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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 1b 10b

TRIBRIDGE PARTNERS FINANCIAL LLC

CRD 326489

COLUMBIA, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2c56765a-44a2-088b-eb91-ee868cf898ab

Data as of Jul 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 14
On other graphs: 1
Observed: Nov 13, 2023 to Jul 17, 2026
21 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Tribridge Partners Financial LLC

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.23 fund_share=0.0 institutional_share=0.77 related_bd=true related_bank=true bd_reps=8.0
Regulatory AUM: $1.6BItem 5.F on the latest filing (2026-07-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $407M
Private client RAUM: $375MderivedItem 5.D individuals plus high net worth individuals
Private client share: 23%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $228Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 23
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 535
Individual clients: 58
High net worth clients: 174
SEC number: 801-129200
CRD: 326489
Filings on the tape: 21
First filed: Nov 13, 2023
Latest filed: Jul 17, 2026
Organised: Limited Liability Company, MD
Website: tribridgepartnersfinancial.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DAVID MICHAEL MORRIS	n/a	COLUMBIA, MD	2	55	1	yes
TACY R PAUL	Certified Financial Planner	COLUMBIA, MD	2	28	4	no
BRIAN GREGORY LIZZI	n/a	COLUMBIA, MD	2	21	4	yes
JOHN C MORRIS	Certified Financial Planner	COLUMBIA, MD	2	21	1	yes
CHRISTOPHER MICHAEL SCHNEIDER	n/a	COLUMBIA, MD	2	20	2	yes
MICHAEL JAMES MCGOWEN	n/a	COLUMBIA, MD	1	12	2	yes
Teresa Eade	n/a	COLUMBIA, MD	1	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MARSH & MCLENNAN AGENCY LLC	Shareholder	E	yes	06/2026	Jul 17, 2026	Jul 17, 2026
DITTO, JASON, LEE	CHIEF INVESTMENT OFFICER	Na	yes	02/2024	Apr 26, 2024	Dec 5, 2024
HYKES, HEATH, ANTHONY	CHIEF EXECUTIVE OFFICER	C	yes	02/2024	Nov 13, 2023	Dec 5, 2024
HYKES, HEATH, ANTHONY	CHIEF EXECUTIVE OFFICER	Na	yes	02/2024	Nov 13, 2023	Dec 5, 2024
MORRIS, JOHN, C	EXECUTIVE VICE PRESIDENT	C	yes	02/2024	Nov 13, 2023	Dec 5, 2024
MORRIS, JOHN, C	EXECUTIVE VICE PRESIDENT	Na	yes	04/2024	Nov 13, 2023	Dec 5, 2024
RIANHARD, RICHARD, DANE	FOUNDING PRINCIPAL	C	yes	02/2024	Nov 13, 2023	Dec 5, 2024
SCHNEIDER, CHRISTOPHER, MICHAEL	CHIEF OPERATING OFFICER	Na	yes	02/2024	Apr 26, 2024	Dec 5, 2024
TBP GROUP LLC	Owner	E	yes	02/2024	Feb 16, 2024	Dec 5, 2024
YOUNKINS, PAUL	CHIEF INNOVATION OFFICER	C	yes	02/2024	Nov 13, 2023	Dec 5, 2024
EHLY, DAN	SENIOR VICE PRESIDENT	Na	no	06/2026	Jul 17, 2026	Jul 17, 2026
Reid, Craig, J	CHIEF EXECUTIVE OFFICER	Na	no	06/2026	Jul 17, 2026	Jul 17, 2026
SWAYZE, ASHLEIGH, COOPER	CHIEF COMPLIANCE OFFICER	Na	no	09/2024	Jul 17, 2026	Jul 17, 2026
VON FERSTEL, ALEXANDRA, F.	Secretary	Na	no	06/2026	Jul 17, 2026	Jul 17, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 24, 2026	$1.6B	$407M	25	8	0	n/a	n/a
2024	Apr 1, 2025	$1.2B	$182M	25	8	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	14.3%	0	0	0	7	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.6B	$1.2B	33.0%	n/a	n/a	23	25	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MML INVESTORS SERVICES, LLC	3	Jun 9, 2025	May 17, 2024	HUNT VALLEY, MD	Team lift out	Other	0.1%

