2023 AdvisorBOB Year in Review

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 more custodians than ever, including but not limited to LPL, Schwab, Fidelity, and Pershing.
• Our total Client Assets Under Management have 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!