BLBB Advisors - Investment Advisers

About BLBB Advisors

BLB & B Advisors, LLC, which operates as BLBB Advisors, is an investment adviser headquartered in Montgomeryville, Pennsylvania. Founded in 1964, the firm describes itself as an independent, employee-owned, multi-custodial wealth advisory firm. It reports $3.26 billion in regulatory assets under management and 32 employees. The firm is listed among investment advisers in Pennsylvania. BLBB provides fiduciary advice, financial planning and investment management to individuals and families, nonprofit organizations, and business owners. Its advisers describe work on multi-generational family governance, succession planning, intergenerational wealth transfers, charitable gifting and retirement plan oversight. Several team members hold credentials such as CFP, CFA and CPA, and at least one advisor serves as an ERISA 3(38) fiduciary. The firm's founders were Frank Burke and Nick Lawton. Several current advisers previously worked at organizations including Janney Montgomery Scott, Boenning & Scattergood and Hirtle, Callaghan & Co. BLBB also appears in the US investment adviser directory.

Key Facts

Assets Under Management

$3.26B

Employees

32

SEC File Number

801-65840