About Us

AdvisorBOB is an all-encompassing financial advisor compensation software for RIA back office staff and advisors. It provides customizable and individualized compensation calculations as well as advanced reporting capabilities. Back-office administrators can say goodbye to time-consuming and inaccurate spreadsheets. Advisors can say hello to more visibility into their compensation across revenue streams. AdvisorBOB is the modern, streamlined approach by financial advisors for financial advisors.

Financial advisors reviewing compensation software on a screen in a meeting

Our Vision

For the RIA Back Office

Our product allows Registered Investment Advisors (RIA’s) to move away from legacy products and custodians for compensation purposes. We provide administrators with a streamlined, accurate, and easy-to-use compensation solution that is scalable with their business.

For the Advisor

We provide advisors with a one-stop-shop compensation portal with line item-level detail on all their revenue streams. We work to have the transparency and accessibility of the software allow advisors to circumvent the advisory fee headaches and focus on what really matters – their clients. 

Financial advisors sitting around a conference table looking at paperwork and a laptop

Our Story

AdvisorBOB was founded when an executive at an existing Registered Investment Advisor got frustrated with calculating compensation fees in spreadsheets. The process was tedious, inaccurate, and unprofessional for an otherwise established RIA. The spreadsheet calculations were so time-consuming that they inhibited growth, especially for rapidly growing firms.

Advisor Book Of Business, known as AdvisorBOB, became the modern solution for RIA compensation models. We aimed to go beyond traditional billing software for financial advisors to provide full compensation visibility. Automated calculations and customizable solutions opened doors for RIAs to grow with accurate compensation they could count on.

Over time, AdvisorBOB has added more features and capabilities based on feedback from our users. We value our clients’ feedback and want to continue improving our product to enable their success. We’re committed to expanding our software development to become a full one-stop shop for RIA back offices.

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Clients Assets Under Management
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Our Leadership Team

The team at AdvisorBOB is passionate about the FinTech space and serving our clients with evolving solutions that keep up with industry growth. We support our vision with experience and determination.

James Spinelli Headshot

James J. Spinelli

Founder and Chief Executive Officer

Colton Pence Headshot

Colton Pence

Chief Business Development Officer

James Connor Headshot


Chief Technology


Nafisa Saunders


Araceli Headshot

Araceli Sánchez

Senior Team Lead Engineer



Optimize Compensation Operations with AdvisorBOB

Registered Investment Advisors, especially those who are growing, need a solution more efficient than spreadsheets and existing RIA billing software for their financial advisor compensation models. Spending tedious time calculating compensation in spreadsheets consumes resources and causes the risk of mistakes or security breaches. Plus, that process is impossible for rapidly growing firms. For an optimized, automated solution to financial advisor compensation, turn to AdvisorBOB. Our software is the solution you need for automated and customized compensation, insightful reporting, and top-notch security. Request a demo to see our solutions for yourself.

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Founder and Chief Executive Officer

James J. Spinelli

James enjoys everything “FinTech” and founded Peng-Win LLC to assist advisors with customized solutions, specifically through the AdvisorBOB© platform. He began his career in technology at ANRO Inc. as a developer and later joined Comcast Corporation within their Finance department. While at Comcast, he was responsible for capital forecasting, relationship management, and financial information systems. 

James attended Penn State University where he received a BS in Information Systems, a Minor in Information Technology, and a Master in Information Science (MSIS). In addition, James also holds a Master of Science in Finance (MSF) from Indiana University’s Kelley School of Business. 

James resides in Malvern, PA with his wife Devon and their children, Kieran, Saylor, Scarlett, and Serafina. In his spare time, James enjoys spending time with his family & friends either at the beach, on the golf course, deep-sea fishing, or helping coach youth sports. He is an active member of the Reviving Baseball in Inner Cities Program (RBI) and The Kyle Ambrogi Foundation.

Managing Partner

Colton Pence

As Chief Business Development Officer of AdvisorBOB, Colton is responsible for overseeing and assisting in the compensation of more than 1,100 advisors and 60 billion in assets. Colton has led the charge in growing AdvisorBOB’s functionality and fintech presence. AdvisorBOB has been included in Michael Kitces Financial AdvisorTech Solution Map and services multiple Forbes Top 100 Registered Investment Advisors.

Colton is a Cum Laude graduate from West Chester University with a bachelor’s degree in Finance and additional studies in Computer Science and Statistics. He lives in West Chester, Pennsylvania with his fiancé Kennedy and two dogs. In his spare time, Colton enjoys spending time with friends and family either on the golf course or at the beach.

Chief Technology Officer

James Connor

James Connor has been instrumental in handling analysis, strategy development, implementation, and oversight of product development for AdvisorBob. He has built and launched over 50 startups in the past 15 years and continues to work with startup founders and nonprofit organizations around the world.


Nafisa Saunders

Nafisa helps ensure that AdvisorBOB’s operations and projects run smoothly. She is a recent graduate from Eastern University where she earned a Master of Science in Data Science. Prior to Eastern University, Nafisa attended Neumann University where she obtained a Bachelor of Arts in Liberal Arts. She was a four-year member of the women’s basketball and track teams. Nafisa currently coaches collegiate basketball at Eastern University. Nafisa enjoys hiking, traveling, and spending time with family and friends in her spare time.