SEO & AI SEARCH OPTIMIZATION SERVICES FOR FINANCIAL ADVISORS

It depends on several factors, including: 

1. Starting Point – where are you starting from. Is your site new, or does it have a history/authority? Have you been creating content for a while already or are you just getting started?

2. Content Velocity – what is your approach to creating content? The faster you publish new, high-quality content, the faster you can expect to see results.

3. Who is your target audience? How much competition is trying to reach that audience? Generally, the narrower your niche, the easier it is to reach them.

Most advisors, at a moderate content velocity, will see improvement in keyword rankings and organic traffic in the first 2-3 months, but actual results in the form of leads will more likely take 12-18 months.

You will find pricing for SEO services covers a wide range. Our pricing starts at $2,500 per month. Why? Because effective SEO is a time-intensive, strategy-driven process that involves expert planning, technical implementation, and high-quality content creation. And in the financial space—a highly competitive industry—you simply can’t do SEO halfway and expect results.

Unlike one-time marketing tactics, SEO is a long-term investment in visibility and lead generation. When done right, it helps you attract qualified prospects organically, often when they’re actively searching for your services.

To put it in perspective: what is the lifetime value of a new client to your firm? If you multiple that over multiple clients, you will see the return on a solid SEO strategy can be significant. The key is consistency, focus, and working with someone who understands both SEO and the financial industry.

SEO in the financial industry comes with two major challenges: compliance and competition.
Financial advisors must follow strict regulatory guidelines, which means SEO strategies have to be carefully aligned with your compliance framework. At the same time, you’re not just competing with other advisors—you’re also up against major media companies, personal finance blogs, and fintech platforms that dominate search results. Success requires niche expertise and a strategy built specifically for this space.

We don’t try to serve everyone—we specialize in SEO for financial advisors only.

• Our founder has an MBA in Financial Planning

• We’ve worked exclusively with advisors since 2010

• We limit the number of clients we work with to ensure deep focus and personalized results

• We stay current on both SEO and AEO best practices and the evolving regulatory landscape
  This isn’t a generic SEO service—it’s a tailored partnership with experts who know your world inside and out.

No—and you should be cautious of any company that does.
SEO is like the stock market: there are no guarantees. What we can promise is a proven strategy, full transparency, and the expertise to improve your visibility over time using best practices that won’t get penalized with the next Google update. Our focus is sustainable growth, not quick hacks.

• Local SEO helps you show up in searches like “financial advisor near me” or “retirement planner in [city].” This includes the Google Map Pack and local directory listings.

• Non-local SEO (or national SEO) targets broader keywords like “Roth conversion strategy” or “fiduciary advisor for business owners,” and focuses on content and rankings across regions.
  Both are important—and they require different strategies to succeed.

Both.
We tailor your strategy based on your goals. Whether you want to dominate local searches in your city or reach a niche audience across the country, we build SEO campaigns that fit your ideal client profile and service area.

We provide a full-scope SEO solution, including:

• Content strategy and monthly content calendar

• Local SEO (Google Business Profile, directories, review solutions and support)

• On-page and technical SEO

• Answer Engine Optimization (AEO) and Generative Engine Optimization (GEO)

• Link building and authority development

• Conversion optimization to turn visitors into leads
  It’s everything you need to build long-term visibility and attract the right clients.

In the first 30 days, we analyze your site using:

• Google Analytics

• Google Search Console

• Technical SEO tools (Ahrefs, SEMrush, Screaming Frog, etc.)

We then build a roadmap based on priority and impact, and begin implementing changes that will move the needle first – whether that’s site structure, content, local SEO, or backlink development. Our work is always collaborative, strategic, and transparent.

SEO is an ongoing process, not a one-time project.
Search engines update their algorithms constantly, and your competitors are always optimizing. That’s why the most successful firms view SEO as a long-term investment – something that evolves with your business and the search landscape.

Nope.
All of our engagements are month-to-month. We believe in earning your business with results—not locking you into long-term contracts. Our goal is to provide such strong value that you want to stay, not that you’re forced to.

Search isn’t just about ranking in Google anymore. Tools like ChatGPT, Google AI Overviews, and Perplexity now deliver direct answers without even showing traditional search results.

To stay visible in these platforms, you need more than basic SEO—you need AI Search Optimization, which includes:

• Answer Engine Optimization (AEO): Structuring content to show up in featured snippets and direct answers.

• Generative Engine Optimization (GEO): Making sure your brand is cited or synthesized in AI-generated summaries.

At Advisor Rankings, we build content with both traditional SEO and AI visibility in mind—so you’re not just ranking, you’re being found in the places clients actually go for answers.