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TRUIST ADVISORY SERVICES, INC.
CRD 283390File 801-107729
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 1, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 129307 | 128564 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.