# Washington Trust Advisors

Washington Trust Advisors is a Bank / Wealth / Trust based in Wellesley, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Wellesley, United States
- **Region:** North America
- **Address:** Wellesley, MA, United States
- **Founded:** 1978
- **Assets under management:** Undisclosed
- **Website:** washingtontrustadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/washtrustwealth

## Regulatory record

- **CRD number:** 110407
- **SEC file number:** 801-18403
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-04T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110407

## About

What we value is you.™ | Washington Trust Wealth Management is one of the premier wealth management firms in the Northeast, providing financial planning, asset management and trust and estate planning services to high-net-worth clients, endowments, foundations, retirement plan sponsors and other institutional investors for more than a century.

## Questions

### What regulatory body oversees Washington Trust Advisors?

Because the advisory unit resides within a federally chartered bank holding company, it operates under oversight from the Federal Reserve and the Office of the Comptroller of the Currency in addition to standard SEC investment-advisor registration requirements. This layered regulatory framework imposes capital adequacy, trust accounting, and fiduciary conduct standards that extend beyond those required of standalone registered investment advisors.

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Last updated: 2026-06-03T20:00:00.000Z

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