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 3 of 52

• Rashmi Dilip BadweCRD 5702977 · New York, NY
  Broker
• Victoria Rosalinas BailonCRD 6341689 · Charlotte, NC
  Broker
• Andrew Carlysle BainCRD 2971830 · Charlotte, NC
  IA RegisteredBroker
• Tamara Mohn BallardCRD 6142885 · Charlotte, NC
  Broker
• Isaac M BallouCRD 6173729 · Charlotte, NC
  Broker
• Annette Francine Baltazar-RobertsonCRD 4069635 · Frisco, TX
  Broker
• Laura Caroline BaltodanoCRD 6527644 · Charlotte, NC
  Broker
• Scott Nicholas BaltuskaCRD 5435105 · Overland Park, KS
  IA RegisteredBroker
• Andrew T BarnesCRD 5047926 · Durham, NC
  Broker
• Derek Neil BarnesCRD 6428763 · Kennedale, TX
  IA RegisteredBroker
• Susan BarsnicaCRD 6551291 · Charlotte, NC
  IA RegisteredBroker
• Amanda S BarthelemyCRD 5055988 · West Lafayette, IN
  IA RegisteredBroker
• Michael Thomas BartocciCRD 6392213 · Argyle, TX
  IA RegisteredBroker
• Katlyne Marie BartoloCRD 5608785 · Grand Junction, CO
  IA RegisteredBroker
• Kevin Marcel BattleCRD 4146876 · Charlotte, NC
  IA RegisteredBroker
• Christina Takako Bauer-DobiasCRD 4547361 · Melville, NY
  IA RegisteredBroker
• Stephen BaumeisterCRD 2093408 · Croton-On-Hudson, NY
  IA RegisteredBroker
• Philip Andrew BaxleyCRD 4467948 · Richmond, VA
  IA RegisteredBroker
• Mary Regan BaxterCRD 6522164 · Iselin, NJ
  Broker
• Charles Edward BeardCRD 6548290 · Frisco, TX
  Broker
• Chad Michael BeaverCRD 5129945 · Charlotte, NC
  IA RegisteredBroker
• Craig Hazen BedfordCRD 5242068 · Charlotte, NC
  Broker
• Jeffery Scott BegovatzCRD 5927508 · Brookfield, WI
  IA RegisteredBroker
• Crystal Leanne BellCRD 4268658 · Frisco, TX
  Broker
• Angela N BellamyCRD 4980206 · Charlotte, NC
  IA RegisteredBroker
• Michael BeltreCRD 6085099 · New York, NY
  IA RegisteredBroker
• Brian Richard BenacciCRD 6322640 · Pittsburgh, PA
  IA RegisteredBroker
• Marcola Lonsiera Dreyton BennettCRD 3012286 · Orlando, FL
  IA RegisteredBroker
• Sandra Raye BennettCRD 5264450 · Syracuse, NY
  IA RegisteredBroker
• Michael Evan BerkleyCRD 4571279 · Waltham, MA
  IA RegisteredBroker
• Brian Kyle BerlinCRD 6336309 · Philadelphia, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• David Jason BernsteinCRD 4608704 · Philadelphia, PA
  IA RegisteredBroker
• Mark Steven BertonazziCRD 2618835 · Waltham, MA
  Broker
• Jacqueline Elizabeth BesseCRD 2039960 · Pasadena, CA
  Broker
• Phillip Henry BettisCRD 5895695 · Coralville, IA
  IA RegisteredBroker
• Michael Paul BevensCRD 4224345 · Denver, CO
  IA RegisteredBroker
• Meron Mebrahtu BeyeneCRD 6134661 · Charlotte, NC
  Broker
• Ariane Tarshia-Richmond BigbyCRD 5273996 · Frisco, TX
  Broker
• Joshua Raymond BilodeauCRD 6339352 · Portland, ME
  IA RegisteredBroker
• Vincent Talbot BishopCRD 2564015 · Denver, CO
  IA RegisteredBroker
• Wendy Jo BissellCRD 2855217 · Denver, CO
  Broker
• Brandon Jamar BlackCRD 6262041 · Charlotte, NC
  Broker
• Nicholas Martin BlacknerCRD 6306621 · Thornton, CO
  IA RegisteredBroker
• Patrick Michael BlefferCRD 4925493 · Charlotte, NC
  Broker
• Reagan Byrne BlissardCRD 6422166 · Centennial, CO
  IA RegisteredBroker
• Jason Michael BoeckmanCRD 6151864 · Denver, CO
  IA RegisteredBroker
• John Lance BogertCRD 2639485 · Charlotte, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Stephen Joseph BonjourCRD 5862347 · Charlotte, NC
  IA RegisteredBroker
• Clayton Odell BordersCRD 6575857 · Nashville, TN
  IA RegisteredBroker
• Robert Nathan BorhamCRD 2848424 · Austin, TX
  IA RegisteredBroker

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.