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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

BLBB ADVISORS

BLB & B ADVISORS, LLC, CRD 139096

MONTGOMERYVILLE, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b08b91df-a561-a7e9-c196-3aaf50c2ead1

Data as of Sep 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 27
Dated events: 7
On other graphs: 0
Observed: Mar 28, 2012 to Sep 1, 2026
31 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.83 fund_share=0.0 institutional_share=0.14 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $3.3BItem 5.F on the latest filing (2026-09-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.2B
Private client RAUM: $2.7BderivedItem 5.D individuals plus high net worth individuals
Private client share: 83%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 19
RAUM per advisor: $171Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 32
Advisory employees: 12
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 3,957
Individual clients: 842
High net worth clients: 678
Custody, client assets: $127M
SEC number: 801-65840
CRD: 139096
Filings on the tape: 31
First filed: Mar 28, 2012
Latest filed: Sep 1, 2026
Organised: Limited Liability Company, PA
Website: blbb.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
WILLIAM DEAN KARRASH	n/a	MONTGOMERYVILLE, PA	20	34	1	no
JOHN TAYLOR LAWTON	n/a	MONTGOMERYVILLE, PA	20	30	n/a	no
LAURA WAY BREWER	n/a	MONTGOMERYVILLE, PA	20	29	n/a	no
CLIFFORD PETER HAUGEN	Chartered Financial Analyst	MONTGOMERYVILLE, PA	17	25	1	no
ROBB JOHN PARLANTI	Chartered Financial Analyst	MONTGOMERYVILLE, PA	13	32	n/a	no
BRIAN PATRICK GALLAGHER	Certified Financial Planner	MONTGOMERYVILLE, PA	11	11	n/a	no
EDWARD JOSEPH BARNES	n/a	MONTGOMERYVILLE, PA	7	31	1	no
BRIANNA BARNES MARCH	n/a	MONTGOMERYVILLE, PA	7	21	1	no
Robert McIntrye Flood	Chartered Financial Consultant	MONTGOMERYVILLE, PA	7	43	5	yes
NICHOLAS GERARD BUCCI	Certified Financial Planner	MONTGOMERYVILLE, PA	7	18	1	no
SHELLEY M DIMPERIO	Certified Financial Planner	MONTGOMERYVILLE, PA	6	20	1	no
Jeremy Louis Leeds	Certified Financial Planner	MONTGOMERYVILLE, PA \| Tampa, FL	3	10	n/a	no
MICHAEL J GERAGHTY	Certified Financial Planner\|Chartered Financial Analyst	MONTGOMERYVILLE, PA	2	12	1	no
LOUIS EDWARD DEPAUL	n/a	MONTGOMERYVILLE, PA	1	46	2	no
JESSICA MARIE LONG	n/a	MONTGOMERYVILLE, PA	0	19	2	no
Ada Emilia Lubanski	Certified Financial Planner	MONTGOMERYVILLE, PA	0	11	n/a	no
Daniel Shaifer	Certified Financial Planner	MONTGOMERYVILLE, PA	0	10	n/a	no
ZACHARY James RENNA	Certified Financial Planner	MONTGOMERYVILLE, PA	0	10	n/a	no
LISA ANNE BROOME	Certified Financial Planner	MONTGOMERYVILLE, PA	0	29	5	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BLB&B HOLDINGS, LLC	HOLDING COMPANY	E	yes	01/2012	Sep 1, 2026	Sep 1, 2026
BROWN, CHRISTOPHER, FEARON	CHIEF COMPLIANCE OFFICER	Na	yes	04/2019	Sep 1, 2026	Sep 1, 2026
HAUGEN, CLIFFORD, PETER	Management	Na	yes	09/2026	Sep 1, 2026	Sep 1, 2026
HOFFMAN, SHAWN, PATRICK	President	Na	yes	09/2026	Sep 1, 2026	Sep 1, 2026
KARRASH, WILLIAM, DEAN	CHIEF FINANCIAL OFFICER	Na	yes	10/2006	Sep 1, 2026	Sep 1, 2026
LAWTON, JOHN, TAYLOR	Management	Na	yes	01/2006	Sep 1, 2026	Sep 1, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$3.3B	$3.2B	32	12	0	n/a	n/a
2024	Mar 26, 2025	$2.7B	$2.7B	28	14	0	n/a	n/a
2023	Mar 25, 2024	$2.3B	$2.3B	29	13	0	n/a	n/a
2022	Mar 28, 2023	$1.9B	$1.8B	26	13	0	n/a	n/a
2021	Mar 29, 2022	$2.1B	$1.9B	26	13	0	n/a	n/a
2020	Mar 26, 2021	$1.7B	$1.5B	26	14	0	n/a	n/a
2019	Mar 24, 2020	$1.4B	$1.3B	25	13	0	n/a	n/a
2018	Mar 29, 2019	$1.2B	$1.1B	19	13	0	n/a	n/a
2017	Mar 23, 2018	$1.1B	$1.1B	16	6	0	n/a	n/a
2016	Mar 31, 2017	$879M	$840M	18	13	n/a	n/a	n/a
2015	Mar 28, 2016	$740M	$704M	17	12	n/a	n/a	n/a
2014	Mar 20, 2015	$749M	$711M	16	10	n/a	n/a	n/a
2013	Mar 24, 2014	$669M	$646M	16	11	n/a	n/a	n/a
2012	Feb 26, 2013	$484M	$470M	10	10	n/a	n/a	n/a
2011	Mar 28, 2012	$448M	$435M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	0	0	0	4	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$3.3B	$2.7B	18.8%	$1.9B	20.1%	32	28	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
THE GWYNEDD COMPANY	3	Dec 31, 2018	Jan 14, 2019	LANSDALE, PA	Firm absorbed	Other	100.0%

