Truist Advisory Services, Inc.
Registered investment advisor · Atlanta, Georgia · CRD #283390
Source: SEC Form ADV filings. Data as of 2026-07-06.
About Truist Advisory Services, Inc.
Truist Financial Corporation is a purpose-driven financial services company formed from the merger of BB&T and SunTrust Banks in December 2019. Headquartered in Charlotte, North Carolina, Truist operates as a top-10 commercial bank with total assets of $544 billion as of September 30, 2025. The company aims to inspire and build better lives and communities by meeting client needs and empowering its employees. Truist offers a wide range of financial services, including retail and commercial bank
Fee Structure
Frequently Asked Questions
What is Truist Advisory Services, Inc.'s AUM?
Truist Advisory Services, Inc. reports approximately $77.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.
Where is Truist Advisory Services, Inc. headquartered?
Truist Advisory Services, Inc. is headquartered in Atlanta, Georgia.
What is Truist Advisory Services, Inc.'s CRD number?
Truist Advisory Services, Inc.'s CRD number is 283390. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.
How many accounts does Truist Advisory Services, Inc. manage?
Truist Advisory Services, Inc. manages approximately 129,307 client accounts according to its latest SEC filing.
Is Truist Advisory Services, Inc. SEC registered?
Yes, Truist Advisory Services, Inc. is registered with the SEC as an investment adviser with an approved registration status.
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