Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Transamerica Financial Advisors, LLC financial advisors in Texas

Every SEC-registered investment adviser representative at a Transamerica Financial Advisors, LLC office in Texas, by city and A to Z.

The short answer

95 registered advisors work at Transamerica Financial Advisors, LLC in Texas, out of 1,006 nationwide; it's the firm's number 2 state by advisors, and the most are in Houston (33). 4 list the CFP designation and 93 are also registered broker representatives.

Transamerica Financial Advisors, LLC advisors by city in Texas

Every firm in Texas →

Houston 33Plano 31Austin 7Dallas 7San Antonio 4Edinburg 3Frisco 2Cypress 1El Paso 1Georgetown 1Richardson 1Sugar Land 1

Transamerica Financial Advisors, LLC advisors in Texas, A to Z

Search by name →

Transamerica Financial Advisors, LLC in other states

California 284Utah 58Ohio 54Florida 50Washington 39Georgia 38Colorado 37New Jersey 32Nevada 32Oregon 32New York 29Maryland 28Iowa 26Illinois 23Massachusetts 22Pennsylvania 14Arizona 12Wisconsin 12Tennessee 11Idaho 10Kentucky 10North Carolina 10Minnesota 7Indiana 6Michigan 6Oklahoma 6Virginia 6Alabama 4Missouri 4Nebraska 3

Questions

How many Transamerica Financial Advisors, LLC financial advisors are in Texas?

95 investment adviser representatives are registered at Transamerica Financial Advisors, LLC offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 1,006 at the firm nationwide. 4 list the CFP designation and 93 are also registered as broker representatives.

Where in Texas does Transamerica Financial Advisors, LLC have the most advisors?

Houston, with 33, then Plano (31). Transamerica Financial Advisors, LLC has advisors in 12 cities in Texas.

How do I check a Transamerica Financial Advisors, LLC advisor in Texas?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Transamerica Financial Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.