# BRYN MAWR TRUST ADVISORS, LLC

BRYN MAWR TRUST ADVISORS, LLC of PHILADELPHIA, PA is an SEC-registered investment adviser.

## Registration

- CRD: 285359
- Type: SEC-registered investment adviser
- SEC file number: 801-108434
- Location: 1818 MARKET STREET, 22ND FLOOR, PHILADELPHIA, PA, 19103
- Phone: 215.731.1820
- Latest filing: 2026-07-21
- Regulatory AUM: $3.5B
- Discretionary AUM: $3.5B
- Non-discretionary AUM: $45.2M
- Clients: 87
- Accounts: 3,849

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities, Other

## Officers, owners & control persons (37)

_Showing 25 of 37 people._

| Name | Role | Location |
| --- | --- | --- |
| Robert Joseph Schneider | PRESIDENT; PRESIDENT, CHAIRMAN OF THE BOARD | — |
| Donna Marie Cunningham | CHIEF COMPLIANCE OFFICER | — |
| Jamie Patrick Hopkins | CHIEF EXECUTIVE OFFICER; CHIEF WEALTH OFFICER | — |
| Jasmine Zhong Yu | CHIEF INVESTMENT OFFICER | — |
| Jacquelyn Kerry Blue | CHIEF OF STAFF; CHIEF OPERATING OFFICER | — |
| Sandra Lee Whalen | BOARD MEMBER | — |
| Stephen Michael Wellman | CHIEF WEALTH OPERATING OFFICER | — |
| Candice Marie Caruso | BOARD MEMBER | — |
| James Andrew Gise | BOARD MEMBER | — |
| Donna M Cunningham | CHIEF COMPLIANCE OFFICER | — |
| Jasmine Yu | CHIEF INVESTMENT OFFICER | — |
| Sandra Whalen | BOARD MEMBER | — |
| Arthur John Bacci | CHAIRMAN OF THE BOARD | — |
| Stephen Paul Clark | BOARD MEMBER | — |
| Garrett Cole Spangler | BOARD MEMBER | — |
| Stephen Petrucci | BOARD MEMBER | — |
| MARTIN PATRICK DANIEL | CHIEF COMPLIANCE OFFICER | — |
| WEST ROBERT EDWARD | PRESIDENT; PRESIDENT AND BOARD MEMBER | — |
| WETTERGREEN TERRY ANNE | CHIEF COMPLIANCE OFFICER | — |
| SCHNEIDER ROBERT JOSEPH | PRESIDENT | — |
| GERAGHTY PAUL DAVID | BOARD MEMBER; CHAIRMAN OF THE BOARD | — |
| CUNNINGHAM JOSEPH M | CHIEF COMPLIANCE OFFICER | — |
| TOPOLEWSKI CHRISTOPHER JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| CZAPLICKI DANE FRANCIS | DIRECTOR OF RESEARCH | — |
| MILLS MARILYN D | CHIEF INVESTMENT OFFICER | — |


## Branch offices (8)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| WILMINGTON | DE | 11 | 215.731.1820 |
| BERWYN | PA | 3 | 215.731.1820 |
| HERSHEY | PA | 2 | 215.731.1820 |
| BOCA RATON | FL | 2 | 215.731.1820 |
| REHOBOTH BEACH | DE | 2 | 215.731.1820 |
| PRINCETON | NJ | 1 | 6095243500 |
| WILMINGTON | DE | 1 | 302-351-0315 |
| DOYLESTOWN | PA | 1 | 4848047018 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/285359/brochure
- Similar advisers: https://search.stillhousedata.com/firm/285359/similar
- Related entities: https://search.stillhousedata.com/firm/285359/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/285359

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.