BLBB ADVISORS
SEC RegisteredYour Success is Meant to be Enjoyed
About the firm
Founded in 1964, BLBB is an independent, employee-owned, multi-custodial wealth advisory firm. They provide fiduciary advice, planning, and investment management services to individuals and families, nonprofits, and business owners, with a sixty-plus year track record serving clients in the greater Philadelphia area and beyond.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fiduciary advice, financial planning, investment management, and wealth advisory services tailored for individuals and families, businesses, and endowments and nonprofits
Who they serve
Individuals and families, nonprofit organizations, endowments, and business owners
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 842 | $261M |
| High Net Worth Individuals | 678 | $2.4B |
| Charitable Organizations | 55 | $222M |
| State/Municipal Entities | 42 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
19 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Next $1 Million | 0.85% |
| Next $3 Million | 0.70% |
| Next $5 Million | 0.55% |
| Thereafter | 0.40% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BLBB ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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