Best Advisor Websites of 2024 | 54 Examples + Templates

1. Edelman Financial Engines

URL: https://www.edelmanfinancialengines.com/

The vibrant color scheme of this website adds a refreshing touch to every page, giving it a more polished appearance. Blue is always a great choice for web design! In addition, there are lots of whitespaces that will make your content shine. Take a peak to see something great!  

What you can learn from this great advisor website design

• A great deal of empty space
• Classical and uncomplicated web design
• Plenty of materials, including articles and podcasts

2. Guided Agency

URL:  https://www.guidedagency.com/

Guided Agency has done an outstanding job with its modern web design by integrating inspiring visuals with clean typography. The visuals will make exploring every corner a pleasure for you and other virtual guests. Discover more about them by clicking the link!

What you can learn from this great advisor website design

• Lovely backdrop picture
• Captivating graphics
• Impressive choice of colors

3. Prophet

URL: https://www.prophet.com

It would be worth your while to explore this advisor website example. The dynamic background video above the fold certainly leaves a strong initial impact. Full of enthusiasm and bursting with vitality! This place is a must-visit for those who have a strong distaste for simplistic designs.

What you can learn from this great advisor website design

• Slick design above the fold

• Lots of whitespace

• Lots of social proof by showing previous clients

4. At Kearny

URL: https://www.atkearney.com/

Kearny is a vibrant website that offers top-notch consultancy services and rightfully deserves a spot on this list. The designer has incorporated attractive shapes throughout the design, giving each page a well-organized and visually appealing layout. This is outstanding!

What you can learn from this great advisor website design

• Slick design
• Lots of whitespace
• Engaging background video

5. Frog

URL: https://www.frog.co/

Frog is the ultimate destination for all things fashionable and visually appealing. This website is packed with vibrant contemporary graphic design details, along with animations that create a seamless scrolling experience. Come and check out this amazing website, won’t you?

What you can learn from this great advisor website design

• Modern graphic designs
• Vibrant colors are put into the spotlight
• Outstanding background video and graphic designs above the fold

6. Merrill

URL: https://www.merrill.com/

The rich color palette and eye-catching photos on Merrill’s website create an enthusiastic vibe. Consequently, all visitors are enthralled and eager to scroll down and witness the action. If you admire visually stunning designs, you might want to give this one a look.

What you can learn from this great advisor website design

• The background image draws your attention
• Clear call to action
• Great value proposition

7. Nous

URL: https://nousgroup.com/

The design of the Nous Group’s consulting website is absolutely fantastic! I love the dynamic combination of the background film and the thought-provoking questions displayed prominently on the page. This website is absolutely captivating and engaging!

What you can learn from this great advisor website design

• Engaging background video
• Visual website, unique design
• Clear call to action

8. Safran Wealth Advisors

URL: https://www.safranwealthadvisors.com/

The vibrant and energetic ambiance at Safran Wealth Advisors will captivate you and leave you eager to explore everything they have to offer! The vibrant color scheme, captivating photos, and meticulously arranged layouts leave a lasting impression on viewers. It’s an experience that will stay with you forever!

What you can learn from this great advisor website design

• The soft color scheme makes it visually satisfying
• Soothing images
• Clean menu and header

9. Altfest

URL: https://www.altfest.com/

Experience the vibrant energy of Altfest, a website crafted by skilled professionals. The copywriting on this website is energetic and engaging, adding to the site’s exceptional value proposition. Make sure you click the link to discover more about them.

What you can learn from this great advisor website design

• Images add a personal touch
• Lots of social proof thanks to the logos at the bottom of the home page
• Wide range of content

10. Clarfeld

URL: https://www.clarfeld.com/

For those who prefer a design that prioritizes readability over visual appeal, Clarfeld is worth checking out right away. Trust me. Make sure to check out the blog section on Clarfeld’s website. It’s impressively well-organized. What are you waiting for? 

What you can learn from this great advisor website design

• Engaging background video
• Engaging animations throughout the design
• Clear menu structure

11. Half Dome Capital 

URL:  https://californiajudgments.com/

Looking at Half Dome Capital, an excellent website for advisors, can bring a sense of calm and tranquility. The designer achieved a polished and appealing look with the use of a subdued color palette and clever video above the fold. The backdrops in particular are works of art that I appreciate.

