Tiaa Cref Individual & Institutional Services, Llc
$5.8B reported client assets across 35 advisory firms in FY2024 annual amendments
Reported client assets over time
Same-firm comparison: 29 firms that reported Tiaa Cref Individual & Institutional Services, Llc in both FY2023 and FY2024 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019, 2020, 2021 are shown but partial — only FY2017: 12 cohort firms, FY2018: 13 cohort firms, FY2019: 16 cohort firms, FY2020: 19 cohort firms, FY2021: 22 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Cornerstone Advisors Asset Management, Llc | $1.8B | $8.3B | 22.2% | 02/27/2025 |
| Retirement Income Solutions, Inc. | $1.2B | $2.7B | 45.5% | 03/27/2025 |
| Fiduciary Benefits Group | $445M | $843M | 52.8% | 03/14/2025 |
| Cannon Financial Strategists, Inc. | $273M | $1.4B | 19.0% | 03/31/2025 |
| Multnomah Group, Inc. | $250M | $2.2B | 11.2% | 03/24/2025 |
| Straightline Group, Llc | $232M | $1.1B | 20.9% | 03/31/2025 |
| Northeast Planning Associates, Inc. | $179M | $328M | 54.7% | 03/31/2025 |
| N | $162M | $548M | 29.6% | 03/29/2025 |
| N | $129M | $568M | 22.8% | 02/04/2025 |
| Collegiate Capital Management, Inc. | $129M | $582M | 22.1% | 03/25/2025 |
| Wealth Advisors Group, Llc | $125M | $216M | 57.9% | 03/03/2025 |
| Briaud Financial Planning Inc | $106M | $775M | 13.7% | 03/11/2025 |
| Kreitler Financial Llc | $91.3M | $515M | 17.7% | 03/27/2025 |
| Disciplined Investors, L.L.C. | $70.0M | $702M | 10.0% | 03/14/2025 |
| Penobscot Wealth Management | $63.7M | $435M | 14.7% | 02/25/2025 |
| Mcclarren Financial Advisors, Inc. | $61.9M | $417M | 14.8% | 01/22/2025 |
| N | $60.7M | $200M | 30.4% | 03/26/2025 |
| Wealthmd Corporation | $49.0M | $213M | 23.0% | 03/27/2025 |
| Miller Financial Services Llc | $45.9M | $411M | 11.2% | 03/21/2025 |
| Proactive Capital Management, Inc. | $34.5M | $152M | 22.8% | 01/24/2025 |
| Rebel Financial, Llc. | $33.9M | $314M | 10.8% | 03/25/2025 |
| Fingerlakes Wealth Management, Inc. | $32.2M | $232M | 13.9% | 03/14/2025 |
| Darden Wealth Group, Inc | $31.0M | $302M | 10.3% | 02/22/2025 |
| No Fate Bwwm, Llc | $30.8M | $149M | 20.6% | 03/29/2025 |
| N | $20.8M | $175M | 11.9% | 02/10/2025 |
| Cedar Point Capital Partners, Llc | $20.1M | $201M | 10.0% | 03/19/2025 |
| Steven G. Blum And Associates, Llc | $19.4M | $152M | 12.7% | 03/27/2025 |
| Smart Portfolios, Llc | $19.3M | $203M | 9.5% | 03/26/2025 |
| Wise Wealth Partners, Llc | $15.5M | $127M | 12.2% | 02/12/2025 |
| Queen City Capital Management, Llc | $10.4M | $103M | 10.1% | 03/30/2025 |
| Milestone Investment Advisors, Llc | $5.9M | $824M | 0.7% | 02/04/2025 |
| Hfh Planning Inc. | $3.4M | $174M | 2.0% | 03/18/2025 |
| Gates Pass Advisors, Llc | $1.6M | $188M | 0.9% | 03/28/2025 |
| Gerstemeier Financial Group,Llc | $1.2M | $131M | 0.9% | 03/06/2025 |
| Access Financial Services, Inc. | $617K | $422M | 0.1% | 02/18/2025 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.