TriBridge Partners

EST. AUM
$1,598,146,294

CONTACTS

CLIENT ACCOUNTS
535

Firm Details

Metro area Baltimore
CRD Number 326489
Website tribridgepartners.com
Client types

Overview

TriBridge Partners is a Columbia, Maryland-based independent financial advisory firm serving professional organizations and closely-held businesses. The firm provides employee benefits, individual insurance and financial planning, and business enterprise planning services. Its registered investment advisory arm, TriBridge Partners Financial, manages investment assets and retirement plans. The firm was acquired by Marsh McLennan Agency in 2026.

Platform Details

Investment Preferences

Alternative Activity