Website Studio for Advisors
Built only for independent advisors
A design and growth firm that speaks the language of independent RIAs and advisors.
What we believe about financial advisor websites
Your site is for your client, not your firm.
Prospects care less about your heritage, AUM, and awards than whether you understand their situation. Every websites we build starts there.
Your site is part of what your practice is worth.
Acquirers and succession partners read your online presence as a sign of how well the practice runs. We build for that from day one.
Compliant can still be original.
We know what FINRA Rule 2210 and SEC Marketing Rule 206(4)-1 actually say, so your compliance team can approve the site without stripping out what makes it work.
Why WealthSites exists
Plenty of exceptional advisors, with deep relationships, real results, and reputations, had websites that said none of it. Generic templates. Stock photos of strangers shaking hands. Copy that could belong to anyone and shared content libraries that are distributed among everyone.
The studios serving them often missed compliance, missed how affluent prospects think, or sold one template to everyone with a new logo on top.
WealthSites is a design and growth firm built only for independent RIAs and financial advisors. Not a template platform, and not a generalist agency with a finance vertical.
As seen in Kitces' Advisor Services Map
Logan Brown
Founder, WealthSites
Meet the person you'll work with
I don't believe in templated growth. I've spent over a decade on the mechanics of digital growth, from SEO and web infrastructure to brand positioning. Inside the LPL Financial and IFG home offices, I directed marketing strategy for independent firms going through complex transitions.
Now I pair that inside view with a practitioner's eye for detail, so your website reflects the caliber of your work.
Outside of work, I'm a husband, dad, DIY homeowner and amateur endurance athlete. My weekends are spoken for, and I've learned not to start anything I'm not prepared to finish.
13+ years in marketing
Websites, SEO and content systems built to scale with a firm's long-term goals.
Nearly six years inside broker-dealers
Senior Marketing Consultant for breakaway practices at LPL Financial and direct report to the CMO at IFG.
Independent and hybrid advisors only
Firm owners and breakaway teams are the only clients we take on.
You own everything we build
Your website, content and brand are yours for good. No proprietary lock-ins, no assets held hostage.
Named a Finalist for Client Digital Campaign of the Year at the 2026 Wealth Management Industry Awards, and a Finalist in 2021.
Read the announcement
Where advisors are when they call on us
Every project starts at a real turning point in your practice, not just "we need a website." That context shapes everything we build.
Breakaway & brand launch
Your'e leaving the wirehouse to build something of your own.
IAR to RIA transition
Your firm has a new name and needs an identity to match.
Rebrand or refresh
Your firm has grown, and the website hasn't kept up.
Niche repositioning
You're narrowing your focus to own one type of client profile online.
Pre-M&A exit prep
You want a site that holds up under a buyer's due diligence.
Let's talk about where your practice is headed.
Every firm starts somewhere different. Tell us about yours, and we'll talk through what your website should do.