Blb & B Advisors, Llc
- Regulatory AUM
- $3.3B
- Discretionary
- $3.2B
- Clients
- 1,632
- Avg AUM / client
- $2.0M
- Accounts
- 3,957
- Employees
- 32
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 842 | $261M | 8.02% |
| High net worth individuals | 678 | $2.4B | 75.0% |
| Pension and profit sharing plans | 55 | $222M | 6.83% |
| Charitable organizations | 42 | $243M | 7.45% |
| Corporations and other businesses | 15 | $87.3M | 2.68% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The Delta Pension Plan Delta Community Supports, Inc. | 2024 | |
| Southern New Jersey Perinatal Cooperative 401(k) Profit Sharing Plan Southern New Jersey Perinatal Cooperative | 2024 |
People (20)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Taylor Lawton | Management | Jan 2006 (21y) | Less than 5% | |
| William Dean Karrash | Chief Financial Officer | Mar 2006 (20y) | Less than 5% | |
| Clifford Peter Haugen | President | CFA | Sep 2008 (18y) | Less than 5% |
| Brown, Christopher, Fearon | Chief Compliance Officer | Apr 2019 (7y) | Less than 5% | |
| Laura Way Brewer | Registered representative | Apr 2006 (20y) | ||
| Robb John Parlanti | Registered representative | CFA | Jan 2013 (14y) | |
| Brian Patrick Gallagher | Registered representative | CFP | Aug 2015 (11y) | |
| Brianna Barnes March | Registered representative | Jan 2019 (8y) | ||
| Edward Joseph Barnes | Registered representative | Jan 2019 (8y) | ||
| Robert Mc Intrye Flood | Registered representative | Chartered Financial Consultant | Jan 2019 (8y) | |
| Nicholas Gerard Bucci | Registered representative | CFP | Apr 2019 (7y) | |
| Shelley M Dimperio | Registered representative | CFP | Sep 2019 (7y) | |
| Jeremy Louis Leeds | Registered representative | CFP | Apr 2023 (3y) | |
| Michael J Geraghty | Registered representative | CFP CFA | Feb 2024 (2y) | |
| Louis Edward Depaul | Registered representative | Sep 2025 (1y) | ||
| Jessica Marie Long | Registered representative | Feb 2026 (0y) | ||
| Ada Emilia Lubanski | Registered representative | CFP | Mar 2026 (0y) | |
| Daniel Shaifer | Registered representative | CFP | Mar 2026 (0y) | |
| Zachary James Renna | Registered representative | CFP | Mar 2026 (0y) | |
| Lisa Anne Broome | Registered representative | CFP | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Blb&B Holdings, Llc | Holding Company | Jan 2012 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The Delta Pension Plan | Delta Community Supports, Inc. | 494 | $25.0M | 01/01/2024 |
| Southern New Jersey Perinatal Cooperative 401(k) Profit Sharing Plan | Southern New Jersey Perinatal Cooperative | 202 | $7.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • FIXED FEES- OPTION OVERLAY SVC
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Pershing $2.1B (63% of AUM) Mar 2026
- Fidelity Brokerage Services $424M (13% of AUM) Mar 2026
- TradePMR $350M (11% of AUM) Mar 2026
- Wells Fargo $242M (14% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