RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
T••••• G••••• B••••
- Title
- Qualified Plan Advisor, Portfolio Managerreportedtowerbridgeadvisors.comfirm site, Sep 15, 2026
- Years, as the firm states
- 25reportedtowerbridgeadvisors.com“Tom brings more than 25 years of experience in pension consulting, 401(k) plan services, and investment management.”
- Professional profile
- towerbridgeadvisors.com/people/tom-blairreportedtowerbridgeadvisors.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- T•••• B••••• A••••••• independent RIA currentsince May 21, 2026 · West Conshohocken, Pa
- D•• C•••••• M••••••••• L•• unclassifiedMar 4, 2011 to May 15, 2026 · Kennett Square, Pa
- C••••• I••••••••• A••••••• L•• BD affiliatedNov 8, 2007 to Dec 31, 2010 · West Chester, Pa
- U•• F•••••••• S••••••• I••• wirehouseFeb 14, 2003 to Sep 10, 2007 · Baltimore, Md
- P••••••••• E••••• G••••• L•• unclassifiedApr 12, 2000 to Feb 28, 2003 · Baltimore, Md
- D•• C•••••• M••••••••• L•• to T•••• B••••• A•••••••left May 15, 2026, registered May 21, 2026 (6 days) · Other
- C••••• I••••••••• A••••••• L•• to D•• C•••••• M••••••••• L••left Dec 31, 2010, registered Mar 4, 2011 (63 days) · Other
- U•• F•••••••• S••••••• I••• to C••••• I••••••••• A••••••• L••left Sep 10, 2007, registered Nov 8, 2007 (59 days) · Other
- P••••••••• E••••• G••••• L•• to U•• F•••••••• S••••••• I•••left Feb 28, 2003, registered Feb 14, 2003 (-14 days) · Other
- T••••• G••••• B•••• left D•• C•••••• M••••••••• L•• for T•••• B••••• A••••••• (registered 2026-05-21)May 15, 2026 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address