Ryan Jordon Egolf

Employer firm

Bryn Mawr Trust Advisors, LLC CRD 285359

$3.51B regulatory AUM 334 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• SUB-ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2022 → 09/2023
  Corient
  Wayne, PA
• 10/2014 → 12/2018
  Firehouse Subs
  Frazer, PA
• 01/2018 → 08/2018
  The Ice Butler
  Frazer, PA
• 06/2017 → 08/2017
  Efs
  Chester Springs, PA
• 01/2019 → 03/2023
  Radnor Financial Advisors, Llc
  Wayne, PA
• 07/2023 → 09/2023
  Corient Services Llc
  Miami, FL
• 01/2023 → 07/2023
  Cipw Service Company, Llc
  Toronto
• 09/2023 → 09/2025
  Cwm, Llc
  Omaha, NE
• 09/2023 → 09/2025
  Carson Group
  Omaha, NE
• 09/2025 → Present
  Bryn Mawr Trust
  Berwyn, PA

Previous Registrations

• 2023-09-06 → 2025-09-11
  Cwm, Llc
  Phoenixville, PA
  Omaha, NE
• 2023-04-24 → 2023-09-06
  Corient
  Miami, FL
  Wayne, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-24

Designations

• Certified Financial Planner