Own the local search results in your market.
When the executive across town has a $4M liquidity event, the advisor on top of the local pack gets the call. We make sure that's you.
We've been doing local internet marketing for over 25 years.
Our award-winning team has worked with the biggest names in technology — LinkedIn, eBay, Samsung, Google. Now we're bringing that expertise out of Silicon Valley and into the hands of the independent advisors and RIAs serving Main Street's most successful families.
Generic agencies don't understand your business. We do. We know what your CCO will and won't approve, and we know exactly how a local executive picks an advisor in 2026.
READ MORE →Real local searches happening every month. Most advisor websites can't be found for any of them.
My business has always been built on referrals and word of mouth. After just a few months with these guys, for the first time, we started bringing in 7 figure accounts from the internet!
— Taylor Winn, Buckhead Wealth Management
Three phases. No retainer trap.
This part doesn't sound sexy but it's extremely important. We audit your site, your Google Business profile, your reviews, and every directory listing for NAP consistency. We harden your compliance disclosures and tune your title tags for local intent. Free with a six month commitment — a five thousand dollar value.
This is the fun part. We turn everything on — Google Local Service Ads, geo-targeted paid campaigns, and fresh planning content built around your local market and structured to be the source ChatGPT and Gemini cite when prospects ask "who's the best fiduciary advisor in [city]?" Plus a compliant review-collection process under the SEC Marketing Rule. As traffic grows, we A/B test the calls to action that turn searchers into discovery calls.
Now we're cooking. You have more qualified discovery calls (or you don't pay us) and we're closely monitoring spend, lead quality, and competing advisors in your zip code. The clients we want to work with reinvest. With ongoing reporting and full transparency, you'll know SearchNexus is an indispensable partner for AUM growth.
What a top-3 advisor in a major market typically sees.
Compliance-aware from day one.
Compliant review collection with the disclosures your CCO needs.
Smarsh, Global Relay, and Hearsay-ready content workflows.
Wealthbox, Redtail, and Salesforce Financial Services Cloud.
Every deliverable comes with disclosure-ready language and an audit trail.