Bryn Mawr Trust Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, business succession planning, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Bryn Mawr Trust Advisors reports 1,409 clients. They include 736 individual clients, 599 high-net-worth individuals, and 30 corporations and other businesses. Of its assets, 98.7% ($3.47B across 3,815 accounts) are managed with discretion; $45.2M across 34 accounts are not. It advised 334 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 52% | 6% |
| High-net-worth individuals | 43% | 88% |
| Banking or thrift institutions | Fewer than 5 | <1% |
| Pension and profit-sharing plans | 1% | <1% |
| Charitable organizations | 2% | 2% |
| Other client typesState or municipal government entities; Other investment advisers; Corporations and other businesses | 2% | 3% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 736 | $227M | 6.5% | $309K |
| High-net-worth individuals | 599 | $3.08B | 87.6% | $5.14M |
| Banking or thrift institutions | Fewer than 5 | $3.22M | 0.1% | — |
| Pension and profit-sharing plans | 16 | $13.3M | 0.4% | $833K |
| Charitable organizations | 28 | $67.5M | 1.9% | $2.41M |
| State or municipal government entities | Fewer than 5 | $24.4M | 0.7% | — |
| Other investment advisers | Fewer than 5 | $14.4M | 0.4% | — |
| Corporations and other businesses | 30 | $83.8M | 2.4% | $2.79M |
| Total | 1,409 | $3.51B | 100% | — |
- Clients
- 736
- Regulatory AUM
- $227M
- AUM share
- 6.5%
- Avg. per client
- $309K
- Clients
- 599
- Regulatory AUM
- $3.08B
- AUM share
- 87.6%
- Avg. per client
- $5.14M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.22M
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- 16
- Regulatory AUM
- $13.3M
- AUM share
- 0.4%
- Avg. per client
- $833K
- Clients
- 28
- Regulatory AUM
- $67.5M
- AUM share
- 1.9%
- Avg. per client
- $2.41M
- Clients
- Fewer than 5
- Regulatory AUM
- $24.4M
- AUM share
- 0.7%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $14.4M
- AUM share
- 0.4%
- Avg. per client
- —
- Clients
- 30
- Regulatory AUM
- $83.8M
- AUM share
- 2.4%
- Avg. per client
- $2.79M
Total
- Clients
- 1,409
- Regulatory AUM
- $3.51B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 334
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Bryn Mawr Trust Advisors charges 0.30%–1.00% a year for its Investment Management Fees. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Fees
- Fixed fees for stand-alone financial planning start at $3,000 for a comprehensive plan, with ongoing planning on an annual retainer of up to $10,000; negotiable.
- Retirement Plan Fiduciary and Advisor Services
- Plan consulting is billed an annual fee of 0.03% to 0.10%, and fiduciary advisory services 0.10% to 0.65% of plan value, negotiable and billed quarterly.
WSFS Financial Corp. owns 75% or more of Bryn Mawr Trust Advisors. The leadership team of Bryn Mawr Trust Advisors includes President Robert Schneider, Chief Investment Officer Jasmine Yu and Chief Operating Officer Jacquelyn Blue. It has 87 employees, 55 of them in advisory roles.
Leadership
- Robert SchneiderPresident, Chairman of the Board
- Jacquelyn BlueChief Operating Officer
- Donna CunninghamChief Compliance Officer
- Candice CarusoBoard Member
- James GiseBoard Member
- Jamie HopkinsChief Wealth Officer
- Sandra WhalenBoard Member
- Jasmine YuChief Investment Officer
Investment adviser representatives
55 representatives listed in the SEC register as of 9 October 2026.
- James T Barnes
- Stephen Biggin
- Jacquelyn Kerry Blue
- Valeri Marie Boclair
- Jared A Bolling
- Andres Felipe Bonell
- Lisa Marie Borrelli
- Mark Edward Bradford
- Donna Marie Cunningham
- Seth Christopher Dadds
- Andrew Norman Davis
- Zackary Dempster
- Magdalena Dobrowolska
- Kathleen R Duffy
- Steven Zachary Dunn
- Anthony Stephen Feudo
- James Edward Fisher
- Julien Franklin
- Christopher S Freddo
- Ansh Gandhi
- Gordon Hayes Glanden
- Samuel Good
- Erik Robert Hickman
- Frank E Hines
- Jamie Patrick Hopkins
- James Andrew Hutchinson
- Thomas James Keefer
- Jeffrey Alexander Kitchen
- Christopher Lawrence Krumenacker Jr
- Sara L Lawson
- Caroline C Lee
- Sony Saji Mathew
- Paul Cooke McClatchy JR
- Brandon Michael McFadden
- Christian Coe Merritt III
- Joel Richard Morris
- David Anthony Navarro
- Steve H Nguyen
- Erik William O'Neal
- Michael George Paregian
- Lucinda Lea Peterson
- Charles Otto Posnecker IV
- Quiaunna Elizabeth Powell
- Jacqueline Reeves
- Adam M Rieger
- Robert Joseph Schneider
- Luis A Sepulveda JR
- Ivan Shabalov
- Garrett Cole Spangler
- Colton Steele
- Thomas Stoner
- Michael William Valenti
- John Joseph Walters
- Christopher Stephen Williams
- Jasmine Zhong Yu
Staff
- 87 employees
- 55 in advisory functions
- 60 state-registered reps
- 12 insurance agents
- 3 soliciting firms
- Owns 75% or more of Bryn Mawr Trust Advisors, LLC
WSFS Financial Corp.
