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TOWER BRIDGE ADVISORS
Legal name: TOWER BRIDGE ADVISORS, INC.
CRD 115700File 801-60640
APPROVED
Retail clients
Custody
Filing as of Jan 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.49B
Above cohort median (national)
Discretionary AUM
$1.46B
Non-discretionary $34.0M
Clients
807
805 accounts
Employees
14
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Oct 5, 2001
- Principal office
- 300 BARR HARBOR DRIVE, SUITE 705, WEST CONSHOHOCKEN, PA, 19428-2075
- Phone
- 610-260-2200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.49B
- Discretionary AUM
- $1.46B
- Non-discretionary AUM
- $34.0M
- Discretionary accounts
- 793
- Non-discretionary accounts
- 12
- Total accounts
- 805
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 24 | $96.2M |
| Charitable organizations | 9 | $13.5M |
| High net worth individuals | 386 | $1.17B |
| Pooled investment vehicles | 2 | Not reported |
| Pension and profit sharing plans | 11 | $14.1M |
| Individuals (other than high net worth individuals) | 375 | $198.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.