Know What Actually Drives Organic Visibility for Financial Advisors
Get AI-powered guidance, real SEO insights, and practical actions to rank higher, get found, and attract ideal clients.
Financial Advisors Waste Time on SEO That Doesn’t Move The Needle
Most Advisor SEO Advice Is Generic — And They Rank Nowhere
Because Google doesn’t reward guesswork. It rewards relevance and clarity. And the only way to know what’s relevant is through your real search data.
The result:
• Titles and meta descriptions rewritten ten times with no change
• Confusion about what Google wants
• Advice written for bloggers, not RIAs
• Agencies charging $1–3k/month without transparency
AdvisorSEO Max is built for advisors who want clear direction, not another dashboard.
SEO Finally Becomes Simple When The Next Step Is Obvious
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Connect your GSC property to pull real impressions, clicks, CTR, and query data. AdvisorSEO Max uses that data to prioritize what matters most.
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Identify pages that are close to page one, queries with rising impressions, and high-impression pages with low CTR. These are the easiest places to improve visibility without guessing.
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Generate compliance-aware title tags, meta descriptions, and headings. Detect schema gaps. Audit page structure and technical signals. Then apply changes with clear replacement text.
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 live product. No prototypes. No placeholders.
In a few minutes, you’ll see how the platform finds what is working, what is holding you back, and what to do next.
Get The Clarity Most SEO Tools Never Give You
Most tools show charts. We have those, too, but you need decisions. AdvisorSEO Max turns your data into a prioritized list of actions that fit financial advisor marketing standards.
See What Is Costing You Visibility
Spot missed opportunities from real queries, pages, and click behavior.
Get Recommendations You Can Actually Use
Clear replacement text for titles, meta descriptions, headings, and schema.
Improve Visibility Across Google and AI Search
Schema and entity clarity help search engines understand who you are, what you do, and where you serve.
Why Advisors Choose AdvisorSEO Max
Built by an RIA founder. Designed for small firms that want organic growth without hiring an agency.
• Built specifically for RIAs and financial advisors
• Uses your real GSC data, not generic checklists
• “Fix This Next” prioritization, not overwhelm
• Compliance-aware language built into recommendations
• Local, niche, or balanced focus options
• Reports and monitoring that keep working when you are busy
If You’re Thinking “Will This Actually Help?” You’re Not Alone
“I don’t trust SEO advice because it never applies to advisors.”
Most SEO guidance is written for publishers and e-commerce sites. AdvisorSEO Max uses your pages and your search data to recommend changes that fit your firm.
“I can’t tell what is working.”
You’ll see visibility trends, CTR opportunities, and queries that are close to page one so you can focus on the highest-leverage improvements first.
“Why focus on traditional SEO if AI search is changing everything?”
AI answers pull from structured, consistent sources. AdvisorSEO Max helps you improve schema and on-page clarity so search engines and AI systems have cleaner signals.
“I’ve tried SEO tools before and nothing changed.”
Most tools stop at reporting. AdvisorSEO Max gives replacement-ready recommendations and a prioritized plan tied to what your data shows.
- ✓ RIAs who want clear “fix this next” steps
- ✓ Advisors who use Google Search Console (or want to)
- ✓ Firms that want organic visibility without an agency retainer
- ✓ Advisors who prefer simple actions over complex tools
- ✕ DIY hobbyists who enjoy spending hours tweaking SEO
- ✕ Firms that will not Google Search Console
- ✕ Agencies looking for bulk analysis tools (possible future add-on)
| 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 |
- ✓ Unlimited SEO scorecards and page audits
- ✓ Compliance-aware meta tag suggestions
- ✓ Schema detection and JSON-LD generation
- ✓ Google Search Console insights and opportunity scoring
- ✓ Google Business Profile audits
- ✓ Backlink intelligence and mention-to-link discovery
- ✓ AI visibility checks for major answer engines
- ✓ Monthly reports, automated monitoring, and nudges
Everything Included. One Plan. No Feature Gate.
Built for advisors who want clarity without a $1k–$3k monthly retainer.
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Shaun Melby, CFP® is the creator of AdvisorSEO Max and the founder of Melby Wealth Management. After years of building visibility through SEO, he saw the gap: most tools are not designed for RIAs, and most recommendations create compliance risk or confusion. AdvisorSEO Max was built to make SEO and AI visibility clearer, faster, and more practical for advisory firms.