AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia / BLBB Advisors
BLBB Advisors is an SEC-registered investment advisory firm in Montgomeryville, PA, registered since 2006, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 1, 2026.
Quick answers
From the filingHow is BLBB Advisors compensated?
On its Form ADV (Item 5.E, October 2026), BLBB Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.
Where is BLBB Advisors located?
BLBB Advisors' principal office is in Montgomeryville, PA, according to its Form ADV.
Is BLBB Advisors registered with the SEC or a state?
BLBB Advisors is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 139096.
How much does BLBB Advisors manage?
BLBB Advisors reports $3,255,397,467 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (99% discretionary).
How have BLBB Advisors' assets and staff changed since 2021?
In the Form ADV data for BLBB Advisors: Regulatory assets under management: $1,688,435,566 in the October 2021 data and $3,255,397,467 in the October 2026 data, up 93%. Total employees: 26 in October 2021 and 32 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does BLBB Advisors serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (842); high net worth individuals (678); pension and profit sharing plans (but not the plan participants or government pension plans) (55).
Which custodians does BLBB Advisors use?
BLBB Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC, Pershing LLC and Tradepmr by Robinhood as custodians holding 10% or more of its separately managed account assets.
Does BLBB Advisors report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/139096
What changed in BLBB Advisors' recent Form ADV filings?
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated July 31, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$3,255,397,467 as of October 2026, filing dated September 1, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- BLB & B Advisors, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2006 (20 years)
- Employees
- Total: 32. Performing investment advisory functions: 12.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
32 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $3,255,397,467 | 32 | September 1, 2026 |
| October 2025 | $2,739,761,758 | 28 | March 26, 2025 |
| October 2024 | $2,298,183,437 | 29 | March 25, 2024 |
| October 2023 | $1,878,944,558 | 26 | March 28, 2023 |
| October 2022 | $2,065,089,989 | 26 | March 29, 2022 |
| October 2021 | $1,688,435,566 | 26 | March 26, 2021 |
Regulatory assets under management: $1,688,435,566 in the October 2021 data and $3,255,397,467 in the October 2026 data, up 93%.
Total employees: 26 in October 2021 and 32 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Employees performing advisory functions went from 14 to 12.
- Regulatory assets under management went from $2,739,761,758 to $3,255,397,467 (+19%).
- Registered or notice-filed in AL, DC, VT.
- February 2026
- Updated its list of owners and control persons (Schedule A).
- January 2026
- No longer registered or notice-filed in AL.
- December 2025
- Registered or notice-filed in ME.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. BLBB Advisors (CRD 139096): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/blbb-advisors-montgomeryville-pa-139096