WASHINGTON TRUST ADVISORS, INC.
Legal name: WASHINGTON TRUST ADVISORS
CRD #110407 SEC #801-18403 WELLESLEY, MA 781-235-7055
SEC Registered
Total AUM
$2B
Discretionary
$1.9B
Employees
20
Clients
26
Accounts
1,356
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $2B | $1.9B | $61.6M | 20 | 0 |
| Aug 2025 | $2B | $1.9B | $61.6M | 20 | 0 |
| Aug 2025 | $2B | $1.9B | $61.6M | 20 | 0 |
| Mar 2025 | $2B | $1.9B | $61.6M | 20 | 0 |
| Dec 2024 | $1.9B | $1.9B | $22.2M | 19 | 0 |
| Nov 2024 | $1.9B | $1.9B | $22.2M | 19 | 0 |
| Jun 2024 | $1.9B | $1.9B | $22.2M | 19 | 0 |
| Mar 2024 | $1.9B | $1.9B | $22.2M | 19 | 0 |
| Sep 2023 | $1.8B | $1.7B | $9.2M | 27 | 0 |
| Apr 2023 | $1.8B | $1.7B | $9.2M | 27 | 0 |
| Mar 2023 | $1.8B | $1.7B | $9.2M | 27 | 0 |
| Dec 2022 | $3B | $2.9B | $85.6M | 26 | 934 |
| Oct 2022 | $3B | $2.9B | $85.6M | 26 | 934 |
| Jul 2022 | $3B | $2.9B | $85.6M | 25 | 934 |
| Mar 2022 | $3B | $2.9B | $85.6M | 25 | 934 |
| Nov 2021 | $1.3B | $1.2B | $79.9M | 17 | 538 |
| Nov 2021 | $1.3B | $1.2B | $79.9M | 17 | 538 |
| Mar 2021 | $1.3B | $1.2B | $79.9M | 17 | 538 |
| Jun 2020 | $1.3B | $1.2B | $115.5M | 16 | 606 |
| Mar 2020 | $1.3B | $1.2B | $115.5M | 16 | 606 |
| Nov 2019 | $1.8B | $1.6B | $193.9M | 16 | 766 |
| Feb 2019 | $1.8B | $1.6B | $193.9M | 21 | 766 |
| Sep 2018 | $2.5B | $2.2B | $256.9M | 23 | 880 |
| May 2018 | $2.5B | $2.2B | $256.9M | 23 | 880 |
| Mar 2018 | $2.5B | $2.2B | $256.9M | 23 | 880 |
| Mar 2018 | $2.5B | $2.1B | $385M | 23 | 880 |
| Dec 2017 | $2.4B | $2.1B | $249.6M | 26 | 1,080 |
| Apr 2017 | $2.2B | $1.7B | $444.4M | 25 | 1,000 |
| Feb 2017 | $2.2B | $1.7B | $444.4M | 25 | 1,000 |
| Aug 2016 | $2.1B | $1.6B | $462.9M | 30 | 1,000 |
| Apr 2016 | $2.1B | $1.6B | $469.9M | 30 | 1,000 |
| Feb 2016 | $2.1B | $1.6B | $469.9M | 30 | 1,000 |
| Aug 2015 | $2.1B | $1.6B | $494.5M | 32 | 1,000 |
| Mar 2015 | $2.1B | $1.6B | $501.2M | 31 | 1,000 |
| Mar 2014 | $2B | $1.5B | $496M | 29 | 1,000 |
| May 2013 | $1.8B | $1.4B | $425.8M | 24 | 1,000 |
| Mar 2013 | $1.7B | $1.3B | $400M | 27 | 1,000 |
| Nov 2012 | $1.7B | $1.3B | $392.1M | 29 | 1,000 |
| Aug 2012 | $1.6B | $1.2B | $375.1M | 11 | 1,000 |
| Mar 2012 | $1.6B | $1.2B | $385.3M | 11 | 1,000 |
| May 2011 | $1.6B | $1.3B | $385.4M | -- | -- |
| Mar 2011 | $1.6B | $1.2B | $367.1M | -- | -- |
| Mar 2010 | $1.6B | $1.1B | $439.1M | -- | -- |
| Mar 2008 | $1.7B | $1.3B | $443.3M | -- | -- |
| Nov 2007 | $1.7B | $1.2B | $460.2M | -- | -- |
| May 2007 | $1.7B | $1.2B | $460.2M | -- | -- |
| Mar 2007 | $1.7B | $1.2B | $460.2M | -- | -- |
| Dec 2005 | $1.3B | $902.3M | $445.7M | -- | -- |
| May 2005 | $1.2B | $817.7M | $379.8M | -- | -- |
| May 2005 | $1.2B | $817.7M | $379.8M | -- | -- |
| May 2004 | $1B | $676.7M | $354.5M | -- | -- |
| Apr 2004 | $1B | $665.2M | $357.8M | -- | -- |
| Mar 2004 | $1B | $665.2M | $357.8M | -- | -- |
DateSep 2025
Total AUM$2B
Discretionary$1.9B
Non-Disc.$61.6M
Employees20
Clients0
DateAug 2025
Total AUM$2B
Discretionary$1.9B
Non-Disc.$61.6M
Employees20
Clients0
DateAug 2025
Total AUM$2B
Discretionary$1.9B
Non-Disc.$61.6M
Employees20
Clients0
DateMar 2025
Total AUM$2B
Discretionary$1.9B
Non-Disc.$61.6M
Employees20
Clients0
DateDec 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$22.2M
Employees19
Clients0
DateNov 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$22.2M
Employees19
Clients0
DateJun 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$22.2M
Employees19
Clients0
DateMar 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$22.2M
Employees19
Clients0
DateSep 2023
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$9.2M
Employees27
Clients0
DateApr 2023
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$9.2M
Employees27
Clients0
DateMar 2023
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$9.2M
