Blbb Advisors

RIASEC Registered
Total AUM
$3.3B
Discretionary
$3.2B
99% of AUM
Avg account
$823K
Accounts
3,957
Employees
32
Advisory reps
22

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).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 53%, Exchange Traded Equities 33%, State & Local Bonds 5%, Investment Grade Corp Bonds 5%, US Government Bonds 2%, Cash & Cash Equivalents 2%53%
  • Public Funds/Mutual Funds53%
  • Exchange Traded Equities33%
  • State & Local Bonds5%
  • Investment Grade Corp Bonds5%
  • US Government Bonds2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 127

Active vs passive

$1.7B in ETFs

Passive

91%

$1.6B

Active

5%

$157M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA)VanguardPassiveForeign Large Blend$257M3,646,56614.93%

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth