about bryn mawr trust
With our extensive suite of wealth planning solutions, investment management services, and private banking offerings, your Bryn Mawr Trust team can help you manage every aspect of your financial world, creating a cohesive strategy that aligns with your personal and professional goals and aspirations.
a customized approach
the strength to serve you well
Institutional Clients
*Bryn Mawr Trust: $6.4B, Bryn Mawr Capital Management: $3.7B, WSFS Wealth Investments: $1.1B, The Bryn Mawr Trust Company of Delaware: $50B, WSFS Institutional Services: $26B as of September 30, 2024
Individuals, institutions, and families have turned to Bryn Mawr Trust, a WSFS Company, for generations. Built on a foundation of trust, we have been serving the region for over 130 years – delivering experience and expertise in all facets of wealth management.
With the integrated businesses of Bryn Mawr Capital Management and The Bryn Mawr Trust Company of Delaware, Bryn Mawr Trust provides locally managed and collaborative wealth solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate and institutional Clients.
Our mission lies in understanding each Client’s unique financial position, and then marshaling the right resources to guide them towards the future they envision. By meeting our clients where they are on their journey today, we help get them to where they want to be tomorrow.
Your Journey. Our Commitment.
Bryn Mawr Capital Management, LLC (“BMCM”) has been ranked by USA Today as a Best Financial Advisory Firm in April 2024. In cooperation with Statista, USA Today used a methodology consisting of two dimensions: a firm’s development of Assets Under Management (“AUM”) and recommendations by financial advisors, clients and industry experts based upon 2019 – 2024 data. Over 30,000 companies were evaluated and the top 500 were awarded as USA Today’s Best Financial Advisory Firms. BMCM did not pay Statista or USA Today any fee to be considered for this award, however, after receiving the award, BMCM did pay a licensing fee to USA Today in order to publicize the ranking.
A more thorough disclosure of the criteria used in making these rankings is available by clicking on this link.
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor.
careers
Join an award-winning team that is committed to its Clients and focused on its community.