Transamerica Retirement Advisors, LLC
● SEC registered since 1992CRD 107319SEC# 801-42910Cedar Rapids, IA
Reg. AUM
$18.83B
Employees
398
Accounts
212,722
Location
Cedar Rapids, IA
Transamerica Retirement Advisors, LLC assets under management
Transamerica Retirement Advisors, LLC is a registered investment adviser overseen by the SEC based in Cedar Rapids, IA. The firm has been registered since 1992. It reports $18.8 billion in regulatory assets under management and employs 398 people.
Transamerica Retirement Advisors, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Beitzel Control | Treasurer | Under 5% | 2025 |
| Gregg William Holgate Control | Manager | Under 5% | 2024 |
| Jason Scott Frain Control | President And Manager | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Transamerica Retirement Advisors, LLC manage?
Transamerica Retirement Advisors, LLC reports $18.8 billion in regulatory assets under management on its Form ADV.
How many employees does Transamerica Retirement Advisors, LLC have?
Transamerica Retirement Advisors, LLC reports 398 employees.
Where is Transamerica Retirement Advisors, LLC located?
Transamerica Retirement Advisors, LLC is based in Cedar Rapids, IA and has been SEC-registered since 1992.
Does Transamerica Retirement Advisors, LLC disclose fund performance?
Transamerica Retirement Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6400 C Street SW, Cedar Rapids, IA 52499 |
| Phone | 866-368-0566 |
| Office hours | 9:00 a.m. - 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$18.83B▲ 17%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 6%
Larger than 94% of 16,271 advisers
EmployeesTop 2%
More than 98% of 16,825 advisers
Assets under management
$18.83Bregulatory AUM
Discretionary $8BNon-discretionary $10.83B