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 4 of 52

• Mejico BorjasCRD 5310936 · New York, NY
  IA RegisteredBroker
• Miles Clinton BottomsCRD 5279359 · Denver, CO
  Broker
• Brett William BoudreauxCRD 4987744 · Frisco, TX
  IA RegisteredBroker
• John Andrew BourlandCRD 5802946 · Denver, CO
  Broker
• Michael Paul BowserCRD 6428769 · Lewisville, TX
  IA RegisteredBroker
• Max Gabriel BozymskiCRD 7246785 · Charlotte, NC
  IA RegisteredBroker
• Lisa Marie BradburyCRD 4286721 · Charlotte, NC
  Broker
• Kimberly Jean BradshawCRD 3115794 · Charlotte, NC
  Broker
• Chad Joseph BradyCRD 5012725 · Charlotte, NC
  Broker
• Robert Ratice BrannonCRD 5402252 · Charlotte, NC
  Broker
• Frank Herman BraswellCRD 5412152 · Charlotte, NC
  IA RegisteredBroker
• Jason Alan BraswellCRD 2952515 · Frisco, TX
  IA RegisteredBroker
• Richard Lee BrewerCRD 5320726 · Amherst, NY
  IA RegisteredBroker
• James Eric BrewsterCRD 5059469 · Frisco, TX
  Broker
• Eric Armand BrittCRD 2659171 · Little Rock, AR
  IA RegisteredBroker
• Stephen John BroderickCRD 5257850 · Latham, NY
  Broker
• Georgia Roney BrothertonCRD 4819212 · Charlotte, NC
  Broker
• Christopher Leonard BrownCRD 5292521 · Charlotte, NC
  Broker
• Keith Allan BrownCRD 4950618 · Charlotte, NC
  Broker
• Marie Clare BrownCRD 5805321 · Chicago, IL
  Broker
• Taylor Aubrey BrownCRD 5923394 · Charlotte, NC
  IA RegisteredBroker
• William Earl BrownCRD 5224783 · Iselin, NJ
  IA RegisteredBroker
• John Frederick BruskiCRD 2010722 · Frisco, TX
  Broker
• Jesse Martin BryanCRD 6910104 · Denver, CO
  IA RegisteredBroker
• Anna T BrynjulsonCRD 5276656 · Denver, CO
  Broker
• Jeanine Marie BucetiCRD 4369293 · New York, NY
  IA RegisteredBroker
• Richard Bruce BullerCRD 4957543 · Denver, CO
  Broker
• Patrick Joseph BullingerCRD 1469895 · Frisco, TX
  Broker
• Louis William BundyCRD 3163159 · Metairie, LA
  IA RegisteredBroker
• Jennifer Elizabeth BurkeCRD 6070182 · Ann Arbor, MI
  Broker
• Brandon Scott BurnsideCRD 5295754 · Frisco, TX
  Broker
• Linda Darlene Burson-OdleCRD 2846378 · Frisco, TX
  Broker
• Peter Kinn BuserCRD 4276594 · Denver, CO
  Broker
• Linda BustosCRD 6986404 · Frisco, TX
  Broker
• William Eric ButlerCRD 6409066 · Charlotte, NC
  Broker
• Daniel Alfred ButterlyCRD 6066505 · Pasadena, CA
  IA RegisteredBroker
• Shawn Michael BuysCRD 6086172 · Pittsburgh, PA
  IA RegisteredBroker
• Bridget Anne ByronCRD 3259416 · Chicago, IL
  Broker
• Karina BadilloCRD 7636183 · Frisco, TX
  Broker
• Sergio Jesus BadilloCRD 7081937 · Aubrey, TX
  IA RegisteredBroker
• Marisa Joyce BadumCRD 6837993 · Charlotte, NC
  Broker
• Makayla Nicole BaileyCRD 7454162 · Charlotte, NC
  Broker
• Bradley Thomas BairdCRD 8121546 · Frisco, TX
  Broker
• Whitney Rose Lynn BakerCRD 7648853 · Charlotte, NC
  Broker
• Connor Matthew BaldwinCRD 7554921 · Dover, NH
  IA RegisteredBroker
• Timothy Walter BalkinCRD 6730990 · Pittsburgh, PA
  IA RegisteredBroker
• Justin Edward BalmerCRD 7677948 · Concord, NC
  IA RegisteredBroker
• Haris BaltaCRD 8210129 · Charlotte, NC
  Broker
• Elijah Kole BaneCRD 8079773 · Charlotte, NC
  Broker
• Gabriella Symone BanksCRD 8081051 · 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 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.