RIA Intelligence

TRUIST ADVISORY SERVICES, INC.

CRD #283390 SEC #801-107729 ATLANTA, GA 800-874-4770
SEC Registered Disclosures
Total AUM
$67.7B
Discretionary
$53.8B
Employees
2,469
Clients
--
Accounts
124,363

AUM Over Time

DateDec 2025
Total AUM$67.7B
Discretionary$53.8B
Non-Disc.$13.9B
Employees2,469
Clients528
DateDec 2025
Total AUM$67.7B
Discretionary$53.8B
Non-Disc.$13.9B
Employees2,469
Clients528
DateOct 2025
Total AUM$67.7B
Discretionary$53.8B
Non-Disc.$13.9B
Employees2,469
Clients528
DateOct 2025
Total AUM$67.7B
Discretionary$53.8B
Non-Disc.$13.9B
Employees2,469
Clients528
DateSep 2025
Total AUM$67.7B
Discretionary$53.8B
Non-Disc.$13.9B
Employees2,469
Clients528
DateJul 2025
Total AUM$67.7B
Discretionary$53.8B
Non-Disc.$13.9B
Employees2,469
Clients528
DateJun 2025
Total AUM$67.7B
Discretionary$53.8B
Non-Disc.$13.9B
Employees2,469
Clients528
DateMar 2025
Total AUM$67.7B
Discretionary$53.8B
Non-Disc.$13.9B
Employees2,469
Clients528
DateNov 2024
Total AUM$61.4B
Discretionary$48.5B
Non-Disc.$12.8B
Employees2,105
Clients560
DateOct 2024
Total AUM$61.4B
Discretionary$48.5B
Non-Disc.$12.8B
Employees2,105
Clients560
DateAug 2024
Total AUM$61.4B
Discretionary$48.5B
Non-Disc.$12.8B
Employees2,105
Clients560
DateAug 2024
Total AUM$61.4B
Discretionary$48.5B
Non-Disc.$12.8B
Employees2,105
Clients560
DateJul 2024
Total AUM$61.4B
Discretionary$48.5B
Non-Disc.$12.8B
Employees2,105
Clients560
DateJul 2024
Total AUM$61.4B
Discretionary$48.5B
Non-Disc.$12.8B
Employees2,105
Clients560
DateMay 2024
Total AUM$61.4B
Discretionary$48.5B
Non-Disc.$12.8B
Employees2,105
Clients560
DateMay 2024
Total AUM$61.4B
Discretionary$48.5B
Non-Disc.$12.8B
Employees2,105
Clients560
DateMar 2024
Total AUM$61.4B
Discretionary$48.5B
Non-Disc.$12.8B
Employees2,105
Clients560
DateJan 2024
Total AUM$53.2B
Discretionary$40.9B
Non-Disc.$12.3B
Employees2,842
Clients893
DateDec 2023
Total AUM$53.2B
Discretionary$40.9B
Non-Disc.$12.3B
Employees2,842
Clients893
DateSep 2023
Total AUM$53.2B
Discretionary$40.9B
Non-Disc.$12.3B
Employees2,842
Clients893
DateJun 2023
Total AUM$53.2B
Discretionary$40.9B
Non-Disc.$12.3B
Employees2,842
Clients893
DateJun 2023
Total AUM$53.2B
Discretionary$40.9B
Non-Disc.$12.3B
Employees2,842
Clients893
DateMay 2023
Total AUM$53.2B
Discretionary$40.9B
Non-Disc.$12.3B
Employees2,842
Clients893
DateApr 2023
Total AUM$53.2B
Discretionary$40.9B
Non-Disc.$12.3B
Employees2,842
Clients893
DateFeb 2023
Total AUM$53.2B
Discretionary$40.9B
Non-Disc.$12.3B
Employees2,842
Clients893
DateJan 2023
Total AUM$61.6B
Discretionary$47.8B
Non-Disc.$13.7B
Employees2,725
Clients802
DateDec 2022
Total AUM$61.6B
Discretionary$47.8B
Non-Disc.$13.7B
Employees2,725
Clients802
DateNov 2022
Total AUM$61.6B
Discretionary$47.8B
Non-Disc.$13.7B
Employees2,725
Clients802
DateOct 2022
Total AUM$61.6B
Discretionary$47.8B
Non-Disc.$13.7B
Employees2,725
Clients802
DateAug 2022
Total AUM$61.6B
Discretionary$47.8B
Non-Disc.$13.7B
Employees2,725
Clients802
DateAug 2022
Total AUM$61.6B
Discretionary$47.8B
Non-Disc.$13.7B
Employees2,725
Clients802
DateAug 2022
Total AUM$61.6B
Discretionary$47.8B
Non-Disc.$13.7B
Employees2,725
Clients802
DateJun 2022
Total AUM$61.6B
Discretionary$47.8B
Non-Disc.$13.7B
Employees2,725
Clients802
DateJun 2022
Total AUM$61.6B
Discretionary$47.8B
Non-Disc.$13.7B
Employees2,725
Clients802
DateApr 2022
Total AUM$61.6B
Discretionary$47.8B
Non-Disc.$13.7B
Employees2,725
Clients802
DateApr 2022
Total AUM$61.6B
Discretionary$47.8B
Non-Disc.$13.7B
Employees2,725
Clients802
DateMar 2022
Total AUM$61.6B
Discretionary$47.8B
Non-Disc.$13.7B
Employees2,725
Clients802
DateFeb 2022
Total AUM$53.9B
Discretionary$42B
Non-Disc.$11.9B
Employees2,900
Clients689
DateFeb 2022
Total AUM$53.9B
Discretionary$42B
Non-Disc.$11.9B
Employees2,900
Clients689
DateJan 2022
Total AUM$53.9B
Discretionary$42B
Non-Disc.$11.9B
Employees2,900
Clients689
DateNov 2021
Total AUM$53.9B
Discretionary$42B
Non-Disc.$11.9B
Employees2,900
Clients689
DateNov 2021
Total AUM$53.9B
Discretionary$42B
Non-Disc.$11.9B
Employees2,900
Clients689
DateOct 2021
Total AUM$53.9B
Discretionary$42B
Non-Disc.$11.9B
Employees2,900
Clients689
DateJul 2021
Total AUM$53.9B
Discretionary$42B
Non-Disc.$11.9B
Employees2,900
Clients689
DateMay 2021
Total AUM$53.9B
Discretionary$42B
Non-Disc.$11.9B
Employees2,900
Clients689
DateMar 2021
Total AUM$53.9B
Discretionary$42B
Non-Disc.$11.9B
Employees2,900
Clients689
DateFeb 2021
Total AUM$24.1B
Discretionary$17.3B
Non-Disc.$6.8B
Employees2,834
Clients108
DateFeb 2021
Total AUM$24.1B
Discretionary$17.3B
Non-Disc.$6.8B
Employees2,834
Clients108
DateFeb 2021
Total AUM$24.1B
Discretionary$17.3B
Non-Disc.$6.8B
Employees2,834
Clients108
DateJan 2021
Total AUM$24.4B
Discretionary$18.1B
Non-Disc.$6.3B
Employees51,576
Clients103
DateJan 2021
Total AUM$24.4B
Discretionary$18.1B
Non-Disc.$6.3B
Employees51,576
Clients103
DateDec 2020
Total AUM$24.4B
Discretionary$18.1B
Non-Disc.$6.3B
Employees51,576
Clients103
DateDec 2020
Total AUM$24.4B
Discretionary$18.1B
Non-Disc.$6.3B
Employees51,576
Clients103
DateAug 2020
Total AUM$24.4B
Discretionary$18.1B
Non-Disc.$6.3B
Employees51,576
Clients103
DateJul 2020
Total AUM$24.9B
Discretionary$18.6B
Non-Disc.$6.2B
Employees1,562
Clients110
DateJun 2020
Total AUM$24.9B
Discretionary$18.6B
Non-Disc.$6.2B
Employees1,562
Clients110
DateJun 2020
Total AUM$24.9B
Discretionary$18.6B
Non-Disc.$6.2B
Employees1,562
Clients110
DateMay 2020
Total AUM$24.9B
Discretionary$18.6B
Non-Disc.$6.2B
Employees1,562
Clients110
DateApr 2020
Total AUM$24.9B
Discretionary$18.6B
Non-Disc.$6.2B
Employees1,562
Clients110
DateMar 2020
Total AUM$24.9B
Discretionary$18.6B
Non-Disc.$6.2B
Employees1,562
Clients110
DateDec 2019
Total AUM$22.7B
Discretionary$16.8B
Non-Disc.$5.9B
Employees1,571
Clients87
DateJul 2019
Total AUM$22.7B
Discretionary$16.8B
Non-Disc.$5.9B
Employees1,571
Clients87
DateJun 2019
Total AUM$20.4B
Discretionary$15.1B
Non-Disc.$5.3B
Employees1,571
Clients87
DateJun 2019
Total AUM$20.4B
Discretionary$15.1B
Non-Disc.$5.3B
Employees1,571
Clients87
DateMay 2019
Total AUM$20.4B
Discretionary$15.1B
Non-Disc.$5.3B
Employees1,571
Clients87
DateApr 2019
Total AUM$20.4B
Discretionary$15.1B
Non-Disc.$5.3B
Employees1,571
Clients87
DateMar 2019
Total AUM$20.4B
Discretionary$15.1B
Non-Disc.$5.3B
Employees1,571
Clients87
DateFeb 2019
Total AUM$19B
Discretionary$13.1B
Non-Disc.$5.9B
Employees1,539
Clients66
DateJan 2019
Total AUM$19B
Discretionary$13.1B
Non-Disc.$5.9B
Employees1,539
Clients66
DateJan 2019
Total AUM$19B
Discretionary$13.1B
Non-Disc.$5.9B
Employees1,539
Clients66
DateJan 2019
Total AUM$19B
Discretionary$13.1B
Non-Disc.$5.9B
Employees1,539
Clients66
DateNov 2018
Total AUM$19B
