Houston, TX Wilcrest Dr. Office
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Transamerica Financial Advisors
Enterprise
Firm-wide stats for Transamerica Financial Advisors
About
Transamerica Financial Advisors serves a broad client base that includes individual investors (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker‑dealer services: fee‑based wrap programs and model portfolios (TFA365, Transamerica ONE, Transamerica ALPHA), access to third‑party money managers, and commission‑based insurance and brokerage products.
TFA delivers advice through a mix of proprietary model suites (including Transamerica I‑Series) and a range of third‑party model managers, with program choices that can be discretionary (managed on clients’ behalf) or non‑discretionary depending on the platform and manager. As of December 31, 2025, TFA reported roughly $1.66 billion in discretionary AUM and $443.5 million in non‑discretionary AUM, and client relationships are reviewed at least annually with program‑specific trading and custodial arrangements.
Compared with many large enterprise advisers, TFA is distinctive in operating concurrently as a registered broker‑dealer and as an RIA and in maintaining affiliated retirement and recordkeeping entities (e.g., Transamerica Retirement Solutions and related affiliates) that support plan clients. The firm also offers securities‑backed lending and a bank deposit sweep as platform features with disclosed revenue‑sharing arrangements, and it has been subject to SEC and FINRA enforcement settlements in the past decade related to share‑class disclosures, model issues, and supervisory matters.
Based on Transamerica Financial Advisors
Expertise
Based on Transamerica Financial Advisors
Location
2901 Wilcrest Dr., #318
Houston TX 77042
Advisors at this office
3
Advisors at this office
Youhong W
Series 63, Series 65, Series 66
Houston, TX
Transamerica Financial Advisors
Youhong Wang is a financial advisor at Transamerica Financial Advisors with 13 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Cameron International Corporation. Outside of his advisory role, he manages an accounting and tax consulting business through YH Wang CPA LLC and provides accounting guidance for Interstate Jordan Ranch LLC, a real estate development company. Transamerica Financial Advisors serves a broad client base including individuals, institutions, and charitable organizations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs.
Zhengrong W
CFP®, Series 63
Houston, TX
Transamerica Financial Advisors
Zhengrong Wang is a financial advisor at Transamerica Financial Advisors with CFP® and Series 63 credentials. Wang has experience in investment and consulting roles through entities such as SAKZ Investment LLC and SAKZ Consulting Inc. Outside of advisory work, Wang has been involved with World Financial Group Insurance Agency since 2020 and has experience in real estate and professional services in Texas. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm employs proprietary and third-party model portfolios with discretionary and non-discretionary management options.
Yuanfang J
Series 63, Series 65
Houston, TX
Transamerica Financial Advisors
Yuanfang Jiao is a financial advisor with Transamerica Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. Their career includes extensive involvement in health and medical insurance sales across multiple firms and agencies, alongside tax preparation work. Jiao also assists clients with estate planning products through an affiliated referral business. Transamerica Financial Advisors, LLC serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm primarily utilizes model portfolios and third-party managers to implement its advisory services, supported by a large network of advisors and multiple program platforms.
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