TRANSAMERICA RETIREMENT ADVISORS, LLC

PEER BENCHMARKS

Understanding SEC Peer Groups

A firm's peer group is calculated based on public self-reported AUM benchmarked against a population of RIAs who submitted a Form ADV to the Securities and Exchange Commission.

SEC Peer Benchmark Details

Firm Self-Reported AUM
$6,301.1M
Peer Group AUM Range
$2,147.5M - $6,602.6M
Sample Size
67
Firm Age (Years)
PEER GROUP AVERAGE
14
Structure
PEER GROUP AVERAGE
Limited Liability Company (33 firms)
Discretionary Accounts
PEER GROUP AVERAGE
1,528
Discretionary AUM
PEER GROUP AVERAGE
$5,810M
Non-Discretionary Accounts
PEER GROUP AVERAGE
405
Non-Discretionary AUM
PEER GROUP AVERAGE
$483M
Total Clients
PEER GROUP AVERAGE
1,532
Total AUM
PEER GROUP AVERAGE
$6,293M
Offices
PEER GROUP AVERAGE
2
Total Employees
PEER GROUP AVERAGE
133
Investment Advisors
PEER GROUP AVERAGE
38
Registered Representatives
PEER GROUP AVERAGE
8
Licensed Insurance Agents
PEER GROUP AVERAGE
1
Foreign Clients
PEER GROUP AVERAGE
33.7%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
1,286
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 66 Firms Yes
Hourly Charges No 67 Firms No
Subscription Fees No 67 Firms No
Fixed Fees No 52 Firms Yes
Commissions No 67 Firms No
Performance Based Fees Yes 44 Firms No
Other No 54 Firms No

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