Blbb Advisors
Firm details
- Headquarters
- Montgomeryville, Pennsylvania
- CRD number
- 139096
- Registered since
- March 8, 2006
- Website
- blbb.com
- Custodians
- PERSHING LLC, FIDELITY DISTRIBUTORS COMPANY LLC, TRADE-PMR INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI75.02%
- Individuals8.02%
- Charitable Organizations7.45%
- Pension & Profit Sharing Plans6.83%
- Corporations / Businesses2.68%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Blbb Advisors is an independent, SEC-registered registered investment adviser formed as an LLC and operating since 2006. The firm serves both individuals and families as well as institutional clients and describes itself as a capital allocator. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, and educational workshops. Fee arrangements include percentage-of-AUM fees as well as fixed and other fee types. Blbb Advisors does not flag itself as an active ESG investor and is not multi-state registered. The firm has received industry recognition: it was named among the Financial Times’ Top 300 RIA firms and appeared on FA Magazine’s Top RIA list in 2020, and it was listed by CNBC among the Top 100 Financial Advisory Firms in both 2022 and 2025.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds53%
- Exchange Traded Equities33%
- State & Local Bonds5%
- Investment Grade Corp Bonds5%
- US Government Bonds2%
Owners & executives
3 of 3
Christopher Brown
Chief Compliance OfficerCRD 2014838
John Lawton
Principal, Chief Executive Officer, Financial AdvisorCRD 2641370
William Karrash
Principal, CFO, Financial AdvisorCRD 2175578
Contacts
3 of 17
Ada Lubanski
Director of Financial PlanningCRD 8230640
Lisa Broome
Wealth AdvisorCRD 2832737
Michael Geraghty
Financial AdvisorCRD 6275249
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 134Active vs passive
$1.7B in ETFs
92%
$1.6B
5%
$139M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $255M | 3,576,217 | 14.68% |
Location
Montgomeryville, PA
Montgomery
Location
Montgomeryville, PA
Headquartered in Montgomeryville, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 103 Montgomery Ave
- Time zone
- ET (UTC-5)
- Office locations
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