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 51 of 52

• Reginald James WheelerCRD 5662780 · Prairieville, LA
  IA RegisteredBroker
• Aaron Drew WhisnantCRD 6054451 · Charlotte, NC
  Broker
• Darryl Glenn WhitakerCRD 7165645 · Frisco, TX
  Broker
• Jacob Conner WhitakerCRD 6845223 · Charlotte, NC
  IA RegisteredBroker
• Alyssa Rae WhiteCRD 6128183 · Chicago, IL
  IA RegisteredBroker
• Brandon Michael WhiteCRD 6459106 · Atlanta, GA
  IA RegisteredBroker
• Maranda Leh WhiteCRD 8020329 · Frisco, TX
  Broker
• Micah Lee WhiteCRD 6743003 · Ann Arbor, MI
  IA RegisteredBroker
• Haley Sue WhitedCRD 6991876 · Denver, CO
  Broker
• Christian Donte' WhitleyCRD 7625847 · Charlotte, NC
  Broker
• Sasha WhyteCRD 6438784 · Seattle, WA
  IA RegisteredBroker
• Kristina Anne WicksCRD 7477446 · Charlotte, NC
  IA RegisteredBroker
• Roy Jason WicksCRD 7939824 · Frisco, TX
  Broker
• Daniel Jeremiah WijayaCRD 8199241 · Frisco, TX
  IA RegisteredBroker
• Connor Barnes WilkinsonCRD 8138353 · Charlotte, NC
  Broker
• John Carl WillemsCRD 8066962 · Frisco, TX
  Broker
• Christine Rhea WilliamCRD 8087781 · Charlotte, NC
  IA RegisteredBroker
• Ashwin Morrison WilliamsCRD 8191424 · Charlotte, NC
  Broker
• Avery Brandon WilliamsCRD 7464918 · Frisco, TX
  Broker
• Cindi Lynelle WilliamsCRD 5035399 · Fort Collins, CO
  IA RegisteredBroker
• Eric Curtis WilliamsCRD 5384453 · Frisco, TX
  Broker
• Grant Austin WilliamsCRD 7356157 · Seattle, WA
  IA RegisteredBroker
• Immanuel Wayne WilliamsCRD 7817991 · Frisco, TX
  Broker
• Jaelyn Imani WilliamsCRD 8043895 · Charlotte, NC
  Broker
• Justin Lee WilliamsCRD 8047409 · Frisco, TX
  Broker
• Krista Michelle WilliamsCRD 8060348 · Frisco, TX
  Broker
• Lakesha WilliamsCRD 4951802 · Memphis, TN
  BrokerRegistration inactive
• Nathan Ames WilliamsCRD 8111952 · Washington, DC
  IA Registered
• Shondra Janeil WilliamsCRD 7297069 · Fort Worth, TX
  IA RegisteredBroker
• Townsend Jeremiah-Gray WilliamsCRD 6637850 · Charlotte, NC
  IA RegisteredBroker
• Avertis Anthony WillisCRD 6435270 · Fort Worth, TX
  IA RegisteredBroker
• Robert John WillisCRD 5655084 · Plano, TX
  IA RegisteredBroker
• Travis Laymon WillsCRD 8012242 · Frisco, TX
  Broker
• Arias Anja WilsonCRD 8011160 · Charlotte, NC
  Broker
• Cameron Andrew WilsonCRD 8120610 · Charlotte, NC
  Broker
• Elicia Marie WilsonCRD 6958444 · Frisco, TX
  Broker
• Kenneth Bruce WilsonCRD 6918199 · Frisco, TX
  Broker
• Mary Katherine WilsonCRD 7032388 · Frisco, TX
  Broker
• Thomas Richard WilsonCRD 7032387 · Frisco, TX
  Broker
• Latanya K WinfieldCRD 7265466 · Frisco, TX
  Broker
• Brittany Fallon WinkelmanCRD 5878790 · Seattle, WA
  IA RegisteredBroker
• Michael WinklerCRD 8191427 · Frisco, TX
  Broker
• Matthew Hunter WinstonCRD 7475805 · Little Rock, AR
  Broker
• Leah Christine WittnerCRD 6759907 · Frisco, TX
  Broker
• Matthew John WittnerCRD 4828928 · Frisco, TX
  Broker
• Cindy May WitwerCRD 2890093 · Denver, CO
  IA RegisteredBroker
• Jason WojciechowskiCRD 2854167 · Hingham, MA
  IA RegisteredBroker
• Tina WondimuCRD 8175871 · Charlotte, NC
  Broker
• Wingchung Andy WongCRD 5368193 · Frisco, TX
  Broker
• Marah Lane WoodringCRD 6890498 · New York, NY
  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.