Built by Advisors, for Advisors
AdvisorBOB is modern financial advisor compensation software designed specifically for RIAs and their advisors. We replace clunky spreadsheets and fragmented systems with customizable calculations, advanced reporting, and complete visibility into every revenue stream, giving firms and advisors the clarity they need to scale with confidence.

$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
Our Vision
For the RIA Back Office
We empower firms with a streamlined solution built to replace legacy systems and outdated processes. With scalable automation, precision reporting, and flexible setup, AdvisorBOB makes compensation management accurate, efficient, and ready to grow with your business.
For the Advisor
Advisors deserve clarity in their compensation. AdvisorBOB delivers a single portal with detailed, line-item views across all revenue streams. With transparency and accessibility built in, advisors can skip the advisory fee headaches and stay focused on serving clients.
The AdvisorBOB Story
AdvisorBOB (short for Advisor Book of Business) was born out of frustration. Our founder, an executive at a leading RIA, was tired of wrestling with compensation calculations in error-prone spreadsheets. As the firm scaled, manual processes became a bottleneck, slowing growth and creating unnecessary risk.
Rather than settling for compensation as a side feature in larger and more complex platforms, our founder set out to build a focused solution: software dedicated to solving the unique challenges of RIA compensation. AdvisorBOB now delivers automation, customization, and transparency, giving RIAs control over their revenue streams and confidence in their scalability.
As we’ve grown, we’ve continued to evolve alongside our customers, adding features and enhancements based directly on their feedback. That commitment to listening, improving, and innovating remains at the heart of AdvisorBOB today.

Meet the Team
We’re a team of FinTech innovators dedicated to helping RIAs simplify compensation. With experience, creativity, and a client-first mindset, we’re committed to building solutions that grow alongside the industry.
Join our team
We do great work, with great people, for great people.