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 21 of 52

• John Francis HeisterkampCRD 1337192 · Frisco, TX
  IA RegisteredBroker
• John Joseph HelmsCRD 3268797 · Frisco, TX
  BrokerRegistration inactive
• Joshua Paul HelmsCRD 5085428 · Charlotte, NC
  IA RegisteredBroker
• Deja Monet HemmingwayCRD 7358002 · Charlotte, NC
  Broker
• Christopher Robert HendricksCRD 6102413 · Wheaton, IL
  IA RegisteredBroker
• Christopher Nathan HendryxCRD 6151790 · Holland, MI
  IA RegisteredBroker
• Amy Lue Henthorn PowellCRD 2453222 · Charlotte, NC
  IA RegisteredBroker
• Frank Nathaniel HernandezCRD 6920982 · Frisco, TX
  Broker
• Ryan Nelson HernandezCRD 7631655 · Frisco, TX
  Broker
• Cesar Humberto Hernandez SuarezCRD 7871474 · Frisco, TX
  Broker
• Waldo Carleri Hernandez-GarciaCRD 7014999 · Frisco, TX
  Broker
• Nicholas William HernonCRD 6386806 · Charlotte, NC
  Broker
• Jonathan Andres HerreraCRD 8231654 · Frisco, TX
  Broker
• Patrick Dorian HerringCRD 7968500 · Charlotte, NC
  Broker
• Matthew Bell HetheringtonCRD 8034754 · Charlotte, NC
  Broker
• James Robert HiattCRD 6837856 · Charlotte, NC
  Broker
• Randahl Denise HickmanCRD 6992224 · Frisco, TX
  Broker
• Trevor Scott HickmanCRD 7169694 · Philadelphia, PA
  IA Registered
• Alec Admiral HilburnCRD 8094157 · Frisco, TX
  Broker
• Heath Ryan HildebrandCRD 7995009 · Frisco, TX
  Broker
• Abiona La'nya HillCRD 8004741 · Charlotte, NC
  Broker
• Charles William HillCRD 6329127 · Lexington, KY
  IA RegisteredRegistration inactive
• Dominique HillCRD 7949455 · Charlotte, NC
  Broker
• Kevin Patrick HillCRD 7748115 · Charlotte, NC
  IA RegisteredBroker
• Niyaa Danasha HillCRD 7822153 · Frisco, TX
  Broker
• Emory Durell HillerCRD 8039890 · Charlotte, NC
  Broker
• Naveen HingoraniCRD 7861968 · Charlotte, NC
  Broker
• Cameron Van Cleve HinshawCRD 4868629 · Centennial, CO
  IA RegisteredBroker
• Molly C HinsonCRD 8000327 · Charlotte, NC
  Broker
• Markesha Denise HintonCRD 8153062 · Charlotte, NC
  Broker
• Andrew Aaron HirschCRD 6763219 · Charlotte, NC
  Broker
• Clifford Robert HittCRD 6485813 · Atlanta, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• John M HlywiakCRD 8105138 · Princeton, NJ
  IA Registered
• Keller Lower HoakCRD 4891474 · Baltimore, MD
  Broker
• Craig Carlton Hodges JrCRD 8226855 · Charlotte, NC
  Broker
• Jacob William HoffmanCRD 7969323 · Frisco, TX
  Broker
• Eddie Holguin SosaCRD 7236251 · Denver, CO
  IA RegisteredBroker
• Crystal Michelle HollisCRD 7801590 · Charlotte, NC
  Broker
• Garrett Lex HollowayCRD 8068868 · Frisco, TX
  Broker
• Mallory Megan HolmesCRD 6778101 · Frisco, TX
  Broker
• Reiss Nye HoltCRD 7683860 · Frisco, TX
  IA RegisteredBroker
• Javier Arthur HoodCRD 7113247 · Charlotte, NC
  Broker
• Randall Paul HooverCRD 6424793 · Charlotte, NC
  Broker
• Olmand Ways HopkinsCRD 6492467 · Charlotte, NC
  Broker
• Christalin Williams HopperCRD 7397226 · Charlotte, NC
  Broker
• Kaitlin Belle HordCRD 7905505 · Charlotte, NC
  IA RegisteredBroker
• Christopher Lawrence HorneCRD 7289916 · Charlotte, NC
  IA RegisteredBroker
• Michael David HouserCRD 2604046 · Cambridge, MA
  Broker
• Brian John HousleyCRD 7656578 · Frisco, TX
  Broker
• Hannah Nicole HovsepianCRD 8011759 · Charlotte, NC
  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.