Relationships

Registered with (21)

← LISA ANNE BROOMEAdvisorregistration: current employment
May 4, 2026 to presentfactForm ADV
← ZACHARY James RENNAAdvisorregistration: current employment
Mar 16, 2026 to presentfactForm ADV
← Daniel ShaiferAdvisorregistration: current employment
Mar 10, 2026 to presentfactForm ADV
← Ada Emilia LubanskiAdvisorregistration: current employment
Mar 5, 2026 to presentfactForm ADV
← JESSICA MARIE LONGAdvisorregistration: current employment
Feb 26, 2026 to presentfactForm ADV
← LOUIS EDWARD DEPAULAdvisorregistration: current employment
Sep 9, 2025 to presentfactForm ADV
← MICHAEL J GERAGHTYAdvisorregistration: current employment
Feb 27, 2024 to presentfactForm ADV
← Jeremy Louis LeedsAdvisorregistration: current employment
Apr 14, 2023 to presentfactForm ADV
← SHELLEY M DIMPERIOAdvisorregistration: current employment
Sep 24, 2019 to presentfactForm ADV
← NICHOLAS GERARD BUCCIAdvisorregistration: current employment
Apr 30, 2019 to presentfactForm ADV
← Robert McIntrye FloodAdvisorregistration: current employment
Jan 14, 2019 to presentfactForm ADV
← EDWARD JOSEPH BARNESAdvisorregistration: current employment
Jan 10, 2019 to presentfactForm ADV
← BRIANNA BARNES MARCHAdvisorregistration: current employment
Jan 10, 2019 to presentfactForm ADV
← BRIAN PATRICK GALLAGHERAdvisorregistration: current employment
Aug 12, 2015 to presentfactForm ADV
← ROBB JOHN PARLANTIAdvisorregistration: current employment
Jan 15, 2013 to presentfactForm ADV
← CLIFFORD PETER HAUGENAdvisorregistration: current employment
Sep 23, 2008 to presentfactForm ADV
← LAURA WAY BREWERAdvisorregistration: current employment
Apr 5, 2006 to presentfactForm ADV
← JOHN TAYLOR LAWTONAdvisorregistration: current employment
Mar 13, 2006 to presentfactForm ADV
← WILLIAM DEAN KARRASHAdvisorregistration: current employment
Mar 8, 2006 to presentfactForm ADV
← CHRISTOPHER JOHN PERRYAdvisorregistration: previous registration
Nov 22, 2021 to Nov 20, 2023factForm ADV
← CORNELIUS PAUL MCCARTHYAdvisorregistration: previous registration
Mar 13, 2006 to Jun 30, 2008factForm ADV

Controls (5)

← BROWN, CHRISTOPHER, FEARONOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 29, 2019 to Mar 25, 2024factForm ADV
← KARRASH, WILLIAM, DEANOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 28, 2012 to Mar 25, 2024factForm ADV
← LAWTON, JOHN, TAYLOROwnerMANAGEMENT, ownership code NA, individual
Mar 28, 2016 to Mar 25, 2024factForm ADV
← HAUGEN, CLIFFORD, PETEROwnerPRESIDENT, ownership code NA, individual
Feb 26, 2013 to Mar 25, 2024factForm ADV
← BLB&B HOLDINGS, LLCOwnerHOLDING COMPANY, ownership code E, domestic entity
Mar 28, 2012 to Mar 25, 2024factForm ADV

Moved with (1)

← THE GWYNEDD COMPANYRegistered adviser3 advisors, firm absorbed, same day
Dec 31, 2018 to Jan 14, 2019factForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Nov 20, 2023
Advisor changed firm
Christopher John Perry left Blbb Advisors for Cj Perry Financial (registered 2024-05-03)
Form ADVobserved 4 days ago
Occurred
Mar 29, 2022
Control person left
Brant Douglas Huntley (Operations) no longer on Schedule A of Blbb Advisors (listed 2021-03-26, absent 2022-03-29)
Form ADVobserved 4 days ago
Occurred
Mar 29, 2019
Control person joined
Fearon Christopher Brown (Chief Compliance Officer) appeared on Schedule A of Blbb Advisors
Form ADVobserved 4 days ago
Occurred
Mar 29, 2019
Control person left
Jane Stefanie Little (Chief Compliance Officer) no longer on Schedule A of Blbb Advisors (listed 2019-02-15, absent 2019-03-29)
Form ADVobserved 4 days ago
Occurred
Mar 23, 2018
Regulatory AUM changed
Blbb Advisors reported RAUM $1.1B, up 28% from $879.4M (2017-03-31 to 2018-03-23)
Form ADVobserved 4 days ago
$243M

