AdFi
BM

BRYN MAWR TRUST ADVISORS, LLC

SEC Registered
PHILADELPHIA, PAhttps://bmt.com215.731.1820
Assets Under Management
$1B–$5B
Employees
87
Office Locations
6 offices
Total Accounts
3849

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthCharitable OrganizationsState/Municipal

Services

retirement_planninginvestment_managementfinancial_planningwealth_management

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)736$227M
High Net Worth Individuals599$3.1B
Charitable Organizations16$13M
State/Municipal Entities28

334 total clients reported on Form ADV.

Leadership

Wsfs Financial Corp.
MEMBER
Rodger Levenson
BOARD MEMBER
James Joseph Wechsler
BOARD MEMBER
Arthur John Bacci
CHAIRMAN OF THE BOARD
Harrison Randolph Gelber
CHIEF COMPLIANCE OFFICER
Stephen Paul Clark
BOARD MEMBER
Robert Joseph Schneider
PRESIDENT

Office locations

6 offices in 3 states
PA
PHILADELPHIAHQ
FL
BOCA RATON
PA
BERWYN
DE
REHOBOTH BEACH
DE
WILMINGTON
PA
HERSEY

Advisors at this firm

13 advisors in the directory

Regulatory & compliance

CRD number
#285359
SEC Number
801-108434
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Minimum: $100,000 (waivable)

Data as of April 22, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BRYN MAWR TRUST ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BRYN MAWR TRUST ADVISORS, LLC in PHILADELPHIA, PA - Financial Advisory Firm | AdvisorFinder