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 5 of 52

• Rosaline Rogers BanksCRD 5891366 · Millington, TN
  IA RegisteredBroker
• Gracia Mbula Bantu KahongoCRD 8071127 · Frisco, TX
  Broker
• Lorna Hallenbeck BarhamCRD 2585133 · Hamden, CT
  IA RegisteredRegistration inactive
• Oscar Rolondo BarillasCRD 6578699 · Frisco, TX
  IA RegisteredBroker
• Michael Douglas BarlenCRD 7907625 · Frisco, TX
  Broker
• Robert Earl BarnesCRD 7885310 · Frisco, TX
  Broker
• Pamela Alexandria Nicole BarnettCRD 5273788 · Charlotte, NC
  IA RegisteredBroker
• Pedro BarrazaCRD 8147434 · Frisco, TX
  Broker
• Rishik BarrenkalaCRD 8215500 · Frisco, TX
  Broker
• Ruben BarreraCRD 6683702 · Charlotte, NC
  Broker
• Dale Edward BarrettCRD 7421289 · Frisco, TX
  Broker
• Preston Tucker BarrettCRD 7070171 · Charlotte, NC
  Broker
• Tenesha Ronnette BarronCRD 6864721 · Frisco, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Kai Hannah BartimusCRD 7156428 · Charlotte, NC
  Broker
• Matthew Aaron BartoshCRD 8211763 · Frisco, TX
  Broker
• Karen Churchill BassCRD 7452399 · Charlotte, NC
  Broker
• Thomas Andrew BassCRD 8187534 · Charlotte, NC
  Broker
• Sebastian Anthony BattagliaCRD 7064469 · Frisco, TX
  Broker
• Michelle Latoi Chiaresse BattleCRD 6705556 · Charlotte, NC
  Broker
• Marie Alexandra BaudenaCRD 7448344 · Charlotte, NC
  Broker
• James Howard BeardCRD 7606699 · Frisco, TX
  IA RegisteredBroker
• Heidi Lynn BeardsleyCRD 7627132 · Charlotte, NC
  Broker
• Nicki Lee BeattyCRD 7023718 · Corinth, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Elizabeth Ashley BeauchampCRD 7666052 · Charlotte, NC
  Broker
• Brett Darren BeaversCRD 6894473 · Frisco, TX
  IA RegisteredBroker
• Joshua Daniel BekeleCRD 7832720 · Allen, TX
  IA RegisteredBroker
• George Erick BellCRD 1751775 · Greenville, NC
  IA RegisteredBroker
• Germany Najier BellCRD 8152093 · Charlotte, NC
  Broker
• Richard BenavidezCRD 6976210 · Charlotte, NC
  Broker
• Madhuri Vasant BendaleCRD 4952153 · Charlotte, NC
  IA RegisteredBroker
• Yanelkys Ginette BenitezCRD 7216228 · Frisco, TX
  Broker
• Caroline Elizabeth BennettCRD 6880818 · Philadelphia, PA
  IA RegisteredBroker
• Joseph Travis BergenCRD 4924401 · Phoenix, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Filmon Abebe BerheCRD 7915364 · Frisco, TX
  Broker
• Brian Eric BerlanCRD 6067380 · Washington, DC
  IA RegisteredRegistration inactive
• Michael BernsteinCRD 6460223 · Belford, NJ
  IA RegisteredBroker
• Angela Faye BerryCRD 4594868 · Walnut Creek, CA
  IA RegisteredBroker
• Ashlyn Denise BerryCRD 7689104 · Charlotte, NC
  Broker
• Brian Nicholas BerrymanCRD 4694602 · Gainesville, FL
  IA RegisteredBroker
• Nicholas Paul BertolucciCRD 8027246 · Frisco, TX
  Broker
• Esha BhatnagarCRD 8177678 · Charlotte, NC
  Broker
• Jacob Louis BialekCRD 8043893 · Charlotte, NC
  Broker
• Michael BieselinCRD 4979053 · Chicago, IL
  BrokerRegistration inactive
• Kristan Elisabeth BighamCRD 7639971 · Frisco, TX
  Broker
• Carolyn Jennifer BiltonCRD 7168711 · Frisco, TX
  Broker
• Jerald Jevon BlackCRD 8037400 · Frisco, TX
  Broker
• Lauren Sinclaire BlackCRD 8113275 · Charlotte, NC
  Broker
• Timothy Daniel BlackCRD 7167634 · Denver, CO
  IA RegisteredBroker
• Xavier Marcel BlackburnCRD 7581778 · Charlotte, NC
  Broker
• Ronnie Shannon BlackmonCRD 7369798 · 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.