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Tower Bridge Advisors

Updated today

Client AUM

$1,370,433,277

Clients

761

Advisors

7

of 14 employees

About

Tower Bridge Advisors provides investment advice and discretionary and non-discretionary asset management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses, and it also acts as investment manager for two private funds. The firm offers portfolio management for separately managed accounts, participation in wrap fee programs, limited financial planning as an ancillary service, and periodically distributes an investment letter to clients and prospects.

The firm’s portfolio approach centers on strategic asset allocation across equities and fixed income, using fundamental and cyclical analysis, selective use of ETFs, laddered investment-grade bonds, and derivative strategies (including short sales and options) where appropriate. For its two private funds, Tower Bridge pursues concentrated, research-driven opportunities (one fund with a technology focus), and those Funds are subject to performance-based compensation with high-water marks and hurdles while the firm manages side‑by‑side accounts.

Tower Bridge’s structure and activities include several features that are less common among similarly sized team firms: it manages pooled vehicles (the two private funds), is affiliated with the Funds’ General Partners, receives performance-based fees from those Funds, and discloses the resulting side‑by‑side and allocation conflicts and the measures it uses to address them. The firm also participates in Wrap Fee Programs, compensates certain third parties for client referrals (treated as compensated endorsements under the Marketing Rule), and provides periodic written market commentary to clients, all of which are noted in its Form ADV disclosures.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments

Occupation focus

Founder/Business Owner Retired

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Fee options

Percentage

$0 - $1,000,000: 1.0% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.65% $10,000,001+: 0.45%

Performance-based

Performance-based fees charged by private funds based on capital appreciation with high-water mark and hurdle, detailed in Fund Governing Documents

Other

Account minimum: $500,000 Minimum fee: $5,000 annually, negotiable

Main office

300 Barr Harbor Drive, Suite 705

West Conshohocken PA 19428-2075

Advisors at this office

7

Most active in

Arizona · California · Connecticut · Delaware · District of Columbia · Florida · Maryland · Massachusetts · New Jersey · New York · Pennsylvania

Also doing business as

Tower Bridge Advisors · Tower Bridge Advisors, Inc.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Christopher C

CFP®, CFA®, Series 63, Series 66

West Conshohocken, PA

Tower Bridge Advisors

Christopher Crooks is a CFP® and CFA® with nine years of industry experience. He has worked at Tower Bridge Advisors since 2020 and previously held positions at Bank of America, Merrill Lynch, and Alphaone Capital Partners. Tower Bridge Advisors provides discretionary and non-discretionary investment management and advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with fundamental research, managing core equity holdings on a growth-at-a-reasonable-price basis and fixed income in laddered maturities, while also actively managing private investment funds that utilize more concentrated, sector-focused strategies.

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments Founder/Business Owner Retired
user avatar

Michael A

West Conshohocken, PA

Tower Bridge Advisors

Michael Adams is a financial advisor at Tower Bridge Advisors with 28 years of industry experience. He has worked at Tower Bridge Advisors since 2020 and was previously with BB&T Securities from 2016 to 2020. Outside of his advisory role, he serves as Chairman of Northeast Homecare Services, a non-medical in-home care franchise focused on elder assistance, which he owns. Tower Bridge Advisors provides investment advice and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach across equities and fixed income and manages two private funds with a focus on concentrated, research-driven opportunities.

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments Founder/Business Owner Retired
user avatar

James M

CFA®, Series 63

West Conshohocken, PA

Tower Bridge Advisors

James Meyer is a CFA® charterholder with 24 years of industry experience. He has been with Tower Bridge Advisors since 2001. The firm provides discretionary and non-discretionary investment management and advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Tower Bridge Advisors employs a fundamental research-driven, strategic asset allocation approach across equities and fixed income, and actively manages private investment funds with sector-focused strategies.

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments Founder/Business Owner Retired
user avatar

Christopher G

Series 63, Series 65

West Conshohocken, PA

Tower Bridge Advisors

Christopher Gildea is a financial advisor at Tower Bridge Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Tower Bridge Advisors since 2018, previously spending two years at Portview Partners, LLC. Tower Bridge Advisors provides investment advice and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach across equities and fixed income and manages two private funds focused on concentrated, research-driven opportunities.

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments Founder/Business Owner Retired
user avatar

Shawn G

CFA®

West Conshohocken, PA

Tower Bridge Advisors

Shawn Gallagher is a CFA® charterholder with 12 years of industry experience. He has worked at Sterling Capital Management LLC for nine years before joining Tower Bridge Advisors in 2024. Tower Bridge Advisors provides discretionary and non-discretionary investment management and advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a fundamental research-driven, strategic asset allocation approach across equities and fixed income, manages private investment funds with sector-focused strategies, and offers limited financial planning and periodic investment communications.

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments Founder/Business Owner Retired
user avatar

Thomas B

Series 63, Series 65

West Conshohocken, PA

Tower Bridge Advisors

Thomas Blair is a financial advisor at Tower Bridge Advisors with 26 years of industry experience. He previously worked for Dow Capital Management for 15 years before joining Tower Bridge Advisors in 2026. He holds the Series 63 and Series 65 designations. Tower Bridge Advisors provides investment advice and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, and manages two private funds. The firm emphasizes strategic asset allocation across equities and fixed income, utilizing fundamental and cyclical analysis, selective ETFs, laddered investment-grade bonds, and derivative strategies as appropriate.

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments Founder/Business Owner Retired
user avatar

Daniel R

Series 66

West Conshohocken, PA

Tower Bridge Advisors

Daniel Rodan is a financial advisor at Tower Bridge Advisors with 21 years of industry experience and holds a Series 66 designation. He has worked at Tower Bridge Advisors since 2018 and previously spent two years at BB&T Securities. Tower Bridge Advisors provides investment advice and asset management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, along with managing two private funds. The firm emphasizes strategic asset allocation using fundamental and cyclical analysis, selective ETFs, laddered investment-grade bonds, and derivative strategies.

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments Founder/Business Owner Retired
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