Washington Trust Advisors, Inc.
- Regulatory AUM
- $2.4B
- Discretionary
- $2.3B
- Clients
- 845
- Avg AUM / client
- $2.8M
- Accounts
- 1,779
- Employees
- 21
AUM over time
Annual snapshots from Form ADV filings · as of May 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 381 | $159M | 6.66% |
| High net worth individuals | 400 | $1.8B | 76.8% |
| Pension and profit sharing plans | 15 | $77.2M | 3.23% |
| Charitable organizations | 17 | $94.4M | 3.95% |
| Corporations and other businesses | 32 | $225M | 9.4% |
People (25)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Handy, Edward | Director | Apr 2014 (12y) | Less than 5% | |
| Ohsberg, Ronald | Chief Financial Officer And Treasurer | Jun 2018 (8y) | Less than 5% | |
| Ryan, Kathleen | President | Dec 2018 (8y) | Less than 5% | |
| Adeduji, Olalekan | Chief Compliance Officer | Nov 2021 (5y) | Less than 5% | |
| Disanto, Kristen | Secretary, Clerk And Annual Report Signer | Nov 2021 (5y) | Less than 5% | |
| Janes, Maria | Controller | Nov 2021 (5y) | Less than 5% | |
| Howes, Constance | Director | Mar 2022 (4y) | Less than 5% | |
| Parrillo, Sandra | Director | Mar 2022 (4y) | Less than 5% | |
| Peter Jonathan Secrist | Managing Director And Principal Portfolio Manager | Mar 2022 (4y) | Less than 5% | |
| Santos, Edwin | Director | Mar 2022 (4y) | Less than 5% | |
| Gim, Mark, Kenyon Wever | Director | Apr 2023 (3y) | Less than 5% | |
| Gencarella, Joseph | Director | Apr 2024 (2y) | Less than 5% | |
| James Stephen Zoldy | Registered representative | CFA | Sep 2021 (5y) | |
| Thomas Nelson Ellis | Registered representative | Sep 2021 (5y) | ||
| Constance A Velander | Registered representative | Jan 2022 (5y) | ||
| Kathleen Ann Smith | Registered representative | CFP | Sep 2022 (4y) | |
| Andrea Kelly Mcnamara | Registered representative | CFP | Mar 2023 (3y) | |
| James Maynard | Registered representative | Feb 2025 (1y) | ||
| Donald Raymond Previe | Registered representative | CFP | May 2025 (1y) | |
| Michael Sheldon | Registered representative | CFP CFA | Jul 2025 (1y) | |
| Aaron Pleau Wade | Registered representative | CFP | Aug 2025 (1y) | |
| Larry Matthew Henderson | Registered representative | Aug 2025 (1y) | ||
| Stephen Charles Poplaski | Registered representative | CFP Personal Financial Specialist | Aug 2025 (1y) | |
| Marilyn Joanna Gentilotti | Registered representative | CFP | Oct 2025 (1y) | |
| Myra Jean Tucker | Registered representative | CFA | Dec 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Washington Trust Company, Of Westerly | Parent Company | Aug 2005 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/04/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Morgan Stanley $142M (11% of AUM) Nov 2021
- Charles Schwab & Co. $54.9M (2% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 04, 2026.
View current Form ADV (SEC/IAPD) ↗