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TRUIST ADVISORY SERVICES, INC.

ATLANTA, GA · CRD 283390 · IAPD ↗ · truist.com · 800-874-4770

$77.39BRegulatory AUM
2360Advisory reps
2461Employees
509Clients
More than 500Planning clients
0Private funds
52States
48Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — TRUIST ADVISORY SERVICES, INC. shrank from 2455 to 2360 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
85
April 2025 — TRUIST ADVISORY SERVICES, INC. grew from 2105 to 2455 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
September 2024 — TRUIST ADVISORY SERVICES, INC.'s Item 11 disclosure-reporting entries rose by 4 (48 -> 52).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2024 — TRUIST ADVISORY SERVICES, INC. shrank from 2653 to 2105 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.