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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Clients | 795 | 807 | increased by12 |
| Feb 1, 2026 | AUM | $1,317,334,651 | $1,494,267,021 | increased by$176,932,370 |
| Feb 1, 2026 | Accounts | 794 | 805 | increased by11 |
| Dec 1, 2025 vs May 1, 2025 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 17 | 14 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,197 | 795 | decreased by402 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,997,205,345 | $1,317,334,651 | decreased by$679,870,694 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,199 | 794 | decreased by405 |
| Apr 1, 2022 | Clients | 1,121 | 1,197 | increased by76 |
| Apr 1, 2022 | AUM | $1,898,670,503 | $1,997,205,345 | increased by$98,534,842 |
| Apr 1, 2022 | Accounts | 1,121 | 1,199 | increased by78 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TOWER BRIDGE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TOWER BRIDGE” may also match similarly-named firms). Confirm identity against each filing.
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.