Providence, RI Office

Washington Trust Advisors, Inc. provides wealth management, financial planning and portfolio management to individuals (including high‑net‑worth clients), trusts, estates, retirement plans and other institutional clients. The firm offers tailored discretionary portfolios, model portfolio solutions (including Monument Advisor variable annuity model allocations), third‑party manager selection, and estate/fiduciary recommendations, and manages roughly $2.39 billion in client assets.

The firm’s investment process emphasizes asset allocation, manager selection and a blend of fundamental, technical and qualitative analysis applied across mutual funds, ETFs, fixed income and individual equities. Washington Trust Advisors also offers specialized approaches — notably a Focused Thematic Growth individual equity strategy — and may use long‑term holdings and options in appropriate client accounts while integrating legacy separate‑account managers where suitable.

Washington Trust Advisors is a wholly owned subsidiary of The Washington Trust Company and Washington Trust Bancorp, which allows coordination of custody, trust and other banking‑related services and introduces potential conflicts that the firm addresses through segregated responsibilities, disclosures and annual SOC 1 reporting. The firm also provides tax planning and, for legacy Rhode Island clients meeting asset thresholds, tax preparation (including complimentary return preparation), a combination of services that is less common among multi‑team advisory firms.