RIA Intel›Advisers›Pennsylvania›BLB & B ADVISORS, LLC

BLB & B ADVISORS, LLC

Advisory

Y·MONTGOMERYVILLE, PA

Data as of Jul 31, 2026 · Source: SEC Form ADV

Total AUM

$3.3B

1-Year AUM Growth

+22.3%

3-Year CAGR

+10.8%

Employees

12

Assets Under Management

Total AUM$3.3B

Discretionary AUM$3.2B

Non-Discretionary AUM$48M

Discretionary %98.5%

Total Clients1,515

Team

Total Employees12

Investment Advisers32

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record37

First FilingDec 21, 2005

Latest FilingJul 31, 2026

🔒 Full AUM trend chart and 37 historical filings spanning 21+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BLB & B ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.