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WASHINGTON TRUST ADVISORS

WELLESLEY, MA · CRD 110407 · IAPD ↗ · 781-235-7055

$2.39BRegulatory AUM
13Advisory reps
21Employees
0Clients
101-250Planning clients
0Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2026 — WASHINGTON TRUST ADVISORS reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
74
April 2026 — WASHINGTON TRUST ADVISORS grew from 9 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
December 2025 — WASHINGTON TRUST ADVISORS notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2025 — WASHINGTON TRUST ADVISORS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — WASHINGTON TRUST ADVISORS shrank from 12 to 9 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
January 2025 — WASHINGTON TRUST ADVISORS notice-filed in CO, GA, MT, NJ, NM, SC, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — WASHINGTON TRUST ADVISORS shrank from 16 to 12 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.