See which advisors show up first
We search Google and AI answers for what future clients type, like “fee-only advisor near me” or “retirement planner in [city]”, and show you which firms appear.
Financial advisor SEO
SEO Agency for Financial Advisors
SEO agency for financial advisors: we help people looking for an advisor find you on Google and in AI answers. We fix your site, write pages that explain how you work, and get relevant sites to link to you.
$10M+ In ranked keyword value
1,500+ Page-one keywords
100% Satisfied clients
SEO for financial advisors 01 02 03 04 05 06
What we do for your practice
Fix the problems template sites cause
Many advisor sites run on shared templates. We fix pages Google can’t index, broken links, slow pages, and copy that appears word for word on other advisor sites.
Say who you help and how you charge
We write pages that explain who you work with, what you do for them, and how you are paid, so people can tell if you fit before they book a call.
Pages for questions asked before hiring
Pages like “fee-only vs commission advisor”, “financial advisor for physicians”, “how much does a financial advisor cost”, and FAQs on Roth conversions or rollovers.
Get mentioned where clients read
We ask local news sites, personal finance writers, podcasts, and CPA or estate attorney partners to link to you, starting with sites AI answers already quote.
Show you which enquiries came from search
We track where you show up on Google and in AI answers against the firms you compete with, your Search Console traffic, and enquiries that came from search.
How it works
You see the plan before we start
- Step 1
We look at where you stand
We review your site, what people search when choosing an advisor, and which advisors and wealth management firms show up today.
- Step 2
We agree on what to do first
We pick a few fixes and pages that match the clients you want most. Work starts only once you say yes.
- Step 3
We do the work
We fix the site, write the pages, and handle outreach. Drafts go to you, and your compliance reviewer if you have one, before going live.
- Step 4
You see the results
We walk you through changes on Google, in AI answers, and in enquiries from search, then decide together what comes next.
See if AI recommends your practice
Enter your website. We check whether AI answers mention you or other advisors near you, and where you could show up.
Financial advisor SEO questions
Questions advisors ask
100% refund if you’re unhappy with the results.
Tell us within your current billing month and we refund it in full. Everything we published stays live on your site.
When should a financial advisor start SEO?
Once you know the clients you want and can say how you help them. If your niche or fee model is still changing, we start with a few pages for the searches closest to hiring, like fee-only or retirement planning in your city.
How much does SEO for financial advisors cost?
We quote a price after we look at your site and the firms you compete with. It depends on how much needs fixing, how many pages we write, and how crowded your market is. The consultation is free and you commit to nothing.
Can SEO work for a new or small advisory firm against big wealth management brands?
It can, if you go after the right searches. Broad searches like “financial advisor” are crowded with big names. A smaller firm has a better chance with specific searches: a niche, a city, or a question like “fee-only planner for teachers”. We check the competition first. We can’t promise a ranking or a date.
Can you work with our office staff or marketing person?
Yes. We need one contact who knows your clients, often the lead advisor or an operations manager. We agree on priorities with them and send drafts for review. If a compliance reviewer or broker-dealer checks your marketing, we allow time for that. Your team can publish the pages if you prefer.
Do we approve pages before they go live?
Yes. Nothing goes live without your sign-off, unless you ask us to publish on our own. Every page stays on your website.
How do you show progress?
We look at three things: whether AI answers mention your firm, your Google traffic in Search Console, and enquiries from search, such as consultation requests. For each number, we show you where it comes from.
How does the refund guarantee work?
If you are unhappy with the results, tell us within your current billing month and we refund it in full. No forms and no exit interview. The pages we published stay live on your site either way.
Free consultation
Let’s help new clients find you
Send us your site and tell us which clients you want more of. We’ll point out the searches to start with.
100% refund if you’re unhappy with the results.