What you can learn from this great advisor website design

• Engaging background photo
• Colorful design with fun details
• Call to action above the fold

12. Ratio Holdings

URL: https://www.ratioholdings.com/

The style of Ratio Holdings’ website is a whole experience. It starts with a beautiful, themed picture, which is a great way to begin. The website combines orange and blue in ways that go well together. Also, the design is easy to use. I encourage you to visit if you fancy organized formats!

What you can learn from this great advisor website design

• Transparent menu bar
• Call to action above the fold
• Organized design

13. H&H Works

URL: https://hhworks.co/

Yes! This website that H&H Works has put up is an absolute stunner. Above the fold, combining the video background and the clean design is one of my favorite features. They used an appealing color palette throughout the website, contributing to the site’s overall appeal to the viewer’s sense of sight.

What you can learn from this great advisor website design

• Incredible powerful headline with matching call to actions

• Great color scheme
• Nice background video

14. Syl

URL: https://syl.lu/

Oh yes. If you’re seeking ideas on being a better advisor, look at this fantastic example. The background video is incredibly inspiring in every conceivable way. Moreover, when you navigate the page, you will see some captivating scrolling animations that provide the illusion of an active website.

What you can learn from this great advisor web design

• Incredible background video

• Great web design shapes
• Lots of whitespace, which makes the website pleasant to browse

15. Navigate

URL: https://www.navigatecorp.com/

This is a great example for those who want a clean, uncluttered site design. Although the saying “less is more” is well-known, it isn’t always easy to put into reality, particularly when it comes to website design. Nonetheless, Navigate tried its best to show us what a minimalistic approach can do. Discover more by visiting the provided link!

What you can learn from this great advisor website design

• Nice scrolling animations

• Great web design shapes
• Lots of whitespace which makes the website pleasant to browse

16. The Colony Group

URL: https://www.thecolonygroup.com/

The Colony Group has a vibrant advisor website that truly grasps the importance of conversion. The vibrant call-to-action buttons scattered across the website make it impossible to resist converting. Great job! Make sure you click the link to discover more about them! You’re in for a pleasant surprise.

What you can learn from this great advisor website design

• Very clear headline

• Nice background image
• Clear call to action button, which stands out

17. Lucis Consulting

URL: https://lucis.consulting/

We highly recommend this website to anybody developing a platform for a “one-man” advisory firm. Every page has an organized layout, easy-to-see call-to-action buttons, and stylish shapes that elevate the visual appeal. However, if you are planning to construct a website for a large consulting firm, you should probably go elsewhere.

What you can learn from this great advisor website design

• Clean web design

• Clear call to actions
• Cool shapes throughout the homepage

18. LPL Financial 

URL: https://www.lpl.com/

LPL Financial is a nice advisor website example if you’re looking for a corporate look and feel. I like how they used scrolling animations as you scroll down the website. Neat and entertaining! I suggest looking into this website to know more about exciting market insights and tailored solutions! 

What you can learn from this great advisor website design

• Expert web design

• Neat animations as you scroll down
• Clear call to actions

19. Bain

URL: https://www.bain.com

You can tell Bain’s designer knows what to execute by the look and feel of this website. Everything about this one feels professional and well-executed.  It has great pictures, many whitespaces, and, most importantly, interactive quizzes that may convert visitors into customers. Very inspiring!

What you can learn from this great advisor website design

• Great pictures

• Lots of whitespace

• Interactive quiz which converts visitors to leads

20. Rightlane

URL: https://www.rightlane.com.au/

Check out Rightlane’s website because it is visually appealing. The pages have blocks of aesthetically pleasing content mixed with compelling shapes. In addition, it has great background images and a clear value proposition! What more can you ask for? Nice work!

What you can learn from this great advisor website design

• Great background image above the fold

• Clear value proposition

• Overall a very clear web design

21. Vivid+Co

URL: https://vividand.co/

This website’s use of graphic movement is truly exceptional, making it easy to find what you’re looking for right from the beginning of the page. With the 3D animation perfectly centered on the screen, it’s hard not to be captivated. Very creative if you ask me. 

What you can learn from this great advisor website design

• Prism of colors grabs the attention of the viewers
• Creative 3D animation upon scrolling
• Subtle Tetris-like animations

22. Crystal Brook Advisors

URL: https://crystalbrookadvisors.com/

Crystal Brook Advisors take both functionality and aesthetics to the next level. The image slider features artistic images all while having a visually pleasing color scheme. The most noteworthy feature of this website is the calculator where you can estimate the value of money based on monthly contributions, numbers of years, and interest rate. Nice!

