Financial Advisor
Compensation Software

From emerging firms to Forbes Top 100 leaders, RIAs rely on AdvisorBOB to simplify advisor compensation, streamline payouts, and manage their business with confidence.

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Trusted by multi-custodian RIAs with complex payout structures

Automate multi-custodian advisor compensation with total visibility and fewer payout errors

Whether you're a growing RIA with complex payout structures or just starting out and need a smarter path forward, AdvisorBOB takes the complexity out of advisor compensation.

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Advisor Compensation

Handle all aspects of the Registered Investment Advisors' compensation process in one place

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Custodian Aggregation

Consolidate custodial feeds and rep IDs to calculate comp from one place

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Adjustments

Issue and track debits, credits, overrides, and other changes with audit trails

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Reporting

Give finance and advisors a shared source of truth for all compensation calculations

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Financial Plans

Keep track of all one-time and recurring consulting agreements or financial plans

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Fee Details

Get line-item level detail of all an advisor’s revenue streams aggregated in one location

EXPLORE ALL FEATURES

Expertise you can trust.

$180B

client assets under management

$4.1B

payments paid to advisors

6,000

advisors actively using AdvisorBOB

10,000

rep IDs managed on the platform

Solutions that deliver.

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AdvisorBOB joins AdvicePay

Manage your entire workflow – from invoice to payout

READ THE FULL STORY SEE IT IN ACTION

See how AdvisorBOB fits your comp model with a demo

No prep needed. We’ll walk through everything you need to run payouts, handle exceptions, and stay audit-ready—without spreadsheets.

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Multi-custodian rollups
Multi-custodian rollups
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Rep ID splits + adjustments
Rep ID splits + adjustments
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Audit trail + reporting
Audit trail + reporting
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“With over 300 split rep IDs at our firm, reconciling every advisor's amount earned for each account line-by-line was a time-consuming process. AdvisorBOB calculates all of our advisors' shared account commission, asset-based fees, and RIA payout percentages with the click of a button, so we can pay each advisor the correct amount every time.”
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CEO at Barrons Top 100 RIA
“I am so glad to be using your product. AdvisorBOB is a lifesaver.”
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Internal Accountant
“We wanted to build an asset management arm for our advisors to utilize, but struggled to partner with a company that could handle this setup. AdvisorBOB was able to calculate the proper program fee for billing our client accounts and pay each of our advisors.”
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CIO