Local SEO for RIAs
When someone searches “financial advisor near me” or “wealth manager in Bellevue”, three firms make the map pack. Let’s make sure you’re one of them.
Most clients still want an advisor they can meet. Google knows that, so for advisor searches it shows a map with three firms before any website listing.
Many firms never fully set up their Google Business Profile, or list a different name, address or phone number across directories. That alone can keep a strong firm out of the map pack.
What's included
Set-up and optimisation: categories, services, hours, photos, posts and a description that names who you serve.
Your firm name, address and phone number made identical across your site, LinkedIn and key directories.
A page for each office or metro you serve, with real local detail rather than template text.
I flag where reviews and ratings fall under the SEC Marketing Rule, so your CCO can decide how you use them.
Mentions from CPA, attorney, community and local business sources that Google trusts.
Map pack positions, profile calls, direction requests and website clicks.
Yes. Even single-office firms compete for “near me” and city searches, and a complete profile is one of the fastest wins.
Possibly, with conditions. Reviews and ratings used in advertising fall under the SEC Marketing Rule, so the approach should be agreed with your CCO first.
Google Business Profile and listing fixes often show movement within 4–8 weeks.
Book a 30-minute call and we’ll look at your local visibility together.