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BLBB ADVISORS

MONTGOMERYVILLE, PA · CRD 139096 · IAPD ↗ · blbb.com · 215-643-9100

$3.26BRegulatory AUM
12Advisory reps
32Employees
0Clients
More than 500Planning clients
0Private funds
32States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
April 2026 — BLBB ADVISORS notice-filed in AL, DC, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
December 2025 — BLBB ADVISORS notice-filed in ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — BLBB ADVISORS reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
April 2024 — BLB & B ADVISORS, LLC is now doing business as BLBB ADVISORS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.