Federal Data HubSEC Form ADV · JSON · SEC IAPD ↗

WASHINGTON TRUST ADVISORS, INC.

dba WASHINGTON TRUST ADVISORS · CRD 110407 · Registered Investment Adviser

WASHINGTON TRUST ADVISORS, INC. is a Registered Investment Adviser headquartered in WELLESLEY, MA. The firm reports $2,392,791,362 in regulatory assets under management across 1,779 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$2,323,676,991
Non-discretionary$69,114,371
Total RAUM$2,392,791,362
Accounts1,779

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 110407. adviserinfo.sec.gov/firm/summary/110407.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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