About Us

Why Choose AdvisorSquare?

• 1

  Incredible website

  Whether you choose one of our pre-designed website templates or have us create a custom design for you, the result is an incredible website loaded with engaging content to keep your prospects and clients coming back to your site.
• 2

  Extensive network

  AdvisorSquare has partnerships with more than 350 broker-dealers. It's likely that we're already working with yours. If so, you can take advantage of our partnership pricing and streamlined compliance process to get your site up and running as soon as possible.
• 3

  End-to-end tools that help generate sales

  AdvisorSquare's integrated collaboration and communication tools prove successful in promoting financial services businesses, acquiring new clients and improving overall customer service. When you signup for an AdvisorSquare website, you also receive effective marketing strategies to make your website an efficient and successful part of your financial services practice. An easy-to use measurement and tracking system helps you manage and improve results.
• 4

  Expert assistance

  Our highly trained website consultants walk you through every step of the process to get your website setup as quickly as possible.
• 5

  Ongoing support

  A member of our Customer Care team is dedicated to your account to provide ongoing support and ensure that all of your questions are answered to your satisfaction.
• 6

  Flexible and easy

  Making changes to your website is flexible and easy. You can do it yourself with our easy-to-use Content Editor or have us do it for you—it's your choice.
• 7

  A trusted professional provider

  AdvisorSquare is a trusted service provider, offering tried-and-true solutions to the financial services industry for more than 10 years. We've built lasting partnerships with more than 350 broker-dealers and have worked with more than 15,000 financial advisors across the country, so you can count on us to be here for you, too.
• 8

  Financial professionals are our focus

  We specialize in providing solutions for people just like you. In addition to our AdvisorSquare website service, Smarsh also offers the leading archiving and compliance solutions for the financial industry.
• 9

  Satisfied customers

  AdvisorSquare has thousands of satisfied customers. But don't just take our word for it—see testimonials from our customers.
• 10

  30-day money-back guarantee

  There's no reason not to try an AdvisorSquare website. We stand behind our services with a 30-day money-back guarantee. If you are not completely satisfied with your AdvisorSquare experience, we'll give you a full refund.