SEO & AI search for wealth managers
Rank for the searches your best-fit clients type, and become the firm ChatGPT, Perplexity and Google’s AI Overviews recommend.
Independent RIAs, fee-only fiduciaries, multi-family offices and boutique wealth managers that win on referrals but are invisible, or outranked by directories, for high-intent searches.
If prospects can’t find you when they search for an advisor like you, or AI tools recommend your competitors instead, this is for you.
What's included
Crawlability, speed and schema for your firm, advisors and services, so Google and AI tools can read and trust your site.
Pages built around the situations your clients are in, such as business owners selling a company or executives with concentrated stock.
Clear entity information, citations on the sources AI engines trust and FAQ content AI can quote.
Author bios, credentials, Form ADV links and disclosures: what Google expects from financial websites.
Relevant mentions from publications, partners and local sources, plus clean-up of harmful backlinks.
Monthly reporting on rankings, AI mentions, enquiries and cost per client, not vanity traffic.
Proof
80%
growth in organic traffic
35%
lower client acquisition cost
Page 1
for priority searches
AI Overview
placement on Google
SEO helps you rank in search results. GEO (Generative Engine Optimization) helps AI tools like ChatGPT and Perplexity understand, trust and recommend your firm. The foundations overlap, so I work on both together.
Yes. I draft answer-first pages and articles in plain English, built for your compliance team to review before anything is published.
I test a fixed set of client-style questions across ChatGPT, Perplexity, Gemini and Google AI Overviews each month and track where your firm is named and cited.
Access to your website and Google Search Console, a short kickoff call, and a contact in compliance for content reviews.
See where your firm appears in AI answers today, and who appears instead.