TRANSAMERICA RETIREMENT ADVISORS, LLC
CRD #107319 SEC #801-42910 CEDAR RAPIDS, IA 866-368-0566
SEC Registered Disclosures
Total AUM
$16.2B
Discretionary
$7.1B
Employees
383
Clients
--
Accounts
212,836
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $16.2B | $7.1B | $9B | 383 | 0 |
| May 2025 | $16.2B | $7.1B | $9B | 383 | 0 |
| Feb 2025 | $16.2B | $7.1B | $9B | 383 | 0 |
| Aug 2024 | $12.7B | $4.8B | $7.8B | 333 | 0 |
| Jul 2024 | $12.7B | $4.8B | $7.8B | 333 | 0 |
| Jun 2024 | $12.7B | $4.8B | $7.8B | 333 | 0 |
| Mar 2024 | $12.7B | $4.8B | $7.8B | 333 | 0 |
| Oct 2023 | $10.4B | $3.7B | $6.7B | 311 | 0 |
| Mar 2023 | $10.4B | $3.7B | $6.7B | 311 | 0 |
| Dec 2022 | $11.5B | $4.3B | $7.2B | 262 | 0 |
| Nov 2022 | $11.5B | $4.3B | $7.2B | 262 | 0 |
| Sep 2022 | $11.5B | $4.3B | $7.2B | 262 | 0 |
| Apr 2022 | $11.5B | $4.3B | $7.2B | 262 | 0 |
| Mar 2022 | $11.5B | $4.3B | $7.2B | 262 | 0 |
| Feb 2022 | $8.8B | $3.7B | $5.1B | 379 | 0 |
| Dec 2021 | $8.8B | $3.7B | $5.1B | 379 | 0 |
| Dec 2021 | $8.8B | $3.7B | $5.1B | 379 | 0 |
| Oct 2021 | $8.8B | $3.7B | $5.1B | 379 | 0 |
| Mar 2021 | $8.8B | $3.7B | $5.1B | 379 | 0 |
| Nov 2020 | $6.3B | $3.3B | $3B | 415 | 84,230 |
| Jun 2020 | $6.3B | $3.3B | $3B | 415 | 84,230 |
| Mar 2020 | $6.3B | $3.3B | $3B | 415 | 84,230 |
| Mar 2020 | $5.4B | $4B | $1.4B | 416 | 47,657 |
| Jun 2019 | $5.4B | $4B | $1.4B | 416 | 47,657 |
| Mar 2019 | $5.4B | $4B | $1.4B | 416 | 47,657 |
| Nov 2018 | $5.1B | $4.5B | $612.3M | 387 | 37,473 |
| Aug 2018 | $5.1B | $4.5B | $612.3M | 387 | 37,473 |
| Mar 2018 | $5.1B | $4.5B | $612.3M | 387 | 37,473 |
| Jun 2017 | $3.8B | $3.6B | $178.5M | 208 | 24,300 |
| Apr 2017 | $3.8B | $3.6B | $178.5M | 208 | 24,300 |
| Mar 2017 | $3.8B | $3.6B | $178.5M | 208 | 24,300 |
| Dec 2016 | $3.5B | $3.2B | $332.9M | 170 | 11,100 |
| Oct 2016 | $3.5B | $3.2B | $332.9M | 170 | 11,100 |
| Mar 2016 | $3.5B | $3.2B | $332.9M | 170 | 11,100 |
| Feb 2016 | $3.8B | $3.4B | $352.5M | 112 | 1,100 |
| Jan 2016 | $3.8B | $3.4B | $352.5M | 112 | 1,100 |
| Sep 2015 | $3.8B | $3.4B | $352.5M | 112 | 1,100 |
| May 2015 | $3.8B | $3.4B | $352.5M | 112 | 1,100 |
| May 2015 | $3.8B | $3.4B | $352.5M | 112 | 1,100 |
| Mar 2015 | $3.8B | $3.4B | $352.5M | 112 | 1,100 |
| Aug 2014 | $3.6B | $3.5B | $129.9M | 41 | 26 |
| Mar 2014 | $3.6B | $3.5B | $129.9M | 41 | 26 |
| Dec 2013 | $3.5B | $3.4B | $115M | 15 | 26 |
| Nov 2013 | $3.5B | $3.4B | $115M | 15 | 26 |
| Jun 2013 | $3.5B | $3.4B | $115M | 15 | 26 |
| May 2013 | $3.5B | $3.4B | $115M | 15 | 26 |
| Apr 2013 | $3.5B | $3.4B | $115M | 15 | 26 |
| Mar 2013 | $3.5B | $3.4B | $115M | 15 | 26 |
| Apr 2012 | $4.4B | $4.3B | $130.7M | 11 | 26 |
| Mar 2012 | $4.4B | $4.3B | $130.7M | 11 | 26 |
| Jul 2011 | $4.4B | $4.3B | $69M | -- | -- |
| May 2011 | $4.4B | $4.3B | $69M | 501 | -- |
| May 2011 | $4.4B | $4.3B | $69M | 501 | -- |
| Mar 2011 | $4.4B | $4.3B | $69M | 501 | -- |
| Mar 2010 | $3.5B | $2.7B | $769M | 501 | -- |
| Sep 2009 | $3.5B | $2.7B | $769M | 501 | -- |
| Mar 2009 | $3.5B | $2.7B | $769M | 501 | -- |
| Mar 2008 | $4B | $3.1B | $933.9M | 501 | -- |
