Investment adviser · CRD 110407

WASHINGTON TRUST ADVISORS

Investment adviser filing (IA)

WASHINGTON TRUST ADVISORS, INC.

WELLESLEY, MA, United States · Form ADV filed May 4, 2026

Regulatory AUM
$2.39B
Form ADV · Item 5.F
Client accounts
1,779
Accounts, not individual clients
Employees
21
Reported in this filing
Advisory professionals
13
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals400$1,836,935,41376.8%
Corporations & businesses32$224,923,6549.4%
Individuals381$159,271,1676.7%
Charities17$94,424,7783.9%
Retirement plans15$77,236,3503.2%
Filing source

Form ADV 2102496 · May 4, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 4, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

20 WILLIAM ST, SUITE 135
WELLESLEY, MA, 02481, United States

CRD 110407

Filing source

Form ADV 2102496 · May 4, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.