Data / Investment advisers / Pennsylvania / Bryn Mawr Trust Advisors, LLC
Bryn Mawr Trust Advisors, LLC, Philadelphia, PA: $3.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Bryn Mawr Trust Advisors, LLC is an SEC registered investment adviser with its main office in Philadelphia, Pennsylvania and reports $3.5 billion in regulatory assets under management in its Form ADV filed October 5, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Bryn Mawr Trust Advisors, LLC (CRD number 285359): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 285359
- SEC file number
- 801-108434
- SEC status
- Approved, effective October 6, 2016
- Main office
- 1818 Market Street 22nd Floor, Philadelphia, PA 19103
- Phone
- (215) 731-1820
- Website
- bmt.com
- Regulatory AUM
- $3,513,817,710 in the Form ADV filed October 5, 2026
- Discretionary AUM
- $3,468,609,992
- Non discretionary AUM
- $45,207,718
- Accounts
- 3,849
- Employees
- 87, of which 55 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 8
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 5, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 599 | $3.08 billion |
| Individuals (other than high net worth individuals) | 736 | $227.5 million |
| Corporations or other businesses | 30 | $83.8 million |
| Charitable organizations | 28 | $67.5 million |
| State or municipal government entities | Fewer than 5 | $24.4 million |
| Other investment advisers | Fewer than 5 | $14.4 million |
| Pension and profit sharing plans | 16 | $13.3 million |
| Banking or thrift institutions | Fewer than 5 | $3.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $3.51 billion | March 23, 2026 |
| December 1, 2025 | $3.01 billion | June 30, 2025 |
Other advisers in Philadelphia
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| FS REIT Advisor, LLC | Philadelphia | $9.10 billion | Not listed | adviserinfo.sec.gov |
| LLR Management HOLDCO, L.P. | Philadelphia | $7.57 billion | 19 | adviserinfo.sec.gov |
| Glenmede Investment Management, LP | Philadelphia | $6.20 billion | Not listed | adviserinfo.sec.gov |
| Wescott Financial Advisory Group LLC | Philadelphia | $4.16 billion | Not listed | adviserinfo.sec.gov |
| Financial Integrity Advisors, LLC | Philadelphia | $3.96 billion | Not listed | adviserinfo.sec.gov |
| FS Digital Infrastructure Advisor, LLC | Philadelphia | $3.21 billion | 6 | adviserinfo.sec.gov |
| Roffman Miller Associates Inc | Philadelphia | $3.20 billion | Not listed | adviserinfo.sec.gov |
| Elm Wealth | Philadelphia | $3.02 billion | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Philadelphia, PA
- Investment advisers in Pennsylvania
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Bryn Mawr Trust Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.