Colton Pence

Colton Pence

As Head of AdvisorBOB, Colton supports customer success, sales, and product development, helping ensure the platform continues to meet the evolving needs of firms and advisors. With a background in both finance and computer science, he’s used to juggling different responsibilities. Before AdvisorBOB was acquired by AdvicePay, Colton was the CEO and led the growth of the platform from a single RIA client to over 90 firms and 6,000+ advisors by 2023. These days, Colton enjoys collaborating with a talented team and seeing his vision continue to scale. When he’s not working, you’ll likely find him on the golf course, soaking up the sun at the beach, or spending time with family. He’s energized by AdvisorBOB’s mission to empower RIAs with technology that makes life easier.

Posts by Colton Pence

How Billing and Comp Errors Drain RIA Profits and Undermine Advisor Trust

In wealth management, we often talk about client relationships. But a critical relationship that too many RIAs overlook …

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2 min read
Nov 6, 2025 9:19:02 AM