Blbb Advisors

RIASEC Registered

Total AUM

$3.3B

Discretionary

$3.2B

99% of AUM

Avg account

$823K

Accounts

3,957

Employees

Advisory reps

Firm details

Headquarters: Montgomeryville, Pennsylvania
CRD number: 139096
Registered since: March 8, 2006
Website: blbb.com
Custodians: PERSHING LLC, FIDELITY DISTRIBUTORS COMPANY LLC, TRADEPMR BY ROBINHOOD
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

FINTRX

Overview

Blbb Advisors is an independent registered investment adviser organized as an LLC. The firm is SEC registered (registration effective 2006) and positions itself as a capital allocator for both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting support, selection of third‑party managers, and educational seminars and workshops. Fee arrangements are varied and include percentage‑of‑AUM fees, fixed fees, and other structures. Blbb does not identify as an active ESG investor. The firm has been recognized in industry listings, including Financial Times’ Top 300 RIAs (2020), FA Magazine’s Top RIA Firms (2020), and CNBC’s Top 100 Financial Advisory Firms (2022 and 2025).