Laptop displaying an SEO scorecard, analysis results, and SEO tools on a white background.

Know What Actually Drives Organic Growth for Financial Advisors

Get AI-powered guidance, real SEO insights, and practical actions to rank higher, get found, and attract ideal clients.

Join The Waitlist

Financial Advisors Waste Time on SEO That Doesn’t Move The Needle

Most Advisors Follow Generic SEO Advice — And Still Rank Nowhere


Because Google doesn’t reward guessing. It rewards relevance.
And the only way to know what’s relevant is through your real search data.

The result:
• Titles rewritten ten times with no ranking change
• Confusion about what Google wants
• Advice that doesn’t match the advisor niche
• Agencies charging $1–3k/month without transparency

You deserve a tool built for advisors — not marketers.

See AdvisorSEO Max in Action

60-second walkthrough showing how the tool analyzes your data, surfaces high-impact fixes, and gives you clear next steps—no SEO experience required.

See how AdvisorSEO Max helps financial advisors improve search visibility, rank higher in Google and AI, and attract more qualified prospects organically.

This is a real walk through of the production tool — no prototypes, no placeholders.

Perfect For:
  • RIAs who want clear “fix this next” steps
  • Advisors tired of vague SEO advice
  • Firms who want to grow organic traffic without hiring a marketer
  • Advisors who want more prospect meetings
Not Ideal For:
  • DIY hobbyists who enjoy spending hours tweaking SEO
  • Firms that do not use Google Search Console
  • Agencies looking for bulk analysis tools (possible future add-on)
How AdvisorSEO Max Compares
AdvisorSEO Max SEO Agency Generic SEO Tools
Price $199/mo $1,000–$3,000/mo $49–$299/mo
Built for Financial Advisors ✓ (varies)
Google Search Console Insights Deep + AI-assisted ✕ Limited
Schema Detection & Fixes Automated Manual None
SEO + AEO (AI Visibility) Unique Advantage
Time Required 10–20 minutes Weeks Hours of tweaking
Technical Expertise Needed Minimal Low/Medium High
Clarity of Recommendations “Fix this next” steps Varies ✕ Generic dashboards
Risk of Overpaying Very Low ✕ Very High Low
Best For Advisors wanting fast, clear insights Firms needing full marketing support SEO hobbyists / technical pros
AdvisorSEO Max – Pro
Unlimited usage + all AdvisorSEO Max features
$199
per month
$1,990 billed annually
Save $398/yr
  • ✓ Unlimited SEO analyses
  • ✓ Advanced meta tag generation
  • ✓ Schema generation & detection
  • ✓ Blog content optimization
  • ✓ AI visibility checking
  • ✓ Competitor analysis
  • ✓ Google Business Profile audits
  • ✓ Google Search Console analysis
  • ✓ Custom schema types
Start Monthly Plan
7-day free trial • Cancel anytime

Agency-Grade SEO + AI Tools Without the Agency Price Tag

Grow your organic traffic, fix the issues holding your rankings back, and skip the $1–3k/month agency retainer.

SEO Finally Becomes Simple

  • Instantly sync real rankings, impressions, CTR, and queries.

  • Your biggest opportunities ranked by impact — automatically.

  • Clear “do this next” steps written in plain English.

Get the SEO Clarity You’ve Been Missing

Most advisors aren’t trying to “be marketers.” You just want to know what’s working and exactly what to fix. AdvisorSEO Max shows you where to focus so you can grow your firm without wasting time.

See What’s Working

Track your visibility trends, rankings, and click data — cleanly, without noise.

Get AI-Powered Recommendations

Actionable suggestions based on your actual site + GSC data. No hype. No jargon.

Fix Issues in Minutes

Meta tags, headers, schema, page audits, and AI-visibility scoring built — specifically for advisors.

Why Choose AdvisorSEO Max

Built by a CFP® — not a marketer


Designed specifically for RIAs
• AI recommendations based on your real GSC data
• Clear “do this next” steps, not generic advice
• No agency retainers
• No complexity
• Fixes that take minutes, not hours

Screenshot of a webpage displaying schema detection report with sections on schema detection, current schema implementation, and details of detected JSON-LD schema types including WebSite, Organization, LocalBusiness, and FAQPage.
Screenshot of a webpage with sections on optimized meta tags and SEO implementation steps for a financial advisor. Contains instructions and explanations for improving search engine visibility.
Shaun Melby, CFP® - Creator of AdvisorSEO Max and Founder of Melby Wealth Management
  • Creator of AdvisorSEO Max

    Founder of Melby Wealth Management

    For 7+ years, Shaun has used SEO to generate an average of 2+ prospect meetings per month who said they found him on Google Search or AI search. When generic SEO tools stopped working for advisors, he built the product he wished existed when he was starting his business.

If You’re Thinking “Will This Actually Work?”— You’re Not Alone

I don’t trust SEO advice — it never applies to advisors.

AdvisorSEO Max shows you exactly what your audience is searching for using real GSC data — not generic SEO tips written for bloggers. Every recommendation is aligned with advisor compliance and local search intent.

I don’t know what’s actually working or not working.”

You’ll get clear visibility into your rankings, click data, missed traffic, and what’s moving the needle — finally cutting through the noise.

Why focus on traditional SEO when everything is moving toward AI search?

AI search still relies on structured, high-quality website data. If your pages are unclear or missing schema, AI tools can’t recommend you. AdvisorSEO Max improves both Google rankings and AI visibility by giving search engines and AI models clean, accurate signals.

“I’ve tried SEO tools before and nothing changed.”

Those tools weren’t built for RIAs — and they weren’t reading your live GSC data. AdvisorSEO Max gives you advisor-specific, data-backed actions that actually improve visibility.

Get Early Access to AdvisorSEO Max

The first SEO + AI tool built specifically for RIAs. See what’s actually working in advisor SEO today — so you can attract more ideal clients with less effort.

AdvisorSEO Max gives you clear visibility into search trends, AI-powered analysis, automated reporting, and a visibility dashboard designed for advisory firms.


No fluff. No guesswork. Just the data that matters.

Join the waitlist to:

  • Get early access before public launch
  • See a behind-the-scenes walk-through of the full platform
  • Share feedback that helps shape the final product

    No spam. Opt out anytime.