Investment adviser · CRD 283390
TRUIST ADVISORY SERVICES, INC.
Investment adviser filing (IA)
ATLANTA, GA, United States · Form ADV filed Aug 30, 2026
- Regulatory AUM
- $77.4B Form ADV · Item 5.F
- Client accounts
- 129,307 Accounts, not individual clients
- Employees
- 2,461 Reported in this filing
- Advisory professionals
- 2,360 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 32,526 | $47,620,545,582 | 61.5% |
| Individuals | 93,619 | $23,055,740,573 | 29.8% |
| Corporations & businesses | 2,186 | $5,488,261,866 | 7.1% |
| Other clients | 743 | $1,054,170,451 | 1.4% |
| Charities | 75 | $63,581,667 | 0.1% |
| Government entities | 6 | $42,989,634 | 0.1% |
| Retirement plans | 147 | $39,586,926 | 0.1% |
| Banks & thrifts | 5 | $26,850,486 | 0.0% |
Filing source
Form ADV 2124811 · Aug 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters
Compensation
Percentage of assets · Fixed
Principal office
303 PEACHTREE STREET, 2ND FLOORATLANTA, GA, 30303, United States
CRD 283390
Filing source
Form ADV 2124811 · Aug 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.