Discretionary$13.1B
Non-Disc.$5.9B
Employees1,539
Clients66
DateNov 2018
Total AUM$19B
Discretionary$13.1B
Non-Disc.$5.9B
Employees1,539
Clients66
DateOct 2018
Total AUM$19B
Discretionary$13.1B
Non-Disc.$5.9B
Employees1,539
Clients66
DateOct 2018
Total AUM$19B
Discretionary$13.1B
Non-Disc.$5.9B
Employees1,539
Clients66
DateOct 2018
Total AUM$19B
Discretionary$13.1B
Non-Disc.$5.9B
Employees1,539
Clients66
DateSep 2018
Total AUM$19B
Discretionary$13.1B
Non-Disc.$5.9B
Employees1,539
Clients66
DateAug 2018
Total AUM$19B
Discretionary$13.1B
Non-Disc.$5.9B
Employees1,539
Clients66
DateJul 2018
Total AUM$19B
Discretionary$13.1B
Non-Disc.$5.9B
Employees1,539
Clients66
DateJul 2018
Total AUM$19B
Discretionary$13.1B
Non-Disc.$5.9B
Employees1,539
Clients66
DateJun 2018
Total AUM$19B
Discretionary$13.1B
Non-Disc.$5.9B
Employees1,539
Clients66
DateApr 2018
Total AUM$19B
Discretionary$13.1B
Non-Disc.$5.9B
Employees1,539
Clients66
DateApr 2018
Total AUM$19B
Discretionary$13.1B
Non-Disc.$5.9B
Employees1,539
Clients66
DateMar 2018
Total AUM$19B
Discretionary$13.1B
Non-Disc.$5.9B
Employees1,539
Clients66
DateMar 2018
Total AUM$17.7B
Discretionary$11.8B
Non-Disc.$5.9B
Employees1,466
Clients160
DateJan 2018
Total AUM$17.7B
Discretionary$11.8B
Non-Disc.$5.9B
Employees1,466
Clients160
DateJan 2018
Total AUM$17.7B
Discretionary$11.8B
Non-Disc.$5.9B
Employees1,466
Clients160
DateNov 2017
Total AUM$17.7B
Discretionary$11.8B
Non-Disc.$5.9B
Employees1,466
Clients160
DateOct 2017
Total AUM$17.7B
Discretionary$11.8B
Non-Disc.$5.9B
Employees1,466
Clients160
DateJul 2017
Total AUM$12.7B
Discretionary$7B
Non-Disc.$5.8B
Employees1,466
Clients26
DateJul 2017
Total AUM$12.7B
Discretionary$7B
Non-Disc.$5.8B
Employees1,466
Clients26
DateMay 2017
Total AUM$12.7B
Discretionary$7B
Non-Disc.$5.8B
Employees1,466
Clients26
DateApr 2017
Total AUM$12.7B
Discretionary$7B
Non-Disc.$5.8B
Employees1,466
Clients26
DateMar 2017
Total AUM$12.7B
Discretionary$7B
Non-Disc.$5.8B
Employees1,466
Clients26
DateMar 2017
Total AUM$12.2B
Discretionary$6.5B
Non-Disc.$5.7B
Employees1,466
Clients26
DateMar 2017
Total AUM$12.2B
Discretionary$6.5B
Non-Disc.$5.7B
Employees1,466
Clients26
DateFeb 2017
Total AUM$12.2B
Discretionary$6.5B
Non-Disc.$5.7B
Employees1,466
Clients26
DateFeb 2017
Total AUM$12.2B
Discretionary$6.5B
Non-Disc.$5.7B
Employees1,466
Clients26
DateFeb 2017
Total AUM$12.2B
Discretionary$6.5B
Non-Disc.$5.7B
Employees1,466
Clients26
DateFeb 2017
Total AUM$12.2B
Discretionary$6.5B
Non-Disc.$5.7B
Employees1,466
Clients26
DateFeb 2017
Total AUM$12.2B
Discretionary$6.5B
Non-Disc.$5.7B
Employees1,466
Clients26
DateFeb 2017
Total AUM$12.2B
Discretionary$6.5B
Non-Disc.$5.7B
Employees1,466
Clients26
DateFeb 2017
Total AUM$12.2B
Discretionary$6.5B
Non-Disc.$5.7B
Employees1,466
Clients26
DateJan 2017
Total AUM$12.2B
Discretionary$6.5B
Non-Disc.$5.7B
Employees1,466
Clients26
DateJan 2017
Total AUM$12.2B
Discretionary$6.5B
Non-Disc.$5.7B
Employees1,466
Clients26
DateJan 2017
Total AUM$12.2B
Discretionary$6.5B
Non-Disc.$5.7B
Employees1,466
Clients26
DateOct 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateAug 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateAug 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateMay 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateApr 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0