Bryn Mawr Trust

What Bryn Mawr Trust does

Bryn Mawr Trust is the wealth management division of WSFS Bank (Wilmington Savings Fund Society, FSB), itself a subsidiary of publicly-traded WSFS Financial Corporation (NASDAQ: WSFS), with operating roots dating to 1889. The firm delivers integrated wealth management, investment advisory, trust and estate administration, private banking, and corporate retirement plan services to high-net-worth individuals, multi-generational families, business owners, endowments and foundations, and registered investment advisors. As of March 31, 2026, the franchise manages $97.6B in combined assets under management and administration, with $6.73B in BMT AUM, $3.53B in Bryn Mawr Trust Advisors (BMTA) AUM, $905M in BMTA AUA, $56.03B in The Bryn Mawr Trust Company of Delaware AUA, and $30.43B in WSFS Institutional Services AUA, serving 10,000+ private, family, and institutional clients.

The operating model is built around two core subsidiaries: Bryn Mawr Trust Advisors, an SEC-registered investment advisor based in Philadelphia, and The Bryn Mawr Trust Company of Delaware, a non-depository limited purpose trust company chartered under Delaware law in 2008 that provides Delaware and Nevada jurisdictional advantages for directed trusts, dynasty trusts, asset protection, and estate administration. The firm utilizes third-party wealth technology platforms (Orion Advisor for client portal, eMoney for financial planning, and Wealth Access 360 for account management) and in November 2025 selected Altruist as its new custodial platform. Distribution combines direct relationship-based advisory sales through nine offices across Pennsylvania, Delaware, New Jersey, Florida, and Nevada, a captive WSFS Bank referral channel with a 15% initial-fee revenue share, and a formal RIA Partnership Program offering trust, banking, and retirement services to external advisors.

Revenue is generated through fee-based investment advisory mandates (subscription/recurring), fiduciary trust and estate administration fees (managed services), private banking net interest income and treasury management fees (transaction fees), and professional fees on corporate retirement plan advisory. Pricing is quote-based and not publicly disclosed. The firm competes in a relationship-driven segment where its principal differentiation is Delaware/Nevada trust jurisdiction expertise, 130+ years of regional heritage in the Greater Philadelphia and Delaware market, and the integrated delivery of banking, trust, and investment advisory capabilities through the WSFS Financial Corporation umbrella.

Name

Bryn Mawr Trust

Legal name

Wilmington Savings Fund Society, FSB d/b/a Bryn Mawr Trust

Website

https://bmt.com

Company type

Private

Founded year

1889

Operating status

Operating

Headcount range

251–500 employees

Short description

Bryn Mawr Trust is the wealth management division of WSFS Bank providing integrated financial planning, investment management, trust and estate, and private banking services to high-net-worth individuals, families, business owners, and institutions across the Mid-Atlantic and select national markets.

Ownership category

akta.pro rank

Product category

Wealth Management and Trust Services

NAICS

Trust, Fiduciary, and Custody Activities (523991), Portfolio Management and Investment Advice (52394), Trusts, Estates, and Agency Accounts (52592), Funds, Trusts, and Other Financial Vehicles (525), Insurance and Employee Benefit Funds (5251)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF)

akta.pro secondary industries

Corporate & Institutional Trust Services (FSAAANAB), Estate Planning, Trust Structuring & Governance (FSAAADAF), Directed Trust & Trust Advisory Services (FSAAANAK), Trust Administration & Fiduciary Accounting Services (FSAAANAF)

Keywords

• Wealth management services
• Trust and estate planning
• Investment advisory services
• Private banking solutions
• Corporate retirement plans

Headquarters

HQ city

Bryn Mawr

HQ country

United States

HQ region

North America

Offices10 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Advisory and Wealth Management Fees: Fee-based financial planning and investment advisory services. Advisory fees are charged to clients, with 15% of the initial four quarters' advisory fee paid to WSFS Bank for client referrals. Services provided on a fee basis as part of advisory relationships.
2. Trust and Estate Services: Fiduciary services including trust administration, estate planning, and settlement services. The firm acts as executor and trustee, providing trust services such as asset protection trusts, dynasty trusts, and special needs trusts.
3. Private Banking: Deposit products (checking, money market, CDs), lending services (mortgages, lines of credit, business loans), and treasury management services for individuals and businesses.
4. Corporate Retirement Plans: Investment advisory and fiduciary services for retirement plans including 401(k), 403(b), Cash Balance, and Executive Retirement plans. Provides plan design consulting and ongoing management.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Bryn Mawr Trust is a wealth management division of WSFS Bank offering integrated financial services through Bryn Mawr Trust Advisors (SEC registered investment advisor) and The Bryn Mawr Trust Company of Delaware. Core services include financial and wealth planning, investment management, trust and estate services, private banking, and corporate retirement plans, serving individuals, families, business owners, endowments, foundations, and Registered Investment Advisors.

