Truist Advisory Services, INC.
Atlanta, GA·SEC-registered · CRD #283390
Truist Advisory Services, INC. is an SEC-registered investment advisory firm in Atlanta, GA managing $77B across 144k client accounts, with 2.4k advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$77B
Client accounts
144k
Advisory staff
2.4k
Fee model
Fee-based
How Truist Advisory Services, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL TRUIST ADVISORY SERVICES, INC.
See how Truist compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Truist Advisory Services, INC.. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Truist Advisory Services, INC.? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Truist Advisory Services, INC.
How much does Truist Advisory Services, INC. manage?
Per its most recent SEC Form ADV filing (06/30/2026), Truist Advisory Services, INC. reports $77B in regulatory assets under management across roughly 144k client accounts.
How does Truist Advisory Services, INC. charge?
Truist Advisory Services, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Truist Advisory Services, INC. a fiduciary?
Yes. Truist Advisory Services, INC. is registered with the U.S. Securities and Exchange Commission (CRD #283390), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Truist Advisory Services, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Truist Advisory Services, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Atlanta, GA
Profile compiled from Truist Advisory Services, INC.'s public SEC Form ADV filing (CRD #283390, filed 06/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Truist Advisory Services, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Truist Advisory Services, INC.? Claim this profile.