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| Truist Advisory Services Inc
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|
|
|---|---|
| CRD # | 283390 |
| SEC # | 801-107729 |
| CIK # | 0001696868 |
| AUM | $77.4 B (2026-06-30) |
| Employees | 2,461 (96% Investors, 81% Brokers) |
| Phone | 800-874-4770 |
| Address | 303 Peachtree Street Atlanta, GA 30303 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 1.9 | ||
| Apple Inc | 1.9 | ||
| Microsoft Corp | 1.7 | ||
| Coca Cola Co | 1.1 | ||
| Alphabet Inc | 1.1 | ||
| J P Morgan Chase & Co | 1.0 | ||
| Amazon Com Inc | 1.0 | ||
| Broadcom Inc | 0.9 | ||
| Alphabet Inc | 0.8 | ||
| AbbVie Inc | 0.6 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 93,619 | 23.1 |
| (b) Individuals (high net worth individuals) | 32,526 | 47.6 |
| (c) Banking or thrift institutions | 5 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 147 | 0.0 |
| (h) Charitable organizations | 75 | 0.1 |
| (i) State or municipal government entities | 6 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2,186 | 5.5 |
| (n) Other | 743 | 1.1 |
| Total | 129,307 | 77.4 |
| By Discretionary | ||
| Discretionary | 114,918 | 62.8 |
| Non-Discretionary | 14,389 | 14.6 |
| Total | 129,307 | 77.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 77.0 | |
| Total | 129,307 | 77.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001696868] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fiducient Advisors LLC
✚
|
IL | 97.5 |
|
Mercer Global Advisors Inc
✚
|
CO | 84.4 |
|
Invesco Asset Management Japan Limited
✚
|
76.1 | |
|
Goldman Sachs Asset Management Co Ltd
✚
|
71.8 | |
|
World Investment Advisors LLC
✚
|
CA | 71.6 |
|
Meeder Public Funds Inc
✚
|
OH | 70.2 |
|
Betterment LLC
✚
|
NY | 69.5 |
|
IEQ Capital LLC
✚
|
CA | 56.8 |
|
Citigroup Global Markets Inc
✚
|
NY | 56.0 |
|
Moneta Group Investment Advisors LLC
✚
|
MO | 50.5 |