Transamerica Financial Advisors, LLC
Philadelphia, PA·SEC-registered · CRD #16164
Transamerica Financial Advisors, LLC is an SEC-registered investment advisory firm in Philadelphia, PA managing $2.1B across 64k client accounts, with 991 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.1B
Client accounts
64k
Advisory staff
991
Fee model
Fee-only
How Transamerica Financial Advisors, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Transamerica Financial Advisors, LLC
How much does Transamerica Financial Advisors, LLC manage?
Per its most recent SEC Form ADV filing (03/31/2026), Transamerica Financial Advisors, LLC reports $2.1B in regulatory assets under management across roughly 64k client accounts.
How does Transamerica Financial Advisors, LLC charge?
Transamerica Financial Advisors, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Transamerica Financial Advisors, LLC a fiduciary?
Yes. Transamerica Financial Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #16164), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Transamerica Financial Advisors, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Transamerica Financial Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Philadelphia, PA
Profile compiled from Transamerica Financial Advisors, LLC's public SEC Form ADV filing (CRD #16164, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Transamerica Financial Advisors, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Transamerica Financial Advisors, LLC? Claim this profile.