What you can learn from this great advisor website design

• Soft color scheme
• Unique graphic layouts and images
• Awesome images slider above the fold

23. Seal+Co

URL: https://sealco.ca/

Seal+Co offers you a minimalistic and visually-pleasing web design. But there’s more to having a clean interface, modern font styles, and whitespace. Seal+Co has some cool features that one couldn’t resist but notice. I suggest clicking the link to learn more about this fantastic advisor website. 

What you can learn from this great advisor website design

• Great copywriting!
• Large-sized texts make an emphasis
• Unique scrolling experience

24. Charles Schwab

URL: https://www.schwab.com/

Charles Schwab offers you peaceful and nature vibes on his website. I love how he used a photo of nature to show the beauty of being financially secure. The simplicity of his website makes it look more trustworthy and professional. If you want to learn more, see it for yourself now.

What you can learn from this great advisor website design

• Great typography!
• Unique image
• Easy navigation

25. Illumint

URL: https://www.illumintfc.com/

I like how Illumint based the design of its website on its name. The black background and light as the center of attraction literally mean that they will illuminate a light on your finances. That’s just amazing! Great job! Visit this one if you want to learn more about great image metaphors.

What you can learn from this great advisor website design

• Great image metaphor
• Minimalist design
• Elegant font

26. Sage Beacon Wealth Management

URL: https://www.sagebeacon.com/

Ah, this website will definitely make you feel as if you are living the dream already. Sage Beacon Wealth Management’s website has a cozy and fresh design which I think today’s generation will love. The classic color blue makes you feel calm, and the image is just so lovely. Make sure to check this one out!

What you can learn from this great advisor website design

• Lovely color palette
• Calm design
• Great use of white space

27. Stash Wealth 

URL: https://www.stashwealth.com/

I definitely love the copywriting on this website! It really uplifts the mood of the visitors and can easily gain their trust because of how effective the copy is. A big applause for the copywriter. I also love the changing background and show different lives of people and how they can change it. Well done!

What you can learn from this great advisor website design

• Great copywriting!
• Creative web design
• Unique logo

28. Zoe Financial 

URL: https://zoefin.com/

Oh, my! This website is just absolute perfection! The clean design and minimalist aesthetic are definitely perfect for their target audience. The color palette just mixes well together and creates great harmony. If you are looking for a clean and perfect design, this might be the one you are looking for!

What you can learn from this great advisor website design

• Clean web design
• Great use of white space
• Easy navigation

29. Truly Financial

URL: https://trulyfinancial.com/

Truly Financial is your one-stop website for your modern financial website inspiration. Lovely graphics and layouts, color palettes, awesome copywriting, and effective web design – what more can you ask for? You just need to visit them and be inspired by the web design. Nice!

What you can learn from this great advisor website design

• Great collection of graphic designs!
• Comprehensive illustration and explainers
• Minimalistic web design

30. Mitchell Adam

URL: https://mitchelladam.co.uk/

On this website, you can find some fun and interesting designs. There are two excellent CTAs (calls to action) on this website, one in the header and one above the fold. The tagline is also excellent. A time-tested strategy for increasing website conversions. Well done!

What you can learn from this great advisor website design

• Animations and decorative details make the design more lively
• Lots of enticing call-to-action buttons
• Consistent style – this keeps a clean vibe

31. Kea Consultants 

URL:https://www.keaconsultants.com

Kea Consultants is truly impressive, showcasing authenticity, power, and genuineness. This website is a great example of classic and straightforward web design, thanks to its choice of color scheme, candid images, and copywriting. If you’re looking for inspiration in these areas, this website is worth checking out.

What you can learn from this great advisor website design

• Good copywriting

• Strong branding
• Simple yet effective design

32. 150SQUARE

URL: https://150square.com.au/

I bet you’ll love how the website’s theme prominently features 150SQUARE’s brand colors, which consist of a combination of white and blue, complemented by a subtle touch of chrome yellow. Overall, the website is expertly designed with a straightforward and aesthetically pleasing layout.