Employees27
Clients0
DateDec 2022
Total AUM$3B
Discretionary$2.9B
Non-Disc.$85.6M
Employees26
Clients934
DateOct 2022
Total AUM$3B
Discretionary$2.9B
Non-Disc.$85.6M
Employees26
Clients934
DateJul 2022
Total AUM$3B
Discretionary$2.9B
Non-Disc.$85.6M
Employees25
Clients934
DateMar 2022
Total AUM$3B
Discretionary$2.9B
Non-Disc.$85.6M
Employees25
Clients934
DateNov 2021
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$79.9M
Employees17
Clients538
DateNov 2021
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$79.9M
Employees17
Clients538
DateMar 2021
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$79.9M
Employees17
Clients538
DateJun 2020
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$115.5M
Employees16
Clients606
DateMar 2020
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$115.5M
Employees16
Clients606
DateNov 2019
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$193.9M
Employees16
Clients766
DateFeb 2019
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$193.9M
Employees21
Clients766
DateSep 2018
Total AUM$2.5B
Discretionary$2.2B
Non-Disc.$256.9M
Employees23
Clients880
DateMay 2018
Total AUM$2.5B
Discretionary$2.2B
Non-Disc.$256.9M
Employees23
Clients880
DateMar 2018
Total AUM$2.5B
Discretionary$2.2B
Non-Disc.$256.9M
Employees23
Clients880
DateMar 2018
Total AUM$2.5B
Discretionary$2.1B
Non-Disc.$385M
Employees23
Clients880
DateDec 2017
Total AUM$2.4B
Discretionary$2.1B
Non-Disc.$249.6M
Employees26
Clients1,080
DateApr 2017
Total AUM$2.2B
Discretionary$1.7B
Non-Disc.$444.4M
Employees25
Clients1,000
DateFeb 2017
Total AUM$2.2B
Discretionary$1.7B
Non-Disc.$444.4M
Employees25
Clients1,000
DateAug 2016
Total AUM$2.1B
Discretionary$1.6B
Non-Disc.$462.9M
Employees30
Clients1,000
DateApr 2016
Total AUM$2.1B
Discretionary$1.6B
Non-Disc.$469.9M
Employees30
Clients1,000
DateFeb 2016
Total AUM$2.1B
Discretionary$1.6B
Non-Disc.$469.9M
Employees30
Clients1,000
DateAug 2015
Total AUM$2.1B
Discretionary$1.6B
Non-Disc.$494.5M
Employees32
Clients1,000
DateMar 2015
Total AUM$2.1B
Discretionary$1.6B
Non-Disc.$501.2M
Employees31
Clients1,000
DateMar 2014
Total AUM$2B
Discretionary$1.5B
Non-Disc.$496M
Employees29
Clients1,000
DateMay 2013
Total AUM$1.8B
Discretionary$1.4B
Non-Disc.$425.8M
Employees24
Clients1,000
DateMar 2013
Total AUM$1.7B
Discretionary$1.3B
Non-Disc.$400M
Employees27
Clients1,000
DateNov 2012
Total AUM$1.7B
Discretionary$1.3B
Non-Disc.$392.1M
Employees29
Clients1,000
DateAug 2012
Total AUM$1.6B
Discretionary$1.2B
Non-Disc.$375.1M
Employees11
Clients1,000
DateMar 2012
Total AUM$1.6B
Discretionary$1.2B
Non-Disc.$385.3M
Employees11
Clients1,000
DateMay 2011
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$385.4M
Employees--
Clients--
DateMar 2011
Total AUM$1.6B
Discretionary$1.2B
Non-Disc.$367.1M
Employees--
Clients--
DateMar 2010
Total AUM$1.6B
Discretionary$1.1B
Non-Disc.$439.1M
Employees--
Clients--
DateMar 2008
Total AUM$1.7B
Discretionary$1.3B
Non-Disc.$443.3M
Employees--
Clients--
DateNov 2007
Total AUM$1.7B
Discretionary$1.2B
Non-Disc.$460.2M
Employees--
Clients--
DateMay 2007
Total AUM$1.7B
Discretionary$1.2B
Non-Disc.$460.2M
Employees--
Clients--
DateMar 2007
Total AUM$1.7B
Discretionary$1.2B
Non-Disc.$460.2M
Employees--
Clients--
DateDec 2005
Total AUM$1.3B
Discretionary$902.3M
Non-Disc.$445.7M
Employees--
Clients--
DateMay 2005
Total AUM$1.2B
Discretionary$817.7M
Non-Disc.$379.8M
Employees--
Clients--
DateMay 2005
Total AUM$1.2B
Discretionary$817.7M
Non-Disc.$379.8M
Employees--
Clients--
DateMay 2004
Total AUM$1B
Discretionary$676.7M
Non-Disc.$354.5M
Employees--
Clients--
DateApr 2004
Total AUM$1B
Discretionary$665.2M
Non-Disc.$357.8M
Employees--
Clients--
DateMar 2004
Total AUM$1B
Discretionary$665.2M
Non-Disc.$357.8M
Employees--
Clients--