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AdvisorBOB
Advisor compensation software for RIAs: multi-custodian revenue rollups, splits and payouts
Berwyn, PA, USPart of a larger companyadvisorbob.comNot yet confirmed by the company
What it does
AdvisorBOB is advisor-compensation software for registered investment advisers with many advisors and complex payout arrangements. Finance and operations teams use it to calculate what each advisor is owed.
It consolidates custodial revenue feeds and rep IDs from multiple custodians, applies split rep codes, overrides, debits and credits with an audit trail, and gives line-item detail of each advisor's revenue streams. It also tracks one-time and recurring financial-planning or consulting fees and produces compensation reports shared by finance staff and advisors. The company reports about 6,000 advisors and 10,000 rep IDs on the platform.
Founded by advisors at Great Valley Advisor Group and based in Berwyn, Pennsylvania. AdvicePay acquired AdvisorBOB in May 2025; the products continue to run separately. Subscriptions start at $50 per advisor per month plus a one-time onboarding fee.
Best for
- Serves
- RIAs
Features
- Multi-custodian revenue aggregation
- Rep ID split handling
- Payout adjustments with audit trail
- Advisor compensation reporting
- Financial planning fee tracking
Pricing and deployment
- Pricing model
- Per seat
- Published pricing
- From $50 per advisor per month; one-time onboarding fee; custom quote
- Deployment
- Cloud
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