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 6 of 52

• Grady Alan BlairCRD 8096429 · Frisco, TX
  Broker
• Quantarius Rae'shon BlakeneyCRD 8053117 · Charlotte, NC
  Broker
• Gabriel Ross BlancarteCRD 7733530 · Frisco, TX
  IA RegisteredBroker
• David Earl BlassingameCRD 5343856 · Frisco, TX
  IA RegisteredBroker
• Jocelyn Marie BlassingameCRD 8022255 · Frisco, TX
  Broker
• Paul Xavier BlassingameCRD 7651173 · Frisco, TX
  Broker
• Annika Elizabeth BlissCRD 8142522 · Charlotte, NC
  Broker
• Clemence BoboyCRD 7539279 · Frisco, TX
  Broker
• Jakob Allen BogojevichCRD 7293505 · Charlotte, NC
  IA RegisteredBroker
• Edward Michael BoltCRD 3229215 · Troy, MI
  Broker
• Vincent John BonaCRD 6336310 · Doylestown, PA
  IA RegisteredBroker
• Joseph Richard BondiCRD 6723649 · Charlotte, NC
  Broker
• Christopher Thomas BonningtonCRD 6981595 · Phoenix, AZ
  IA RegisteredBroker
• Rachele Ina Bonus-NewmanCRD 6551393 · Charlotte, NC
  Broker
• Cassandra Atieno BonyoCRD 7474378 · Mckinney, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Kent Darren BookeCRD 6714072 · Frisco, TX
  IA RegisteredBroker
• Jadyn Alexis BoquetCRD 8095830 · Frisco, TX
  Broker
• Ayush Santosh BorseCRD 7982560 · Frisco, TX
  Broker
• Morris Andre BosonCRD 6537613 · Frisco, TX
  Broker
• Tiffany Denise BostonCRD 5837920 · Denver, CO
  BrokerRegistration inactive
• Bridget Ann BouchardCRD 6630922 · Waltham, MA
  Broker
• Aaron Benjamin BowlingCRD 5025023 · Conshohocken, PA
  IA RegisteredBroker
• Hasmig Eileen BoyajianCRD 6739325 · Charlotte, NC
  Broker
• Craig Alan BoydCRD 1995862 · Frisco, TX
  Broker
• Lameeka BoydCRD 7456428 · Charlotte, NC
  Broker
• Trinity Faith BoydCRD 8017013 · Charlotte, NC
  Broker
• Michael James BradfordCRD 4066379 · Denver, CO
  IA RegisteredBroker
• Terrence James BradyCRD 6986396 · Waltham, MA
  Broker
• Justin Evan BramanCRD 6559661 · Dexter, MI
  IA RegisteredBroker
• Emily Kate BrandtCRD 7393986 · Charlotte, NC
  IA RegisteredBroker
• Troy David BrandtCRD 3191742 · Denver, CO
  Broker
• Ryan James BrazierCRD 8017408 · Charlotte, NC
  Broker
• Kristy Lynn BreidenbachCRD 4055774 · Ann Arbor, MI
  Broker
• Janelle Arianna BrewerCRD 7605777 · Charlotte, NC
  Broker
• Casey Newsom BrightonCRD 6265056 · Charlotte, NC
  IA RegisteredBroker
• Cameron James BrockhoffCRD 7296915 · Frisco, TX
  IA RegisteredBroker
• Bryan Scott BrooksCRD 5139708 · Clarendon Hills, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Gunnar L BrooksCRD 7815123 · Frisco, TX
  Broker
• Amelia Donyel BrownCRD 7606359 · Charlotte, NC
  Broker
• Jacob Hunter BrownCRD 7373453 · New York, NY
  IA RegisteredBroker
• Jadon Sekayi BrownCRD 8006480 · Charlotte, NC
  Broker
• Michael Jammal BrownCRD 7882297 · Frisco, TX
  Broker
• Michael Anthony BrownCRD 8035141 · Frisco, TX
  Broker
• Nichole Santoro BrownCRD 3170876 · Salt Lake City, UT
  IA RegisteredBroker
• Quamir Amid BrownCRD 6640016 · Charlotte, NC
  Broker
• Toby Nolan BrownCRD 6805178 · Frisco, TX
  IA RegisteredBroker
• Zahria Nicole BrownCRD 7143632 · Charlotte, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Tyler James BrubakerCRD 7332963 · Frisco, TX
  IA RegisteredBroker
• Eileen Cauley BrunkenCRD 6654894 · Madison, WI
  IA RegisteredBroker
• Michael Allen BrunsonCRD 7652423 · 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 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.