A complete list of active advisors currently associated with BMB Advisers LLC

Warmer can help you find a great advisor at BMB Advisers LLC or one who fits your needs even better.

BMB Advisers, LLC provides discretionary and non‑discretionary investment management and a referral-based independent-adviser program primarily for high-net-worth individuals, related trusts, estates, and retirement plan accounts, with a client base concentrated in the entertainment industry. The firm emphasizes portfolio management—primarily mutual funds, ETFs, and individual bonds—and does not position itself as a provider of standalone financial planning services. BMB follows a long-term investment philosophy, favoring passive equity exposure through managed fund portfolios that typically comprise 6–10 funds and include low‑cost Dimensional Fund Advisors (DFA) funds; fixed‑income strategies commonly employ laddered individual bonds. For investors seeking more active or specialized strategies, the firm refers clients to independent third‑party advisers and tailors allocations and implementation to each client’s circumstances and risk tolerance. Noteworthy aspects disclosed in the brochure include BMB’s affiliation with a longtime accounting firm (Freedman, Broder & Company), with many advisory clients referred from and shared with that accounting practice, and principals who split time between both businesses—arrangements that the firm discloses as creating referral and custody considerations. The firm also manages a relatively small number of client relationships relative to its assets under management and discloses principals’ interests in certain private real estate partnerships, which are identified as potential conflicts and addressed in its disclosures.

To learn more about the advisors currently working at BMB Advisers LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.