Advice And Planning Services

Advice And Planning Services (CRD# 20472) is a financial advisory firm headquartered in New York, NY. They manage $25,183,075,928 in 69,021 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
730 Third Avenue, New York, NY 10017
https://www.facebook.com/tiaa/
By the Numbers
  • Total Assets Under Management
    25,183
    MILLION
  • Total Number of Accounts
    69,021
    ACCOUNTS
  • Average Account Value
    $364,861
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Advice And Planning Services
Showing 1 - 10 of 1,980 top financial advisors.
1
Jonathan Abbuehl, financial advisor Boca Raton FL
Jonathan D. Abbuehl
CRD#: 6312608
Boca Raton, FL 33431

Jonathan Abbuehl (CRD# 6312608) is an Investment Advisor Representative working at Advice And Planning Services in Boca Raton, FL and has over 3 years of experience in the finance industry.

2
Brian Ablutz, financial advisor Austin TX
Brian P. Ablutz
CRD#: 4638076
Austin, TX 78731

Brian Ablutz (CRD# 4638076) is an Investment Advisor Representative working at Advice And Planning Services in Austin, TX and has over 16 years of experience in the finance industry.

3
Neal Acharya, financial advisor Charlotte NC
Neal Acharya
CRD#: 6424613
Charlotte, NC 28262

Neal Acharya (CRD# 6424613) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 4 years of experience in the finance industry.

4
Jarett Adair, financial advisor Lewisville TX
Jarett C. Adair
CRD#: 5077551
Lewisville, TX 75067

Jarett Adair (CRD# 5077551) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has over 12 years of experience in the finance industry.

5
Lisa Adamonis Pile, financial advisor Richmond VA
Lisa D. Adamonis Pile
CRD#: 6157085
Richmond, VA 23230

Lisa Adamonis Pile (CRD# 6157085) is an Investment Advisor Representative working at Advice And Planning Services in Richmond, VA and has over 5 years of experience in the finance industry.

6
Shikaorsor Ademu-John, financial advisor Princeton NJ
Shikaorsor M. Ademu-John
CRD#: 5364612
Princeton, NJ 08540

Shikaorsor Ademu-John (CRD# 5364612) is an Investment Advisor Representative working at Advice And Planning Services in Princeton, NJ and has over 11 years of experience in the finance industry.

7
Jacqueline Adler, financial advisor New York NY
Jacqueline D. Adler
CRD#: 4481267
New York, NY 10017

Jacqueline Adler (CRD# 4481267) is an Investment Advisor Representative working at Advice And Planning Services in New York, NY and has over 17 years of experience in the finance industry.

8
David Ahlquist, financial advisor Houston TX
David B. Ahlquist
CRD#: 4081877
Houston, TX 77030

David Ahlquist (CRD# 4081877) is an Investment Advisor Representative working at Advice And Planning Services in Houston, TX and has over 19 years of experience in the finance industry.

9
Yulia Aiden, financial advisor Denver CO
Yulia D. Aiden
CRD#: 6824112
Denver, CO 80202

Yulia Aiden (CRD# 6824112) is an Investment Advisor Representative working at Advice And Planning Services in Denver, CO and has 1 year of experience in the finance industry.

10
Jorge Alban Palacios, financial advisor Lewisville TX
Jorge A. Alban Palacios
CRD#: 6042482
Lewisville, TX 75067

Jorge Alban Palacios (CRD# 6042482) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has over 6 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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