Client results

Results measured in clients, not clicks

Five firms, named, with the numbers they started from and the dates attached. $15M in prospect assets booked in a single month. $15–20M in new AUM. Traffic up 5×, 1,250%, 1,450%.

Get Your Free SEO Audit Why Organic Search

The engagements

Where each firm started, and where they are now

Before-and-after numbers, pulled from Google Search Console and Analytics, with the engagement window on every one. Slow starts included.

Case 01 · Mid-2024 – Dec 2025

AP Wealth

Augusta, Georgia · Wealth management for retirees in transition

$15M

in prospect assets from organic search

In a single month, five high-net-worth prospects booked consultations through AP Wealth's website, roughly $15M in investable assets between them. Every one came from organic search. One told the team they found the firm through ChatGPT.

Monthly search impressions: ~2004,000+
Monthly organic visitors: 2672,182
Map rank, “Wealth Management Augusta”: 3–5#1 across the grid
Google reviews: N/A+23 added

A niche bet on retirees relocating to Augusta
29+ articles, two a month
Geo-intent pages and schema
Review acquisition and map-pack work
AI citation tracking

“Brent and his team have done a great job for us. We have noticeably improved our website traffic and have gained some terrific new clients who found us through web searches. I love that Brent's firm is solely focused on the investment advisory industry.”

Pat Fair, CFP · Partner, AP Wealth

71% of the firm's AI mentions now land in the top tier of answers, with 100% positive sentiment.

Read the full case study→

Case 02 · Apr 2022 – Oct 2025

Colorado Capital Management

Boulder, Colorado · Fee-only RIA · Certified B Corporation

$15–20M

in new AUM tied to organic search

Thirty-five inbound leads arrived through the website in twelve months. More than ten became clients, at an average of $1.5M in assets each, the difference between a website that describes a firm and one that fills its calendar.

Monthly organic sessions: 230976
Google reviews: 051
Map rank, “Financial Advisor Boulder”: Outside the packTop 3 citywide
Average keyword position: 40sLow 30s

Keyword clusters built around their ideal client profile
Cornerstone content on transitions, income, and impact investing
Google Business Profile and citation cleanup
A client review program launched in year one
Quarterly planning with the firm writing in their own voice

“It's not about more traffic. It's about better leads.”

Colorado Capital Management · Boulder, Colorado

Results took 18–24 months to accelerate. The firm's share of voice in AI answers now sits at 53%, ahead of larger regional competitors.

Read the full case study→

Case 03 · Apr 2025 – Apr 2026

Define Financial

San Diego, California · Led by Taylor Schulte, CFP

5×

organic traffic in under 12 months

One of the most SEO-literate advisors in the industry had let the channel slip while attention went elsewhere. Traffic had fallen from 7,000 monthly visits to about 2,000. A content audit and thirteen targeted articles took it past 10,000.

Monthly organic visits: ~2,00010,000+
Total search impressions: N/A6.6M
Organic clicks: N/A50,000+
Articles delivered: N/A13

A full audit of the existing blog before writing anything new
Depth over volume: California tax, IRMAA, retirement income, estate
Geo-targeted elements for both local and national reach
Refreshes of high-potential existing articles

“They started with a thoughtful content audit, developed a focused strategy around high-intent topics, and delivered a manageable number of well-targeted articles. Over the course of the engagement, organic traffic grew roughly 5x, and we now rank #1 for several competitive financial planning terms.”

Taylor Schulte, CFP · Founder & CEO, Define Financial

Now ranking #1 for competitive terms including “IRMAA brackets 2026,” “capital gains tax California,” and “inheritance tax California.”

Read the full case study→

Case 04 · Nov 2023 – Oct 2024

Uncommon Cents Investing

Janesville, Wisconsin · Fee-only and independent · 30+ years

1,450%

growth in organic traffic in under a year

The firm had already published 92 articles and had almost nothing to show for it. Rather than write more, we rewrote six of them, and that started a climb from 156 monthly visitors to nearly 2,500.

Monthly organic visitors: 1562,418
Ranking keywords (top 100): 3411,137
Monthly search impressions: ~5003,000+

An audit that found six articles already close to ranking
Rewrites first, new content second
1,000 monthly visitors reached within four months
Two new articles a month after that

“His deep understanding of SEO, particularly within the financial services sector, has significantly enhanced our online visibility… leading to a notable increase in client inquiries and scheduled consultations.”

Sheena Hanson, CFP · Uncommon Cents Investing

Read the full case study→

Case 05 · 2022 – Aug 2023

C.W. O'Conner Wealth Advisors

Duluth, Georgia · Father-and-son wealth management team

1,250%

growth in organic traffic

Twelve months of disciplined publishing produced almost nothing. Then Google found them: 53 monthly visitors became 713, and the firm booked its first prospect from search.

Monthly organic visitors: 53713
Ranking keywords (top 100): 2141,633
Backlinks: N/A8× increase

26 long-form articles and roughly 50,000 words
One to two publications a month, without fail
Interlinked clusters that still compound today

“Since the beginning he has continuously helped improve our site and provided in-depth SEO content for our blog topics. It is easy to tell that Brent has spent a lot of time learning and keeping up with the ever changing SEO environment.”

Kevin O'Conner · C.W. O'Conner Wealth Advisors

Worth saying plainly: traffic was flat for twelve months before it moved. This is what the first year of a content program actually looks like.

Read the full case study→

In their words

Advisors who send us other advisors

“My go-to resource for SEO for financial advisors. I have recommended AdvisorRankings multiple times to help my clients improve their search outcomes.”

Kristin Harad

Full Advisor Coaching

“Within a few months, I was #1 on Google search for my targeted keywords. Brent is also a fantastic educator for our group of advisors.”

Alan Moore

XY Planning Network

Get started today

Every day you’re invisible, another advisor gets the call

Get Your Free SEO Audit Schedule a Meeting

Advisors only · Since 2010 · Limited active client list

Client results

Results measured in clients, not clicks

Five firms, named, with the numbers they started from and the dates attached. $15M in prospect assets booked in a single month. $15–20M in new AUM. Traffic up 5×, 1,250%, 1,450%.

Get Your Free SEO Audit Why Organic Search

The engagements

Where each firm started, and where they are now

Before-and-after numbers, pulled from Google Search Console and Analytics, with the engagement window on every one. Slow starts included.

Case 01 · Mid-2024 – Dec 2025

AP Wealth

Augusta, Georgia · Wealth management for retirees in transition

$15M

in prospect assets from organic search

Monthly search impressions: ~2004,000+
Monthly organic visitors: 2672,182
Map rank, “Wealth Management Augusta”: 3–5#1 across the grid
Google reviews: N/A+23 added

A niche bet on retirees relocating to Augusta
29+ articles, two a month
Geo-intent pages and schema
Review acquisition and map-pack work
AI citation tracking

“Brent and his team have done a great job for us. We have noticeably improved our website traffic and have gained some terrific new clients who found us through web searches. I love that Brent's firm is solely focused on the investment advisory industry.”

Pat Fair, CFP · Partner, AP Wealth

71% of the firm's AI mentions now land in the top tier of answers, with 100% positive sentiment.

Read the full case study→

Case 02 · Apr 2022 – Oct 2025

Colorado Capital Management

Boulder, Colorado · Fee-only RIA · Certified B Corporation

$15–20M

in new AUM tied to organic search

Monthly organic sessions: 230976
Google reviews: 051
Map rank, “Financial Advisor Boulder”: Outside the packTop 3 citywide
Average keyword position: 40sLow 30s

Keyword clusters built around their ideal client profile
Cornerstone content on transitions, income, and impact investing
Google Business Profile and citation cleanup
A client review program launched in year one
Quarterly planning with the firm writing in their own voice

“It's not about more traffic. It's about better leads.”

Colorado Capital Management · Boulder, Colorado

Results took 18–24 months to accelerate. The firm's share of voice in AI answers now sits at 53%, ahead of larger regional competitors.

Read the full case study→

Case 03 · Apr 2025 – Apr 2026

Define Financial

San Diego, California · Led by Taylor Schulte, CFP

5×

organic traffic in under 12 months

Monthly organic visits: ~2,00010,000+
Total search impressions: N/A6.6M
Organic clicks: N/A50,000+
Articles delivered: N/A13

A full audit of the existing blog before writing anything new
Depth over volume: California tax, IRMAA, retirement income, estate
Geo-targeted elements for both local and national reach
Refreshes of high-potential existing articles

“They started with a thoughtful content audit, developed a focused strategy around high-intent topics, and delivered a manageable number of well-targeted articles. Over the course of the engagement, organic traffic grew roughly 5x, and we now rank #1 for several competitive financial planning terms.”

Taylor Schulte, CFP · Founder & CEO, Define Financial

Now ranking #1 for competitive terms including “IRMAA brackets 2026,” “capital gains tax California,” and “inheritance tax California.”

Read the full case study→

Case 04 · Nov 2023 – Oct 2024

Uncommon Cents Investing

Janesville, Wisconsin · Fee-only and independent · 30+ years

1,450%

growth in organic traffic in under a year

The firm had already published 92 articles and had almost nothing to show for it. Rather than write more, we rewrote six of them, and that started a climb from 156 monthly visitors to nearly 2,500.

Monthly organic visitors: 1562,418
Ranking keywords (top 100): 3411,137
Monthly search impressions: ~5003,000+

An audit that found six articles already close to ranking
Rewrites first, new content second
1,000 monthly visitors reached within four months
Two new articles a month after that

“His deep understanding of SEO, particularly within the financial services sector, has significantly enhanced our online visibility… leading to a notable increase in client inquiries and scheduled consultations.”

Sheena Hanson, CFP · Uncommon Cents Investing

Read the full case study→

Case 05 · 2022 – Aug 2023

C.W. O'Conner Wealth Advisors

Duluth, Georgia · Father-and-son wealth management team

1,250%

growth in organic traffic

Twelve months of disciplined publishing produced almost nothing. Then Google found them: 53 monthly visitors became 713, and the firm booked its first prospect from search.

Monthly organic visitors: 53713
Ranking keywords (top 100): 2141,633
Backlinks: N/A8× increase

26 long-form articles and roughly 50,000 words
One to two publications a month, without fail
Interlinked clusters that still compound today

“Since the beginning he has continuously helped improve our site and provided in-depth SEO content for our blog topics. It is easy to tell that Brent has spent a lot of time learning and keeping up with the ever changing SEO environment.”

Kevin O'Conner · C.W. O'Conner Wealth Advisors

Worth saying plainly: traffic was flat for twelve months before it moved. This is what the first year of a content program actually looks like.

Read the full case study→

In their words

Advisors who send us other advisors

“My go-to resource for SEO for financial advisors. I have recommended AdvisorRankings multiple times to help my clients improve their search outcomes.”

Kristin Harad

Full Advisor Coaching

“Within a few months, I was #1 on Google search for my targeted keywords. Brent is also a fantastic educator for our group of advisors.”

Alan Moore

XY Planning Network

Get started today

Every day you’re invisible, another advisor gets the call

Get Your Free SEO Audit Schedule a Meeting

Advisors only · Since 2010 · Limited active client list