A complete list of active advisors currently associated with Truist Advisory Services
Warmer can help you find a great advisor at Truist Advisory Services or one who fits your needs even better.
Truist Advisory Services (TAS) serves individuals, high‑net‑worth clients, corporations, charitable organizations, and retirement plan sponsors and participants, offering investment consulting, plan sponsor and participant services, and the AMC Advantage managed‑account program. The firm provides portfolio management and financial planning support through a mix of discretionary and non‑discretionary arrangements and through third‑party investment managers. TAS implements advice through manager selection and platform relationships (notably Envestnet and Envestnet Retirement Solutions) and uses due diligence, periodic monitoring, and an IPS framework for plan work. Its equity research group supplements traditional research with AI‑enabled tools, and AMC Advantage accounts are administered through the firm’s affiliated broker‑dealer and clearing arrangements, with managers retained directly by clients. Compared with many large advisers, TAS is embedded in a broad financial group—explicitly affiliated with Truist Bank, an affiliated broker‑dealer (Truist Investment Services), clearing relationships (NFS/Fidelity affiliates), and a swap‑dealer affiliate—a constellation the brochure identifies as a potential source of conflicts of interest (for example, required use of affiliated brokerage/sweep features that provide affiliate revenue). The firm’s scale (about $77.4 billion in AMC program AUM and roughly 2,016 advisors) and its recent regulatory history—multiple SEC/CFTC matters disclosed in the brochure, including a 2024 SEC order—are additional features that distinguish its operational and compliance profile from many peers.
To learn more about the advisors currently working at Truist Advisory Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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