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 49 of 52

• Alexander ValerioCRD 6814088 · Frisco, TX
  IA RegisteredBroker
• Nicolas VallesCRD 7804002 · Frisco, TX
  IA RegisteredBroker
• Brasco Van NiekerkCRD 7655446 · Charlotte, NC
  IA RegisteredBroker
• Ramon VargasCRD 7265212 · Frisco, TX
  IA RegisteredBroker
• John VargheseCRD 5193811 · Frisco, TX
  Broker
• Jennifer Daniela VasquezCRD 7806908 · Frisco, TX
  Broker
• Sowmya VasudevanCRD 8169780 · Frisco, TX
  Broker
• Mark Brando VegaCRD 7058499 · Frisco, TX
  Broker
• Alexa Nicole VelasquezCRD 8030709 · Frisco, TX
  Broker
• Jorge Luis VelazquezCRD 7173048 · Frisco, TX
  Broker
• Matthew Aaron VickeryCRD 6100055 · Frisco, TX
  Broker
• Velma Joanne VigarCRD 2902198 · Charlotte, NC
  Broker
• Catherine Alexandra VigenCRD 6465955 · Frisco, TX
  IA RegisteredBroker
• Robert Edward VigneauCRD 7183737 · Waltham, MA
  Broker
• Joel Christopher VincentCRD 7623259 · Charlotte, NC
  IA RegisteredBroker
• Brian Louis VingleCRD 6450898 · Charlotte, NC
  Broker
• Tyler Reuel VirginCRD 7841408 · Frisco, TX
  Broker
• Dean Robert ViriliCRD 8169731 · Frisco, TX
  Broker
• Katie Ann VitaleCRD 6886703 · Frisco, TX
  Broker
• David Peter VogtCRD 7552599 · Charlotte, NC
  IA RegisteredBroker
• Mathias Bochat VogtCRD 6993901 · Frisco, TX
  Broker
• Randi Lynn VonnahmeCRD 6767571 · Frisco, TX
  IA RegisteredBroker
• Nam Khanh VuCRD 6825448 · Charlotte, NC
  Broker
• Keith Ledon WadeCRD 6187759 · Charlotte, NC
  Broker
• Brandon Wesley WalkerCRD 5916971 · Charlotte, NC
  IA RegisteredBroker
• Deon Palmer WallaceCRD 2490160 · Charlotte, NC
  IA RegisteredBroker
• Torin Lu'shane WallaceCRD 6428854 · Frisco, TX
  Broker
• Larry Darnell WallsCRD 5379959 · Frisco, TX
  Broker
• William Edward WaltersCRD 5293028 · Charlotte, NC
  Broker
• David James WaltonCRD 6152469 · Denver, CO
  Broker
• Wen Bin WangCRD 5882156 · Frisco, TX
  IA RegisteredBroker
• Steven Lee WarnerCRD 2096483 · Rochester, MI
  IA RegisteredBroker
• Nicholas Mark WasielewskiCRD 2904941 · Columbia, MD
  IA RegisteredBroker
  Disclosure event(s) on record
• Christian Sherman WathenCRD 2675014 · Wheaton, IL
  IA RegisteredBroker
• Kyle B WattCRD 4604209 · Portland, OR
  IA RegisteredBroker
• Kenneth Gaines WebsterCRD 4179972 · Charlotte, NC
  Broker
• Luther Benjamin WellsCRD 6324995 · Frisco, TX
  Broker
• Stacey Huynh WellsCRD 3268780 · Denver, CO
  Broker
• Lois A WelshCRD 4619676 · Baltimore, MD
  Broker
• Adam Daniel WertherCRD 5285077 · Denver, CO
  IA RegisteredBroker
• Desmond T WesleyCRD 5052275 · Little Elm, TX
  IA RegisteredBroker
• Mark Robert WestermeierCRD 5316722 · Ann Arbor, MI
  IA RegisteredBroker
• Christine Elizabeth WestonCRD 2990558 · Denver, CO
  Broker
• Lewis Alan WexlerCRD 5207714 · Amherst, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Jeffrey David WeygantCRD 4360609 · Latham, NY
  IA RegisteredBroker
• Fitzgerald Scott WhetstoneCRD 2828422 · Denver, CO
  Broker
• James Robert WhiteCRD 6399891 · Charlotte, NC
  IA RegisteredBroker
• Mirion Dante WhiteCRD 4047813 · Charlotte, NC
  Broker
• Edward Joseph WhitlockCRD 4868633 · Philadelphia, PA
  Broker
• Joseph William WidmaierCRD 5335702 · Carrollton, 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 22, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.