TRANSAMERICA RETIREMENT ADVISORS, LLC

Overview

Transamerica Retirement Advisors, LLC is a retirement-focused advisory operation that serves both individual and institutional clients. The firm emphasizes managed solutions delivered through public pooled vehicles and third-party funds, and it provides pension consulting and educational services in addition to portfolio management for individuals, small businesses and institutional plans. Its fee model combines asset-based fees with fixed-fee arrangements, reflecting a mix of ongoing advisory programs and project-based consulting work. Investment activity centers on broadly diversified, fund-centric allocations rather than concentrated single-stock strategies. The firm is not positioned as an ESG specialist. Industry relationships extend into brokerage, trust and insurance channels and the firm participates as a sponsor or manager of pooled investment vehicles, which supports its role in retirement plan lineup construction and multi-manager program delivery.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices