4 Tips for Doing SEO for Wealth Management Companies
Learn how to get better results from SEO for wealth management companies in this compilation of our most effective tips for organizations like yours.
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insights from 64,350+ hours of finance marketing experience
Did you know that only 44% of businesses use search engine optimization (SEO), even though 70% of people research a company online before deciding to buy or visit?
If you’re not doing SEO, you’re missing a prime opportunity to reach people where they’re researching to find a financial advisor.
Luckily, we’ve got four tips to help you get started with wealth management SEO, including:
- Find Relevant Keywords For Your Website Content To Rank In Search Results
- Build Your Local Presence To Attract People Looking For An Advisor
- Optimize Your Site To Load Quickly
- Create A Mobile-Friendly Site
Keep reading to learn more about doing SEO for wealth management companies. If you want to get started with SEO, our team of over 500 marketing experts is ready to help. Contact us online or call us today at 888-601-5359 to speak with a strategist about our SEO services!
1. Find relevant keywords for your website content to rank in search results
If you want people to find your wealth management company in search results, you need to find relevant keywords for your website content.
When users want to find information, they use keywords to find sites that provide them with answers. That’s why you need to integrate relevant keywords into your site to help interested users find your business.
To help you find terms, start by conducting keyword research with a keyword research tool. KeywordsFX, for example, can help you find dozens of related terms that you can integrate into your site.
When you look at your keyword options, you want to focus on long-tail keywords. Long-tail keywords contain three or more words, like “financial advisor in Los Angeles.” These keywords are best for your website because they attract more qualified leads.
If someone searches “advisor,” it’s hard to know the intent behind that search. On the other hand, a search term like “Financial advisor in Los Angeles” is precise and tells you exactly what people want to find.
Once you find your key terms, you’ll integrate them into your site. You can incorporate them into your:
- Title tag
- Meta description
- Body text
- Header tags
- Image alt tags
As you integrate your keywords, make sure you don’t overdo it because it leads to keyword stuffing, which impacts your site’s ranking in search negatively.
2. Build your local presence to attract people looking for an advisor
When you do SEO for financial advisors, you also want to ensure you optimize your local presence. Most people will want to find a wealth management company in their area, so it’s an excellent idea for you to optimize your local presence to reach these leads.
Here’s what you can do to get started with local SEO for financial advisors:
Integrate local keywords
If you want to rank in local searches, start by integrating local keywords on your site. Local keywords tend to get tied to a location, like “Los Angeles financial advisor” or “wealth management company in Los Angeles.”
You can use keyword research tools to find the right terms for your site.
Optimize your Google Business Profile listing
Another great way to appear in local searches is to claim your Google Business Profile listing. When users conduct a search using a location name or the phrase “near me,” it generates a box at the top of the search results known as the local SEO 3-pack.
This box contains Google My Business listings that users turn to for information about companies in their area. You want to claim your listing, so you can appear in this box.
Once you claim your listing, verify your name, address, and phone number (NAP) is correct. You can then input other important information, like your hours of operation, an email address, and a short blurb about your wealth management company.
You’ll also want to add photos to your listing, as Google Business Profile listings with over 100 photos get 1065% more website clicks and 520% more phone calls.
Ensure your NAP is consistent across the web
When you do local SEO for wealth management companies, you want to ensure that your NAP information is consistent across the web. This information is fundamental for helping people identify your business, where they can find you, and how they can contact you.
You want this information to be consistent, so leads get accurate information, no matter where they find you.
Additionally, if you don’t have consistent local listings, it can result in your Google Business Profile listing getting suspended. So, you’ll want to update your company’s listing on every local platform to ensure the information is accurate.
You can use a tool like LocalFX to help you update all your listings quickly and efficiently across the web.
3. Optimize your site to load quickly
When you do wealth management SEO, you must have a fast-loading site to rank in search results. Users don’t want to wait for your site to load — 53% of users will abandon your page if it takes longer than three seconds to load.
To see your site’s current load time, use Google PageSpeed Insights to see how quickly your site loads. This tool provides you with insight into how your site loads for your audience and where you can make improvements to help your site load faster.
Some ways to improve site load time include:
- Compress files
- Optimize image file sizes
- Use browser caching
- Minimize code
- Reduce redirects
If you aren’t comfortable optimizing your site’s backend to improve your site load time, you can invest in page speed optimization services.
4. Create a mobile-friendly site
Aside from creating a site that loads fast, you also need a site that looks good on mobile devices. If you don’t have a mobile-friendly site, your audience isn’t likely to engage with you. In fact, 52% of people are less likely to interact with a company due to bad mobile experiences.
You can use our free mobile-friendly checker to see where your site’s mobile-friendliness currently stands.
Check My Mobile-Friendliness Now
You can help make your site more mobile-friendly by:
- Simplifying forms
- Improving site load time
- Using accelerated mobile pages
- Breaking content into smaller paragraphs
Need help with your wealth management SEO?
After learning about SEO for financial advisors, you may feel overwhelmed with everything you need to do for your SEO. Instead of worrying about your SEO, let WebFX handle it for you.
We have a team of over 500 SEO experts ready to help you build and maintain your strategy. We’ll develop a custom strategy tailored to your business’s unique needs to help you drive results.
You’ll get an SEO agency that knows how to drive results too. In the past five years alone, we’ve driven over $10 billion in revenue and over 24 million leads. We can’t wait to generate results for your wealth management company, too!
Want to start earning more clients for your wealth management company? Contact us online or call us today at 888-601-5359 to speak with a strategist about our SEO services!
We Drive Results for Wealth Management Companies
- Dedicated account manager backed by 500+ digital experts
- Renowned for our communication and transparency


We Drive Results for Wealth Management Companies
- Dedicated account manager backed by 500+ digital experts
- Renowned for our communication and transparency


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