Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
FP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Fintech bytes: SEI, FinTurk and Powerlytics unveil new advisor toolsIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch says

Financial ADVSR advisor directory · SEC adviser records

Washington Trust Advisors financial advisors in Westerly, RI

Every SEC-registered investment adviser representative at a Washington Trust Advisors office in Westerly, A to Z.

4 registered advisors work at Washington Trust Advisors in Westerly, out of 14 at the firm nationwide; it ranks number 3 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Washington Trust Advisors advisors in Westerly, A to Z

Every Washington Trust Advisors advisor →

Washington Trust Advisors advisors in every city and state →Washington Trust Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Washington Trust Advisors advisors in other cities

Wellesley, MA 5New Haven, CT 3Providence, RI 2

Other firms in Westerly

All Westerly advisors →

Professional Planning Group 8Bradley Foster & Sargent Inc. 4First Financial Advisory Services Inc. 3

Questions

How many financial advisors does Washington Trust Advisors have in Westerly?

4 investment adviser representatives are registered at Washington Trust Advisors offices in Westerly, Rhode Island, according to the SEC's Investment Adviser Public Disclosure records, out of 14 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Washington Trust Advisors one of the largest advisor employers in Westerly?

Washington Trust Advisors ranks number 3 in Westerly by registered advisors; Professional Planning Group has the most, with 8.

How do I check a Washington Trust Advisors advisor in Westerly?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Washington Trust Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.