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- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-06-2016
- Office Locations
- 10
Office Locations
About Bryn Mawr Trust Advisors, LLC
Bryn Mawr Trust Advisors, LLC (bmt.com), a division of WSFS Bank, provides wealth management for individuals and families, business owners, and endowments/foundations. The team integrates financial and wealth planning with investment management, trust and estate services, and private banking, constructing durable, diversified multi-asset portfolios anchored in long-term strategic allocations and fiduciary advice.
Reported data analysis
What the numbers show
Between June 30, 2025 and July 21, 2026, reported AUM increased 16.7%, from $3.0B to $3.5B.
Across 5 reported observations, AUM increased 266.3% between March 31, 2022 and July 21, 2026, from $959.3M to $3.5B.
Of the latest reported AUM, 98.7% is discretionary and 1.3% is non-discretionary.
The firm reports 55 advisory representatives and 1,743 clients, or 31.7 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 10 reported office locations and 10 years in operation. The source data was last updated on October 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Bryn Mawr Trust Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JACQUELYN KERRY BLUE
CHIEF OPERATING OFFICER
- CRD
- #4625639
- Ownership
- Less than 5%
Candice Marie Caruso
--
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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JAMES T BARNES
Director of Fixed Income
- CRD
- #3267622
Stephen Biggin
Investment Research Analyst
- CRD
- #7673055
Showing 2 of 58 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,468,609,992 | $909,203 |
| Non-Discretionary | $45,207,718 | $1,329,639 |
| Total | $3,513,817,710 | $912,917 |
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Separately Managed Accounts
SMA allocation detail is available
Bryn Mawr Trust Advisors, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Bryn Mawr Trust Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.