A complete list of active advisors currently associated with Bryn Mawr Trust Advisors, LLC

Warmer can help you find a great advisor at Bryn Mawr Trust Advisors, LLC or one who fits your needs even better.

Bryn Mawr Trust Advisors, LLC is an SEC‑registered investment adviser and a wholly owned subsidiary of WSFS Financial Corporation that provides discretionary investment management, financial planning, retirement‑plan fiduciary services, and participant account management to individuals (including high‑net‑worth clients), trusts, foundations, corporations, qualified plans and other institutional clients. The firm reported roughly $3.51 billion in regulatory assets under management (predominantly discretionary) and about $634 million in assets under advisement as of December 31, 2025. BMTA develops customized investment policy statements and implements them through its Proprietary Multi‑Asset Solutions, combining strategic asset allocation, tactical adjustments, mutual funds, ETFs, separately managed accounts, and selected Independent Managers; the Chief Investment Officer and Investment Committee retain ultimate authority over strategy composition and monitoring. The firm also uses third‑party platforms for access to private funds, employs a mix of active and passive managers, may use limited AI as a supplemental research tool, and can implement option strategies (e.g., covered calls and collars) where appropriate. Several operational features distinguish BMTA from many peers: it is bank‑affiliated and operates a co‑advisory tri‑party arrangement with WSFS Bank, serves as a sub‑adviser to WSFS Bank’s wealth division and to other trust companies and registered investment advisers, and accepts banking/thrift institution clients and other adviser clients. The brochure discloses affiliated insurance and annuity referral relationships (including an affiliated insurance agency and referrals to third‑party annuity facilitators) and participation in referral programs such as Fidelity’s Wealth Advisor Solutions, and it outlines these arrangements and related conflicts of interest.

To learn more about the advisors currently working at Bryn Mawr Trust Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.