Washington Trust Advisors, Inc.
Washington Trust Advisors, Inc. is a registered investment adviser founded in 1983 and headquartered in Wellesley, Massachusetts. It operates as a wholly-owned subsidiary of The Washington Trust Company, providing comprehensive wealth management and financial planning services to high-net-worth individuals, families, foundations, endowments, municipalities, and businesses, primarily across New England. The firm leverages the resources of Washington Trust Wealth Management and emphasizes a client-focused approach, advanced technology solutions, and personalized strategic advice. As of December 2024, it manages $1.9 billion in assets for 1,414 client accounts, including 340 high-net-worth clients.
Investment Strategy
Washington Trust Advisors, Inc. specializes in customized wealth management strategies, combining financial planning, investment management, estate settlement, trust administration, and retirement planning. The firm does not use proprietary funds, preferring an independent, fee-based approach with global expertise and institutional sophistication. Investment portfolios are tailored to each client's goals and risk tolerance, with regional portfolio managers and credentialed experts designing strategies to build and safeguard wealth. The firm primarily serves high-net-worth individuals but also manages accounts for organizations and institutions.
Top Holdings
Equity Positions (629)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PWR | Quanta Services | 5.76% | $70.9M | 187,590 | $114.66 | $378.08 | +$23.1M |
A AAPL | Apple | 5.01% | $61.7M | 300,822 | $177.57 | $205.17 | -$5.7M |
M META | Meta Platforms | 4.61% | $56.7M | 76,884 | $335.04 | $738.09 | +$11.6M |
P PANW | Palo Alto Networks | 4.15% | $51.1M | 249,813 | $92.79 | $204.64 | +$8.4M |
V V | Visa | 4.14% | $51.0M | 143,503 | $216.53 | $355.05 | +$309.7K |