What you can learn from this great advisor website design

• Great personal touch, thanks to team images

• Lots of white spaces

• Lots of social proof by showing previous clients

33. Edgy

URL: https://edgy.bz

Edgy is pretty edgy in its design, embodied in its unique logo of a yellow thunderbolt that serves as the edge of the letter “E.” The website’s distinctive typeface, cartoony dynamic images, and geometric layout are constant characteristics. Epic! I’ve never seen a more entertaining website than this one!

What you can learn from this great advisor website design

• Background image which draws your attention

• Clear call to action

• Great value proposition, it’s instantly clear what you can expect from them

34. Current Advisory 

URL: https://www.currentadvisory.co.za/

Current Advisory’s website is a joy to explore because of the interesting articles, eye-catching graphics, and relaxing color palette that it employs. Your attention will be piqued and held as you scroll down the page by persuasive and expert advocacy. You won’t want to miss this!

What you can learn from this great advisor website design 

• Fresh, quality content

• Strong, professional advocacy

• Great mobile experience

35. Investopedia 

URL: https://www.investopedia.com/

A well-known website that teaches you about finances is Investopedia! No matter what you’re struggling to understand, you’re sure to find a topic that applies here. However, if you’re a fan of clean designs, you might want to pass on this one because it’s so text-heavy and cramped. Also, the content seems to be poorly organized.

What you can learn from this great advisor website design 

• Lots of content to check out 

• Text-heavy 
• Great headlines 

36. Provence Wealth Management Group 

URL: https://pwmg.com/

Thanks to its clever use of background graphics, the Provence website is able to intrigue every visitor. You should look into this example if you like visually heavy designs. The designer is skilled not just with images, but also with space, so you won’t feel overwhelmed.

What you can learn from this great advisor website design 

• Clever use of background graphics 
• Space-wise 
• Easy navigation 

37. Guide Financial Planning  

URL: https://guidefp.com/

The website for Guide appears straightforward and uncomplicated! The only noteworthy elements present on the homepage are the video and call-to-action icon. However, it is worthwhile to pay a visit if you require assistance with your finances.

What you can learn from this great advisor website design 

• Interesting video on the homepage 

• Clear CTA button 
• Simple and professional overall 

38. Zuk Financial Group 

URL: https://zukfinancial.com/

Zuk’s website has a lot of space in it. As a result, little to no information about them can be seen right away. However, if you’re interested, you could sign up for its newsletter or click the “Contact Us” tab. If you prefer designs that are both simple and professional appearing, I recommend checking out this website.

What you can learn from this great advisor website design 

• Lots of whitespaces 

• Many tabs to answer your inquiries 
• Interesting choice of background images 

39. RLS Wealth 

URL: https://www.currentadvisory.co.za/

RLS Wealth’s website may look simple as soon as you arrive but it gets text-heavy when you scroll down. If you like to skim for answers rather than read, I would recommend evading this one. But with the data given, you may quickly find out all there is to know about them.

What you can learn from this great advisor website design 

• Interesting choice of color hues

• Nice logo
• Helpful CTA buttons

40. Clark Asset Management 

URL: https://bradleyclark.com/

I treasure the color choices on this website! Serious businesses like finances usually choose blue as the main color as it makes the pages look professional and reliable. However, Clark Asset Management chose lively colors like bright yellow and red. Nice implementation!

What you can learn from this great advisor website design 

• Nice color choices 

• Easy navigation 
• Beautigul homepage background 

41. Braun-Bostich & Associates 

URL: https://braun-bostich.com/

The background image on this website doesn’t give off a professional advisor vibe. However, as you scroll down, you’ll find all the information about them and how they can assist you with your finances. The design is aesthetically pleasing and well-organized. It would have been great if they had included animations to enhance the website’s visual appeal.

What you can learn from this great advisor website design 

• Text-heavy

• Easy navigation 
• EVery page looks clean and organized 

42. Avantax Wealth Management 

URL: https://www.avantax.com/

The website of Avantax exudes a warm and welcoming atmosphere. I appreciate the way the designer showcased a collection of photos on the homepage, encouraging visitors to scroll down. I recommend checking out this website if you’re looking for something refreshing and modern.

What you can learn from this great advisor website design 

• Welcoming atmosphere 

• Collection of photos at the beginning 
• Lots of whitespaces 

43. Concord Wealth Partners 

URL: https://concordwealthpartners.com/

Concord’s website is visually captivating! I appreciate the thoughtful inclusion of photographs, clip art, and other decorative elements that enhance the overall appeal of the pages. I recommend checking out this place if you’re looking for a vibrant and welcoming ambiance. Advisor websites can be much more engaging and exciting like this one!