| Jun 2007 | $21.4B | $21B | $438.7M | 501 | -- |
| Mar 2007 | $21.4B | $21B | $438.7M | 501 | -- |
| Jan 2007 | $19B | $18.6B | $374.8M | 501 | -- |
| Mar 2006 | $19B | $18.6B | $374.8M | 501 | -- |
| Feb 2006 | $16.4B | $16.2B | $192.8M | 501 | -- |
| Dec 2005 | $16.4B | $16.2B | $192.8M | 501 | -- |
| Apr 2002 | $1.2B | $713.7M | $494.8M | 251 | -- |
| Oct 2001 | $9.9B | $9.4B | $443.9M | 251 | -- |
DateSep 2025
Total AUM$16.2B
Discretionary$7.1B
Non-Disc.$9B
Employees383
Clients0
DateMay 2025
Total AUM$16.2B
Discretionary$7.1B
Non-Disc.$9B
Employees383
Clients0
DateFeb 2025
Total AUM$16.2B
Discretionary$7.1B
Non-Disc.$9B
Employees383
Clients0
DateAug 2024
Total AUM$12.7B
Discretionary$4.8B
Non-Disc.$7.8B
Employees333
Clients0
DateJul 2024
Total AUM$12.7B
Discretionary$4.8B
Non-Disc.$7.8B
Employees333
Clients0
DateJun 2024
Total AUM$12.7B
Discretionary$4.8B
Non-Disc.$7.8B
Employees333
Clients0
DateMar 2024
Total AUM$12.7B
Discretionary$4.8B
Non-Disc.$7.8B
Employees333
Clients0
DateOct 2023
Total AUM$10.4B
Discretionary$3.7B
Non-Disc.$6.7B
Employees311
Clients0
DateMar 2023
Total AUM$10.4B
Discretionary$3.7B
Non-Disc.$6.7B
Employees311
Clients0
DateDec 2022
Total AUM$11.5B
Discretionary$4.3B
Non-Disc.$7.2B
Employees262
Clients0
DateNov 2022
Total AUM$11.5B
Discretionary$4.3B
Non-Disc.$7.2B
Employees262
Clients0
DateSep 2022
Total AUM$11.5B
Discretionary$4.3B
Non-Disc.$7.2B
Employees262
Clients0
DateApr 2022
Total AUM$11.5B
Discretionary$4.3B
Non-Disc.$7.2B
Employees262
Clients0
DateMar 2022
Total AUM$11.5B
Discretionary$4.3B
Non-Disc.$7.2B
Employees262
Clients0
DateFeb 2022
Total AUM$8.8B
Discretionary$3.7B
Non-Disc.$5.1B
Employees379
Clients0
DateDec 2021
Total AUM$8.8B
Discretionary$3.7B
Non-Disc.$5.1B
Employees379
Clients0
DateDec 2021
Total AUM$8.8B
Discretionary$3.7B
Non-Disc.$5.1B
Employees379
Clients0
DateOct 2021
Total AUM$8.8B
Discretionary$3.7B
Non-Disc.$5.1B
Employees379
Clients0
DateMar 2021
Total AUM$8.8B
Discretionary$3.7B
Non-Disc.$5.1B
Employees379
Clients0
DateNov 2020
Total AUM$6.3B
Discretionary$3.3B
Non-Disc.$3B
Employees415
Clients84,230
DateJun 2020
Total AUM$6.3B
Discretionary$3.3B
Non-Disc.$3B
Employees415
Clients84,230
DateMar 2020
Total AUM$6.3B
Discretionary$3.3B
Non-Disc.$3B
Employees415
Clients84,230
DateMar 2020
Total AUM$5.4B
Discretionary$4B
Non-Disc.$1.4B
Employees416
Clients47,657
DateJun 2019
Total AUM$5.4B
Discretionary$4B
Non-Disc.$1.4B
Employees416
Clients47,657
DateMar 2019
Total AUM$5.4B
Discretionary$4B
Non-Disc.$1.4B
Employees416
Clients47,657
DateNov 2018
Total AUM$5.1B
Discretionary$4.5B
Non-Disc.$612.3M
Employees387
Clients37,473
DateAug 2018
Total AUM$5.1B
Discretionary$4.5B
Non-Disc.$612.3M
Employees387
Clients37,473
DateMar 2018
Total AUM$5.1B
Discretionary$4.5B
Non-Disc.$612.3M
Employees387
Clients37,473
DateJun 2017
Total AUM$3.8B
Discretionary$3.6B
Non-Disc.$178.5M
Employees208
Clients24,300
DateApr 2017
Total AUM$3.8B
Discretionary$3.6B
Non-Disc.$178.5M
Employees208
Clients24,300
DateMar 2017
Total AUM$3.8B
Discretionary$3.6B
Non-Disc.$178.5M
Employees208
Clients24,300
DateDec 2016
Total AUM$3.5B
Discretionary$3.2B
Non-Disc.$332.9M
