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 47 of 52

• Alexander Earle ThompsonCRD 5038780 · Portland, ME
  IA RegisteredBroker
• Ryan James ThompsonCRD 5538054 · Fargo, ND
  IA RegisteredBroker
• Shelina D ThompsonCRD 4503993 · Charlotte, NC
  Broker
• Tracy Ann ThompsonCRD 2527456 · Charlotte, NC
  Broker
• Kathy ThorntonCRD 6690579 · Phoenix, AZ
  IA RegisteredBroker
• Taylor Charles TomlinCRD 6553550 · The Colony, TX
  IA RegisteredBroker
• Jennifer Michelle TontilloCRD 5474098 · Chicago, IL
  IA RegisteredBroker
• Todd Michael ToroCRD 4507145 · Freehold, NJ
  IA RegisteredBroker
• Natasha Elizabeth TownerCRD 4013222 · Charlotte, NC
  Broker
• Tracy Vo TranCRD 5180078 · Frisco, TX
  Broker
• Melissa Ann TraskCRD 6689303 · Frisco, TX
  IA RegisteredBroker
• Robert Michael TreffCRD 3131051 · Charlotte, NC
  IA RegisteredBroker
• Stacy Ann TrejoCRD 4915046 · Pasadena, CA
  IA RegisteredBroker
• Thomas Brian TrischCRD 1990842 · Grand Rapids, MI
  IA RegisteredBroker
• Antonio Miguel TrujilloCRD 4192040 · Denver, CO
  Broker
• Raphael TshikalaCRD 7531596 · Charlotte, NC
  IA RegisteredBroker
• Daejah Leigh TuckerCRD 7853416 · Frisco, TX
  Broker
• Guy Edward TuggleCRD 1422351 · Frisco, TX
  Broker
• Cara Patricia TuranoCRD 2453460 · Melville, NY
  IA RegisteredBroker
• Ethan Thomas TackittCRD 7879352 · Frisco, TX
  Broker
• Nemara A TaddesseCRD 8159122 · Frisco, TX
  Broker
• Esteban TafoyaCRD 7840775 · Frisco, TX
  Broker
• Brice Thomas TalleyCRD 7255223 · Charlotte, NC
  IA RegisteredBroker
• Andres O TandazoCRD 7891380 · Charlotte, NC
  Broker
• Mitchell Gerald TanisCRD 7560968 · Charlotte, NC
  IA RegisteredBroker
• Joshua Aaron TannerCRD 6812811 · San Antonio, TX
  IA RegisteredBroker
• Nicholas Maurice TardifCRD 7973052 · Frisco, TX
  Broker
• Erik Blaine TarpleyCRD 5295996 · Plano, TX
  IA RegisteredBroker
• Adelso De Jesus TaverasCRD 6723662 · Charlotte, NC
  Broker
• Carlie Renee TaylorCRD 8006182 · Charlotte, NC
  Broker
• Tanquia Natoya Sharmease TeahCRD 7406043 · Charlotte, NC
  Broker
• Christopher L TedfordCRD 2624433 · Carmel, IN
  IA RegisteredBroker
• Adrien Danell TerrellCRD 7446929 · Frisco, TX
  Broker
• Jaziah Naomi TerrelongeCRD 8026713 · Charlotte, NC
  Broker
• Stephen Atiapah TetteyCRD 5487825 · Fort Worth, TX
  IA RegisteredBroker
• Eric Nolan TharpCRD 6059458 · State College, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Jennifer Marie ThayerCRD 6901636 · Denver, CO
  Broker
• Warren Scott ThayerCRD 8142002 · Charlotte, NC
  Broker
• Craig Jeffery TheileCRD 5469233 · Cincinnati, OH
  IA RegisteredBroker
• Anthony Jules TheodoreCRD 4604799 · Baltimore, MD
  IA RegisteredBroker
• Jasmine Olivia ThomasCRD 7398076 · Atlanta, GA
  IA RegisteredBroker
• Eran Ryan ThompsonCRD 6326543 · Frisco, TX
  Broker
• Evander Douglas ThompsonCRD 6855102 · New York, NY
  IA RegisteredBroker
• Laurel Delayne ThompsonCRD 8150270 · Frisco, TX
  Broker
• Lauren Hannah ThompsonCRD 7894024 · Charlotte, NC
  Broker
• Rose-Ann ThompsonCRD 7452398 · Charlotte, NC
  IA RegisteredBroker
• Tatyana Qwienta ThompsonCRD 6973051 · Charlotte, NC
  Broker
• Amanda Omega Earl ThorpeCRD 7673224 · Frisco, TX
  Broker
• Joseph Michael TieberCRD 3200920 · Charlotte, NC
  IA RegisteredBroker
• Joseph Patrick TimmermanCRD 5092911 · Skowhegan, ME
  IA RegisteredBroker
  Disclosure event(s) on record

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.