HumphriesCRD 2596022 · Denver, CO
  Broker
• Whitney Leigh Hunsaker-GouldCRD 4047643 · Waltham, MA
  Broker
• Charles William HunterCRD 5491929 · Frisco, TX
  Broker
• Edward Alan HurleyCRD 4539326 · Charlotte, NC
  IA RegisteredBroker
• James Robert HuseCRD 4233059 · Charlotte, NC
  Broker
• Jeffrey Brian HustonCRD 4299932 · Seattle, WA
  IA RegisteredBroker
  Disclosure event(s) on record
• Boy Le HuynhCRD 5276716 · Denver, CO
  Broker
• Clacy T HysongCRD 5794451 · Charlotte, NC
  IA RegisteredBroker
• Joseph Paul HaarCRD 7168668 · Frisco, TX
  Broker
• Renee Michelle HaarCRD 7007584 · Frisco, TX
  Broker
• Alexandria Maria HadenCRD 7100958 · Charlotte, NC
  IA RegisteredBroker
• Rodney Martin HagerCRD 6448525 · Charlotte, NC
  IA RegisteredBroker
• Robert Wayne HaginCRD 6303313 · Frisco, TX
  Broker
• Sareeka Patel HalbertCRD 6398387 · Charlotte, NC
  Broker
• Jeremy Glen HallmanCRD 7313040 · Charlotte, NC
  Broker
• Shawn Michael HallockCRD 3173629 · Denver, CO
  Broker
• Miyanda Cathrine HamakandoCRD 7832973 · Mckinney, TX
  IA RegisteredBroker
• Matthew Brian HamanCRD 6971872 · Charlotte, NC
  IA RegisteredBroker
• Malaika HamidCRD 7130616 · Philadelphia, PA
  IA RegisteredBroker
• Caleb Coleman HamlettCRD 8068817 · Charlotte, NC
  Broker
• Christopher Scott HanceCRD 4531684 · Huntersville, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Jordan Michael HanksCRD 8169688 · Charlotte, NC
  Broker
• Sydney Grace HansenCRD 7373452 · Charlotte, NC
  IA RegisteredBroker
• Andrew Kent HardawayCRD 7876633 · Frisco, TX
  Broker
• Consuella Marie HargeCRD 6924305 · Charlotte, NC
  Broker
• Mark Elliott HargroveCRD 7979870 · Charlotte, NC
  IA RegisteredBroker
• William Anderson HarigCRD 2648129 · Providence, RI
  IA RegisteredBroker
• Brandon Karim HarrisCRD 7807514 · Charlotte, NC
  Broker
• Daveona Janeice HarrisCRD 6729639 · Dallas, TX
  IA RegisteredBroker
• Brandalyn Leanne HarveyCRD 6893304 · Henderson, CO
  IA RegisteredBroker
• Ike James HarveyCRD 7714782 · Charlotte, NC
  Broker
• Abdallah Ibrahim HassanienCRD 7993551 · Charlotte, NC
  Broker
• Matthew Ellison HatfieldCRD 6548676 · Charlotte, NC
  IA RegisteredBroker
• Jillian Claire HatleyCRD 8196092 · Charlotte, NC
  Broker
• Christian Robert HavensCRD 5236658 · Charlotte, NC
  Broker
• Bryson Leah HawksCRD 7563814 · Matthews, NC
  IA RegisteredBroker
• George Guest HaydockCRD 6122030 · White Plains, NY
  IA RegisteredBroker
• Nicholas Edward HayesCRD 7297671 · Frisco, TX
  Broker
• Jacob Alexander HaywoodCRD 8141992 · Charlotte, NC
  Broker
• Robin Danielle HazwardCRD 5916899 · Charlotte, NC
  Broker
• Peyton James HeadrickCRD 7936350 · Charlotte, NC
  Broker
• David Richard HeanCRD 2074010 · Baltimore, MD
  Broker
• Michael Andrew HecklingerCRD 2409607 · 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.