Your Journey.

Our Commitment.



833.973.7633

Built on a foundation
of trust


a customized approach

the strength to serve you well


Years Of History
Assets Under Management and Assets Under Administration*
Private, Family, &
Institutional Clients
Experienced Professionals

*Bryn Mawr Trust: $6.4B, Bryn Mawr Capital Management: $3.7B, WSFS Wealth Investments: $1.1B, The Bryn Mawr Trust Company of Delaware: $50.4B, WSFS Institutional Services: $27.8B as of December 31, 2024

forging lasting relationships

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meeting you where you are

We work with you to help secure your financial future through all of our resources, tailored solutions, and personalized wealth planning advice delivered locally by professionals you can trust. We meet you where you are today, for where you want to be tomorrow.

Explore Individuals & Families
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helping your business thrive

Business owners have comprehensive wealth planning needs. Bryn Mawr Trust is there for you, from business launch to succession planning, and assisting  with qualified retirement plan services.

Explore Businesses
Schoolchildren running with backpacks.

securing your mission

While focused on your philanthropic goals, Bryn Mawr Trust helps you optimize your assets, align your resources with your purpose, and address your challenges.

Explore Endowments & Foundations

PROVIDING wealth management SERVICES


Explore Wealth Management Services

Top financial advisory firms, 2025 | Newsweek | Plant-A Insights Group

Bryn Mawr Capital Management
Bryn Mawr Capital Management, LLC (BMCM) has been recognized as one of America’s Top Financial Advisory Firms 2025 by Newsweek and Plant-A Insights Group. Newsweek and Plant-A Insights Group recognized the top financial advisory firmsin the United States, by conducting a large-scale study based on the analysis of over 15,000 financial advisories registered with the SEC. There was no compensation exchanged in consideration for this rating, however, a licensing fee was paid to Plant-A Insights Group in order to publicize the ranking. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success.  For more information click here.

USA Today logo for Best Financial Advisory Firms

Bryn Mawr Capital Management
Bryn Mawr Capital Management, LLC (BMCM) has been ranked by USA Today as a Best Financial Advisory Firm in April 2024 and based on data from 2019-2024 in cooperation with Statista. There was no compensation exchanged in consideration for this rating, however, a licensing fee was paid to USA Today in order to publicize the ranking. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success.  For more information click here

Bryn Mawr Trust
Bryn Mawr Trust has been selected as a winner at the Miami Family Wealth Report Awards 2025 program.

Top financial advisory firms, 2025 | Newsweek | Plant-A Insights Group
USA Today logo for Best Financial Advisory Firms
Top financial advisory firms, 2025 | Newsweek | Plant-A Insights Group

Bryn Mawr Capital Management
Bryn Mawr Capital Management, LLC (BMCM) has been recognized as one of America’s Top Financial Advisory Firms 2025 by Newsweek and Plant-A Insights Group. Newsweek and Plant-A Insights Group recognized the top financial advisory firmsin the United States, by conducting a large-scale study based on the analysis of over 15,000 financial advisories registered with the SEC. There was no compensation exchanged in consideration for this rating, however, a licensing fee was paid to Plant-A Insights Group in order to publicize the ranking. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success.  For more information click here.

USA Today logo for Best Financial Advisory Firms

Bryn Mawr Capital Management
Bryn Mawr Capital Management, LLC (BMCM) has been ranked by USA Today as a Best Financial Advisory Firm in April 2024 and based on data from 2019-2024 in cooperation with Statista. There was no compensation exchanged in consideration for this rating, however, a licensing fee was paid to USA Today in order to publicize the ranking. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success.  For more information click here

Bryn Mawr Trust
Bryn Mawr Trust has been selected as a winner at the Miami Family Wealth Report Awards 2025 program.

Top financial advisory firms, 2025 | Newsweek | Plant-A Insights Group
USA Today logo for Best Financial Advisory Firms

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