BLB & B ADVISORS, LLC
DBA: BLBB ADVISORS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $3.26B |
| Discretionary | $3.21B99% of AUM |
| Non-Discretionary | $48.0M |
| Client Accounts | 3,957 |
| Avg Account Size | $823K |
| Employees | 32 |
| Peak AUM | $3.26BMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.3B | +18.8% | +20.1% | +14.0% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $3.26B |
| Discretionary | $3.21B |
| Employees | 32 |
| Client Accounts | 3957 |
| Client Range | More than 500 |
Contact & Location
Address
103 MONTGOMERY AVENUE
MONTGOMERYVILLE PA 18936
Phone
215-643-9100
Filing History
43 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$3.2B
98.5% of AUM
Non-Discretionary
$48M
1.5% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported