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
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.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 62%, Public Funds/Mutual Funds 25%, US Government Bonds 4%, State & Local Bonds 4%, Non-Exchange Traded Equities 2%, Investment Grade Corp Bonds 2%, Cash & Cash Equivalents 1%62%
  • Exchange Traded Equities62%
  • Public Funds/Mutual Funds25%
  • US Government Bonds4%
  • State & Local Bonds4%
  • Non-Exchange Traded Equities2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
303 Peachtree St Ne
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth