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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 Oct 1, 2026
Regulatory AUM
$2.39B
Top 25% of cohort (national)
Discretionary AUM
$2.32B
Non-discretionary $69.1M
Clients
845
1,779 accounts
Employees
21
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 20 | 21 | increased by1 |
| Apr 1, 2026 | Clients | 542 | 845 | increased by303 |
| Apr 1, 2026 | AUM | $1,999,516,447 | $2,392,791,362 | increased by$393,274,915 |
| Apr 1, 2026 | Accounts | 1,356 | 1,779 | increased by423 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 25 | 20 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,003 | 542 | decreased by461 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,965,227,252 | $1,999,516,447 | decreased by$965,710,805 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,337 | 1,356 | decreased by981 |
| Aug 1, 2022 | Accounts | 2,338 | 2,337 | decreased by1 |
| Apr 1, 2022 | Employees | 17 | 25 | increased by8 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 538 | 1,003 | increased by465 |
| Apr 1, 2022 | AUM | $1,280,435,604 | $2,965,227,252 | increased by$1,684,791,648 |
| Apr 1, 2022 | Accounts | 1,610 | 2,338 | increased by728 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WASHINGTON TRUST” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WASHINGTON TRUST” may also match similarly-named firms). Confirm identity against each filing.
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.