WEST CONSHOHOCKEN, PACRD 115700Latest ADV January 23, 2026
Tower Bridge Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in West Conshohocken, PA. Its latest Form ADV filing, dated January 23, 2026, reports $1.5B in regulatory assets under management, 14 employees, and 805 accounts.
Assets Under Management
$1.5B
Employees
14
Offices
--
Total Clients
807
Primary office
WEST CONSHOHOCKEN, PA
300 BARR HARBOR DRIVE, SUITE 705, WEST CONSHOHOCKEN, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 47.8% of total clients.
Top client categories% of clientsClients
1
HNWI
47.8%
386
2
Individuals
46.5%
375
3
Corporations
3.0%
24
4
Pension Plans
1.4%
11
5
Charitable
1.1%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of January 23, 2026
Discretionary97.7%
$1.5B
98% of total RAUM97.7%
Non-discretionary2.3%
$34M
2% of total RAUM2.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.5B
Total Accounts805
10Y AUM Change+$267M (+21.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee58:1
10Y Employee Change-1 (-6.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.