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.

Clients Assets Under Management
$ 0 B
Payments to
$ 0 M
Active Advisors Using AdvisorBOB
Active Rep IDs


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.

Colton Pence

Chief Executive Officer

James Connor Headshot


Chief Technology Officer


Nafisa Saunders



Araceli Sánchez

Senior Team Lead Engineer


Business Development


Our Advisory Board

James J. Spinelli

Founder and COO - Great Valley Advisor Group


Founder - RISR

Chris s. guerin

President & Director – Securities Back Office Solutions

Lisa Hudson

Co-Founder & CEO – Securities Back Office Solutions



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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Chief Executive Officer

Colton Pence

As CEO of AdvisorBOB, Colton is responsible for overseeing and assisting in the compensation of more than 2,500 advisors and $100 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 wife 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.

Business Development Associate

Mac Ryan

As Business Development Associate, Mac is responsible for driving new business to the firm and assisting in the continued growth of AdvisorBOB’s presence in the fintech space. Mac holds a bachelor’s degree from Elon University and a master’s from Temple University. He resides in Philadelphia and is an avid golfer and basketball player in his spare time.

Founder and Coo - Great Valley Advisor Group

James J. Spinelli, ChFC®, AIF®

James Spinelli embarked on his tech journey as a developer before joining Comcast Corporation. At Comcast, he was involved with capital forecasting, nurtured key relationships, and built financial information systems. After his time at Comcast, James embarked on a new venture, founding Great Valley Advisor Group with a singular focus: to create a robust platform for advisors aspiring to become business owners. He is also deeply passionate about FinTech and founded AdvisorBOB© to aid advisors in navigating compensation complexities.

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.

Founder & CEO – RISR

Jason Early

Jason Early is the Founder and CEO of RISR, the only comprehensive business owner engagement platform. Before starting RISR, after nearly a decade in financial services and technology consulting, Jason joined BizEquity, a market leader in online business valuation, as CRO leading the sales, marketing, and customer success teams. After overseeing explosive growth, he then moved into the role of President of Business Operations, partnering with the leadership team to shape the vision and deliver on BizEquity’s mission.

In addition to his professional experience, Jason is the co-chair of Pavilion Philadelphia, and former board member of the American Ireland Fund, American College Alumni Board, and the Brian H. Early Foundation. Jason’s extensive experience and leadership across financial services and technology will be an invaluable addition to the AdvisorBOB team.

President & Director – Securities Back Office Solutions

Chris S. Guerin

Chris S. Guerin graduated from the University of Florida with a BS in Finance in 1981.  Before becoming associated with Securities BackOffice Solutions, Inc., he was employed for 12 years as Executive Vice President, COO and Director of the investment firm of Keogler, Morgan & Company, Inc. in Atlanta, Georgia.  In this position, he was responsible for the Trading, Operations, Compliance/Legal and all Product Income areas of the firm.  Mr. Guerin managed a staff of 75 home office employees and was responsible for running the daily operations of the brokerage firm.  This included overseeing the activities of the firms 450 licensed reps. Concurrently, Mr. Guerin served as the President of the firms registered investment advisory subsidiary which managed over 650 million in client assets via proprietary fee programs.  Prior to this position, Mr. Guerin was employed as a Compliance Examiner for the National Association of Securities Dealers, Inc. in Atlanta Georgia.  He was an arbitrator for the NASD and has served as an expert witness in numerous securities arbitration cases.

Co-Founder & CEO – Securities Back Office Solutions

Lisa Hudson

Lisa has over 25 years of experience in the software development industry. Prior to founding Securities BackOffice Solutions, Inc., she served for seven years as CTO at Keogler, Morgan & Company, Inc., an investment firm in Atlanta, Georgia. Lisa has developed numerous financial software applications that are widely used by broker-dealers and financial advisors.