Why financial advisors struggle to get found in local search.
Clients search for specific needs (retirement, wealth management) but can't find your expertise.
Financial advice requires extreme trust. Without visible credentials, clients go elsewhere.
Edward Jones, Merrill Lynch, and big firms dominate with brand recognition and locations.
You want qualified clients, not everyone - but can't target searches effectively.
Purpose-built tools to dominate local search in your industry.
Rank for specific needs: "retirement planning advisor," "wealth management," "401k advisor."
Showcase CFP, CFA, and other designations prominently in your local presence.
Build review volume and showcase client success stories that demonstrate expertise.
Optimize for searches that indicate qualified prospects (business owners, executives, retirees).
Tools designed specifically to boost financial advisors visibility in local search.
Monitor visibility for retirement, wealth management, and other specialty searches.
Understand which searches bring the most qualified potential clients.
See how you rank against other advisors and wealth managers in your area.
“Quality of client inquiries improved dramatically after focusing on retirement planning search visibility.”
Common questions about Local SEO for financial advisors.
Optimize your GBP with accurate categories, build reviews, and ensure your credentials and specialties are visible.
Focus on personalized service, independent advice, and specialty expertise. Many clients prefer independent advisors.
Trust, communication, and results (without specific numbers). Reviews should demonstrate your advisory relationship quality.
Optimize for business-specific searches: "business retirement plans," "executive financial planning," "business succession."