Employees170
Clients11,100
DateOct 2016
Total AUM$3.5B
Discretionary$3.2B
Non-Disc.$332.9M
Employees170
Clients11,100
DateMar 2016
Total AUM$3.5B
Discretionary$3.2B
Non-Disc.$332.9M
Employees170
Clients11,100
DateFeb 2016
Total AUM$3.8B
Discretionary$3.4B
Non-Disc.$352.5M
Employees112
Clients1,100
DateJan 2016
Total AUM$3.8B
Discretionary$3.4B
Non-Disc.$352.5M
Employees112
Clients1,100
DateSep 2015
Total AUM$3.8B
Discretionary$3.4B
Non-Disc.$352.5M
Employees112
Clients1,100
DateMay 2015
Total AUM$3.8B
Discretionary$3.4B
Non-Disc.$352.5M
Employees112
Clients1,100
DateMay 2015
Total AUM$3.8B
Discretionary$3.4B
Non-Disc.$352.5M
Employees112
Clients1,100
DateMar 2015
Total AUM$3.8B
Discretionary$3.4B
Non-Disc.$352.5M
Employees112
Clients1,100
DateAug 2014
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$129.9M
Employees41
Clients26
DateMar 2014
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$129.9M
Employees41
Clients26
DateDec 2013
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$115M
Employees15
Clients26
DateNov 2013
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$115M
Employees15
Clients26
DateJun 2013
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$115M
Employees15
Clients26
DateMay 2013
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$115M
Employees15
Clients26
DateApr 2013
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$115M
Employees15
Clients26
DateMar 2013
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$115M
Employees15
Clients26
DateApr 2012
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$130.7M
Employees11
Clients26
DateMar 2012
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$130.7M
Employees11
Clients26
DateJul 2011
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$69M
Employees--
Clients--
DateMay 2011
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$69M
Employees501
Clients--
DateMay 2011
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$69M
Employees501
Clients--
DateMar 2011
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$69M
Employees501
Clients--
DateMar 2010
Total AUM$3.5B
Discretionary$2.7B
Non-Disc.$769M
Employees501
Clients--
DateSep 2009
Total AUM$3.5B
Discretionary$2.7B
Non-Disc.$769M
Employees501
Clients--
DateMar 2009
Total AUM$3.5B
Discretionary$2.7B
Non-Disc.$769M
Employees501
Clients--
DateMar 2008
Total AUM$4B
Discretionary$3.1B
Non-Disc.$933.9M
Employees501
Clients--
DateJun 2007
Total AUM$21.4B
Discretionary$21B
Non-Disc.$438.7M
Employees501
Clients--
DateMar 2007
Total AUM$21.4B
Discretionary$21B
Non-Disc.$438.7M
Employees501
Clients--
DateJan 2007
Total AUM$19B
Discretionary$18.6B
Non-Disc.$374.8M
Employees501
Clients--
DateMar 2006
Total AUM$19B
Discretionary$18.6B
Non-Disc.$374.8M
Employees501
Clients--
DateFeb 2006
Total AUM$16.4B
Discretionary$16.2B
Non-Disc.$192.8M
Employees501
Clients--
DateDec 2005
Total AUM$16.4B
Discretionary$16.2B
Non-Disc.$192.8M
Employees501
Clients--
DateApr 2002
Total AUM$1.2B
Discretionary$713.7M
Non-Disc.$494.8M
Employees251
Clients--
DateOct 2001
Total AUM$9.9B
Discretionary$9.4B
Non-Disc.$443.9M
Employees251
Clients--