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Firm profile

Tower Bridge Advisors

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
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOChristopher E. Gildea
CCOJeffrey M. N. Kachel
CFOJeffrey M. N. Kachel

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for businesses
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.

Total 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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.