TriBridge Partners Financial provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 11–25 clients last fiscal year.
TriBridge Partners Financial reports 352 clients. They include 174 high-net-worth individuals, 118 pension and profit-sharing plans, and 58 individual clients. Of its assets, 25.5% ($407M across 417 accounts) are managed with discretion; $1.19B across 118 accounts are not. A wrap fee program the firm both sponsors and manages holds $375M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 16% | 1% |
| High-net-worth individuals | 49% | 22% |
| Pension and profit-sharing plans | 34% | 77% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 58 | $22.2M | 1.4% | $383K |
| High-net-worth individuals | 174 | $353M | 22.1% | $2.03M |
| Pension and profit-sharing plans | 118 | $1.22B | 76.5% | $10.4M |
| Corporations and other businesses | Fewer than 5 | $359K | 0.0% | $179K |
| Total | 352 | $1.6B | 100% | — |
- Clients
- 58
- Regulatory AUM
- $22.2M
- AUM share
- 1.4%
- Avg. per client
- $383K
- Clients
- 174
- Regulatory AUM
- $353M
- AUM share
- 22.1%
- Avg. per client
- $2.03M
- Clients
- 118
- Regulatory AUM
- $1.22B
- AUM share
- 76.5%
- Avg. per client
- $10.4M
- Clients
- Fewer than 5
- Regulatory AUM
- $359K
- AUM share
- 0.0%
- Avg. per client
- $179K
Total
- Clients
- 352
- Regulatory AUM
- $1.6B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
TriBridge Partners Financial is paid through a percentage of assets under management and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Marsh & McLennan Agency LLC owns 75% or more of TriBridge Partners Financial and is in turn owned by Marsh USA LLC (75% or more). Craig Reid is CEO; the leadership team includes President Dan Ehly and Chief Compliance Officer Ashleigh Swayze. It has 23 employees, 7 of them in advisory roles.
Leadership
- Craig ReidChief Executive Officer
- Dan EhlySenior Vice President
- Ashleigh SwayzeChief Compliance Officer
- Alexandra Von FerstelSecretary
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- Teresa Eade
- Brian Gregory Lizzi
- Michael James McGowen
- David Michael Morris
- John C Morris
- Tacy R Paul
- Christopher Michael Schneider
Staff
- 23 employees
- 7 in advisory functions
- 7 state-registered reps
- 8 broker-dealer reps
- 7 insurance agents
- Owns 75% or more of Tribridge Partners Financial LLC
Marsh & McLennan Agency LLC
Control person · since June 2026
- Owns 75% or more of Marsh & McLennan Agency LLC
Marsh USA LLC
Control person · since June 2026
- Owns 75% or more of Marsh USA LLC
Marsh LLC
Control person · since November 2024
- Owns 75% or more of Marsh LLC
Marsh & McLennan Companies, Inc.
Control person · since November 2024
TriBridge Partners Financial’s regulatory assets grew Infinity× from $0 (June 2024) to $1.6B (July 2026); employees fell from 25 to 23.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $1.6B | 352 | 23 | 1 |
| April 2025 | $1.2B | 173 | 25 | 1 |
| June 2024 | $0 | 0 | 25 | 1 |
Besides its headquarters, TriBridge Partners Financial has 0 offices, with 1 listed address in Maryland.
Maryland · 1 listed address
- 6721 Columbia Gateway Drive, Suite 100, ColumbiaHQ
Contact and registration details
- Legal name
- Tribridge Partners Financial LLC
- Headquarters
- 6721 Columbia Gateway Drive, Suite 100, Columbia, MD 21046
- Phone
- 240-422-8799
- SEC file
- 801-129200
- Structure
- Maryland LLC
- Fiscal year end
- December
TriBridge Partners Financial uses Principal Financial Group ($440M, 43%), Charles Schwab ($375M, 37%) and T. Rowe Price Investment Services ($205M, 20%) as custodians for its separately managed accounts. TriBridge Partners Financial has custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $375M37%
- T. Rowe Price Investment ServicesT. Rowe Price Investment Services, Inc · Baltimore, MD · $205M20%
- Principal Financial GroupPrincipal Financial Group · Des Moines, IA · $440M43%
At year end, TriBridge Partners Financial’s separately managed accounts were mostly in funds (85%). Its reported 13F holdings for the quarter ended 30 June 2026 total $255M across 82 positions; the largest are Capital Group Growth ETF (11.0%), Vanguard Index Fds (10.4%) and Capital Group Conservative E (10.2%).
What the accounts hold
- Stocks7%
- Funds85%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash5%
Reported 13F holdings
- $255M
- Reported 13F value
- 82
- Positions
- 73.3%
- In the 10 largest
- +5.6%
- Value vs. prior quarter
- Capital Group Growth ETF · Shs Creat Unit11.0%
- Vanguard Index Fds · S&P 500 ETF Shs10.4%
- Capital Group Conservative E10.2%
- Vanguard Index Fds · Mid Cap ETF7.4%
- Vanguard Index Fds · Small CP ETF7.1%
- Vanguard Star Fds · VG TL Intl Stk F6.1%
- Capital Grp Fixed Incm ETF T · Core Plus Incm5.9%
- Capital Group Intl Focus EQT · Shs Creat Unit5.6%
- Vanguard BD Index Fds · Total Bnd Mrkt5.6%
- Vanguard BD Index Fds · Short Trm Bond4.1%
Together, the ten largest are 73.3% of reported value.
How many clients does TriBridge Partners Financial have?
TriBridge Partners Financial has 352 clients and manages $1.6 billion for them, as of July 2026. They include 174 high-net-worth individuals, 118 pension and profit-sharing plans, and 58 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 July 2026
What services does TriBridge Partners Financial offer?
TriBridge Partners Financial provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does TriBridge Partners Financial use?
TriBridge Partners Financial’s separately managed account assets are held at Principal Financial Group (Des Moines, IA), with $440M, Charles Schwab & Co., Inc. (San Francisco, CA), with $375M and T. Rowe Price Investment Services, Inc (Baltimore, MD), with $205M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 July 2026
How many financial advisors does TriBridge Partners Financial have?
TriBridge Partners Financial has 7 investment adviser representatives registered with state securities authorities, out of 23 employees, and 7 perform investment advisory functions. 8 employees are registered representatives of a broker-dealer and 7 employees are 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 TriBridge Partners Financial invest in?
At the end of its last fiscal year, TriBridge Partners Financial’s separately managed accounts held 85% registered funds (mutual funds, ETFs, BDCs), 7% exchange-traded equities, 5% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns TriBridge Partners Financial?
TriBridge Partners Financial is owned through a chain of holding companies by Marsh & McLennan Companies, Inc. Its direct owner is Marsh & McLennan Agency LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 July 2026
How does TriBridge Partners Financial get paid?
TriBridge Partners Financial is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact TriBridge Partners Financial?
TriBridge Partners Financial’s main office is at 6721 Columbia Gateway Drive, Suite 100, Columbia, MD 21046. Its phone number is 240-422-8799. Its website is tribridgepartnersfinancial.com.