# Bryn Mawr Trust Advisors, LLC

> 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.

- CRD: 285359
- Filed as: BRYN MAWR TRUST ADVISORS, LLC
- Also doing business as: BMTA
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Philadelphia, PA
- Filing period: October 2026
- Form ADV filing dated: July 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285359
- AdvisorCensus page: https://advisorcensus.com/firm/bryn-mawr-trust-advisors-llc-philadelphia-pa-285359

## Quick answers

**How is Bryn Mawr Trust Advisors, LLC compensated?**
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).

**How much does Bryn Mawr Trust Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 23, 2026 states: Flat fee: $3,000 (comprehensive financial plans); Flat fee: $1,000 (initial upfront fee for comprehensive financial plans). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Bryn Mawr Trust Advisors, LLC located?**
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).

**Is Bryn Mawr Trust Advisors, LLC registered with the SEC or a state?**
Bryn Mawr Trust Advisors, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 285359.

**How much does Bryn Mawr Trust Advisors, LLC manage?**
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).

**How have Bryn Mawr Trust Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Bryn Mawr Trust Advisors, LLC serve?**
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).

**Which custodians does Bryn Mawr Trust Advisors, LLC use?**
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.

**Does Bryn Mawr Trust Advisors, LLC report any disciplinary disclosures?**
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

**What changed in Bryn Mawr Trust Advisors, LLC's recent Form ADV filings?**
In the August 2026 filing data: Changed its office addresses in Princeton, NJ.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Flat fee: $3,000 (comprehensive financial plans)

> Fixed fees for comprehensive financial plans start at $3,000. An initial upfront fee of $1,000 will billed the inception of the relationship and the remainder of the fee will be billed quarterly., or when we deliver the plan, depending on the engagement.

- Flat fee: $1,000 (initial upfront fee for comprehensive financial plans)

> Fixed fees for comprehensive financial plans start at $3,000. An initial upfront fee of $1,000 will billed the inception of the relationship and the remainder of the fee will be billed quarterly., or when we deliver the plan, depending on the engagement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $3,513,817,710
- Discretionary: $3,468,609,992
- Non-discretionary: $45,207,718

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 736 | $227,450,007 |
| High net worth individuals | 599 | $3,079,768,942 |
| Banking or thrift institutions | Fewer than 5 | $3,220,567 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 16 | $13,327,038 |
| Charitable organizations | 28 | $67,478,642 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $24,375,907 |
| Other investment advisers | Fewer than 5 | $14,427,736 |
| Corporations or other businesses not listed above | 30 | $83,768,871 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2016 (9 years)
- Employees: 87 total, 55 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, DC, DE, FL, MA, MD, ME, MN, NC, NH, NJ, NY, OH, PA, SC, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Berwyn, PA
- Boca Raton, FL
- Doylestown, PA
- Hershey, PA
- Princeton, NJ
- Rehoboth Beach, DE
- Wilmington, DE

### Websites listed on Form ADV (Item 1.I)
- [bmt.com](https://bmt.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $757,052,014 | 16 | August 17, 2021 |
| October 2022 | $959,319,816 | 17 | March 31, 2022 |
| October 2023 | $2,725,839,827 | 46 | August 9, 2023 |
| October 2024 | $3,035,760,870 | 50 | June 18, 2024 |
| October 2025 | $3,011,732,671 | 59 | June 30, 2025 |
| October 2026 | $3,513,817,710 | 87 | July 21, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Changed its office addresses in Princeton, NJ.

### May 2026
- Added an office in Wilmington, DE.

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bryn Mawr Trust Advisors, LLC (CRD 285359): Form ADV filing data as of October 2026.