Your Journey.
Our Commitment.

Wherever you are along your wealth journey, Bryn Mawr Trust is by your side helping you realize your goals.

Upcoming Webinar: Month 00
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Built on a foundation of trust

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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 Trust Advisors: $3.9B, WSFS Wealth Investments: $78M, The Bryn Mawr Trust Company of Delaware: $53B, WSFS Institutional Services: $28.3B as of June 30, 2025.

Forging Lasting Relationships

Trusts – an Essential Resource for Family Financial Planning

Individuals & Families

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.

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Businesses

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.

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Endowments & Foundations

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

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Our Wealth Management Services

As a Client of Bryn Mawr Trust, you gain access to an array of financial services that help you create a well-defined purpose for your wealth.

Wealth creates opportunities as well as complexities. We start the wealth planning process by taking the time to understand you, your resources, and your vision so we can work together to align your plan, your investments, and your life.

Explore Financial and Wealth Planning

We seek to create durable, diversified, multi-asset portfolios based on long-term strategic allocations, aligning planning, advice, and your life for an investment plan customized to you and your investment goals.

Explore Investment Management

As a company that can act as your fiduciary, Bryn Mawr Trust has the expertise to help guide you through the complexities of estate planning and administration so you can protect your family, support the causes important to you, and leave the legacy you envision.

Explore Trust and Estate Services

Through a relationship-based approach, we deliver integrated financial strategies and tailored private banking solutions aligned with your vision, values, and goals – all designed to simplify your financial life.

Explore Private Banking

We empower plan sponsors with investment advisory and fiduciary services to enhance your company’s retirement offerings.

Explore Corporate Retirement Plans

Begin your journey

Call 833.973.7633
Monday – Friday | 8am – 5pm (ET)

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Awards & Recognition

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

Bryn Mawr Trust Advisors
_{Bryn Mawr Trust Advisors, LLC (BMTA), formerly Bryn Mawr Capital Management, LLC (BMCM), was 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 firms in 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.}

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

Recent Insights

3D Investing: 2025 Mid-Year Economic and Market Outlook

As Americans celebrated Independence Day, Congress passed President Trump’s sweeping “The One, Big, Beautiful” bill, and the U.S. simultaneously executed a successful strike on Iran’s nuclear infrastructure. Equity…
How to Navigate The New Reality of Retirement

Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss how to navigate the new reality of retirement.