WASHINGTON TRUST ADVISORS - Financial Advisor in Massachusetts, Wellesley

Tel: 781-235-7055 20 William St Suite 135 Wellesley, Massachusetts 02481

About WASHINGTON TRUST ADVISORS

WASHINGTON TRUST ADVISORS is a Wellesley, Massachusetts based financial advisory firm with nearly $1,908,947,260 in assets under management and provides investment advisory services for 1414 clients. There are currently 19 financial advisors at the firm.

General Information

Firm CRD#:

110407

Firm SEC#:

801-18403

Assets Under Management:

$1,908,947,260

No. of Clients:

1414

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (ASSET ALLOCATION AND MONITORING SERVICES)

Fee Structure:

A percentage of AUM, Fixed fees

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Massachusetts?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Massachusetts, Wellesley

FirmCRD#:133790

SEC#:801-63830

No. of Advisors:18

No. of Clients:2742

AUM:$2,678,964,904

FirmCRD#:156572

SEC#:801-73698

No. of Advisors:15

No. of Clients:9

AUM:$1,733,186,207

FirmCRD#:110559

SEC#:801-39737

No. of Advisors:9

No. of Clients:1477

AUM:$404,735,183

FirmCRD#:316736

SEC#:801-122660

No. of Advisors:6

No. of Clients:541

AUM:$404,020,350

FirmCRD#:306898

SEC#:801-121921

No. of Advisors:31

No. of Clients:8

AUM:$352,647,809

FirmCRD#:155436

SEC#:801-71967

No. of Advisors:12

No. of Clients:1058

AUM:$328,685,091

FirmCRD#:106408

SEC#:801-44279

No. of Advisors:4

No. of Clients:490

AUM:$301,771,923

FirmCRD#:158374

SEC#:801-74066

No. of Advisors:11

No. of Clients:9

AUM:$279,365,187

FirmCRD#:124855

SEC#:801-72178

No. of Advisors:3

No. of Clients:722

AUM:$184,073,567

FirmCRD#:283289

SEC#:801-131154

No. of Advisors:1

No. of Clients:38

AUM:$143,828,104

FirmCRD#:226520

SEC#:801-117355

No. of Advisors:3

No. of Clients:222

AUM:$137,920,616

FirmCRD#:299178

SEC#:801-114564

No. of Advisors:5

No. of Clients:307

AUM:$101,515,957

FirmCRD#:330365

SEC#:801-130584

No. of Advisors:4

No. of Clients:1

AUM:$10,223,596

FirmCRD#:334203

SEC#:801-131877

No. of Advisors:2

No. of Clients:Not Disclosed

AUM:$0

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC

133790

801-63830

2742

$2,678,964,904

ROSE GROVE CAPITAL MANAGEMENT, LLC

156572

801-73698

$1,733,186,207

PEAK FINANCIAL MANAGEMENT INC

110559

801-39737

1477

$404,735,183

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

316736

801-122660

541

$404,020,350

ARCTARIS IMPACT INVESTORS

306898

801-121921

$352,647,809

EMPIRICAL ASSET MANAGEMENT, LLC

155436

801-71967

1058

$328,685,091

FAIRFIELD FINANCIAL ADVISORS

106408

801-44279

490

$301,771,923

FULHAM & CO

158374

801-74066

$279,365,187

STRATEGIC PLANNING GROUP, INC.

124855

801-72178

722

$184,073,567

NOBSCOT INVESTMENT MANAGEMENT LLC

283289

801-131154

$143,828,104

KASTEL CAPITAL ADVISORS, LLC

226520

801-117355

222

$137,920,616

SAVIOR WEALTH

299178

801-114564

307

$101,515,957

TWIN OAK ETF COMPANY

330365

801-130584

$10,223,596

RANGE ROCK CAPITAL

334203

801-131877

Not Disclosed

Explore More Financial Advisor Firms in Wellesley, Massachusetts >>