Founded in 1964, BLBB is an independent, employee-owned, fee-only, multi-custodial financial advisory firm providing fiduciary advice, planning, and investment management services to individuals and families, endowments, and business owners. We believe financial planning and asset management are dynamic, life-long processes designed to accommodate unique situations and goals. BLBB offers the capabilities of a larger firm coupled with the personal attention of a boutique practice. We believe our attention to detail, wealth of experience, and broad perspective enables us to deliver customized and comprehensive financial planning resources to our clients in an effort to help them, in turn, make better financial decisions, avoid taking on unnecessary risk, and feel in better control of their financial futures. For more information about our services, visit www.blbb.com
| Website | http://www.blbb.com |
| Revenue | $5.2 million |
| Employees | 41 (34 on RocketReach) |
| Founded | 1964 |
| Address | 103 Montgomery Avenue, Montgomeryville, Pennsylvania 18936, US |
| Phone | (215) 643-9100 |
| Technologies |
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| Industry | Financial Services, Finance General, Finance |
| Keywords | Fiduciary Advice, Investment Management, Wealth Management, Portfolio Management, Financial Planning, Investment Consulting, Retirement Planning, Financial Services, Wealth Preservation, Estate Planning, Family Office Services, Business Owner Services, Long-Term Financial Planning, Tax Planning, Endowment Management, Employee Owned |
| Competitors | Deloitte, PwC, EY, Bain & Company, Oliver Wyman, Alvarez & Marsal, Mercer, Boston Consulting Group (BCG), WTW, Aon +43 more (view full list) |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies |
Looking for a particular BLBB Advisors, LLC employee's phone or email?
BLBB Advisors, LLC Questions
The BLBB Advisors, LLC annual revenue was $5.2 million in 2026.
Christopher Brown is the Chief Compliance Officer of BLBB Advisors, LLC.
34 people are employed at BLBB Advisors, LLC.
BLBB Advisors, LLC is based in Montgomeryville, Pennsylvania.
The NAICS codes for BLBB Advisors, LLC are [5239, 52, 52393, 523].
The SIC codes for BLBB Advisors, LLC are [62, 628].
Top BLBB Advisors, LLC Employees
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Clifford Haugen
Wealth Advisor, Partner and President at BLBB Advisors, LLC
Montgomeryville, PA, US24 -
22
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Laura Larosa
Director of Wealth Management at BLBB Advisors, LLC
Philadelphia, PA, US21 -
Edward Barnes
Financial Advisor at BLBB Advisors, LLC
Montgomeryville, PA, US12 -
Louis Depaul
Director of Derivatives Strategy at BLBB Advisors, LLC
Montgomeryville, PA, US1 -
Brianna March
Financial Advisor at BLBB Advisors, LLC
Montgomeryville, PA, US12 -
25+
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Laura Brewer
Principal and Financial Advisor at BLBB Advisors, LLC
Montgomeryville, PA, US22
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