Wealth manager, bank-affiliated · Atlanta, GA
Truist Advisory Services, Inc.
SEC-registered investment adviser · CRD 283390 · SEC 801-107729
At a glance
Truist Advisory Services, Inc. is an SEC-registered investment adviser based in Atlanta, Georgia, with $77.4 billion in regulatory assets under management as of its Form ADV filed August 30, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 126,145 individual clients. By Form ADV it is a wealth manager (bank-affiliated), ranked 28th of 8,915 wealth managers and 326th of 17,210 SEC-registered advisers by assets.
Main office 800-874-4770truist.comAs filed on Form ADV
- Regulatory AUM
- $77B
- Rank among wealth managers
- #28 of 8,915
- Rank among all SEC RIAs
- #326 of 17,210
- Rank in Georgia
- #2 of 331
- Individual clients
- 126,145
- High-net-worth clients
- 32,526
- Accounts
- 129,307
- Discretionary
- 81% of AUM
- Employees
- 2,461
- Advisory staff
- 2,360
- Offices
- 2,882
Owners and executives on its Form ADV
- Brian S. DowhowerChairman of the Board
- Tonya TysonDirector, Assistant Secretary, Chief Operations Officer, Senior Vice President
- Bryan S. CramPresident, Chief Executive Officer and Vice Chairman
- Keith J. LernerChief Investment Officer
- Leah R. WehingerDirector, Executive Vice President, Head of Investment Advice and Solutions
- Jeffrey T. DunnDirector, Executive Vice President
- Cecilia B. MavicoSecretary, Chief Operating Officer, Senior Vice Chairman
- Scott K. StearsmanDirector
- Patricia R. CentenoDirector, Chief Compliance Officer, Senior Vice President
- Evelyn M. CallenderTreasurer and Chief Financial Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Truist Advisory Services, Inc. is a hybrid RIA: 2,001 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Truist Investment Services, Inc. and Truist Securities, Inc..
- Truist Investment Services, Inc. ↗CRD 17499
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, March 2026
- Truist Securities, Inc. ↗CRD 6271
An introducing broker-dealer: its trades clear through National Financial Services (Fidelity), which holds the brokerage accounts. Its annual audited report filed with the SEC, February 2026
Its Form ADV brochure (filed August 2026) names Truist Investment Services as the broker-dealer its advisers are registered with.
TIS, the broker-dealer and affiliate of TAS and Client’s TAS Advisor, who is dually registered with TIS, receive a portion of these fees and interest.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 32,526 | $48B | 62% |
| Individuals | 93,619 | $23B | 30% |
| Corporations or other businesses | 2,186 | $5.5B | 7% |
| Other | 743 | $1.1B | 1% |
| Charitable organizations | 75 | $64M | <1% |
| State or municipal government entities | 6 | $43M | <1% |
| Pension and profit sharing plans | 147 | $40M | <1% |
| Banking or thrift institutions | 5 | $27M | <1% |
Disciplinary disclosures
Truist Advisory Services, Inc. answers yes to 48 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
- Periodicals or newsletters
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗truist.com ↗
AtlasMembers
The full record on Truist Advisory Services, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 9 years of filings
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- Growth over one, three and five years
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- Rank against 63 peers of its type and size
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- Owners and executives, with titles and stakes
- 10 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 5Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Truist Advisory Services, Inc. manage?
Truist Advisory Services, Inc. reports $77.4 billion in regulatory assets under management across 129,307 accounts, 81% of it on a discretionary basis, on its Form ADV filed August 30, 2026.
What kind of firm is Truist Advisory Services, Inc.?
Truist Advisory Services, Inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals. It reports a bank or thrift among its related persons. A public reporting company controls it.
Who are Truist Advisory Services, Inc.’s clients?
By assets, its largest client types are high-net-worth individuals ($47.6 billion, 32,526 clients); individuals ($23.1 billion, 93,619 clients); corporations or other businesses ($5.5 billion, 2,186 clients).
Does Truist Advisory Services, Inc. have any disciplinary history?
Truist Advisory Services, Inc. answers yes to 48 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Truist Advisory Services, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →