Bryn Mawr Trust Advisors, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 285359
· SEC file 801-108434
· Philadelphia, PA
· www.bmt.com
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ADV data as of Jul 21, 2026
- Regulatory AUM
- $3.5B
- Discretionary
- $3.5B
- Clients
- 1,409
- Avg AUM / client
- $2.5M
- Accounts
- 3,849
- Employees
- 87
AUM over time
$0
$3.5B
Sep 15, 2016
Jul 21, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 21, 2026
Investments (13F portfolio — 438 positions, $2,060,844,638)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | CORE S&P500 ETF | $110,065,073 | 168,499 | 5.34% | 3.13% |
| 2 | Vanguard Bd Index Fds | TOTAL BND MRKT | $99,165,806 | 1,346,630 | 4.81% | 2.82% |
| 3 | Apple Inc | COM | $93,643,714 | 368,981 | 4.54% | 2.67% |
| 4 | Microsoft Corp | COM | $65,777,865 | 177,696 | 3.19% | 1.87% |
| 5 | Ishares Tr | RUS TP200 GR ETF | $64,392,147 | 258,769 | 3.12% | 1.83% |
| 6 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $58,120,610 | 907,001 | 2.82% | 1.65% |
| 7 | Alphabet Inc | CAP STK CL A | $44,942,036 | 156,288 | 2.18% | 1.28% |
| 8 | Jpmorgan Chase & Co | COM | $38,961,009 | 132,448 | 1.89% | 1.11% |
| 9 | Berkshire Hathaway Inc Del | CL B NEW | $30,921,276 | 64,527 | 1.5% | 0.88% |
| 10 | Cisco Sys Inc | COM | $29,202,752 | 376,373 | 1.42% | 0.83% |
| 11 | Ishares Tr | MSCI USA QLT FCT | $27,406,956 | 142,886 | 1.33% | 0.78% |
| 12 | Merck & Co Inc | COM | $26,753,083 | 222,405 | 1.3% | 0.76% |
| 13 | Johnson & Johnson | COM | $25,535,219 | 104,464 | 1.24% | 0.73% |
| 14 | Vanguard Index Fds | MCAP GR IDXVIP | $24,402,776 | 94,823 | 1.18% | 0.69% |
| 15 | J P Morgan Exchange Traded F | ULTRA SHRT ETF | $24,356,707 | 481,263 | 1.18% | 0.69% |
| 16 | Amazon Com Inc | COM | $24,008,872 | 115,278 | 1.17% | 0.68% |
| 17 | Ishares Tr | CORE US AGGBD ET | $23,794,069 | 239,690 | 1.15% | 0.68% |
| 18 | Rtx Corporation | COM | $23,074,811 | 119,621 | 1.12% | 0.66% |
| 19 | State Str Spdr S&P 500 Etf T | TR UNIT | $22,818,514 | 35,087 | 1.11% | 0.65% |
| 20 | Ishares Tr | RUS TP200 VL ETF | $22,468,624 | 242,458 | 1.09% | 0.64% |
| 21 | Ishares Tr | RUS 1000 GRW ETF | $22,438,440 | 52,623 | 1.09% | 0.64% |
| 22 | Vanguard Index Fds | MCAP VL IDXVIP | $19,990,544 | 108,479 | 0.97% | 0.57% |
| 23 | Exxon Mobil Corp | COM | $19,870,530 | 117,120 | 0.96% | 0.57% |
| 24 | Kla Corp | COM NEW | $18,549,937 | 12,598 | 0.9% | 0.53% |
| 25 | Johnson Controls Internation | SHS | $18,347,083 | 140,108 | 0.89% | 0.52% |
Top 25 of 438 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 736 | $227M | 6.47% |
| High net worth individuals | 599 | $3.1B | 87.6% |
| Banking or thrift institutions | Fewer than 5 | $3.2M | 0.09% |
| Pension and profit sharing plans | 16 | $13.3M | 0.38% |
| Charitable organizations | 28 | $67.5M | 1.92% |
| State or municipal government entities | Fewer than 5 | $24.4M | 0.69% |
| Other investment advisers | Fewer than 5 | $14.4M | 0.41% |
| Corporations and other businesses | 30 | $83.8M | 2.38% |
People (59)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bacci, Arthur, John | Chairman Of The Board | Jun 2018 (8y) | Less than 5% | |
| Garrett Cole Spangler | Board Member | Feb 2019 (7y) | Less than 5% | |
| Clark, Stephen, Paul | Board Member | Mar 2019 (7y) | Less than 5% | |
| Robert Joseph Schneider | President | Oct 2019 (7y) | Less than 5% | |
| Petrucci, Stephen | Board Member | Jan 2023 (4y) | Less than 5% | |
| Donna Marie Cunningham | Chief Compliance Officer | Jul 2023 (3y) | Less than 5% | |
| Jamie Patrick Hopkins | Chief Executive Officer | CFP Chartered Financial Consultant | Oct 2023 (3y) | Less than 5% |
| Jasmine Zhong Yu | Chief Investment Officer | CFA | Jun 2024 (2y) | Less than 5% |
| Erik Robert Hickman | Registered representative | Oct 2016 (10y) | ||
| Erik William O'neal | Registered representative | CFP | Oct 2016 (10y) | |
| David Anthony Navarro | Registered representative | CFA | Aug 2018 (8y) | |
