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WASHINGTON TRUST ADVISORS
WASHINGTON TRUST ADVISORS, INC.
CRD 110407 · SEC 801-18403
20 WILLIAM ST, SUITE 135, WELLESLEY, MA, 02481, United States
Phone
781-235-7055
Fax
781-235-1905
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.39B
Discretionary AUM
$2.32B
Team
21 total employees; 13 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-05-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersINCOME TAX PLANNING AND TAX PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 381 | $159.3M |
| High net worth individuals | 400 | $1.84B |
| Pension/profit sharing plans | 15 | $77.2M |
| Charitable organizations | 17 | $94.4M |
| Corporations/business entities | 32 | $224.9M |
States served
CA, CO, GA, LA, ME, MD, MA, MT, NJ, NM, NY, NC, PA, RI, SC, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD