Transamerica Financial Advisors
45yrs
Top advisor by experience at Transamerica Financial Advisors
About the firm
A registered investment advisory firm based in Philadelphia, Pennsylvania, with about 260 offices. It manages about $2.11 billion for roughly 42,497 individual clients. Services include investment management for individuals and small businesses, choosing other investment managers.
How they work
How they’re paid ?A percentage of the assets they manage
Typical client size ?$48,577
Assets under management ?$2.11 billion
Individual clients42,497
Median years of experience14
Founded12/2
Services
Investment management for individuals and small businessesChoosing other investment managers
Advisors at Transamerica Financial Advisors
1,120Advisors
14Median years of experience
39States with offices
260Offices
Also known as
Idex Distributors, Inc. · Transamerica Financial Advisors, Inc. · Pioneer Western Distributors, Inc. · Intersecurities, Inc.
About Transamerica Financial Advisors
How do I contact Transamerica Financial Advisors?
Call the main office at 770-248-3271. The main office is at Two Liberty Place 50 South 16th Street, Suite 3700, Philadelphia, PA 19102.
How is Transamerica Financial Advisors paid?
The firm reports being paid by a percentage of the assets they manage. Ask for your total yearly cost in dollars.
What services does Transamerica Financial Advisors offer?
Investment management for individuals and small businesses, Choosing other investment managers.
How many advisors work at Transamerica Financial Advisors?
We list 1,120 advisors currently registered with the firm.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.