Financial Advisor Website Design

Financial Advisor Website Design – 27 of the Best Examples

By: Frank DePino | April 5, 2024

In order to make your website work for you it first needs to look and function the way you want it to. To give you a better sense of what your competitors are doing in the digital space, we’ve compiled a list of 27 of the best financial advisor website designs. These sites all include unique strongpoints that help them convert prospective clients and retain existing ones.

1. Ratio

This website features a full-width design and utilizes vivid, saturated photography.




Ratio’s website uses full width design along with saturated photography that makes the site feel strong.

2. R&J Financial Partners

R&J Financial Partner's website utilizes a welcome screen video.




By simply adding a video to their welcome screen, R&J Financial Partner’s website feels more interactive and intimate.

3. Pension & Wealth Management Advisors

Pension wealth website design shows elements that create a visually compelling experience.




This financial advisor website design stands out from the competition with its use of video as users are welcomed to the site. The large/bold text, clean lines, and pops of blue give this site a modern feel.

4. Stash Wealth

financial advisor website design for stash




Stash Wealth’s sight is sleek and modern. The brand is cohesive throughout by being consistent in their color palette, fonts and imagery. Along with a strong color scheme, these contrasting colors help organize and callout information.

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5. Charles Schwab

Charles Schwab website shows the consistent use of their signature.




Charles Schwab constantly uses their brands blue throughout the site along with the square element they use in their logo. By doing this, the brand feels united throughout.

6. GSB Wealth Management

wealth management website design, clean and user-friendly website design.




This clean design appeals to its older demographic with the use of serif fonts, subtle colors, and imagery. Easy to use navigation helps users login into their accounts with ease, while also allowing for exploration to the interior pages of the site to learn more about the team, their vision, and latest blog.

7. Zoe

Zoe financial advisor website design features a mainly white background that highlights the brand's signature.




Zoe’s website feels light and inviting. Their use of a mainly white background helps their purple pop and keep the site clean. Along with a cohesive brand, Zoe use different illustrations throughout along with interactive animated elements that add an extra touch to the site.

8. UBS

ubs financial advisor website design




UBS uses small animations on their photos that help bring some life to their site.

9. Modera

Modera financial advisor website design uses minimal imagery and relies on the elements in their logo




Modera’s website is simple and professional. It’s straight and to the point without using too much imagery and utilizing the elements in their logo to add some personality to the page.

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10. Edward Jones

edward jones financial advisor website design




Edward Jone’s site keeps their navigation and sidebar locked, only swapping some of the sidebar elements to provide you the tools you need. This helps the client get where the need to go when visiting their site.

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11. HCR Wealth Advisors

hcr wealth advisors




HCR Wealth Advisor’s use various elements throughout their site that makes them stand out from competitors, keeps the consumer intrigued yet is still simple enough to navigate.

12. Chicago Partners

financial advisor website design for chiacgo partners




Chicago Partner’s website uses professional photography along with simple animated elements that help the website feel strong.

13. RGT Wealth Advisors

wealth advisors website design




RGT’s website uses fun, animated illustrations throughout the site that make it feel more personal and approachable. The illustrations all work together and tie back into their brand and message, showing the customer their journey and how RGT can be a part of that.

14. Illumint

financial advisor site design




Illumint takes it out of the box with using this simple video for the website welcome screen. As you scroll the site comes into perspective. Illumint uses just a one page design that keeps it simple and easy to navigate.

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15. Safran

financial advisor website




Safran’s website is clean and uses similar photography throughout with a parallax animation that adds personality to the page.

16. Merrill

financial advisor website design for merrill lynch




Merrill’s website feels professional with their cohesive branding. They also use overlapping elements and staggering photos that help add something extra to their site.

17. Sage Beacon

sage beacon financial advisor website design




Sage Beacon’s financial advisor website design ties their photography into their brand by using “ocean” related content. They’re homepage also uses diagonal blocks to help break up the information in non-uniform way.

18. Personal Capital

Personal Capital




Personal Capital’s website uses not only a top bar navigation but a left aligned navigation that when expanded becomes full screen. This can be helpful when your site need’s a lot of pages but you want to make it easier for the client to navigate.

19. Betterment

betterment financial advisor website design




Betterment’s site is simple, easy to navigate and pleasing to the eye. Their color scheme utilizes light colors to help their purple pop throughout in not only page elements but in their photography as well. The information is kept short and sweet so it’s easily understood and keeps the visitor engaged.

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20. Riskalyze

Riskalyze




Riskalyze uses fun graphics to get their point across. Along with these graphics, Riskalyze uses free form elements that makes the site feel abstract and allows the visitor to feel more emerged into the page.

21. LPL

LPL




LPL uses a fun color scheme with blue being their dominant color and then use the rainbow spectrum sparingly throughout to accent certain information but to also add more personality through their photography.

22. Ford Financial Solutions

Ford Financial Solutions




Ford Financial Solution’s site feels bright and inviting. It’s easy to navigate and the body of the page is kept simple without too many images.

23. Thrivent

Thrivent




Thrivent stays consistent by using line elements throughout the site in their graphics, callouts and navigation. By utilizing this element, the website feels cohesive but also helps organize the information.

24. Raymond James

raymond james financial advisors website design




Raymond James keeps their website clean and professional with no excessive elements besides using a drop shadow on callout boxes which is used sparingly.

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Receive your FREE copy of “Digital Marketing for Financial Advisors: How to Build Your Firm,” to get insights into growing your business with digital marketing.

25. Bragg

Bragg




Bragg’s website is warm and inviting. Their photography is not only welcoming but by using images of their actual office and team helps make the site feel more personal.

26. Vanguard

Vanguard




Vanguard’s site is strong yet simple. Their homepage makes use of hight contrast photos along with bold black strips to help callout information. As you get into the site though, the internal pages are kept more simple to get the information across.

27. Ameriprise

Ameriprise




Ameriprise’s financial advisor website design keeps it fun on their homepage using various colors and informational graphics.

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Consider A Financial Advisor Website Design

Now is the time to consider revamping the look and feel of your website. As a financial advisor, your website must provide the services and functionalities that your clients expect. If you would like to set up a free consultation to discuss how Mediaboom can help refresh your website, contact us today.

By: Frank DePino

Frank DePino is Principal and Founder of Mediaboom. Since 2002, Frank has led Mediaboom’s award-winning staff of creative and technical professionals, building the most effective marketing and advertising solutions for its clients.

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