Bryn Mawr Trust Advisors, LLC
● SEC registered since 2016CRD 285359SEC# 801-108434Philadelphia, PA
Reg. AUM
$3.51B
Employees
87
Accounts
3,849
Location
Philadelphia, PA
Bryn Mawr Trust Advisors, LLC assets under management
Bryn Mawr Trust Advisors, LLC is a registered investment adviser overseen by the SEC based in Philadelphia, PA. The firm has been registered since 2016. It reports $3.5 billion in regulatory assets under management and employs 87 people.
Bryn Mawr Trust Advisors, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Candice Marie Caruso Control | Board Member | Under 5% | 2025 |
| Donna Marie Cunningham Control | Chief Compliance Officer | Under 5% | 2023 |
| Jacquelyn Kerry Blue Control | Chief Operating Officer | Under 5% | 2025 |
| James Andrew Gise Control | Board Member | Under 5% | 2025 |
| Jamie Patrick Hopkins Control | Chief Wealth Officer | Under 5% | 2023 |
| Jasmine Zhong Yu Control | Chief Investment Officer | Under 5% | 2024 |
| Robert Joseph Schneider Control | President, Chairman Of The Board | Under 5% | 2019 |
| Sandra Lee Whalen Control | Board Member | Under 5% | 2025 |
| Wsfs Financial Corp. Control | Member | Over 75% | 2016 |
Frequently asked questions
How much does Bryn Mawr Trust Advisors, LLC manage?
Bryn Mawr Trust Advisors, LLC reports $3.5 billion in regulatory assets under management on its Form ADV.
How many employees does Bryn Mawr Trust Advisors, LLC have?
Bryn Mawr Trust Advisors, LLC reports 87 employees.
Where is Bryn Mawr Trust Advisors, LLC located?
Bryn Mawr Trust Advisors, LLC is based in Philadelphia, PA and has been SEC-registered since 2016.
Does Bryn Mawr Trust Advisors, LLC disclose fund performance?
Bryn Mawr Trust Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1818 Market Street, 22nd Floor, Philadelphia, PA 19103 |
| Phone | 215.731.1820 |
| Fax | 215.731.1419 |
| Office hours | 9-5 |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1700481 |
| Discloses disciplinary history | No |
Regulatory AUM
$3.51B▲ 16%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 16%
Larger than 84% of 16,306 advisers
EmployeesTop 8%
More than 92% of 16,824 advisers
Assets under management
$3.51Bregulatory AUM
Discretionary $3.47BNon-discretionary $45.2M