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SEO That Puts Your Investment Firm in Front of Clients Ready to Act

You didn’t start your investment firm to blend in with the crowd. You built it to grow capital. To build trust. To become the advisor people count on when real money is on the line.

But here’s the truth no one wants to say out loud:

If your firm doesn’t dominate Google’s front page, it doesn’t matter how smart your team is, how refined your pitch deck is, or how many acronyms trail your name.

You’re losing high-net-worth leads to advisors with less skill and less experience but better visibility.

It’s not about being the best. It’s about being the most found. And, that’s what we deliver. Not blog traffic. Not vanity metrics. We bring you.

  • Qualified leads
  • Investor inquiries
  • Real consultations that turn into real clients

This is the momentum you can measure.

Visibility = Trust. Trust = Leads. Leads = Assets under Management.

This isn’t marketing. It’s modern-day prospecting and we’ve got the blueprint.

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Why Investment Firms Need SEO

Investors don’t wait for postcards. They don’t browse phone books. They Google terms like “trusted financial advisor near me” and “help with retirement portfolio.”.

Then they click the top result. No second chances. No scrolling.

here’s what the data tells us:

  • 7 out of 10 investors choose a firm that shows up in the top 3 search results.
  • 62% of clients call a firm within 24 hours of searching.
  • 78% of all advisor discovery begins online, not through referrals.

SEO isn’t just digital marketing for finance firms, it’s the difference between scaling your AUM and stagnating with leftovers.

Still relying on seminars and referrals? That strategy is aging out. Dominate Page One or watch your competitors do it.

We Make It Happen with Our Proven 6-Step SEO Strategy

Keyword Research

We pinpoint exactly how investors search and build your SEO around language with money behind it.

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Local SEO

We localize your SEO to dominate geographic searches, including map packs, mobile searches, and voice queries.

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GBP Optimization

We transform your Google Business Profile with trust-packed visuals, client reviews, and service details that position you as the advisor in town.

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Technical SEO

From mobile load speed to booking flows and SSL encryption, we make your site a high-converting digital storefront.

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Content Marketing

We create educational content, financial guides, FAQ pages, and blog articles designed to attract high-quality traffic.

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Link Building

We earn backlinks from financial publications, investor blogs, local business groups, and fintech partners for authority building.

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Investment Firm SEO Packages & Pricing

Whether you’re a solo advisor scaling up, a regional firm expanding assets, or a private wealth team managing $100M+, we customize SEO packages built around your growth targets, risk profile, and client demographic.

Basic

$149/Month
  • No. of Keywords - 15
  • Website Speed Analysis
  • Long Tail Keywords
  • Content Optimization
  • Keyword research & Maping
  • User Experience Analysis
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Standard

$249/Month
  • No. of Keywords - 30
  • Website Speed Analysis
  • Long Tail Keywords
  • Content Optimization
  • Keyword research & Maping
  • User Experience Analysis
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Popular

Premium

$399/Month
  • No. of Keywords - 60
  • Website Speed Analysis
  • Long Tail Keywords
  • Content Optimization
  • Keyword research & Maping
  • User Experience Analysis
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Ultimate

$549/Month
  • No. of Keywords - 100
  • Website Speed Analysis
  • Long Tail Keywords
  • Content Optimization
  • Keyword research & Maping
  • User Experience Analysis
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Bronze

$949/Month
  • No. of Keywords - 200
  • Website Speed Analysis
  • Long Tail Keywords
  • Content Optimization
  • Keyword research & Maping
  • User Experience Analysis
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Popular

Silver

$1,299/Month
  • No. of Keywords - 500
  • Website Speed Analysis
  • Long Tail Keywords
  • Content Optimization
  • Keyword research & Maping
  • User Experience Analysis
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Gold

$1,999/Month
  • No. of Keywords - 1000
  • Website Speed Analysis
  • Long Tail Keywords
  • Content Optimization
  • Keyword research & Maping
  • User Experience Analysis
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Diamond

Custom
  • No. of Keywords - 1000+
  • Website Speed Analysis
  • Long Tail Keywords
  • Content Optimization
  • Keyword research & Maping
  • User Experience Analysis
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We Drive Qualified Traffic That Builds AUM

We’ve helped financial firms transform from referral-reliant to inbound-client engines. Our SEO results speak one language: business growth.

Just predictable traffic from people ready to invest. Let’s put your name where high-value investors are looking.

No fluff. No filler. No "wait and see.".

300%

average boost in organic lead generation

500+

finance-focused keywords ranking in the Top 3

92%

of clients saw ROI within 120 days

5X

growth in booked consultations from organic search

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Why Choose Media Search Group for Investment Firm SEO?

  • Finance SEO Specialists: We’re not generalists. We’ve mastered SEO specifically for financial services with compliance, trust, and conversion at the core.
  • Proven Market Ranking Power: We’ve ranked firms in New York, Austin, London, Dubai and in financial centers across the globe.
  • End-to-End SEO Execution: From research to optimization, from audits to analytics, we do it all, so you can focus on advising clients.
  • Custom Strategy for Your Firm: Your niche. Your city. Your AUM goals. We build an SEO plan tailored to make you stand out.
  • One Dedicated SEO Expert: You get a single point of contact committed to growing your visibility, trust, and consultations.

4.6/5 Star Ratings

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Ready to Attract More High-Value Clients Online?

High-net-worth clients are searching right now. Let’s make sure they find you first.

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