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TRUIST ADVISORY SERVICES, INC.
CRD 283390File 801-107729
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$77.39B
Top 10% of cohort (national)
Discretionary AUM
$62.78B
Non-discretionary $14.61B
Clients
128,564
129,307 accounts
Employees
2,461
Top 10% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- May 18, 2016
- Principal office
- 303 PEACHTREE STREET, 2ND FLOOR, ATLANTA, GA, 30303
- Phone
- 800-874-4770
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $77.39B
- Discretionary AUM
- $62.78B
- Non-discretionary AUM
- $14.61B
- Discretionary accounts
- 114,918
- Non-discretionary accounts
- 14,389
- Total accounts
- 129,307
- AUM per client
- $602K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2,186 | $5.49B |
| Charitable organizations | 75 | $63.6M |
| High net worth individuals | 32,526 | $47.62B |
| Banking or thrift institutions | 5 | $26.9M |
| Pension and profit sharing plans | 147 | $39.6M |
| State or municipal government entities | 6 | $43.0M |
| Individuals (other than high net worth individuals) | 93,619 | $23.06B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11G
- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 129,307 | 128,564 | decreased by743 |
| Apr 1, 2026 | Employees | 2,469 | 2,461 | decreased by8 |
| Apr 1, 2026 | Clients | 124,359 | 129,307 | increased by4,948 |
| Apr 1, 2026 | AUM | $67,736,740,585 | $77,391,727,185 | increased by$9,654,986,600 |
| Apr 1, 2026 | Accounts | 124,363 | 129,307 | increased by4,944 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2,725 | 2,469 | decreased by256 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 126,886 | 124,359 | decreased by2,527 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $61,581,322,510 | $67,736,740,585 | increased by$6,155,418,075 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 126,886 | 124,363 | decreased by2,523 |
| Apr 1, 2022 | Employees | 2,900 | 2,725 | decreased by175 |
| Apr 1, 2022 | Clients | 124,678 | 126,886 | increased by2,208 |
| Apr 1, 2022 | AUM | $53,898,182,288 | $61,581,322,510 | increased by$7,683,140,222 |
| Apr 1, 2022 | Accounts | 124,678 | 126,886 | increased by2,208 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TRUIST ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TRUIST ADVISORY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.