WASHINGTON TRUST ADVISORS

Legal name: WASHINGTON TRUST ADVISORS, INC.

CRD 110407File 801-18403

APPROVED

Retail clients

Custody

Filing as of May 4, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.39B

Top 25% of cohort (national)

Discretionary AUM

$2.32B

Non-discretionary $69.1M

Clients

845

1,779 accounts

Employees

Above cohort median in MA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: BRO
Registration date: Feb 11, 1983
Principal office: 20 WILLIAM ST, SUITE 135, WELLESLEY, MA, 02481
Phone: 781-235-7055
Website: https://www.linkedin.com/company/washtrustwealth/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.39B
Discretionary AUM: $2.32B
Non-discretionary AUM: $69.1M
Discretionary accounts: 1,711
Non-discretionary accounts: 68
Total accounts: 1,779
AUM per client: $2.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	32	$224.9M
Charitable organizations	17	$94.4M
High net worth individuals	400	$1.84B
Pension and profit sharing plans	15	$77.2M
Individuals (other than high net worth individuals)	381	$159.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: Yes
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.