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TOWER BRIDGE ADVISORS

WEST CONSHOHOCKEN, PA · CRD 115700 · IAPD ↗ · towerbridgeadvisors.com · 610-260-2200

$1.49BRegulatory AUM
8Advisory reps
14Employees
0Clients
101-250Planning clients
2Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
February 2026 — TOWER BRIDGE ADVISORS reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
June 2025 — TOWER BRIDGE ADVISORS now reports custody of client assets ($15.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
75
June 2025 — TOWER BRIDGE ADVISORS now reports 2 private fund(s) ($15.3M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
50
April 2025 — TOWER BRIDGE ADVISORS reported RAUM down 29% ($1.86B -> $1.32B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.