Relationships

Registered with (8)

← Teresa EadeAdvisorregistration: current employment
Feb 15, 2025 to presentfactForm ADV
← MICHAEL JAMES MCGOWENAdvisorregistration: current employment
Oct 7, 2024 to presentfactForm ADV
← DAVID MICHAEL MORRISAdvisorregistration: current employment
May 17, 2024 to presentfactForm ADV
← TACY R PAULAdvisorregistration: current employment
May 17, 2024 to presentfactForm ADV
← BRIAN GREGORY LIZZIAdvisorregistration: current employment
May 17, 2024 to presentfactForm ADV
← JOHN C MORRISAdvisorregistration: current employment
May 17, 2024 to presentfactForm ADV
← CHRISTOPHER MICHAEL SCHNEIDERAdvisorregistration: current employment
May 17, 2024 to presentfactForm ADV
← JASON LEE DITTOAdvisorregistration: previous registration
May 17, 2024 to Jun 8, 2026factForm ADV

Controls (7)

← RIANHARD, RICHARD, DANEOwnerFOUNDING PRINCIPAL, ownership code C, individual
Nov 13, 2023 to Dec 5, 2024factForm ADV
← DITTO, JASON, LEEOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Apr 26, 2024 to Dec 5, 2024factForm ADV
← HYKES, HEATH, ANTHONYOwnerCHIEF EXECUTIVE OFFICER, ownership code C, individual
Nov 13, 2023 to Dec 5, 2024factForm ADV
← MORRIS, JOHN, COwnerEXECUTIVE VICE PRESIDENT, ownership code C, individual
Nov 13, 2023 to Dec 5, 2024factForm ADV
← SCHNEIDER, CHRISTOPHER, MICHAELOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Apr 26, 2024 to Dec 5, 2024factForm ADV
← YOUNKINS, PAULOwnerCHIEF INNOVATION OFFICER, ownership code C, individual
Nov 13, 2023 to Dec 5, 2024factForm ADV
← TBP GROUP LLCOwnerOWNER, ownership code E, domestic entity
Feb 16, 2024 to Dec 5, 2024factForm ADV

Owns (1)

← SWAYZE, ASHLEIGH, COOPEROwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 13, 2023 to Dec 5, 2024factForm ADV

Moved with (1)

← MML INVESTORS SERVICES, LLCRegistered adviser3 advisors, team lift out, same day
Jun 9, 2025 to May 17, 2024factForm ADV

Dated events

Occurred
Jun 8, 2026
Advisor changed firm
Jason Lee Ditto left Tribridge Partners Financial Llc for Ditto & Powers, Llc (registered 2026-08-21)
Form ADVobserved 4 days ago
Occurred
Feb 24, 2026
Regulatory AUM changed
Tribridge Partners Financial Llc reported RAUM $1.6B, up 33% from $1.2B (2025-04-01 to 2026-02-24)
Form ADVobserved 4 days ago
$396M
Occurred
Jun 9, 2025
Team lift-out
3 advisors left MML Investors Services, LLC (Hunt Valley, MD) for Tribridge Partners Financial LLC on the same day
Form ADVobserved 3 days ago
3 advisors
Occurred
Apr 26, 2024
Control person joined
Lee Jason Ditto (Chief Investment Officer) appeared on Schedule A of Tribridge Partners Financial Llc
Form ADVobserved 4 days ago
Occurred
Apr 26, 2024
Control person joined
Michael Christopher Schneider (Chief Operating Officer) appeared on Schedule A of Tribridge Partners Financial Llc
Form ADVobserved 4 days ago
Occurred
Feb 16, 2024
Control person joined
Anthony Heath Hykes (Member) appeared on Schedule A of Tribridge Partners Financial Llc
Form ADVobserved 4 days ago
Occurred
Feb 16, 2024
Control person joined
Paul Younkins (Member) appeared on Schedule A of Tribridge Partners Financial Llc
Form ADVobserved 4 days ago
Occurred
Feb 16, 2024
Control person joined
C John Morris (Member) appeared on Schedule A of Tribridge Partners Financial Llc
Form ADVobserved 4 days ago
Occurred
Feb 16, 2024
Control person joined
Dane Richard Rianhard (Member) appeared on Schedule A of Tribridge Partners Financial Llc
Form ADVobserved 4 days ago
Occurred
Dec 18, 2023
Control person left
C John Morris (Member) no longer on Schedule A of Tribridge Partners Financial Llc (listed 2023-11-30, absent 2023-12-18)
Form ADVobserved 4 days ago
Occurred
Dec 18, 2023
Control person left
Anthony Heath Hykes (Member) no longer on Schedule A of Tribridge Partners Financial Llc (listed 2023-11-30, absent 2023-12-18)
Form ADVobserved 4 days ago
Occurred
Dec 18, 2023
Control person left
Paul Younkins (Member) no longer on Schedule A of Tribridge Partners Financial Llc (listed 2023-11-30, absent 2023-12-18)
Form ADVobserved 4 days ago
Occurred
Dec 18, 2023
Control person left
Dane Richard Rianhard (Member) no longer on Schedule A of Tribridge Partners Financial Llc (listed 2023-11-30, absent 2023-12-18)
Form ADVobserved 4 days ago
Occurred
Nov 13, 2023
First Form ADV filing
Tribridge Wealth Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2c56765a-44a2-088b-eb91-ee868cf898ab
First observed: Nov 13, 2023
Last observed: Jul 17, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TRIBRIDGE PARTNERS FINANCIAL LLC

