Washington Trust Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Wellesley, MA. Its latest Form ADV filing, dated March 20, 2026, reports $2.4B in regulatory assets under management, 21 employee, 2 offices, and 1,779 accounts.
Assets Under Management
$2.4B
Employees
21
Offices
2 offices
Total Clients
845
Primary office
WELLESLEY, MA
20 WILLIAM ST, SUITE 135, WELLESLEY, MA, United States
Top client segmentHNWI represent 47.3% of total clients.
Top client categories% of clientsClients
1
HNWI
47.3%
400
2
Individuals
45.1%
381
3
Corporations
3.8%
32
4
Charitable
2.0%
17
5
Pension Plans
1.8%
15
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.4Bas of March 20, 2026
Discretionary97.1%
$2.3B
97% of total RAUM97.1%
Non-discretionary2.9%
$69M
3% of total RAUM2.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.4B
Total Accounts1,779
10Y AUM Change+$201M (+9.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee40:1
10Y Employee Change-4 (-16.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.