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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.
Latest 13F Filing Activity
Washington Trust Advisors, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 629 equity positions with a total 13F market value of $1B. The fund increased holdings in Quanta Services, Meta Platforms, Nvidia among other positions. Washington Trust Advisors, Inc. reduced exposure to Apple, Becton Dickinson, Berkshire Hathaway B among others.
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 |
Industry Allocation
Investment Team (8)
| Name | Role | Location | |
|---|---|---|---|
 | Senior Investment Research Analyst | Westerly, RI , United States | |
 | Wealth Investment Associate | RI , United States | |
P Peter Phillips | Senior Vice President & Chief Investment Officer | North Kingstown, RI , United States | |
 | VP, Senior Investment Research Analyst | MA , United States | |
J Joshua Chao | Vice President, Senior Investment Research Analyst | Boston, MA , United States | |
 | Vice President and Portfolio Manager | RI , United States | |
 | Senior Portfolio Manager | Providence, RI , United States | |
M Michael Sheldon | Vice President and Senior Portfolio Manager | Westport, CT , United States |
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