Show 2 bookkeeping events

Occurred
Mar 29, 2019
Blbb Advisors reported 12 state-registered advisory representatives, up from 0 (2019-02-15 to 2019-03-29)
Occurred
Mar 23, 2018
Blbb Advisors reported 0 state-registered advisory representatives, down from 13 (2017-03-31 to 2018-03-23)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b08b91df-a561-a7e9-c196-3aaf50c2ead1
First observed: Mar 28, 2012
Last observed: Sep 1, 2026 18 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BLBB ADVISORS

BLB & B ADVISORS, LLC, CRD 139096

MONTGOMERYVILLE, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b08b91df-a561-a7e9-c196-3aaf50c2ead1

Data as of Sep 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:15 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

WILLIAM DEAN KARRASH

n/a

MONTGOMERYVILLE, PA

JOHN TAYLOR LAWTON

n/a

MONTGOMERYVILLE, PA

n/a

LAURA WAY BREWER

n/a

MONTGOMERYVILLE, PA

n/a

CLIFFORD PETER HAUGEN

Chartered Financial Analyst

MONTGOMERYVILLE, PA

ROBB JOHN PARLANTI

Chartered Financial Analyst

MONTGOMERYVILLE, PA

n/a

BRIAN PATRICK GALLAGHER

Certified Financial Planner

MONTGOMERYVILLE, PA

n/a

EDWARD JOSEPH BARNES

n/a

MONTGOMERYVILLE, PA

BRIANNA BARNES MARCH

n/a

MONTGOMERYVILLE, PA

Robert McIntrye Flood

Chartered Financial Consultant

MONTGOMERYVILLE, PA

yes

NICHOLAS GERARD BUCCI

Certified Financial Planner

MONTGOMERYVILLE, PA

SHELLEY M DIMPERIO

Certified Financial Planner

MONTGOMERYVILLE, PA

Jeremy Louis Leeds

Certified Financial Planner

MONTGOMERYVILLE, PA | Tampa, FL

n/a

MICHAEL J GERAGHTY

Certified Financial Planner|Chartered Financial Analyst

MONTGOMERYVILLE, PA

LOUIS EDWARD DEPAUL

n/a

MONTGOMERYVILLE, PA

JESSICA MARIE LONG

n/a

MONTGOMERYVILLE, PA

Ada Emilia Lubanski

Certified Financial Planner

MONTGOMERYVILLE, PA

n/a

Daniel Shaifer

Certified Financial Planner

MONTGOMERYVILLE, PA

n/a

ZACHARY James RENNA

Certified Financial Planner

MONTGOMERYVILLE, PA

n/a

LISA ANNE BROOME

Certified Financial Planner

MONTGOMERYVILLE, PA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BLB&B HOLDINGS, LLC

HOLDING COMPANY

yes

01/2012

Sep 1, 2026

BROWN, CHRISTOPHER, FEARON

CHIEF COMPLIANCE OFFICER

yes

04/2019

Sep 1, 2026

HAUGEN, CLIFFORD, PETER

Management

yes

09/2026

Sep 1, 2026

HOFFMAN, SHAWN, PATRICK

President

yes

09/2026

Sep 1, 2026

KARRASH, WILLIAM, DEAN

CHIEF FINANCIAL OFFICER

yes

10/2006

Sep 1, 2026

LAWTON, JOHN, TAYLOR

Management

yes

01/2006

Sep 1, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$3.3B

$3.2B

n/a

2024

Mar 26, 2025

$2.7B

n/a

2023

Mar 25, 2024

$2.3B

n/a

2022

Mar 28, 2023

$1.9B

$1.8B

n/a

2021

Mar 29, 2022

$2.1B

$1.9B

n/a

2020

Mar 26, 2021

$1.7B

$1.5B

n/a

2019

Mar 24, 2020

$1.4B

$1.3B

n/a

2018

Mar 29, 2019

$1.2B

$1.1B

n/a

2017

Mar 23, 2018

$1.1B

n/a

2016

Mar 31, 2017

$879M

$840M

n/a

2015

Mar 28, 2016

$740M

$704M

n/a

2014

Mar 20, 2015

$749M

$711M

n/a

2013

Mar 24, 2014

$669M

$646M

n/a

2012

Feb 26, 2013

$484M

$470M

n/a

2011

Mar 28, 2012

$448M

$435M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$3.3B

$2.7B

18.8%

$1.9B

20.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

THE GWYNEDD COMPANY

Dec 31, 2018

Jan 14, 2019

LANSDALE, PA

Firm absorbed

Other

100.0%