Washington Trust Advisors offers wealth management and holistic financial planning services and has been registered with the SEC since 1983. Washington Trust Advisors invests clients portfolios in a Focused Thematic Growth equity strategy managed directly by Washington Trust Advisors, as well fixed income and other investment products managed externally. Offices in Wellesley, MA, New Haven, CT and Westerly, RI. Prepares individual income tax returns at no charge for clients who meet established asset minimums.
Overview
- Headquarters
- Wellesley, MA
- Total Firm Assets
- $2.4 billion
- Average High-Net-Worth Client Portfolio Size
- $4.6 million
- Stated Minimum Account Size
- $1,500,000
Recent Rankings
Fee Disclosure
Source: WASHINGTON TRUST ADVISOR'S FORM PART 2A (2026-03-20)
· View brochure text
Latest filing: WASHINGTON TRUST ADVISOR'S FORM PART 2B (2026-03-20)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,500,000 | 0.90% |
| $1,500,001 | $3,000,000 | 0.75% |
| $3,000,001 | $10,000,000 | 0.65% |
| $10,000,001 | $20,000,000 | 0.40% |
| $20,000,001 | and above | 0.30% |
Stated Minimum Annual Fee: $7,500
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | $37,750 | 0.76% |
| $10 million | $70,250 | 0.70% |
| $50 million | $200,250 | 0.40% |
| $100 million | $350,250 | 0.35% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Massachusetts for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 76.77%
- Number of High-Net-Worth Clients
- 400
- Total Client Accounts
- 1,779
- Discretionary Accounts
- 1,711
- Non-Discretionary Accounts
- 68
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 110407
- WASHINGTON TRUST ADVISOR'S FORM PART 2A (2026-03-20) (fee schedule source) · View brochure text
- WASHINGTON TRUST ADVISOR'S FORM PART 2B (2026-03-20) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