Truist Advisory Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated April 30, 2026, reports $77.4B in regulatory assets under management, 2,461 employees, 2,881 offices, and 129,307 accounts.
Assets Under Management
$77.4B
Employees
2,461
Offices
2,881 offices
Total Clients
129,307
Primary office
ATLANTA, GA
303 PEACHTREE STREET, 2ND FLOOR, ATLANTA, GA, United States
Top client segmentIndividuals represent 72.4% of total clients.
Top client categories% of clientsClients
1
Individuals
72.4%
93,619
2
HNWI
25.2%
32,526
3
Corporations
1.7%
2,186
4
Irrevocable Trusts/Estates
0.6%
743
5
Pension Plans
0.1%
147
Additional categories (<0.1%)
Government6 clients
Banks5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$77.4Bas of April 30, 2026
Discretionary81.1%
$62.8B
81% of total RAUM81.1%
Non-discretionary18.9%
$14.6B
19% of total RAUM18.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$77.4B
Total Accounts129,307
10Y AUM Change+$64.7B (+508.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2,461
Clients per Employee53:1
10Y Employee Change+995 (+67.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.