Washington Trust Advisors Inc

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Assets, Funds, Holdings

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Washington Trust Advisors Inc
CRD #110407
SEC #801-18403
CIK #0001900099
AUM $1.9 BB (2024-06-11)
Employees 19 (63% Investors, 0% Brokers)
Phone781-235-7055
Address20 William St
Wellesley, MA 02481
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
3.02.41.81.20.60.02001200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 66.2
PWR 17,834.3 49.7
PANW 49,011.6 45.1
GOOG 1,482,566.4 43.5
AMZN 1,092,997.8 43.3
META 434,852.0 42.0
V 419,260.5 39.0
GOOGL 1,475,138.5 34.2
BKNG 74,682.6 33.4
REGN 65,294.8 31.0
View All
Holdings by Sector ($MM)
1500120090060030002022202320242025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 194 0.1
(b) Individuals (high net worth individuals) 340 1.6
(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 4 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 11 0.1
(n) Other 0 0.0
Total 1,414 1.9
By Discretionary
Discretionary 1,361 1.9
Non-Discretionary 53 0.0
Total 1,414 1.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1.9
Total 1,414 1.9
EDGAR Form CIK 2011 - 2024
13F-HR [0001900099]
Comparable Firms State AUM ($BB)
Acropolis Investment Management LLC
MO 1.9
Baystate Wealth Management LLC
KS 1.9
Sunbelt Securities Inc
TX 1.9
Icon Wealth Advisors LLC
TX 1.9
Bridgewater Advisors Inc
NY 1.9
Alken Asset Management Ltd
1.9
Bristlecone Advisors LLC
WA 1.9
Comperio Retirement Consulting Inc
NC 1.9
Checchi Capital Advisers LLC
CA 1.9
CornerStone Investment Partners LLC
GA 1.9
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