TRUIST ADVISORY SERVICES, INC.

303 Peachtree Street
2nd Floor
Atlanta, Georgia 30303
Tel: 404-813-7713

About TRUIST ADVISORY SERVICES, INC.

TRUIST ADVISORY SERVICES, INC, formally registered with the SEC as TRUIST ADVISORY SERVICES, INC. The firm was established in 05/18/2016. They have over 2882 offices throughout the country.

TRUIST ADVISORY SERVICES, INC. is a Atlanta, Georgia based Financial Planning firm with nearly $61,369,856,545 assets under management, offering retirement planning & investment advisory services to 124201 clients. The firm is staffed with 2105 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283390
SEC#	801-107729
Assets Managed by Firm	$61,369,856,545
No. of Clients	124201
No. of Advisors	2105

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters
Other (WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE)

Firm Client Information

	No. of Clients	AUM
Firm Total	124201	$61,369,856,545
Individuals (other than high net worth individuals)	103240	$24,254,747,826
High net worth individuals	17950	$32,095,031,882
Pension and profit sharing plans	96	$22,004,095
Charitable organizations	77	$50,821,062
Corporations or other businesses	1864	$3,881,546,883

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EARNEST PARTNERS, LLC 1180 Peachtree Street Ne, Suite 2300 Atlanta, GA, 30309	$35,289,452,223	7542	44
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ATLANTA CAPITAL 1075 Peachtree Street Ne, Suite 2100 Atlanta, GA, 30309-3912	$33,178,196,876	12286	28
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