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

Tiaa-Cref Individual & Institutional Services, LLC financial advisors in Portland, ME

Every SEC-registered investment adviser representative at a Tiaa-Cref Individual & Institutional Services, LLC office in Portland, A to Z.

The short answer

3 registered advisors work at Tiaa-Cref Individual & Institutional Services, LLC in Portland, out of 1,521 at the firm nationwide; it ranks number 28 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Tiaa-Cref Individual & Institutional Services, LLC advisors in Portland, A to Z

Every Tiaa-Cref Individual & Institutional Services, LLC advisor →

Tiaa-Cref Individual & Institutional Services, LLC advisors in every city and state →Tiaa-Cref Individual & Institutional Services, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Tiaa-Cref Individual & Institutional Services, LLC advisors in other cities

Charlotte, NC 321Frisco, TX 167New York, NY 52Glendale, CO 31Philadelphia, PA 23Durham, NC 20Melville, NY 20Waltham, MA 17Chicago, IL 16Pittsburgh, PA 16Seattle, WA 16Concord, NC 15Pasadena, CA 15Princeton, NJ 15Atlanta, GA 14

Other firms in Portland

All Portland advisors →

Morgan Stanley 39UBS Financial Services Inc. 32Strategic Advisers LLC 27Ameriprise Financial Services, LLC 22Merrill Lynch, Pierce, Fenner & Smith Incorporated 19R M Davis Inc. 18RBC Capital Markets, LLC 16Raymond James & Associates, Inc. 15Corient 13Old Port Advisors 10Portland Global Advisors LLC 10Raymond James Financial Services Advisors, Inc. 10

Questions

How many financial advisors does Tiaa-Cref Individual & Institutional Services, LLC have in Portland?

3 investment adviser representatives are registered at Tiaa-Cref Individual & Institutional Services, LLC offices in Portland, Maine, according to the SEC's Investment Adviser Public Disclosure records, out of 1,521 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Tiaa-Cref Individual & Institutional Services, LLC one of the largest advisor employers in Portland?

Tiaa-Cref Individual & Institutional Services, LLC ranks number 28 in Portland by registered advisors; Morgan Stanley has the most, with 39.

How do I check a Tiaa-Cref Individual & Institutional Services, LLC advisor in Portland?

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 Tiaa-Cref Individual & Institutional Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.