CRD 326489

COLUMBIA, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2c56765a-44a2-088b-eb91-ee868cf898ab

Data as of Jul 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:48 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID MICHAEL MORRIS

n/a

COLUMBIA, MD

yes

TACY R PAUL

Certified Financial Planner

COLUMBIA, MD

BRIAN GREGORY LIZZI

n/a

COLUMBIA, MD

yes

JOHN C MORRIS

Certified Financial Planner

COLUMBIA, MD

yes

CHRISTOPHER MICHAEL SCHNEIDER

n/a

COLUMBIA, MD

yes

MICHAEL JAMES MCGOWEN

n/a

COLUMBIA, MD

yes

Teresa Eade

n/a

COLUMBIA, MD

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MARSH & MCLENNAN AGENCY LLC

Shareholder

yes

06/2026

Jul 17, 2026

DITTO, JASON, LEE

CHIEF INVESTMENT OFFICER

yes

02/2024

Apr 26, 2024

Dec 5, 2024

HYKES, HEATH, ANTHONY

CHIEF EXECUTIVE OFFICER

yes

02/2024

Nov 13, 2023

Dec 5, 2024

HYKES, HEATH, ANTHONY

CHIEF EXECUTIVE OFFICER

yes

02/2024

Nov 13, 2023

Dec 5, 2024

MORRIS, JOHN, C

EXECUTIVE VICE PRESIDENT

yes

02/2024

Nov 13, 2023

Dec 5, 2024

MORRIS, JOHN, C

EXECUTIVE VICE PRESIDENT

yes

04/2024

Nov 13, 2023

Dec 5, 2024

RIANHARD, RICHARD, DANE

FOUNDING PRINCIPAL

yes

02/2024

Nov 13, 2023

Dec 5, 2024

SCHNEIDER, CHRISTOPHER, MICHAEL

CHIEF OPERATING OFFICER

yes

02/2024

Apr 26, 2024

Dec 5, 2024

TBP GROUP LLC

Owner

yes

02/2024

Feb 16, 2024

Dec 5, 2024

YOUNKINS, PAUL

CHIEF INNOVATION OFFICER

yes

02/2024

Nov 13, 2023

Dec 5, 2024

EHLY, DAN

SENIOR VICE PRESIDENT

06/2026

Jul 17, 2026

Reid, Craig, J

CHIEF EXECUTIVE OFFICER

06/2026

Jul 17, 2026

SWAYZE, ASHLEIGH, COOPER

CHIEF COMPLIANCE OFFICER

09/2024

Jul 17, 2026

VON FERSTEL, ALEXANDRA, F.

Secretary

06/2026

Jul 17, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 24, 2026

$1.6B

$407M

n/a

2024

Apr 1, 2025

$1.2B

$182M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

14.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.6B

$1.2B

33.0%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MML INVESTORS SERVICES, LLC

Jun 9, 2025

May 17, 2024

HUNT VALLEY, MD

Team lift out

Other

0.1%