{
  "crd_number": 285359,
  "slug": "bryn-mawr-trust-advisors-llc-philadelphia-pa-285359",
  "primary_business_name": "BRYN MAWR TRUST ADVISORS, LLC",
  "legal_name": "BRYN MAWR TRUST ADVISORS, LLC",
  "dbas": [
    "BMTA"
  ],
  "city": "Philadelphia",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-10-06",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-07-21",
  "carried_forward": false,
  "raum_total": 3513817710.0,
  "raum_discretionary": 3468609992.0,
  "raum_non_discretionary": 45207718.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 87,
  "advisory_employees": 55,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 67478642.0,
      "count": 28
    },
    "individuals": {
      "raum": 227450007.0,
      "count": 736
    },
    "banking_thrift": {
      "raum": 3220567.0,
      "count": null,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 24375907.0,
      "count": null,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 13327038.0,
      "count": 16
    },
    "other_investment_advisers": {
      "raum": 14427736.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 3079768942.0,
      "count": 599
    },
    "corporations_other_businesses": {
      "raum": 83768871.0,
      "count": 30
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "MA",
    "MD",
    "ME",
    "MN",
    "NC",
    "NH",
    "NJ",
    "NY",
    "OH",
    "PA",
    "SC",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://bmt.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285359",
  "city_as_filed": "PHILADELPHIA",
  "url": "https://advisorcensus.com/firm/bryn-mawr-trust-advisors-llc-philadelphia-pa-285359",
  "display_name": "Bryn Mawr Trust Advisors, LLC",
  "summary": "Bryn Mawr Trust Advisors, LLC is an SEC-registered investment advisory firm in Philadelphia, PA, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 21, 2026.",
  "citation": "AdvisorCensus. Bryn Mawr Trust Advisors, LLC (CRD 285359): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Bryn Mawr Trust Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bryn Mawr Trust Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Bryn Mawr Trust Advisors, LLC located?",
      "a": "Bryn Mawr Trust Advisors, LLC's principal office is in Philadelphia, PA, according to its Form ADV; the August 2026 filing also lists 7 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Bryn Mawr Trust Advisors, LLC registered with the SEC or a state?",
      "a": "Bryn Mawr Trust Advisors, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 285359."
    },
    {
      "q": "How much does Bryn Mawr Trust Advisors, LLC manage?",
      "a": "Bryn Mawr Trust Advisors, LLC reports $3,513,817,710 in regulatory assets under management in its Form ADV filing dated July 21, 2026 (99% discretionary)."
    },
    {
      "q": "How have Bryn Mawr Trust Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Bryn Mawr Trust Advisors, LLC: Regulatory assets under management: $757,052,014 in the October 2021 data and $3,513,817,710 in the October 2026 data, up 364%. Total employees: 16 in October 2021 and 87 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bryn Mawr Trust Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (736); high net worth individuals (599); corporations or other businesses not listed above (30)."
    },
    {
      "q": "Which custodians does Bryn Mawr Trust Advisors, LLC use?",
      "a": "Bryn Mawr Trust Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Bryn Mawr Trust Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/285359"
    },
    {
      "q": "What changed in Bryn Mawr Trust Advisors, LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Changed its office addresses in Princeton, NJ."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 757052014.0,
      "total_employees": 16,
      "filing_date": "2021-08-17"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 959319816.0,
      "total_employees": 17,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 2725839827.0,
      "total_employees": 46,
      "filing_date": "2023-08-09"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 3035760870.0,
      "total_employees": 50,
      "filing_date": "2024-06-18"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 3011732671.0,
      "total_employees": 59,
      "filing_date": "2025-06-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 3513817710.0,
      "total_employees": 87,
      "filing_date": "2026-07-21"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Changed its office addresses in Princeton, NJ."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Added an office in Wilmington, DE."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $3,011,732,671 to $3,513,817,710 (+17%).",
        "Employees performing advisory functions went from 46 to 55.",
        "No longer lists the business name Bryn Mawr Capital Management (former Name)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/bryn-mawr-trust-advisors-llc-philadelphia-pa-285359.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 736,
      "fewer_than_5": false,
      "raum": 227450007.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 599,
      "fewer_than_5": false,
      "raum": 3079768942.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": 3220567.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 16,
      "fewer_than_5": false,
      "raum": 13327038.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 28,
      "fewer_than_5": false,
      "raum": 67478642.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 24375907.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": 14427736.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 30,
      "fewer_than_5": false,
      "raum": 83768871.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285359",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}