2023 was another banner year for AdvisorBOB. We added a ton of new features to the platform, continued to build out our best in class team, and experienced explosive growth across all of our key metrics:
- We onboarded 24 new firms and 992 new advisors to AdvisorBOB, which marks a 71% increase over this time last year.
- Our new clients range from small firms with 5 to 10 advisors to enterprise level companies with more than 150 advisors.
- This brings us up over 2,500 advisors on the platform, with more than 6,000 Rep IDs, and over $1 Billion in client fees processed.
- We have integrated with a more custodians than ever, including but not limited to LPL, Schwab, Fidelity, and Pershing.
- Our total Client Assets Under Management has surpassed $100 Billion.
We couldn’t be more excited about what 2024 will bring for the AdvisorBOB platform. A huge thank you to all of our partners, our advisors, and our incredibly dedicated team. Keep checking the Insights tab and the AdvisorBOB LinkedIn page for updates throughout the year!
