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TRUIST ADVISORY SERVICES, INC.

Advisory

N·ATLANTA, GA

Data as of Mar 6, 2026 · Source: SEC Form ADV

Total AUM
$67.7B
1-Year AUM Growth
+10.4%
3-Year CAGR
+3.2%
Employees
2,455
Assets Under Management
Total AUM$67.7B
Discretionary AUM$53.8B
Non-Discretionary AUM$13.9B
Discretionary %79.5%
Total Clients124,359
Team
Total Employees2,455
Investment Advisers2,469
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record106
First FilingApr 18, 2016
Latest FilingMar 6, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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