SourcingSourcing

TOWER BRIDGE ADVISORS, INC.

B57
CRD 115700·SEC 801-60640·WEST CONSHOHOCKEN, PA
AUM
$1.49B
$1B+
Est. Revenue
$14.9M
@ 1% on AUM
Est. EBITDA
$4.5M
@ 30% margin
Est. Deal Value
$35.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TOWER BRIDGE ADVISORS, INC.
CRD
115700
SEC file #
801-60640
EIN
331890756
DBA names
Tower Bridge Advisors

Economics

AUM
$1.49B
AUM band
$1B+
AUM trajectory
'20'26
$1.30B → $1.49B▲ +15%
Client mix
Individuals High Net Worth386
Individuals Other375
Corporations24
Pension Profit Sharing Plans11
Charitable Organizations9

Operations

Employees (total)
14
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
9 advisors → 8 advisors▼ -11%
Primary office
WEST CONSHOHOCKEN PA
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
01/23/2026
ADV-W filed at
—
Website
towerbridgeadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MEYER, JAMES, MAURICE
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
MEYER, JAMES, MAURICE
CROOKS, CHRISTOPHER,
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TOWERBRIDGEADVISORS.COM
Rdap Domain Creation Date
2001-08-07T13:54:29Z
Rdap Firm Age Years
25
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
21,634
Form 5500 Compensation Trajectory 3y
202521,634
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
21,634
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0002048845
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2025-01-10
Edgar Last Filing Date
2026-01-12
Edgar Form D Count
2
Edgar Form D Offerings
2026-01-122026-01-12 · 0001013594-26-000024
2025-01-102025-01-10 · 0001013594-25-000027

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Goldman Sachs8
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
300 BARR HARBOR DRIVESUITE 705WEST CONSHOHOCKEN, PA 19428
Business
300 BARR HARBOR DRIVESUITE 705WEST CONSHOHOCKEN, PA 19428
Edgar EIN
331890756
Edgar Recent Filings
D/A2026-01-12 · 0001013594-26-000024
D2025-01-10 · 0001013594-25-000027
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2033-08-07T13:54:29Z
Rdap Domain Last Changed
2023-08-07T14:16:36Z
Rdap Nameservers
Ns71.worldnic.comNs72.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
333111
Trust Company Affiliate
No

People (8)

8
MEYER, JAMES, MAURICE
IAR · Direct Owner · 37.5%
333111
CROOKS, CHRISTOPHER,
IAR · Direct Owner · 17.5%
4052294
GILDEA, CHRISTOPHER,
IAR · Direct Owner · 17.5%
2252826
KACHEL, JEFFREY, (NO
Direct Owner · 17.5%
4866924
FILIPPO, NICHOLAS, ROBERT
Direct Owner · 7.5%
2172190
MICHAEL JOSEPH ADAMS
IAR
4568497
SHAWN MICHAEL GALLAGHER
IAR
6045212
DANIEL PATRICK RODAN
IAR
4688945