Stop guessing.
Start fixing.
The SEO tool built for financial advisors
AdvisorSEO Max analyzes your site, builds a personalized SEO plan, monitors your competitors every week, and tells you exactly what to fix next so you show up in Google and AI search.
Built by Shaun Melby, CFP® — RIA founder with 7+ years of SEO-led growth.
Shaun Melby, CFP® | Creator, AdvisorSEO Max
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After 7 years running an RIA and growing it through organic search, I learned one thing: every SEO tool on the market is built for marketers, not for advisors. The dashboards are overwhelming. The recommendations ignore compliance. And the agencies charge thousands for reports that still require guessing. So I built AdvisorSEO Max to be the tool I wished I had on day one. It reads your real Google data, tells you what to fix first, and writes advisor-safe copy suggestions you can actually use.
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 pages that clearly match what people search. 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.
Here is what your first 10 minutes look like
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One-click OAuth connection. AdvisorSEO Max pulls your real impressions, average position, and query data directly from Google. No manual uploads. No third-party estimations. Your actual search performance.
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Your Scorecard analyzes title tags, meta descriptions, headers, content structure, schema, and technical signals across any page on your site. Each section is scored and ranked by impact. You'll see exactly where your pages are strong, where they're falling short, and which fixes move the needle most.
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Commander, your in-product SEO strategist, analyzes your scorecard results, checks your AI visibility, and builds a prioritized 4-week roadmap. It tells you what to fix this week, why it matters, and follows up when you come back. No guessing what to do next.
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 turns your real search data into a prioritized plan for Google and AI search visibility, built for financial advisors.
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.
Show up in Google and AI search from one foundation
When a prospect asks ChatGPT, Claude, or Google's AI for a financial advisor, the AI does not guess. It pulls from sources it can read and trust: pages with clean structure, consistent firm details, and schema that tells machines who you are and what you do.
That is the same foundation that ranks you in traditional search. Clear headers. Answer-first content. Accurate FinancialService and FAQ schema. Consistent name, location, and service information across your site.
Fix those once, and the same body of work makes your firm readable, trustworthy, and eligible to be surfaced in both Google and AI search.
AdvisorSEO Max scores that foundation, generates the schema, and tracks whether your firm is showing up across the major AI answer engines, so you can see the connection working instead of guessing at it.
What you will see (that other tools miss)
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.
Know What Your Competitors Changed This Week
Commander monitors your top competitors automatically and alerts you when they update their pages, add content, or change their SEO strategy. No manual checking. No surprise ranking drops.
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
• Personalized multi-week strategy plans
• Compliance-aware language built into recommendations
• Weekly competitor monitoring with change alerts
• Reports, follow-ups, and an engine that remembers your progress
If you’re thinking, “Will this actually help?”
You’re not alone
“CAN’T I JUST ASK CHATGPT HOW TO FIX MY SEO?”
You can. It'll tell you to 'add keywords and build backlinks.' But ChatGPT doesn't know your site, doesn't track your competitors, and forgets what it told you five minutes ago. Commander knows your actual scores, watches what your competitors change every week, remembers what it recommended last session, and measures whether its advice actually worked. That's the difference between a chatbot and a strategist.
“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 impression trends, average position changes, and queries sitting just below page one, so you can focus on the highest-impact improvements first.
“Why focus on traditional SEO if AI search is changing everything?”
Because AI search runs on the same foundation as SEO. ChatGPT, Gemini, and Perplexity answer by pulling from pages that are well-structured, consistent, and easy for a machine to read. The schema, headers, and on-page structure that earn Google rankings are the same signals that make your firm quotable to an AI. Get the foundation right once and you compete in both. AdvisorSEO Max scores that foundation and tracks whether your firm is showing up in AI answers, so you know it is working.
“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.
Still want to see it before you sign up?
Book a 20 minute walkthrough. I’ll show you the platform using my own firm data and answer any questions.
- ✓ Run an independent RIA or founder-led advisory firm
- ✓ Want more organic traffic but don't have a marketing team
- ✓ Use Google Search Console (or are willing to connect it)
- ✓ Prefer a weekly 5-10 minute system over a monthly SEO project
- ✓ Want to show up in both Google Search and AI-powered results
- ✕ Need full-service marketing management (content, ads, social)
- ✕ Will not connect Google Search Console to any tool
- ✕ Are an agency looking for bulk multi-client analysis
- ✕ Already have a dedicated SEO specialist on your team
| AdvisorSEO MaxSimple. Advisor-specific. | SEO AgencyExpensive. Generic. | Generic SEO ToolsComplex. Not built for you. | |
|---|---|---|---|
| Monthly Cost | $199/mo | $1,000–$3,000+/mo | $49–$299/mo |
| Built for Financial Advisors | ✓ From day one | Varies by agency | ✕ Built for marketers |
| Time to First Insight | Under 10 minutes | 2–4 weeks | Hours of configuration |
| Ongoing Time Required | 5–10 min/week | Meetings + review cycles | Hours of manual analysis |
| Search Console Integration | Deep + AI-assisted | Included (varies) | ✕ Limited or none |
| Compliance-Aware Copy | ✓ Built in | ✕ Rarely | ✕ Never |
| Schema Detection + Fixes | Automated | Manual (if included) | ✕ Audit only |
| AI Visibility (AEO) | ✓ Tracked + scored | ✕ Not offered | ✕ Not offered |
| Personalized Strategy Plans | ✓ 4-week roadmaps from your data | Generic quarterly plans | ✕ Not offered |
| Competitor Monitoring | ✓ Weekly automated alerts | ✕ Rarely included | ✕ Manual only |
| What You Get | Personalized plans + competitor alerts | Monthly PDF reports | Raw data dashboards |
| Technical Skill Needed | None | Low | Intermediate to high |
Ready to see what your site's real search data reveals?
START YOUR FREE TRIAL- ✓ Unlimited SEO scorecards and page audits
- ✓ Compliance-aware meta tag and copy suggestions
- ✓ Schema detection and JSON-LD generation
- ✓ Google Search Console insights and opportunity scoring
- ✓ Google Business Profile audits
- ✓ Backlink intelligence and mention discovery
- ✓ AI visibility tracking across major answer engines
- ✓ Competitor analysis and keyword planning
- ✓ Commander: your in-product SEO strategist
- ✓ Weekly competitor monitoring and change alerts
- ✓ Personalized multi-week strategy plans
- ✓ Automated monitoring, reports, and weekly nudges
- ✓ PDF export for every scorecard and report
Everything included. One plan. No feature gate.
Built for advisors who want clear direction without a $1k–$3k monthly retainer.