# Washington Trust Advisors

> Washington Trust Advisors is an SEC-registered investment advisory firm in Wellesley, MA, registered since 1983, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 4, 2026.

- CRD: 110407
- Filed as: WASHINGTON TRUST ADVISORS
- Legal name: Washington Trust Advisors, Inc.
- Also doing business as: WASHINGTON TRUST WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wellesley, MA
- Filing period: October 2026
- Form ADV filing dated: May 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110407
- AdvisorCensus page: https://advisorcensus.com/firm/washington-trust-advisors-wellesley-ma-110407

## Quick answers

**How is Washington Trust Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Washington Trust Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Washington Trust Advisors located?**
Washington Trust Advisors' principal office is in Wellesley, MA, according to its Form ADV; the June 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Washington Trust Advisors registered with the SEC or a state?**
Washington Trust Advisors is an SEC-registered investment advisory firm, registered since 1983. Status as filed: Approved. CRD 110407.

**How much does Washington Trust Advisors manage?**
Washington Trust Advisors reports $2,392,791,362 in regulatory assets under management in its Form ADV filing dated May 4, 2026 (97% discretionary).

**How have Washington Trust Advisors' assets and staff changed since 2021?**
In the Form ADV data for Washington Trust Advisors: Regulatory assets under management: $1,280,435,604 in the October 2021 data and $2,392,791,362 in the October 2026 data, up 87%. Total employees: 17 in October 2021 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Washington Trust Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (400); individuals (other than high net worth individuals) (381); corporations or other businesses not listed above (32).

**Which custodians does Washington Trust Advisors use?**
Washington Trust Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Washington Trust Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110407

**What changed in Washington Trust Advisors' recent Form ADV filings?**
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $2,392,791,362
- Discretionary: $2,323,676,991
- Non-discretionary: $69,114,371

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 381 | $159,271,167 |
| High net worth individuals | 400 | $1,836,935,413 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 15 | $77,236,350 |
| Charitable organizations | 17 | $94,424,778 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 32 | $224,923,654 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 1983 (43 years)
- Employees: 21 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, FL, GA, LA, MA, MD, ME, MT, NC, NH, NJ, NM, NY, PA, RI, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- New Haven, CT
- Westerly, RI

### Websites listed on Form ADV (Item 1.I)
- washtrustwealth.com
- LinkedIn @washtrustwealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,280,435,604 | 17 | March 26, 2021 |
| October 2022 | $2,965,227,252 | 25 | July 29, 2022 |
| October 2023 | $1,757,126,043 | 27 | September 13, 2023 |
| October 2024 | $1,908,947,260 | 19 | June 11, 2024 |
| October 2025 | $1,999,516,447 | 20 | March 24, 2025 |
| October 2026 | $2,392,791,362 | 21 | May 4, 2026 |

Regulatory assets under management: $1,280,435,604 in the October 2021 data and $2,392,791,362 in the October 2026 data, up 87%.
Total employees: 17 in October 2021 and 21 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 9 to 13.
- Regulatory assets under management went from $1,999,516,447 to $2,392,791,362 (+20%).

### December 2025
- Registered or notice-filed in LA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Washington Trust Advisors (CRD 110407): Form ADV filing data as of October 2026.