WASHINGTON TRUST ADVISORS
SEC RegisteredYour complete wealth story
About the firm
Washington Trust Wealth Management offers a holistic approach to wealth that combines financial planning, investment management, banking, and lending. The firm crafts personalized, actionable, and dynamic wealth management strategies with a local touch from advisors who care.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment management, fiduciary services, liquidity solutions, banking, lending, and cash management.
Who they serve
Individuals and families, business owners and professionals, corporate executives, businesses or professional practices, retirees, family wealth clients, and institutions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 381 | $159M |
| High Net Worth Individuals | 400 | $1.8B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 15 | $77M |
| State/Municipal Entities | 17 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
14 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,500,000 | 0.90% |
| Next $1,500,000 | 0.75% |
| Next $7,000,000 | 0.65% |
| Next $10,000,000 | 0.40% |
| Over $20,000,000 | 0.30% |
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WASHINGTON TRUST ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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