The 15 Best Financial Advisor Websites

One of our favorite parts of working with our Independent RIA clients is the reveal of each new website. It’s so exciting to see the unique personality and perspective of each advisor expressed through a website. Our team takes great pride in working with our clients to create something beautiful that stays true to the advisor and the people they serve.

Without a doubt, every site we create has its own distinct features, but there are some that stand out. To demonstrate that, we’ve compiled a few of the best financial services websites to inspire your own.

The Best RIA Websites

1. Power Financial Partners

Power Financial Partners is an Independent Financial Advisory Firm located in Tampa, Florida. Serving clients across the U.S.

Check it out: https://PowerFinancialPartners.com

Google: "Independent Financial Advisor Tampa, Florida"

Design: Custom

Why we love it: Roger broke away from his captive environment in 2022. He has the most cerifications we've ever seen. A great marketing tool. Power a fee-based Independent RIA that also offers insurance products and 401k plans to employers. Power's custom designed website easy to navigate, mobile responive, displays movement and offers a bilingual feature in the lower left corner.

2. LoneTree Wealth Management

LoneTree Wealth Management is an Independent Financial Advisory Firm located in Memphis, TN.

Check it out: https://www.LoneTreeWealth.com/

Google: "Independent Financial Advisor Memphis,TN"

Design: Vision Template Customization

Why we love it: We found a sweet 'tree by the water' video and alternated their Wealth Management Solutions and Private Investment Opportunities services (with images) on the homepage.

3. Stewardship Wealth Management Solutions

Stewardship Wealth Management Solutions is an Independent Financial Advisory Firm located in Huntington Beach, CA.

Check it out: https://StewardshipWMS.com/

Google: "Independent Financial Advisor Huntington Beach, CA"

Design: Custom

Why we love it: Boulos broke away from his captive environment in 2022. We created a custom diverse homepage video using a combination of stock videos to appeal to potential investors. Stewardship's custom designed website easy to navigate and is mobile responive.

4. Crown Point Wealth Advisors

Crown Point Wealth Advisors is an Independent Financial Advisory Firm located in Hood River, OR.

Check it out: https://www.crownpointwealth.com/

Google: "Independent Financial Advisor Hood River, OR"

Design: Journey Template Customization

Why we love it: The drone video and professional photos at our local historic landmark "Crown Point" give this website a very profressional feel.

5. Bruce Colin & Co.

Bruce Colin & Co. is an independent wealth management firm, managing investment portfolios for individuals and families, and advising them on a wide range of financial planning considerations including retirement, executive compensation and benefits, tax and estate planning, risk management, and philanthropy.

Check it out: https://www.ColinWM.com

Google: "Independent Financial Advisor Inglewood, CA"

Design: Custom

Why we love it: Less is more.

6. Commencement Financial Planning

Commencement Financial Planning LLC is an Independent Fee-Only Financial Advisory Firm located in Tacoma, WA.

Check it out: https://www.commencefp.com/

Google: "Independent Fee-Only Financial Advisor Tacoma, WA"

Design: Classic Template Customization

Why we love it: The Pacific Northwest and Tacoma, WA images we found are perfect for Troy's site. His comprensive Services and Resources pages will greatly enhance his SEO efforts.

7. Lazarus Wealth Management

Lazarus Wealth Management is an Independent Financial Advisory Firm located in Fort Worth, TX.

Check it out: https://www.lantzteam.com/

Google: "Independent Financial Advisor Fort Worth, TX"

Design: Capital Template Customization

Why we love it: John is an LPL Advisor and Christian. The home video and larger sub-page images makes his site pop off the page.

8. Piedmont Wealth Advisory

Piedmont Wealth Advisory is an Independent Financial Advisor located in Northern Virginia.

Check it out: https://www.PiedmontWealthAdvisory.com/

Google: "Independent Financial Advisor Northern Virginia"

Design: Custom

Why we love it: A beautiful winery inspired theme geared towards life transitions.

9. Lantz Financial

Lantz Financial, LLC, an SEC registered investment adviser located in the Greater Chicago area. Serving clients across the U.S.

Check it out: https://www.lantzteam.com/

Google: "Financial advisors in Naperville"

Design: Max Template Customization

Why we love it: Lantz Financial has a simplified Services approach where sub-services are tucked in the two main categories of Financial Planning and Investment Management. Making it easy for the viewer to navigate.

10. Oak Family Advisors

Oak Family Advisors is an Independent, Fee-only, Registered Investment Advisory firm located in Chicago.

Check it out: https://www.OFAllc.com

Google: "Wealth Management Chicago"

Design: Vision Template Customization

Why we love it: Oak Family Advisors website has custom programmed private client newsletter login under the Resources tab. One username and password for all clients.

11. Blue Marlin Advisors

Blue Marlin Advisors, LLC is an Independent Financial Advisory Firm located in Winter Park, FL.

Check it out: https://www.BlueMarlinAdvisor.com/

Google: "Independent Financial Advisor Winter Park, FL"

Design: Journey Template Customization

Why we love it: Talk about niche marketing! We found a Google Font consistent with their logo. They also have a Research Vlog.

12. Allodium Investment Consultants

Allodium Investment Consultants is an Independent, Fee-Only Registered Investment Advisor located in Minneapolis, MN.

Check it out: https://www.Allodium.com/

Google: "Financial Advisor Minneapolis"

Design: Classic Template Customization

Why we love it: Allodium has taken the Classic Template to the next level with content marketing. More pages means more food for the Google search engine spiders.

13. CWP Private Wealth Management

CWP Private Wealth Management is an Independent Financial Advisory Firm located in West Bend, WI.

Check it out: https://www.CWPwealth.com

Google: "Independent, Fee-Based Registered Investment Advisor"

Design: Capital Template Customization

Why we love it: CWP Private Wealth Management appeals to advisors wishing to tuck in. They have a stock ticker and monthly commentary.

14. Semus Wealth Partners

Semus Wealth Partners, LLC is an Independent Financial Advisory Firm located in Boca Raton, FL.

Check it out: https://www.SemusWP.com/

Google: "Independent Financial Advisor Boca Raton, FL"

Design: Max Template Customization

Why we love it: Helen J. Semus, CFP®, APMA®, AAMS® was featured by Charles Schwab in Barron’s Magazine, Dec 12, 2022.

15. Columbia River Financial Group

Columbia River Financial Group, LLC is an Independent Financial Advisor located in Vancouver, WA.

Check it out: https://www.ColumbiaRiverFG.com

Google: "Independent Financial Advisor Vancouver WA"

Design: Custom

Why we love it: Chad broke away in 2017. His site features dramatic NW landscape views a local photographer for bio images. They also use dinkytown.net calculators under their Resources tab.