SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Truist Advisory Services, Inc.
Atlanta, GA
CRD 283390
Firm filing updated August 30, 2026 ·
- $77.4BAssets
- 129,307Clients
- 2,360Advisory staff
- 129,307Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals93,619
- High net worth individuals32,526
- Corporations or other businesses2,186
- Pension and profit sharing plans147
- Charities75
- and 2 more11
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 93,619 | $23.1 billion |
| High net worth individuals | 32,526 | $47.6 billion |
| Banking or thrift institutions | 5 | $26.9 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 147 | $39.6 million |
| Charitable organizations | 75 | $63.6 million |
| State or municipal government entities (including government pension plans) | 6 | $43.0 million |
| Corporations or other businesses not listed above | 2,186 | $5.5 billion |
| Other: "CONSERVATOR, GUARDIAN, NON-PROTOTYPE/CORP TRUST, PROFESSION ASSOCIATION, PERSONAL REP, UNICORP ASSOC, BANK TRUST OMNIBUS" | 743 | $1.1 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 6 services
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Other: "WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Other: "WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE"
Assets and accounts
- Regulatory assets$77.4 billion
- Accounts129,307
- Discretionary$62.8 billion · 114,918 accounts
- Non-discretionary$14.6 billion · 14,389 accounts
People
- Employees2,461
- Advisory staff2,360
- Broker-dealer reps2,001
- Licensed insurance agents1,706
- Planning clients5,600
Advisors
1,248 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 283390, SEC file 801-107729.
- Registered with the SEC as an investment advisor (status date on record: May 18, 2016).
Is Truist Advisory Services, Inc. a fiduciary?
Short answer: Truist Advisory Services, Inc. is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 2,001 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
1,706 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.