WASHINGTON TRUST ADVISORS

RIASEC RegisteredEst. 1983
Total AUM
$2.4B
Discretionary
$2.3B
97% of AUM
Avg account
$1.3M
Accounts
1,779
Employees
21
Advisory reps
25

Firm details

Headquarters
WELLESLEY, Massachusetts
CRD number
110407
Registered since
February 11, 1983
Website
www.washtrustwealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI76.77%
  • Corporations / Businesses9.4%
  • Individuals6.66%
  • Charitable Organizations3.95%
  • Pension & Profit Sharing Plans3.23%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Washington Trust Advisors is an independent, SEC‑registered investment adviser operating as a corporation since 1983. The firm serves both individual and family clients and institutional accounts, charging a mix of percentage‑of‑AUM and fixed fees. It acts as a capital allocator and provides a range of advisory services that include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of third‑party managers. FINTRX lists an industry affiliation with a banking or thrift institution and indicates the firm is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 53%, Public Funds/Mutual Funds 28%, Cash & Cash Equivalents 6%, State & Local Bonds 5%, Non-Investment Grade Corp Bonds 4%, Investment Grade Corp Bonds 3%, US Government Bonds 1%53%
  • Exchange Traded Equities53%
  • Public Funds/Mutual Funds28%
  • Cash & Cash Equivalents6%
  • State & Local Bonds5%
  • Non-Investment Grade Corp Bonds4%

Owners & executives

3 of 3

  • EDWARD HANDY

    Chairman and Chief Executive OfficerCRD 6929146

  • RONALD OHSBERG

    Chief Financial Officer And TreasurerCRD 6929142

  • SANDRA PARRILLO

    President and Chief Executive OfficerCRD 7521101

Contacts

3 of 22

  • ANGEL TAVERAS

    CRD 8265224

  • KATHLEEN SMITH

    Vice President, Senior Wealth AdvisorCRD 1146936

  • James Maynard

    VP, Senior Private Client AdvisorCRD 6916072

Unlock 19 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 183

Active vs passive

$165M in ETFs

Passive

80%

$132M

Active

18%

$32.2M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB FUNDAMENTAL US LARGE COMPANY ETF (FNDX)SchwabPassiveLarge Value$20.6M739,59012.52%
Unlock additional holdings →

Location

Primary office

WELLESLEY, MA

NORFOLK

Location

WELLESLEY, MA

Headquartered in WELLESLEY, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
NORFOLK
Address
20 William St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth