Overview
- Headquarters
- Philadelphia, PA
- Total Firm Assets
- $3.5 billion
- Average High-Net-Worth Client Portfolio Size
- $5.1 million
- Stated Minimum Account Size
- $500,000
Recent Rankings
Fee Disclosure
Source: BRYN MAWR TRUST ADVISORS LLC FORM ADV PART 2A_06302025 (2025-06-30)
· View brochure text
Latest filing: BRYN MAWR TRUST ADVISORS LLC FORM ADV PART 2A 3/23/2026 (2026-03-23)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.00% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $50,000 | 1.00% |
| $10 million | $100,000 | 1.00% |
| $50 million | $500,000 | 1.00% |
| $100 million | $1,000,000 | 1.00% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Pennsylvania for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 87.65%
- Number of High-Net-Worth Clients
- 599
- Total Client Accounts
- 3,849
- Discretionary Accounts
- 3,815
- Non-Discretionary Accounts
- 34
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 285359
- BRYN MAWR TRUST ADVISORS LLC FORM ADV PART 2A 3/23/2026 (2026-03-23) · View brochure text
- BRYN MAWR TRUST ADVISORS LLC FORM ADV PART 2A_06302025 (2025-06-30) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