Control person · since August 2016
Bryn Mawr Trust Advisors’ regulatory assets grew 4.6× from $757M (March 2021) to $3.51B (July 2026); clients rose from 291 to 1,409 and employees from 16 to 87. Between 2022 and 2023, 2 advisory firms joined it. The largest by last filed assets was Cypress Capital Management ($1.28B, December 2022). The most recent was Bell Rock Capital, in August 2023.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $3.51B | 1,409 | 87 | 9 |
| June 2025 | $3.01B | 1,101 | 59 | 8 |
| June 2024 | $3.04B | 1,100 | 50 | 6 |
| August 2023 | $2.73B | 934 | 46 | 6 |
| March 2022 | $959M | 334 | 17 | 1 |
| March 2021 | $757M | 291 | 16 | 1 |
Firms that joined
20231 joined
- Bell Rock CapitalNo filed AUM
20221 joined
- Cypress Capital ManagementLast filed AUM $1.28B
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Bryn Mawr Trust Advisors has 8 offices, with 9 listed addresses across 4 states.
Pennsylvania · 4 listed addresses
- 1818 Market Street, 22nd Floor, PhiladelphiaHQ
- 1436 Lancaster Avenue, Berwyn
- 1 E Chocolate Ave, Hershey
- 77-79 W. Court Street, Doylestown
Delaware · 3 listed addresses
- 35568 Airport Road, Rehoboth Beach
- 300 Bellevue Parkway, Wilmington
- 3908 Kennett Pike, Wilmington
Florida · 1 listed address
- 980 N. Federal Highway, Boca Raton
New Jersey · 1 listed address
- 212 Carnegie Center, Princeton
Other business names
Bryn Mawr Trust Advisors has reported 1 other business name to the SEC.
- Bmta
Contact and registration details
- Legal name
- Bryn Mawr Trust Advisors, LLC
- Headquarters
- 1818 Market Street, 22nd Floor, Philadelphia, PA 19103
- Website
- bmt.com
- Phone
- 215-731-1820
- SEC file
- 801-108434
- Founded
- 2016
- Structure
- Delaware LLC
- Fiscal year end
- December
Bryn Mawr Trust Advisors uses Charles Schwab ($1.25B, 55%) and Fidelity ($1.01B, 45%) as custodians for its separately managed accounts. Bryn Mawr Trust Advisors has custody of $501M in client assets for 178 clients.
- FidelityNational Financial Services LLC · Boston, MA · $1.01B45%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $1.25B55%
At year end, Bryn Mawr Trust Advisors’ separately managed accounts were largely in funds (40%) and stocks (36%). Its reported 13F holdings for the quarter ended 30 June 2026 total $2.29B across 457 positions; the largest are iShares TR (5.5%), Apple Inc. (4.7%) and Vanguard BD Index Fds (4.4%).
What the accounts hold
- Stocks36%
- Funds40%
- Bonds15%
- U.S. government and agency bonds7%
- State and local bonds4%
- Investment grade corporate bonds4%
- Cash9%
Reported 13F holdings
- $2.29B
- Reported 13F value
- 457
- Positions
- 31.2%
- In the 10 largest
- +11.3%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF5.5%
- Apple Inc.4.7%
- Vanguard BD Index Fds · Total Bnd Mrkt4.4%
- iShares TR · Rus Tp200 GR ETF3.2%
- Microsoft Corp.2.9%
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt2.7%
- Alphabet Inc. · Cap Stk CL A2.4%
- JPMORGAN Chase & CO1.9%
- Cisco Sys Inc.1.8%
- KLA Corp.1.6%
Together, the ten largest are 31.2% of reported value.
How many clients does Bryn Mawr Trust Advisors have?
Bryn Mawr Trust Advisors has 1,409 clients and manages $3.51 billion for them, as of July 2026. They include 736 individual clients, 599 high-net-worth individuals, and 30 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 July 2026
What services does Bryn Mawr Trust Advisors offer?
Bryn Mawr Trust Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, business succession planning, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Bryn Mawr Trust Advisors charge?
Bryn Mawr Trust Advisors charges 0.30%–1.00% a year for its Investment Management Fees. The fee is billed in advance and is negotiable.
Source: BRYN MAWR TRUST ADVISORS LLC FORM ADV PART 2A 3/23/2026, filed 23 March 2026
Which custodians does Bryn Mawr Trust Advisors use?
Bryn Mawr Trust Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.25B and National Financial Services LLC (Boston, MA), with $1.01B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 July 2026
How many financial advisors does Bryn Mawr Trust Advisors have?
Bryn Mawr Trust Advisors has 60 investment adviser representatives registered with state securities authorities, out of 87 employees, and 55 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 12 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Bryn Mawr Trust Advisors invest in?
At the end of its last fiscal year, Bryn Mawr Trust Advisors’ separately managed accounts held 40% registered funds (mutual funds, ETFs, BDCs), 36% exchange-traded equities, 9% cash and equivalents, 7% U.S. government and agency bonds, 4% state and local bonds and 4% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bryn Mawr Trust Advisors?
Bryn Mawr Trust Advisors’ direct owner is WSFS Financial Corp. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 21 July 2026
How does Bryn Mawr Trust Advisors get paid?
Bryn Mawr Trust Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Bryn Mawr Trust Advisors registered with the SEC?
Yes, Bryn Mawr Trust Advisors has been registered with the SEC as an investment adviser since 6 October 2016. Its CRD number is 285359 and its SEC file number is 801-108434.
Source: Form ADV Part 1A, Item 1, filed 21 July 2026; IAPD firm record
How do I contact Bryn Mawr Trust Advisors?
Bryn Mawr Trust Advisors’ main office is at 1818 Market Street, 22nd Floor, Philadelphia, PA 19103. Its phone number is 215-731-1820. Its website is bmt.com.