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 registered investment adviser organized as a corporation and on the SEC register since 1983. The firm serves both individual and family clients as well as institutional accounts, operating as a capital allocator that makes direct and third‑party manager investments. Its fee arrangements include both percentage‑of‑AUM and fixed‑fee billing. Reported advisory activities include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm does not identify as an active ESG investor and is affiliated with a banking or thrift institution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

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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

    Edward Handy

    Chairman and Chief Executive OfficerCRD 6929146

  • Ronald Ohsberg

    Ronald Ohsberg

    Chief Financial Officer And TreasurerCRD 6929142

  • Sandra Parrillo

    Sandra Parrillo

    President and Chief Executive OfficerCRD 7521101

Contacts

3 of 22

  • Angel Taveras

    CRD 8265224

  • Kathleen Smith

    Kathleen Smith

    Vice President, Senior Wealth AdvisorCRD 1146936

  • James Maynard

    James Maynard

    VP, Senior Private Client AdvisorCRD 6916072

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 195

Active vs passive

$184M in ETFs

Passive

80%

$147M

Active

19%

$37M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB FUNDAMENTAL US LARGE COMPANY ETF (FNDX)SchwabPassiveLarge Value$22.9M737,03512.44%
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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