| Andrew Norman Davis | Registered representative | CFA | Aug 2019 (7y) | |
| Sony Saji Mathew | Registered representative | Oct 2019 (7y) | ||
| Stephen Biggin | Registered representative | CFA | Jan 2023 (4y) | |
| Charles Otto Posnecker | Registered representative | CFP CFA | Jan 2023 (4y) | |
| Seth Christopher Dadds | Registered representative | CFA | Jan 2023 (4y) | |
| Christopher Lawrence Krumenacker Jr | Registered representative | CFA | Jun 2023 (3y) | |
| Lucinda Lea Peterson | Registered representative | CFP | Jul 2023 (3y) | |
| Joel Richard Morris | Registered representative | CFP | Jul 2023 (3y) | |
| Michael George Paregian | Registered representative | CFP | Jul 2023 (3y) | |
| Jacquelyn Kerry Blue | Registered representative | Aug 2023 (3y) | ||
| Luis A Sepulveda | Registered representative | Aug 2023 (3y) | ||
| Magdalena Dobrowolska | Registered representative | Aug 2023 (3y) | ||
| Sara L Lawson | Registered representative | Aug 2023 (3y) | ||
| Andres Felipe Bonell | Registered representative | Aug 2023 (3y) | ||
| Andrew G Keefer | Registered representative | CFP CFA | Aug 2023 (3y) | |
| James T Barnes | Registered representative | CFA | Aug 2023 (3y) | |
| Jacqueline Reeves | Registered representative | Aug 2023 (3y) | ||
| Adam M Rieger | Registered representative | CFA | Sep 2023 (3y) | |
| James Andrew Hutchinson | Registered representative | CFA | Sep 2023 (3y) | |
| Anthony Stephen Feudo | Registered representative | Nov 2023 (3y) | ||
| Andrew Michael Bass | Registered representative | Jan 2024 (3y) | ||
| Quiaunna Elizabeth Powell | Registered representative | Apr 2024 (2y) | ||
| Christopher Stephen Williams | Registered representative | CFP | May 2024 (2y) | |
| John Joseph Walters | Registered representative | CFP | Jun 2024 (2y) | |
| Kathleen R Duffy | Registered representative | Jul 2024 (2y) | ||
| Valeri Marie Boclair | Registered representative | Jul 2024 (2y) | ||
| Samuel Good | Registered representative | Aug 2024 (2y) | ||
| Christopher S Freddo | Registered representative | Jan 2025 (2y) | ||
| Gordon Hayes Glanden | Registered representative | Jan 2025 (2y) | ||
| Paul Cooke Mcclatchy | Registered representative | CFP | Jan 2025 (2y) | |
| James Edward Fisher | Registered representative | Feb 2025 (1y) | ||
| Brandon Michael Mcfadden | Registered representative | Feb 2025 (1y) | ||
| Caroline C Lee | Registered representative | May 2025 (1y) | ||
| Ivan Shabalov | Registered representative | CFA | Jul 2025 (1y) | |
| Michael William Valenti | Registered representative | CFP | Jul 2025 (1y) | |
| Francis Joseph Lorine | Registered representative | Jul 2025 (1y) | ||
| Kevin Dolan | Registered representative | Jul 2025 (1y) | ||
| Thomas James Keefer | Registered representative | Jul 2025 (1y) | ||
| Steven Zachary Dunn | Registered representative | Aug 2025 (1y) | ||
| Lisa Marie Borrelli | Registered representative | Aug 2025 (1y) | ||
| Frank E Hines | Registered representative | Sep 2025 (1y) | ||
| Ryan Jordon Egolf | Registered representative | CFP | Sep 2025 (1y) | |
| Colton Steele | Registered representative | Oct 2025 (1y) | ||
| Steve H Nguyen | Registered representative | Oct 2025 (1y) | ||
| Jeffrey Alexander Kitchen | Registered representative | CFP | Oct 2025 (1y) | |
| Mark Edward Bradford | Registered representative | CFP | Oct 2025 (1y) | |
| Zackary Dempster | Registered representative | Nov 2025 (1y) | ||
| Ansh Gandhi | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Wsfs Financial Corp. | Member | Aug 2016 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/22/2026 | 1.13 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $1.3B (36% of AUM) Jul 2026
- National Financial Services (Fidelity) $1.0B (29% of AUM) Jul 2026
- SEI Private Trust $280M (9% of AUM) Jan 2025
- Wells Fargo $200M (11% of AUM) Jul 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 21, 2026.
View current Form ADV (SEC/IAPD) ↗