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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-06-2016
- Office Locations
- 11
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 April 22, 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 April 22, 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 11 reported office locations and 9 years in operation. The source data was last updated on July 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- 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
Andrew Michael Bass
Associate, Financial Advisor
- CRD
- #7833239
Showing 2 of 59 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.
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