Wealth manager, bank-affiliated · Wellesley, MA
Washington Trust Advisors
Washington Trust Advisors, Inc. · SEC-registered investment adviser · CRD 110407 · SEC 801-18403
At a glance
Washington Trust Advisors is an SEC-registered investment adviser based in Wellesley, Massachusetts, with $2.4B in regulatory assets under management as of its Form ADV filed May 4, 2026. It reports 781 individual clients, 400 of them high-net-worth, holding an average of about $2.6 million each, and 21 employees. That ranks it 472nd among the nation’s 5,657 independent wealth management RIAs and 29th of 202 in Massachusetts. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 781-235-7055washtrustwealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.4B
- Rank among independent wealth managers
- #472 of 5,657
- Rank among all SEC RIAs
- #3,270 of 17,210
- Rank in Massachusetts
- #29 of 202
- Individual clients
- 781
- High-net-worth clients
- 400
- Accounts
- 1,779
- Discretionary
- 97% of AUM
- Employees
- 21
- Advisory staff
- 13
- Offices
- 3
Owners and executives on its Form ADV
- Ronald OhsbergChief Financial Officer and Treasurer
- Edward HandyDirector
- Kathleen RyanPresident
- Olalekan AdedujiChief Compliance Officer
- Maria JanesController
- Kristen DisantoSecretary, Clerk and Annual Report Signer
- Sandra ParrilloDirector
- Edwin SantosDirector
- Peter SecristManaging Director and Principal Portfolio Manager
- Mark K. GimDirector
- Joseph GencarellaDirector
- Angel TaverasDirector
Custody and brokerage
Broker-dealer
No broker-dealer ties
Washington Trust Advisors reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 400 | $1.8B | 77% |
| Corporations or other businesses | 32 | $225M | 9% |
| Individuals | 381 | $159M | 7% |
| Charitable organizations | 17 | $94M | 4% |
| Pension and profit sharing plans | 15 | $77M | 3% |
Disciplinary disclosures
Washington Trust Advisors reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗washtrustwealth.com ↗
AtlasMembers
The full record on Washington Trust Advisors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 1,680 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 12 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Massachusetts
All of Massachusetts →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Windrose Advisors LLCWaltham | $2.7B | 70 |
| The Patriot Financial Group, LLCWalpole | $2.6B | 2,361 |
| Moody, Lynn, Lieberson & Walker, LLCBoston | $2.4B | 503 |
| Baldwin Wealth Partners, LLCMarion | $2.3B | 738 |
| Foster Dykema Cabot & Partners, LLCWaltham | $2.2B | 796 |
| John Hancock Personal Financial Services, LLCBoston | $2.2B | 35,589 |
Background
Questions
How much does Washington Trust Advisors manage?
Washington Trust Advisors reports $2.4B in regulatory assets under management across 1,779 accounts, 97% of it on a discretionary basis, on its Form ADV filed May 4, 2026.
How many clients does Washington Trust Advisors have?
It reports 781 individual clients: 400 high-net-worth individuals and 381 other individuals. Individuals account for about 83% of its regulatory assets.
Where is Washington Trust Advisors headquartered?
Its main office is in Wellesley, Massachusetts. It reports 3 offices in total and 21 employees, 13 of whom perform investment advisory functions.
How does Washington Trust Advisors charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Washington Trust Advisors use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed May 4, 2026, it reports these amounts held: Charles Schwab ($55M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Washington Trust Advisors a hybrid RIA with a broker-dealer?
Washington Trust Advisors reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Washington Trust Advisors a fiduciary?
As an SEC-registered investment adviser, Washington Trust Advisors owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Washington Trust Advisors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-04), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →