Tower Bridge Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions. Financial planning was provided to 101–250 clients last fiscal year. The firm advises 2 private funds.
Tower Bridge Advisors reports 807 clients. They include 386 high-net-worth individuals, 375 individual clients, and 24 corporations and other businesses. Of its assets, 97.7% ($1.46B across 793 accounts) are managed with discretion; $34M across 12 accounts are not. A wrap fee program the firm both sponsors and manages holds $914K. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 46% | 13% |
| High-net-worth individuals | 48% | 78% |
| Pooled investment vehicles | <1% | 0% |
| Pension and profit-sharing plans | 1% | <1% |
| Charitable organizations | 1% | <1% |
| Other client typesCorporations and other businesses | 3% | 6% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 375 | $198M | 13.3% | $529K |
| High-net-worth individuals | 386 | $1.17B | 78.4% | $3.04M |
| Pooled investment vehicles | 2 | $0 | 0.0% | $0 |
| Pension and profit-sharing plans | 11 | $14.1M | 0.9% | $1.29M |
| Charitable organizations | 9 | $13.5M | 0.9% | $1.5M |
| Corporations and other businesses | 24 | $96.2M | 6.4% | $4.01M |
| Total | 807 | $1.49B | 100% | $1.85M |
- Clients
- 375
- Regulatory AUM
- $198M
- AUM share
- 13.3%
- Avg. per client
- $529K
- Clients
- 386
- Regulatory AUM
- $1.17B
- AUM share
- 78.4%
- Avg. per client
- $3.04M
- Clients
- 2
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- $0
- Clients
- 11
- Regulatory AUM
- $14.1M
- AUM share
- 0.9%
- Avg. per client
- $1.29M
- Clients
- 9
- Regulatory AUM
- $13.5M
- AUM share
- 0.9%
- Avg. per client
- $1.5M
- Clients
- 24
- Regulatory AUM
- $96.2M
- AUM share
- 6.4%
- Avg. per client
- $4.01M
Total
- Clients
- 807
- Regulatory AUM
- $1.49B
- AUM share
- 100%
- Avg. per client
- $1.85M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 2
- Financial planning clients last fiscal year
- 101–250
Tower Bridge Advisors charges 0.45%–1.00% a year for its Asset Management Services (Separately Managed Accounts). Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $5,000 annual minimum.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$3M | 0.85% |
| $3M–$5M | 0.75% |
| $5M–$10M | 0.65% |
| $10M and above | 0.45% |
Fee details and sources
James Meyer owns 25% to 50% of Tower Bridge Advisors. Christopher Gildea is CEO; the leadership team includes Chief Investment Officer Christopher Crooks and Chief Financial Officer Jeffrey Kachel. It has 14 employees, 8 of them in advisory roles.
Leadership
- Christopher GildeaChief Executive Officer, Secretary, Director
- Christopher GildeaChief Executive Officer, Secretary, Director, Principal, Senior Portfolio Manager
- Jeffrey KachelChief Compliance Officer, Chief Financial Officer, Chief Technology Officer, Principal, Director, Portfolio Manager
- Jeffrey KachelChief Compliance Officer, Chief Financial
- Christopher CrooksChief Investment Officer, Director, Principal, Senior Portfolio Manager
- Christopher CrooksChief Investment Officer, Director, Principal
- Nicholas FilippoChief Marketing Officer, Senior Relationship Manager, Director, Principal, Senior Portfolio Manager
- James MeyerChairman of the Board, Director, Principal, Senior Portfolio Manager
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- Michael Joseph Adams
- Thomas Gerald Blair
- Christopher Murray Crooks
- Shawn Michael Gallagher
- Christopher Eugene Gildea
- James Maurice Meyer
- Daniel Patrick Rodan
Staff
- 14 employees
- 8 in advisory functions
- 6 state-registered reps
- 1 soliciting firm
- Owns 25% to 50% of Tower Bridge Advisors, Inc.
James Meyer
Control person · since September 2001
- Owns 10% to 25% of Tower Bridge Advisors, Inc.
Jeffrey Kachel
Control person · since March 2004
- Owns 10% to 25% of Tower Bridge Advisors, Inc.
Christopher Gildea
Control person · since March 2021
- Owns 10% to 25% of Tower Bridge Advisors, Inc.
Christopher Crooks
Control person · since November 2023
- Owns 5% to 10% of Tower Bridge Advisors, Inc.
Nicholas Filippo
Control person · since February 2024
Tower Bridge Advisors’ regulatory assets fell from $1.9B (March 2021) to $1.49B (January 2026); clients fell from 1,121 to 807 and employees from 17 to 14.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| January 2026 | $1.49B | 807 | 14 | 1 |
| May 2025 | $1.32B | 795 | 14 | 1 |
| March 2024 | $1.86B | 1,112 | 14 | 1 |
| May 2023 | $1.87B | 1,193 | 16 | 1 |
| March 2022 | $2B | 1,197 | 17 | 1 |
| March 2021 | $1.9B | 1,121 | 17 | 1 |
Besides its headquarters, Tower Bridge Advisors has 0 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 300 Barr Harbor Drive, Suite 705, West ConshohockenHQ
Contact and registration details
- Legal name
- Tower Bridge Advisors, Inc.
- Headquarters
- 300 Barr Harbor Drive, Suite 705, West Conshohocken, PA 19428-2075
- Website
- towerbridgeadvisors.com
- Phone
- 610-260-2200
- @tower-bridge-advisors
- SEC file
- 801-60640
- Founded
- 2001
- Structure
- Pennsylvania corporation
- Fiscal year end
- December
Tower Bridge Advisors uses Charles Schwab ($1.19B) as custodian for its separately managed accounts. Tower Bridge Advisors has custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Orlando, FL · $1.19B100%
At year end, Tower Bridge Advisors’ separately managed accounts were mostly in stocks (68%) and bonds (18%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.11B across 222 positions; the largest are Alphabet Inc.. Class C (5.8%), Apple Inc.. (5.4%) and Microsoft Corporation (4.7%).
What the accounts hold
- Stocks68%
- Funds6%
- Bonds18%
- U.S. government and agency bonds10%
- Investment grade corporate bonds5%
- State and local bonds3%
- Cash8%
Reported 13F holdings
- $1.11B
- Reported 13F value
- 222
- Positions
- 36.1%
- In the 10 largest
- +7.1%
- Value vs. prior quarter
- Alphabet Inc.. Class C5.8%
- Apple Inc..5.4%
- Microsoft Corporation4.7%
- Broadcom Inc..4.4%
- Lam Research Corporation4.0%
- JPMORGAN Chase & Co.3.6%
- Vanguard S&P 500 ETFETF2.4%
- Johnson & Johnson2.1%
- Oracle Corporation1.9%
- Visa Inc.. Class A1.8%
Together, the ten largest are 36.1% of reported value.
How many clients does Tower Bridge Advisors have?
Tower Bridge Advisors has 807 clients and manages $1.49 billion for them, as of January 2026. They include 386 high-net-worth individuals, 375 individual clients, and 24 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 January 2026
What services does Tower Bridge Advisors offer?
Tower Bridge Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Tower Bridge Advisors charge?
Tower Bridge Advisors charges 0.45%–1.00% a year for its Asset Management Services (Separately Managed Accounts). Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $5,000 annual minimum.
Source: TOWER BRIDGE ADVISORS PART 2A, filed 23 January 2026
Which custodians does Tower Bridge Advisors use?
Tower Bridge Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Orlando, FL), with $1.19B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 January 2026
How many financial advisors does Tower Bridge Advisors have?
Tower Bridge Advisors has 6 investment adviser representatives registered with state securities authorities, out of 14 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Tower Bridge Advisors invest in?
At the end of its last fiscal year, Tower Bridge Advisors’ separately managed accounts held 68% exchange-traded equities, 10% U.S. government and agency bonds, 8% cash and equivalents, 6% registered funds (mutual funds, ETFs, BDCs), 5% investment grade corporate bonds and 3% state and local bonds. It advises 2 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Tower Bridge Advisors?
Tower Bridge Advisors’ direct owners are James Meyer, Jeffrey Kachel, Christopher Gildea, Christopher Crooks and Nicholas Filippo, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 23 January 2026
How does Tower Bridge Advisors get paid?
Tower Bridge Advisors is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Tower Bridge Advisors registered with the SEC?
Yes, Tower Bridge Advisors has been registered with the SEC as an investment adviser since 5 October 2001. Its CRD number is 115700 and its SEC file number is 801-60640.
Source: Form ADV Part 1A, Item 1, filed 23 January 2026; IAPD firm record
How do I contact Tower Bridge Advisors?
Tower Bridge Advisors’ main office is at 300 Barr Harbor Drive, Suite 705, West Conshohocken, PA 19428-2075. Its phone number is 610-260-2200. Its website is towerbridgeadvisors.com.