Wealth manager, independent · West Conshohocken, PA
Tower Bridge Advisors
Tower Bridge Advisors, Inc. · SEC-registered investment adviser · CRD 115700 · SEC 801-60640
At a glance
Tower Bridge Advisors is an SEC-registered investment adviser based in West Conshohocken, Pennsylvania, with $1.5B in regulatory assets under management as of its Form ADV filed January 23, 2026. It reports 761 individual clients, 386 of them high-net-worth, holding an average of about $1.8 million each, and 14 employees. That ranks it 733rd among the nation’s 5,657 independent wealth management RIAs and 55th of 260 in Pennsylvania. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 610-260-2200towerbridgeadvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.5B
- Rank among independent wealth managers
- #733 of 5,657
- Rank among all SEC RIAs
- #4,266 of 17,210
- Rank in Pennsylvania
- #55 of 260
- Individual clients
- 761
- High-net-worth clients
- 386
- Accounts
- 805
- Discretionary
- 98% of AUM
- Employees
- 14
- Advisory staff
- 8
- Offices
- 1
Owners and executives on its Form ADV
- James M. MeyerChairman of the Board, Director, Principal, Senior Portfolio Manager
- Nicholas R. FilippoChief Marketing Officer, Senior Relationship Manager, Director, Principal, Senior Portfolio Manager
- Jeffrey (. KachelChief Compliance Officer, Chief Financial Officer, Chief Technology Officer, Principal, Director, Portfolio Manager
- Christopher E. GildeaChief Executive Officer, Secretary, Director, Principal, Senior Portfolio Manager
- Christopher M. CrooksChief Investment Officer, Director, Principal, Senior Portfolio Manager
Custody and brokerage
Broker-dealer
No broker-dealer ties
Tower Bridge Advisors reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 386 | $1.2B | 78% |
| Individuals | 375 | $198M | 13% |
| Corporations or other businesses | 24 | $96M | 6% |
| Pension and profit sharing plans | 11 | $14M | <1% |
| Charitable organizations | 9 | $13M | <1% |
| Pooled investment vehicles | 2 | $0M | 0% |
Private funds
Tower Bridge Advisors reports 2 private funds with $20M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Tower Bridge Advisors reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗towerbridgeadvisors.com ↗
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Similar-size RIAs in Pennsylvania
All of Pennsylvania →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Abundance Wealth Counselors, LLCState College | $1.6B | 439 |
| Roble, Belko and Company, Inc.Sewickley | $1.6B | 233 |
| Kintra Wealth, LLCWilliamsport | $1.5B | 2,914 |
| River Wealth Advisors LLCCamp Hill | $1.5B | 876 |
| Ironview Capital Management, LLCConshohocken | $1.4B | 386 |
| Chadds Ford Wealth Partners, LLCChadds Ford | $1.3B | 60 |
Background
Questions
How much does Tower Bridge Advisors manage?
Tower Bridge Advisors reports $1.5B in regulatory assets under management across 805 accounts, 98% of it on a discretionary basis, on its Form ADV filed January 23, 2026.
How many clients does Tower Bridge Advisors have?
It reports 761 individual clients: 386 high-net-worth individuals and 375 other individuals. Individuals account for about 92% of its regulatory assets.
Where is Tower Bridge Advisors headquartered?
Its main office is in West Conshohocken, Pennsylvania. It reports 1 office in total and 14 employees, 8 of whom perform investment advisory functions.
How does Tower Bridge Advisors charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees; performance-based fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Tower Bridge Advisors use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed January 23, 2026, it reports these amounts held: Charles Schwab ($1.2B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Tower Bridge Advisors a hybrid RIA with a broker-dealer?
Tower Bridge Advisors reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Tower Bridge Advisors a fiduciary?
As an SEC-registered investment adviser, Tower Bridge Advisors owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Tower Bridge Advisors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-01-23), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →