Washington Trust Advisors
Wellesley, MA·SEC-registered · CRD #110407
Washington Trust Advisors is an SEC-registered investment advisory firm in Wellesley, MA managing $2.4B across 1.8k client accounts, with 13 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.4B
Client accounts
1.8k
Advisory staff
13
Fee model
Fee-based
How Washington Trust Advisors is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Washington Trust Advisors
How much does Washington Trust Advisors manage?
Per its most recent SEC Form ADV filing (05/04/2026), Washington Trust Advisors reports $2.4B in regulatory assets under management across roughly 1.8k client accounts.
How does Washington Trust Advisors charge?
Washington Trust Advisors is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Washington Trust Advisors a fiduciary?
Yes. Washington Trust Advisors is registered with the U.S. Securities and Exchange Commission (CRD #110407), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Washington Trust Advisors taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Washington Trust Advisors and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Wellesley, MA
Profile compiled from Washington Trust Advisors's public SEC Form ADV filing (CRD #110407, filed 05/04/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Washington Trust Advisors. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Washington Trust Advisors? Claim this profile.