Washington Trust Advisors, Inc.
● SEC registered since 1983CRD 110407SEC# 801-18403Wellesley, MA
Reg. AUM
$2.39B
Employees
21
Accounts
1,779
Location
Wellesley, MA
Washington Trust Advisors, Inc. assets under management
Washington Trust Advisors, Inc. is a registered investment adviser overseen by the SEC based in Wellesley, MA. The firm has been registered since 1983. It reports $2.4 billion in regulatory assets under management and employs 21 people.
Washington Trust Advisors, Inc. owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Angel Taveras Control | Director | Under 5% | 2026 |
| Edward Handy Control | Director | Under 5% | 2014 |
| Edwin Santos Control | Director | Under 5% | 2022 |
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Washington Trust Advisors, Inc. manage?
Washington Trust Advisors, Inc. reports $2.4 billion in regulatory assets under management on its Form ADV.
How many employees does Washington Trust Advisors, Inc. have?
Washington Trust Advisors, Inc. reports 21 employees.
Where is Washington Trust Advisors, Inc. located?
Washington Trust Advisors, Inc. is based in Wellesley, MA and has been SEC-registered since 1983.
Does Washington Trust Advisors, Inc. disclose fund performance?
Washington Trust Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 20 William St, Suite 135, Wellesley, MA 02481 |
| Phone | 781-235-7055 |
| Fax | 781-235-1905 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1900099 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.39B▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$2.39Bregulatory AUM
Discretionary $2.32BNon-discretionary $69.1M