BLBB ADVISORS

RIASEC RegisteredEst. 2006
Total AUM
$3.3B
Discretionary
$3.2B
99% of AUM
Avg account
$823K
Accounts
3,957
Employees
32
Advisory reps
20

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

FINTRX

Overview

Blbb Advisors is an independent registered investment adviser organized as an LLC and SEC-registered since 2006. The firm acts as a capital allocator for both affluent individuals/families and institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting support, manager selection, and educational seminars. Its fee model includes percentage-of-AUM fees, fixed fees and other fee arrangements. Blbb does not identify as an active ESG investor. The firm has received external recognition: it appeared on the Financial Times Top 300 RIA list (2020), was named a Top RIA by FA Magazine (2020), and was included among CNBC’s Top 100 Financial Advisory Firms in both 2022 and 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

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

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 123

Active vs passive

$1.5B in ETFs

Passive

92%

$1.4B

Active

5%

$126M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TAX-MANAGED FUNDS (VEA)VanguardPassiveForeign Large Blend$225M3,513,75214.87%
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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth