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BRYN MAWR TRUST ADVISORS, LLC
CRD 285359File 801-108434
APPROVED
Retail clients
Custody
Filing as of Jul 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.51B
Top 25% of cohort (national)
Discretionary AUM
$3.47B
Non-discretionary $45.2M
Clients
1,409
3,849 accounts
Employees
87
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Oct 6, 2016
- Principal office
- 1818 MARKET STREET, 22ND FLOOR, PHILADELPHIA, PA, 19103
- Phone
- 215.731.1820
- Website
- https://www.bmt.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.51B
- Discretionary AUM
- $3.47B
- Non-discretionary AUM
- $45.2M
- Discretionary accounts
- 3,815
- Non-discretionary accounts
- 34
- Total accounts
- 3,849
- AUM per client
- $2.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 30 | $83.8M |
| Charitable organizations | 28 | $67.5M |
| Other investment advisers | Fewer than 5 | $14.4M |
| High net worth individuals | 599 | $3.08B |
| Banking or thrift institutions | Fewer than 5 | $3.2M |
| Pension and profit sharing plans | 16 | $13.3M |
| State or municipal government entities | Fewer than 5 | $24.4M |
| Individuals (other than high net worth individuals) | 736 | $227.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 59 | 87 | increased by28 |
| Apr 1, 2026 | Clients | 1,101 | 1,409 | increased by308 |
| Apr 1, 2026 | AUM | $3,011,732,671 | $3,513,817,710 | increased by$502,085,039 |
| Apr 1, 2026 | Accounts | 3,371 | 3,849 | increased by478 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 17 | 59 | increased by42 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 334 | 1,101 | increased by767 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $959,319,816 | $3,011,732,671 | increased by$2,052,412,855 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,504 | 3,371 | increased by1,867 |
| Apr 1, 2022 | Employees | 16 | 17 | increased by1 |
| Apr 1, 2022 | Clients | 291 | 334 | increased by43 |
| Apr 1, 2022 | AUM | $757,052,014 | $959,319,816 | increased by$202,267,802 |
| Apr 1, 2022 | Accounts | 1,405 | 1,504 | increased by99 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BRYN MAWR” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BRYN MAWR” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.