Every RIA Website Says the Same Six Words. Yours Should Not.
Independent. Fiduciary. Client-first. Comprehensive. If a prospect cannot tell your firm apart from the other two they are considering, the site is not doing its job. Custom WordPress builds from $3,000.
We build advisory firm websites with the SEC Marketing Rule in view from the first draft, so what reaches your compliance officer is approvable rather than a rewrite. Custom design, every page written for you, Form ADV and disclosures handled properly, and search structure built in from the sitemap forward.
Prospects with real assets research on a phone in the evening and verify on a laptop the next day. The site has to hold up in both places.
Key Takeaways
- Starting at $3,000 for a custom WordPress build with all content written for you.
- Drafted with the SEC Marketing Rule in view, so compliance review is a review and not a rebuild.
- Testimonial and endorsement exposure handled deliberately, with disclosure, or not used at all.
- Form ADV, disclosures, and required language built into the structure rather than bolted into a footer.
- Built around your actual niche, which is the only thing that separates you from every other independent fiduciary.
- You own the site, hosting, domain, and content outright.
Why RIA Websites All Look the Same
Compliance friction pushed everyone toward the safest possible language. The safest language is also the emptiest, so an entire industry converged on the same handful of words. The result is that a genuinely differentiated firm and a mediocre one describe themselves identically.
The stock photography does the talking. A couple on a sailboat, a lighthouse, a compass, hands cupping a seedling. These images appear on thousands of advisory sites and communicate nothing except that the firm bought a template.
The niche is invisible. Many advisory firms are genuinely excellent with one type of client, business owners, physicians, federal employees, widows, and their websites mention it nowhere. The single most valuable thing on most RIA sites is the thing the site does not say.
None of this is a design problem. It is a positioning problem that shows up as a design problem, which is why a new template does not fix it and a new message does.
What's Included
Design, all content, disclosure structure, mobile build, and search architecture in one price.
Positioning Before Design
We start with who your firm is genuinely best for and build the message around it. This is the work that makes an advisory site distinguishable, and it happens before anyone opens a design file. It is the same positioning work behind our RIA marketing engagements.
Compliance Aware Content
Every page drafted with the Marketing Rule in view: claims kept defensible, performance language avoided, testimonials and endorsements used deliberately with disclosure or not at all.
Disclosure and ADV Structure
Form ADV access, required disclosures, and regulatory language built into the site architecture properly rather than appended as an afterthought in eight point type.
Custom Design, No Stock Clichés
Designed in Elementor on WordPress around your firm, using the same web design services process behind every site we build. No sailboats, no lighthouses, no purchased advisory template that three other firms in your state are also running.
Search Structure Built In
Keyword-mapped sitemap, schema, internal linking, Search Console setup, and redirect mapping. Advisory search is low volume and high value, which makes structural precision matter more, not less.
Ownership and Security
WordPress, your hosting account, your domain, your content. SSL, secure forms, and a build you can take with you if you ever leave.
Firms This Is Built For
This suits firms willing to name who they serve best. If the answer has to be everyone, a website will not fix the underlying problem and we will say so.
- Independent RIAs whose site is indistinguishable from every competitor's.
- Breakaway advisors launching a firm and building the digital presence from zero.
- Firms with a real niche that has never appeared anywhere on their website.
- Firms on a vendor platform where every page is a locked template shared with hundreds of other advisors.
- Firms preparing for succession or acquisition that need a brand asset independent of one advisor.
What $3,000 Actually Gets You
One price, one timeline, and a site your compliance officer can approve rather than rebuild.
$3,000 is where a custom build starts. Firms needing multi-advisor structure, client portal integration, or extensive niche content run higher, and we give you the real number before you commit. See more client results →
How We Build
Five phases. Strategy before design, structure before content, content before code. Every build follows this order because reversing it is how sites end up looking finished and performing like nothing.
Discovery and Strategy
We start with who you want to reach, what you want them to do, and what is failing on the current site. We audit your analytics, your conversion paths, and the competitor sites that outrank you before anyone opens a design file.
Sitemap and Keyword Architecture
Every page gets a purpose and a target search before it gets a layout. This is the step almost everyone skips, and it is the reason so many beautiful websites rank for nothing. The structure is the SEO.
Design
Custom design in Elementor on WordPress, built to your brand. No purchased template dropped on your domain. You review and approve the design before a single line of code is written.
Content Writing
We write it. All of it. Real copy built around what your buyers search and what they need to believe before they contact you, written by a human and reviewed by you before it goes live.
Build, Optimize, and Launch
Mobile-first build, page speed and Core Web Vitals, schema markup, Search Console setup, sitemap submission, and 301s from every old URL. Then we monitor the first 30 days for crawl errors and ranking movement.
Frequently Asked Questions
Can our compliance officer review everything before it goes live?
Yes, and they should. We build to make that review straightforward: claims kept defensible, testimonial and endorsement use deliberate, performance language avoided. Your CCO has final approval on every page.
Can we include client testimonials?
Under the current Marketing Rule, testimonials and endorsements are permitted subject to disclosure and oversight conditions, with additional requirements when compensation is involved. Many firms still decide the ongoing burden is not worth it. We help you make that call deliberately at the design stage rather than discovering exposure later.
What does an RIA website cost?
Custom builds start at $3,000 including design, all content, disclosure structure, mobile build, and SEO architecture. Multi-advisor firms, portal integrations, and extensive niche content libraries run higher.
Do we have to write the content?
No. We write all of it and you approve it. Advisors typically revise their own bios and their planning philosophy sections, which we expect and schedule for.
Can you work with our existing compliance vendor or archiving system?
Yes. We can build to your archiving and review workflow requirements. Tell us what the process is during discovery and we build around it instead of against it.
Do we own the site?
Completely. WordPress, your hosting account, your domain, your content. Unlike most advisory platform vendors, if you leave you take the entire site with you.
Get a Free Review of Your Current Site
Including whether your site says anything a competitor's does not, and what compliance exposure is sitting live on it right now. No pitch. No pressure.
- Differentiation. Whether a prospect could tell you from two competitors.
- Compliance read. Claim and testimonial exposure currently live.
- Disclosures. Whether ADV access and required language are handled properly.
- Mobile and speed. How the site performs where prospects actually read it.
- Search structure. Whether the site can rank for anything at all.