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| Happy Holidays!! thanks for using AUM13F!! |
| Truist Advisory Services Inc
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| CRD # | 283390 |
| SEC # | 801-107729 |
| CIK # | 0001696868 |
| AUM | $67.7 B (2025-07-22) |
| Employees | 2,469 (99% Investors, 81% Brokers) |
| Phone | 404-813-7713 |
| Address | 303 Peachtree Street Atlanta, GA 30303 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001696868 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 2.5 | ||
| Nvidia Corp | 1.8 | ||
| Apple Inc | 1.6 | ||
| Coca Cola Co | 1.1 | ||
| Amazon Com Inc | 1.1 | ||
| Broadcom Inc | 0.9 | ||
| J P Morgan Chase & Co | 0.9 | ||
| Facebook Inc | 0.8 | ||
| Alphabet Inc | 0.7 | ||
| VISA Inc | 0.6 | ||
| Home Depot Inc | 0.5 | ||
| Alphabet Inc | 0.5 | ||
| AbbVie Inc | 0.5 | ||
| Oracle Corp | 0.5 | ||
| Philip Morris International Inc | 0.4 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 97,117 | 23.3 |
| (b) Individuals (high net worth individuals) | 24,164 | 38.6 |
| (c) Banking or thrift institutions | 10 | 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 | 122 | 0.0 |
| (h) Charitable organizations | 75 | 0.1 |
| (i) State or municipal government entities | 0 | 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 | 2,004 | 4.7 |
| (n) Other | 867 | 1.0 |
| Total | 124,363 | 67.7 |
| By Discretionary | ||
| Discretionary | 109,744 | 53.8 |
| Non-Discretionary | 14,619 | 13.9 |
| Total | 124,363 | 67.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 67.4 | |
| Total | 124,363 | 67.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001696868] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fiducient Advisors LLC
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|
IL | 67.6 |
|
Goldman Sachs Asset Management Co Ltd
✚
|
67.6 | |
|
Rathbones Investment Management Limited
✚
|
67.0 | |
|
Invesco Asset Management Japan Limited
✚
|
61.5 | |
|
Mercer Global Advisors Inc
✚
|
CO | 60.3 |
|
Betterment LLC
✚
|
NY | 56.4 |
|
World Investment Advisors LLC
✚
|
CA | 56.3 |
|
Citigroup Global Markets Inc
✚
|
NY | 46.9 |
|
Avantax Advisory Services Inc
✚
|
TX | 46.1 |
|
Mawer Investment Management Ltd
✚
|
45.9 |