Insights

Expansive Client Assets With over ten billion dollars in customer assets, Transamerica Financial Advisors demonstrates significant capital management capacity, presenting opportunities to offer tailored investment solutions and advanced financial products to their high-net-worth and institutional clients.

Active Asset Investments Recent substantial investments in ETFs like Janus Henderson Securitized Income and stakes in companies such as Allstate and Marsh & McLennan highlight their ongoing asset allocation activities, revealing avenues to introduce innovative investment platforms, asset management tools, or ESG-focused products.

Growth through Hiring The appointment of a new president indicates strategic leadership enhancements, suggesting potential for expanding advisory and client servicing capacities, which can open doors for advanced CRM solutions, compliance tools, or training services to support their growth initiatives.

Digital Infrastructure Utilizing cloud services like AWS and modern web technologies signals their focus on scalable digital platforms, offering opportunities for fintech integrations, cybersecurity enhancements, and digital client engagement tools to optimize their online presence and service delivery.

Market Participation Their history of acquisitions of advisory assets and recent strategic investments point to active market engagement, providing prospects for partnership in firm expansion, compliance consulting, or customized investment analytics solutions to support their consolidation and growth strategies.

Similar companies to Transamerica Financial Advisors, Inc. Transamerica Financial Group Divison

Transamerica Financial Advisors, Inc. Transamerica Financial Group Divison Tech Stack

Transamerica Financial Advisors, Inc. Transamerica Financial Group Divison uses 8 technology products and services including Amazon Web Services, Amazon EC2, Google Hosted Libraries, and more. Explore Transamerica Financial Advisors, Inc. Transamerica Financial Group Divison's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Amazon EC2
    Cloud Infrastructure Computing
  • Google Hosted Libraries
    Content Delivery Network
  • Drupal
    Content Management System
  • OneTrust
    Cookie Compliance
  • spin.js
    Javascript Frameworks
  • Webflow
    Page Builders
  • X-XSS-Protection
    Security

Media & News

Transamerica Financial Advisors, Inc. Transamerica Financial Group Divison's Email Address Formats

Transamerica Financial Advisors, Inc. Transamerica Financial Group Divison uses at least 2 format(s):
Transamerica Financial Advisors, Inc. Transamerica Financial Group Divison Email FormatsExamplePercentage
First.Last@tfaconnect.comJohn.Doe@tfaconnect.com
99%
F.Last@tfaconnect.comJ.Doe@tfaconnect.com
1%
First.Last@transamerica.comJohn.Doe@transamerica.com
95%
LastF@transamerica.comDoeJ@transamerica.com
1%
First.L@transamerica.comJohn.D@transamerica.com
1%
FLast@transamerica.comJDoe@transamerica.com
1%
First.MiddleLast@transamerica.comJohn.MichaelDoe@transamerica.com
1%
Fir.Last@transamerica.comJoh.Doe@transamerica.com
1%

Frequently Asked Questions

Where is Transamerica Financial Advisors, Inc. Transamerica Financial Group Divison's headquarters located?

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Transamerica Financial Advisors, Inc. Transamerica Financial Group Divison's main headquarters is located at Philadelphia, PA 19102 US. The company has employees across 3 continents, including North AmericaEuropeSouth America.

What is Transamerica Financial Advisors, Inc. Transamerica Financial Group Divison's phone number?

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You can contact Transamerica Financial Advisors, Inc. Transamerica Financial Group Divison's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Transamerica Financial Advisors, Inc. Transamerica Financial Group Divison's official website and social media links?

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Transamerica Financial Advisors, Inc. Transamerica Financial Group Divison's official website is tfaconnect.com and has social profiles on LinkedIn.

How much revenue does Transamerica Financial Advisors, Inc. Transamerica Financial Group Divison generate?

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As of October 2025, Transamerica Financial Advisors, Inc. Transamerica Financial Group Divison's annual revenue is estimated to be $5B.

