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 40 of 52

• Mark Edward RachanerCRD 6855691 · Frisco, TX
  Broker
• Mohammad Naved RahimiCRD 6895531 · Irvine, CA
  IA RegisteredBroker
• Davonne Antoni RahmanCRD 8123447 · Frisco, TX
  Broker
• Adhithya RajagopalanCRD 8020261 · Charlotte, NC
  IA RegisteredBroker
• Aamir RajanCRD 8243432 · Frisco, TX
  Broker
• Kathryn Suzanne RajnayCRD 7177799 · Frisco, TX
  Broker
• Felicity Angel RaleyCRD 7647090 · Frisco, TX
  Broker
• Gayatri Mathur RameshCRD 7559463 · Charlotte, NC
  IA RegisteredBroker
• Leonardo Eliseo RamirezCRD 8083288 · Frisco, TX
  Broker
• Emily Leela RandolphCRD 8212839 · Charlotte, NC
  Broker
• Carl Steven RankinCRD 5479298 · Troy, MI
  IA RegisteredBroker
• Aimee Carita Antoneta RansomCRD 7728305 · Frisco, TX
  Broker
• Benjamin William RathCRD 7654325 · Charlotte, NC
  Broker
• Kenneth James RathkeCRD 2535362 · Waltham, MA
  IA RegisteredBroker
• Marquita Shanta RatliffCRD 7881503 · Charlotte, NC
  Broker
• Gavin Grant ReberCRD 7631150 · Charlotte, NC
  IA RegisteredBroker
• Anthony Michael RebolCRD 5584178 · Charlotte, NC
  Broker
• John Courage ReedCRD 7497182 · Charlotte, NC
  Broker
• Yolanda Ann ReedCRD 2064354 · Charlotte, NC
  Broker
• Ryan Mandela ReevesCRD 8227804 · Frisco, TX
  Broker
• Michael David Andrew ReichtCRD 7561991 · Charlotte, NC
  Broker
• Keisha Nicole ReidCRD 7816098 · Charlotte, NC
  Broker
• Thomas Lawrence ReidCRD 6084158 · Ann Arbor, MI
  IA RegisteredBroker
  Disclosure event(s) on record
• Aaron Percy ReivesCRD 8143502 · Frisco, TX
  Broker
• Scott J RethfordCRD 7557063 · Reno, NV
  Broker
• Allan Alejandro ReyesCRD 7828435 · Frisco, TX
  Broker
• Kim Yvette RichardsCRD 4574032 · Charlottte, NC
  IA RegisteredBroker
• Luke RichardsCRD 8114859 · Kissimmee, FL
  IA Registered
• Taylor Newman RidgewayCRD 7686496 · Saginaw, TX
  IA RegisteredBroker
• Seth Thomas RiggenbachCRD 6746429 · New York, NY
  Broker
• John Conor RileyCRD 7685291 · Frisco, TX
  Broker
• Jacob Michael RisterCRD 7999954 · Frisco, TX
  Broker
• Adam Macleod RitchieCRD 2559811 · Charlotte, NC
  Broker
• Axel Asael Rivera MartinezCRD 6899455 · Denver, CO
  Broker
• David Jose RiveroCRD 6850814 · New York, NY
  Broker
• Axelle Anya RivotCRD 8011969 · Charlotte, NC
  IA RegisteredBroker
• Grady Douglas RobbinsCRD 4164337 · Boston, MA
  IA RegisteredBroker
• Colton Curt RobertsCRD 8210820 · Frisco, TX
  Broker
• Devan Joseph RobertsCRD 7652432 · Frisco, TX
  Broker
• Andrew Phillip RobinsonCRD 8038471 · Frisco, TX
  Broker
• Jaden Bryant RobinsonCRD 7992104 · Frisco, TX
  Broker
• Lisa Darlene RobinsonCRD 7460357 · Charlotte, NC
  Broker
• Lori Kay RobinsonCRD 7454161 · Charlotte, NC
  Broker
• Victoria Sinclair RobinsonCRD 7607218 · Frisco, TX
  Broker
• Cameron Jade RockwellCRD 7877992 · Frisco, TX
  Broker
• Hanna Foster RockwellCRD 7845059 · Charlotte, NC
  IA RegisteredBroker
• Lindsay Nicole RockwellCRD 7755537 · Frisco, TX
  Broker
• Freddie Ray RodgersCRD 5937269 · Frisco, TX
  IA RegisteredBroker
• Maximilian Alexander RodinCRD 8186860 · Frisco, TX
  Broker
• Andrew Ray RodriguezCRD 8011143 · 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 22, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.