PHILADELPHIA, PACRD 285359Latest ADV April 22, 2026
Bryn Mawr Trust Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Philadelphia, PA. Its latest Form ADV filing, dated April 22, 2026, reports $3.5B in regulatory assets under management, 87 employees, 8 offices, and 3,849 accounts.
Assets Under Management
$3.5B
Employees
87
Offices
8 offices
Total Clients
1,409
Primary office
PHILADELPHIA, PA
1818 MARKET STREET, 22ND FLOOR, PHILADELPHIA, PA, United States
Top client segmentIndividuals represent 52.2% of total clients.
Top client categories% of clientsClients
1
Individuals
52.2%
736
2
HNWI
42.5%
599
3
Corporations
2.1%
30
4
Charitable
2.0%
28
5
Pension Plans
1.1%
16
Categories with <5 clients
Banking or thrift institutions<5 clients
Other investment advisers<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.5Bas of April 22, 2026
Discretionary98.7%
$3.5B
99% of total RAUM98.7%
Non-discretionary1.3%
$45M
1% of total RAUM1.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$3.5B
Total Accounts3,849
10Y AUM Change+$2.7B (+347.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees87
Clients per Employee16:1
10Y Employee Change+70 (+411.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.