Data / Investment advisers / Georgia / Truist Advisory Services, Inc.
Truist Advisory Services, Inc., Atlanta, GA: $77.4 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Truist Advisory Services, Inc. is an SEC registered investment adviser with its main office in Atlanta, Georgia and reports $77.4 billion in regulatory assets under management in its Form ADV filed October 14, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Truist Advisory Services, Inc. (CRD number 283390): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 283390
- SEC file number
- 801-107729
- SEC status
- Approved, effective May 18, 2016
- Main office
- 303 Peachtree Street 2nd Floor, Atlanta, GA 30303
- Phone
- (800) 874-4770
- Website
- truist.com
- Regulatory AUM
- $77,391,727,185 in the Form ADV filed October 14, 2026
- Discretionary AUM
- $62,780,713,044
- Non discretionary AUM
- $14,611,014,141
- Accounts
- 129,307
- Employees
- 2,461, of which 2,360 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 2,881
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions, other federal, state or foreign regulatory actions, self-regulatory organization actions, other Item 11 matters
- Latest Form ADV filing
- October 14, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 32,526 | $47.62 billion |
| Individuals (other than high net worth individuals) | 93,619 | $23.06 billion |
| Corporations or other businesses | 2,186 | $5.49 billion |
| Charitable organizations | 75 | $63.6 million |
| State or municipal government entities | 6 | $43 million |
| Pension and profit sharing plans | 147 | $39.6 million |
| Banking or thrift institutions | 5 | $26.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $77.39 billion | March 31, 2026 |
| December 1, 2025 | $67.74 billion | October 31, 2025 |
Other advisers in Atlanta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Invesco Advisers, Inc. | Atlanta | $749.52 billion | 30 | adviserinfo.sec.gov |
| Earnest Partners, LLC | Atlanta | $42.61 billion | 6 | adviserinfo.sec.gov |
| Voya Investment Management LLC | Atlanta | $38.77 billion | Not listed | adviserinfo.sec.gov |
| Roark Capital Management, LLC | Atlanta | $34.18 billion | 14 | adviserinfo.sec.gov |
| HB Wealth | Atlanta | $30.16 billion | 24 | adviserinfo.sec.gov |
| Atlanta Capital | Atlanta | $28.64 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Atlanta, GA
- Investment advisers in Georgia
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Truist Advisory Services, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.