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 50 of 52

• Robert James WietholterCRD 5300566 · Charlotte, NC
  Broker
• David Andrew WilderCRD 4228691 · Durham, NC
  IA RegisteredBroker
• Elliot Bismarck WilliamsCRD 1541976 · Charlotte, NC
  Broker
• Kelly Lynn WilliamsCRD 4567373 · Charlotte, NC
  Broker
• Kenneth James WilliamsCRD 2997381 · Frisco, TX
  IA RegisteredBroker
• Patricia WilliamsCRD 4399180 · Wheaton, IL
  Broker
• Scott Michael WilliamsCRD 4028884 · Charlotte, NC
  IA RegisteredBroker
• Tiffany Miller WilliamsCRD 5042150 · Charlotte, NC
  Broker
• Christopher WilsonCRD 4663024 · Latham, NY
  IA RegisteredBroker
• Gina Florencia WilsonCRD 2589305 · New York, NY
  Broker
• Stephen Robert WiperCRD 2295295 · Hyannis, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Amy Julia Wong-PawaCRD 5598905 · Charlotte, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Brian James WoodCRD 4231996 · Hackensack, NJ
  IA RegisteredBroker
• Joseph William WoodsCRD 6393639 · Charlotte, NC
  Broker
• Adrienne Rhea WrightCRD 5601500 · Frisco, TX
  Broker
• Brandon Fredrick WrightCRD 4812934 · Charlotte, NC
  IA RegisteredBroker
• Kristen Alicia WrightCRD 6424695 · Charlotte, NC
  IA RegisteredBroker
• John WuCRD 7266237 · Frisco, TX
  Broker
• Scott Eric WubbenaCRD 4191218 · Denver, CO
  IA RegisteredBroker
• Johnathon Bryan WaddellCRD 7412732 · Frisco, TX
  Broker
• Tara Felicia WagnerCRD 7882969 · Charlotte, NC
  Broker
• Albert Leonard WaisanenCRD 7716418 · Durham, NC
  IA RegisteredBroker
• Tyler Reid WalkerCRD 8174228 · Charlotte, NC
  Broker
• Devin Dion WaltonCRD 7591351 · Frisco, TX
  Broker
• Domonisha Lacole WaltonCRD 6649253 · Charlotte, NC
  Broker
• Michael John WangCRD 7731235 · Frisco, TX
  Broker
• Yuque WangCRD 6355195 · Waltham, MA
  IA RegisteredBroker
• Richard Lee WareCRD 1176618 · Richmond, VA
  IA Registered
• Samuel Paul WarlickCRD 7904376 · Charlotte, NC
  Broker
• Craig N WarnerCRD 5611298 · Tonawanda, NY
  IA RegisteredBroker
• Ryan Clay WarnockCRD 8098215 · Charlotte, NC
  Broker
• Joseph Glen WarrenCRD 3141302 · Denver, CO
  Broker
• Julie E WarrenCRD 5270841 · Providence, RI
  IA RegisteredBroker
• Jasmine Charlesa WashingtonCRD 6990396 · Frisco, TX
  Broker
• Keith Alexander WashingtonCRD 4966092 · Charlotte, NC
  Broker
• Jasmin Marie WatkinsCRD 7591863 · Frisco, TX
  IA RegisteredBroker
• Kyndall Nicole WatkinsCRD 7411521 · Charlotte, NC
  Broker
• Michelle Edoris WatkinsCRD 5432352 · Charlotte, NC
  Broker
• Gerald Joseph WatsonCRD 7587158 · Charlotte, NC
  Broker
• Nathan David WatsonCRD 8007602 · Charlotte, NC
  Broker
• Peter Matthew WatsonCRD 2552018 · Denver, CO
  Broker
• Cindy Jo WebbCRD 6568071 · Coralville, IA
  Broker
• Nicholas Alexander WebbCRD 7166827 · State College, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Tyler Sims WebbCRD 7751829 · Frisco, TX
  Broker
• Nathan James WeipertCRD 7992087 · Frisco, TX
  Broker
• Caroline Elizabeth WeisCRD 4662259 · San Francisco, CA
  IA Registered
• Jake Victor WeranyCRD 7986438 · Charlotte, NC
  Broker
• Nicholas Richard WernliCRD 7575838 · Charlotte, NC
  IA RegisteredBroker
• Pierce Henry WesselCRD 6776743 · Birmingham, AL
  IA RegisteredBroker
• Richard Anthony WestCRD 3174302 · 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.