Truist Advisory Services, Inc.

RIASEC Registered

Total AUM

$77.4B

Discretionary

$62.8B

81% of AUM

Avg account

$599K

Accounts

129,307

Employees

2,461

Advisory reps

1,945

Firm details

Headquarters: Atlanta, Georgia
CRD number: 283390
Registered since: May 18, 2016
Website: www.truist.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, TRUIST INVESTMENT SERVICES, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI61.53%
Individuals29.79%
Corporations / Businesses7.09%
Other1.36%
Charitable Organizations0.08%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Truist Advisory Services, Inc. is a non-independent retail registered investment adviser that provides financial planning and portfolio management to individual, family and institutional clients. The firm is SEC-registered (registered in 2016) and combines fee-based asset management (percentage of AUM) with fixed-fee engagements. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutional clients, selection of third‑party advisers, and publication of periodic investment communications. The firm sits within a broader set of financial services affiliations — it operates alongside broker‑dealer, banking, trust and insurance entities and sponsors or manages pooled investment vehicles. Truist Advisory Services also maintains relationships with other investment advisers and is identified as a registered security‑based swap dealer, which reflects a broad institutional footprint rather than a single-product boutique focus.