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| Washington Trust Advisors Inc
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|
|---|---|
| CRD # | 110407 |
| SEC # | 801-18403 |
| CIK # | 0001900099 |
| AUM | $2.0 B (2025-03-24) |
| Employees | 20 (45% Investors, 0% Brokers) |
| Phone | 781-235-7055 |
| Address | 20 William St Wellesley, MA 02481 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Quanta Services Inc | 70.9 | ||
| Apple Inc | 61.7 | ||
| Facebook Inc | 56.7 | ||
| Palo Alto Networks Inc | 51.1 | ||
| VISA Inc | 51.0 | ||
| Amazon Com Inc | 48.2 | ||
| Priceline Com Inc | 46.7 | ||
| Alphabet Inc | 39.3 | ||
| Deere & Co | 34.9 | ||
| ResMed Inc | 33.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 165 | 0.0 |
| (b) Individuals (high net worth individuals) | 336 | 1.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.0 |
| (h) Charitable organizations | 25 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,356 | 2.0 |
| By Discretionary | ||
| Discretionary | 1,286 | 1.9 |
| Non-Discretionary | 70 | 0.1 |
| Total | 1,356 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 1,356 | 2.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001900099] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
LCP Institutional LLC
✚
|
GA | 2.0 |
|
Comperio Retirement Consulting Inc
✚
|
NC | 2.0 |
|
Manitou Investment Management Ltd
✚
|
2.0 | |
|
Smith Moore & Co
✚
|
MO | 2.0 |
|
Avendus Wealth Management Private Limited
✚
|
2.0 | |
|
W1M Wealth Management Limited
✚
|
2.0 | |
|
Retirement Resources Investment Corporation
✚
|
MA | 2.0 |
|
YHB Investment Advisors Inc
✚
|
CT | 2.0 |
|
BSW Wealth Partners Inc A Public Benefit Corporation
✚
|
CO | 2.0 |
|
Cable Hill Partners LLC
✚
|
OR | 2.0 |