What you can learn from this great advisor website design 

• Lots of visual elements! 

• Engaging atmosphere 
• Colorful texts and buttons 

44. Vanguard 

URL: https://investor.vanguard.com/home

Entertaining animations and customized drawings are two of Vanguard’s best features. With captivating visuals and well-considered color palettes on every page, it’s clear the designer had a blast making this website. Here you will find the latest and greatest in modern design!

What you can learn from this great advisor website design 

• Modern design

• Entertaining illustarions and animations 
• Lots of whitespaces 

45. Nelson Financial Services 

URL: https://dnelsonfs.com/

Nelson’s website has great potential due to the visually appealing background image! However, it appears that there’s nothing else to see when you scroll down. Despite the circumstances, the designer has made sure to include a concise explanation so that you can easily grasp their identity.

What you can learn from this great advisor website design 

• Visually appealing background image 

• Straight to the point 
• Provides brief explanation 

46. Bull Moose 

URL:https://www.bullmooseretirement.com/

Despite the abundance of whitespace, this website is completely functional. You will learn more about them and the services they provide as your stay progresses. Also, I really like the backdrop photos! In general, it appears to be well-organized and expertly done.

What you can learn from this great advisor website design 

• Abudance of whitespace 

• Completely functional website 
• Beautiful background images 

47. Good Financial Cents 

URL: https://www.goodfinancialcents.com/

This website really captures the essence of vibrant visuals! I’m really impressed by the designer’s ability to provide real-time numbers of their downloads and customers. It adds a dynamic element that keeps things engaging and exciting. Furthermore, their featured content is incredibly captivating to examine.

What you can learn from this great advisor website design 

• Great animations 

• Easy to understand 
• Clear CTA buttons 

48. Humanitas Financial

URL: https://www.humanitasfinancial.com/home

The website exudes a warm and inviting atmosphere, thanks to the carefully selected background image! When you come to visit, I’m confident that you’ll also experience a comfortable ambiance. An advisor website can be vibrant and full of personality. This one offers excellent copywriting, vibrant images, and a variety of visual elements to learn from!

What you can learn from this great advisor website design 

• Inviting atmosphere 

• Easy navigation 
• Good copywriting 

49. Timothy Financial 

URL: https://timothyfinancial.com/

The website of Timothy Financial is very fantastic! The selected hues gave the page an air of dependable wealth. Also, I really like how the layout varies as the user scrolls down the page. With its sleek and expert layout, this website is a pleasure to observe. You should definitely check this one out.

What you can learn from this great advisor website design 

• Classy color combinations 

• Layout varies as you scroll down 
• Professional vibes 

50. Lougher

URL: https://www.loughercontemporary.com/

Although it appears to be an art gallery at first glance, Lougher’s website is actually a platform for advisors. To add visual interest, I really like how the designer used imagery. For those who appreciate brilliant colors and imaginative designs, this is the place to go.

What you can learn from this great advisor website design 

• Interesting visuals

• Lots of whitespaces
•  Great image placement 

51. Avivar 

URL: https://www.avivarcapital.com/

Avivar’s website design looks solemn because of the nature of the nature vibes. I love how every element looks easy on the eyes. As a result, visitors are inclined to prolong their stay. Get some inspirations here if you want a website that looks calm and professional.

What you can learn from this great advisor website design 

• Easy on the eyes design

• Easy navigation 
• Lots of whitespaces 

52. Innovest 

URL: https://www.innovestinc.com/

Innovest’s website is incredibly informative! I appreciate the inclusion of an infographic below that delves into the business’ history. Visitors will be even more pleased and intrigued as a result. In addition, the color combinations maintain a consistent appearance throughout. Impressive presentation overall.

What you can learn from this great advisor website design 

• Consistent color scheme 

• Intersting infographic 
• Lots of whitespaces 

BONUS – Here is my favorite template

Consultant / Advisor Website Template

URL: https://mycodelesswebsite.com/try-theme/business-consultant

Why this is such a great template

• Clean design, great to turn visitors into customers
• Wordpress compatible, easy to customize
• Free download if you’re a Divi member