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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing · Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-08-2006
- Office Locations
- 2
Office Locations
About Blbb Advisors
BLBB Advisors is a family-oriented financial planning and wealth management firm with a 60+ year legacy serving generations of families, nonprofit organizations, and business owners. The team delivers tailored wealth advisory work through deep planning conversations and ongoing guidance, including retirement and legacy considerations. Portfolios commonly use public funds and ETFs alongside fixed income.
Reported data analysis
What the numbers show
Between October 2, 2025 and September 1, 2026, reported AUM increased 18.8%, from $2.7B to $3.3B.
Across 5 reported observations, AUM increased 57.6% between November 15, 2022 and September 1, 2026, from $2.1B to $3.3B.
Of the latest reported AUM, 98.5% is discretionary and 1.5% is non-discretionary.
The firm reports 12 advisory representatives and 1,632 clients, or 136 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 2 reported office locations and 20 years in operation. The source data was last updated on September 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Blbb Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHRISTOPHER FEARON BROWN
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
CLIFFORD PETER HAUGEN
Financial Advisor, General Partner
- CRD
- #4416860
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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EDWARD JOSEPH BARNES
Financial Advisor
- CRD
- #3022178
LAURA WAY BREWER
Financial Advisor, General Partner
- CRD
- #1321172
Showing 2 of 22 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,207,347,520 | $819,665 |
| Non-Discretionary | $48,049,947 | $1,092,044 |
| Total | $3,255,397,467 | $822,693 |
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Separately Managed Accounts
SMA allocation detail is available
Blbb Advisors has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Blbb Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.