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BLBB ADVISORS
Legal name: BLB & B ADVISORS, LLC
CRD 139096File 801-65840
APPROVED
Retail clients
Custody
Filing as of Sep 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.26B
Top 25% of cohort (national)
Discretionary AUM
$3.21B
Non-discretionary $48.0M
Clients
1,632
3,957 accounts
Employees
32
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Mar 8, 2006
- Principal office
- 103 MONTGOMERY AVENUE, MONTGOMERYVILLE, PA, 18936
- Phone
- 215-643-9100
- Website
- HTTP://WWW.BLBB.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.26B
- Discretionary AUM
- $3.21B
- Non-discretionary AUM
- $48.0M
- Discretionary accounts
- 3,913
- Non-discretionary accounts
- 44
- Total accounts
- 3,957
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15 | $87.3M |
| Charitable organizations | 42 | $242.6M |
| High net worth individuals | 678 | $2.44B |
| Pension and profit sharing plans | 55 | $222.4M |
| Individuals (other than high net worth individuals) | 842 | $261.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — FIXED FEES- OPTION OVERLAY SVC
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 28 | 32 | increased by4 |
| Apr 1, 2026 | Clients | 1,515 | 1,632 | increased by117 |
| Apr 1, 2026 | AUM | $2,739,761,758 | $3,255,397,467 | increased by$515,635,709 |
| Apr 1, 2026 | Accounts | 3,588 | 3,957 | increased by369 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 26 | 28 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,219 | 1,515 | increased by296 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,065,089,989 | $2,739,761,758 | increased by$674,671,769 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,768 | 3,588 | increased by820 |
| Apr 1, 2022 | Clients | 1,164 | 1,219 | increased by55 |
| Apr 1, 2022 | AUM | $1,688,435,566 | $2,065,089,989 | increased by$376,654,423 |
| Apr 1, 2022 | Accounts | 2,579 | 2,768 | increased by189 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BLBB ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BLBB ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.