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BRYN MAWR TRUST ADVISORS, LLC
CRD 285359 · SEC 801-108434
1818 MARKET STREET, 22ND FLOOR, PHILADELPHIA, PA, 19103, United States
Phone
215.731.1820
Fax
215.731.1419
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.51B
Discretionary AUM
$3.47B
Team
87 total employees; 55 advisory reps; 334 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersSUB-ADVISORY SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 736 | $227.5M |
| High net worth individuals | 599 | $3.08B |
| Pension/profit sharing plans | 16 | $13.3M |
| Charitable organizations | 28 | $67.5M |
| Corporations/business entities | 30 | $83.8M |
States served
CA, CO, DE, DC, ME, MD, MA, MN, NJ, NY, NC, OH, PA, SC, VA, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD