Truist Advisory Services, Inc.
ATLANTA, GA · CIK 1696868 · 13F filing filed 2026-07-28
SEC-registered investment adviser since 2016 · corporation
- Assets managed$77.4bn
- Staff2,461 · 2,360 in investment roles
- Main clients (by assets)High net worth individuals 62%, Individuals 30%, Companies 7%
- Websitetruist.com
- Form ADV · 2026-08-30SEC adviser record
- Kindhedge funds, private equity, institutions, wealth, bank or insurer
- Others nearbyCharlotte, NC, Atlanta, GA, Greenwich, CT, Richmond, VA, Chesapeake, VA, Orlando, FL
- FamilyTRUIST FINANCIAL CORP · 5 related pages · largest: TRUIST FINANCIAL CORP
As an employer
- Offices in1 country
Where they work
Offices
From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.
| City | People |
|---|---|
| Atlanta, GA (main office)7 officesUnited States | 143 |
| Charlotte, NC6 officesUnited States | 137 |
| Richmond, VA5 officesUnited States | 126 |
| Orlando, FL2 officesUnited States | 43 |
| Washington, DC22 officesUnited States | 42 |
| Raleigh, NC2 officesUnited States | 35 |
| Winston-Salem, NC2 officesUnited States | 28 |
| Richmond, NCUnited States | 20 |
| Alpharetta, GAUnited States | 17 |
| Coral Gables, FLUnited States | 13 |
Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.
For Q2 2026 this manager filed a 13F notice: its holdings were reported by another manager.