Product overview

Bryn Mawr Trust is a wealth management division of WSFS Bank offering a comprehensive suite of integrated financial services through multiple brands and subsidiaries. The core portfolio includes Financial & Wealth Planning, Investment Management, Trust and Estate Services, Private Banking, and Corporate Retirement Plans, supported by Bryn Mawr Trust Advisors (SEC-registered investment advisor subsidiary) and The Bryn Mawr Trust Company of Delaware (non-depository trust company with $55.1B+ in AUA). Specialized services include Business Exit Planning, Women of Wealth, and Endowments & Foundations advisory. The firm serves Registered Investment Advisors with fiduciary and banking services, and operates client portals including Orion Advisor, Wealth Access 360, and eMoney integration. With 130+ years of history and $97.6B in combined assets under management and administration, the firm operates across 9 locations in Pennsylvania, Delaware, New Jersey, Florida, and Nevada.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial and Wealth Planning Personalized wealth planning using a 7-step process that considers all aspects of financial well-being, including retirement, estate planning, and investment strategy alignment, for individuals and families.
• Investment Management Customized multi-asset portfolio management based on long-term strategic allocations, connecting financial plans to investment goals through a four-step investment process.
• Trust and Estate Services Estate planning and administration, trust services including asset protection trusts, dynasty trusts, Delaware directed trusts, and special needs planning with Delaware and Nevada jurisdictional advantages.
• Private Banking Integrated financial strategies with tailored deposit, lending, and treasury management solutions for individuals, business owners, and professional service providers including physicians, dentists, attorneys, and CPAs.
• Corporate Retirement Plans Fiduciary services for plan sponsors including 401(k), 403(b), Cash Balance, and Executive Retirement plans with 3(21) and 3(38) plan-level fiduciary services.
• Business Exit Planning Comprehensive exit planning services for business owners including valuation, tax optimization, succession planning, deal structuring, and post-exit wealth management.
• Endowments and Foundations Services Outsourced CIO (OCIO) services for endowments and foundations including investment expertise, board resources, and grant-making support.
• RIA Fiduciary Services Complete fiduciary trust services for registered investment advisors including directed trust administration, estate settlement, and special needs trust planning with Delaware and Nevada situs options.
• RIA Banking Services Comprehensive private banking solutions for RIAs including deposit products, lending, treasury management, and capital markets services.
• The Bryn Mawr Trust Company of Delaware Non-depository limited purpose trust company providing Delaware-advantaged trust services including personal trusts, family office services, business transactions, and investment management with $55.1B+ in assets under administration.
• Delaware Trust Advantage Delaware jurisdiction trust services offering ten advantages including direction trusts, income tax benefits, dynasty trusts, asset protection, and Court of Chancery expertise.
• Family Office Company Services Corporate fiduciary and administrative trustee services for family offices including tax reporting, bill pay, philanthropic planning, cash management, and entity management.
• Business Transaction Services Business transaction support including tax motivated services, cash management, M&A services, alternative risk management structures, and specialized services for government contracting and IP licensing.

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• AltruistcoreTechnology or Integration · 13 November 2025Altruist partnered with Bryn Mawr Trust Advisors, a subsidiary of WSFS Financial Corporation, to become its new custodial platform. Bryn Mawr Trust Advisors chose Altruist for its modern infrastructure and onboarding capabilities, supporting its commitment to scalable client and advisor services.

Scale indicators5 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Bessemer Trust: Direct peer — privately held, multi-family office serving UHNW families with integrated investment management, trust, and estate services. Highly comparable to Bryn Mawr Trust's HNW/UHNW wealth and trust offering.
• Wilmington Trust (M&T Bank): Direct peer — also a Delaware-situs trust and wealth management franchise owned by a regional bank. Overlaps with Bryn Mawr Trust in Delaware trust services, private banking, and HNW advisory across the Mid-Atlantic.
• Glenmede: Direct peer — Philadelphia-based wealth manager serving HNW families, endowments, and foundations with investment management, trust, and private banking services. Geographic and service-line overlap is substantial.
• Fiduciary Trust International: Direct peer — independent, OCIO-led wealth manager and corporate trustee for HNW families, endowments, and foundations. Direct overlap in trust administration, investment management, and multi-generational planning.
• Brown Brothers Harriman Wealth Management: Direct peer — privately held, multi-family-office-style wealth manager with fiduciary services, trust, and investment management for HNW families. Closely aligned in business model and client profile.

Emerging players

• Argent Financial Group: Emerging player — independent fiduciary wealth and trust firm serving HNW families, institutions, and endowments across the Southeast/Mid-South. Comparable in service mix but with regional concentration outside Bryn Mawr Trust's core.
• Crescent Grove Advisors (CIBC Private Wealth): Emerging player — formerly Lighthouse Partners, an OCIO platform acquired by CIBC Private Wealth. Comparable endowment/foundation and UHNW investment capabilities to Bryn Mawr Trust's OCIO practice.

Broad incumbents

• Northern Trust Wealth Management: Broad incumbent — large diversified wealth and asset manager with deep trust, private banking, and OCIO capabilities for HNW/UHNW families and institutions. A scaled competitor across many of Bryn Mawr Trust's service lines.
• First Citizens Wealth Management: Broad incumbent — bank-affiliated wealth manager providing investment management, trust, and private banking. Comparable in scale and product set though with a different geographic focus.
• PNC Wealth Management: Broad incumbent — regional bank-affiliated wealth manager with HNW advisory, trust, private banking, and retirement plan services. Operates across the same Mid-Atlantic footprint with similar product breadth.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/brynmawrtrust
• YouTubeyoutube.com/@bmt-brynmawrtrust
• Facebookfacebook.com/brynmawrtrust
• LinkedInlinkedin.com/company/the-bryn-mawr-trust-company
• Instagraminstagram.com/BrynMawrTrust

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Subsidiaries2 records

Funding overview

Funding rounds1 record

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bryn Mawr Trust