What is Transamerica Financial Advisors, Inc. Transamerica Financial Group Divison's NAICS code?

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Transamerica Financial Advisors, Inc. Transamerica Financial Group Divison's NAICS code is 52 - Finance and Insurance.

How many employees does Transamerica Financial Advisors, Inc. Transamerica Financial Group Divison have currently?

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As of October 2025, Transamerica Financial Advisors, Inc. Transamerica Financial Group Divison has approximately 1.7K employees across 3 continents, including North AmericaEuropeSouth America. Key team members include Chief Executive Officer: J. W.Chief Operations Officer: R. C.Chief Financial Officer: B. B.. Explore Transamerica Financial Advisors, Inc. Transamerica Financial Group Divison's employee directory with LeadIQ.

What industry does Transamerica Financial Advisors, Inc. Transamerica Financial Group Divison belong to?

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Transamerica Financial Advisors, Inc. Transamerica Financial Group Divison operates in the Financial Services industry.

What technology does Transamerica Financial Advisors, Inc. Transamerica Financial Group Divison use?

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Transamerica Financial Advisors, Inc. Transamerica Financial Group Divison's tech stack includes Amazon Web ServicesAmazon EC2Google Hosted LibrariesDrupalOneTrustspin.jsWebflowX-XSS-Protection.

What is Transamerica Financial Advisors, Inc. Transamerica Financial Group Divison's email format?

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Transamerica Financial Advisors, Inc. Transamerica Financial Group Divison's email format typically follows the pattern of First.Last@tfaconnect.com. Find more Transamerica Financial Advisors, Inc. Transamerica Financial Group Divison email formats with LeadIQ.

When was Transamerica Financial Advisors, Inc. Transamerica Financial Group Divison founded?

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Transamerica Financial Advisors, Inc. Transamerica Financial Group Divison was founded in 1984.

Transamerica Financial Advisors, Inc. Transamerica Financial Group Divison

Financial ServicesPennsylvania, United States1001-5000 Employees

Vested in your success – 100 percent. With decades of experience, Transamerica Financial Advisors, LLC., is a full-service, fully licensed, independent Broker/Dealer and Registered Investment Advisor. Our business revolves around your success. We currently handle more than $10 Billion in customer assets, with over 3,300 Registered Representatives serving clients in branch offices nationwide. 

CORPORATE OVERVIEW

For decades, Transamerica Financial Advisors, Inc. has provided clients with the resources of a large corporation and the personalized service of a small firm. Transamerica Financial Advisors' financial professionals have the freedom and flexibility to offer clients investment choices from some of the most familiar names in the industry. 

DISCLOSURES

Securities and Investment Advisory Services are offered through Transamerica Financial Advisors, LLC (TFA), a broker/dealer - Member FINRA, SIPC, MSRB and federally Registered Investment Advisor. 

Transamerica Financial Advisors, LLC financial professionals may only transact business they are appropriately licensed to offer and in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for a fee will not be made to persons in states where the financial professional is not registered. 
WFGIA Headquarters: 6400 C Street SW, Cedar Rapids, IA 52499. 
Phone 770.453.9300
TFA Headquarters: Two Liberty Place, 50 South 16th Street
Philadelphia, PA, 19102 Phone: 770.248.3271


Neither Transamerica Financial Advisors, LLC nor its representatives may provide tax or legal advice. Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal advisors regarding their particular situation and the concepts presented herein.

4323626-0325

Section iconCompany Overview

Headquarters
Philadelphia, PA 19102 US
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1984
Employees
1001-5000

Section iconFunding & Financials

  • $1B$10B

    Transamerica Financial Advisors, Inc. Transamerica Financial Group Divison's revenue is estimated to be in the range of $1B$10B

Section iconFunding & Financials

  • $1B$10B

    Transamerica Financial Advisors, Inc. Transamerica Financial Group Divison's revenue is estimated to be in the range of $1B$10B

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