BRYN MAWR TRUST ADVISORS, LLC
SEC RegisteredYour Journey. Our Commitment.
About the firm
Built on a foundation of trust, Bryn Mawr Trust has been serving individuals, institutions, and families for over 130 years, delivering experience and expertise in all facets of wealth management. With the integrated businesses of Bryn Mawr Trust Advisors and The Bryn Mawr Trust Company of Delaware, Bryn Mawr Trust provides locally managed and collaborative wealth solutions, including planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate and institutional clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial and wealth planning, investment management, trust and estate services, private banking, and corporate retirement plans including investment advisory and fiduciary services.
Who they serve
Individuals, families, businesses (including business owners), endowments, foundations, nonprofits, and institutional clients.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 736 | $227M |
| High Net Worth Individuals | 599 | $3.1B |
| Charitable Organizations | 16 | $13M |
| State/Municipal Entities | 28 | — |
334 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
57 advisors in the directory
Regulatory & compliance
Data as of April 22, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched