Stop Relying on COI Networks to Grow Your AUM
Build a predictable client acquisition system that attracts $500K+ households actively searching for fiduciary advisors. SEC & FINRA compliant strategies that convert prospects into planning clients—without waiting for referrals.
Trusted by independent RIAs and fee-only advisors nationwide
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Break the referral dependency cycle
You didn't leave the wirehouse to build a practice dependent on CPAs and estate attorneys throwing you scraps. Control your growth with direct-to-consumer acquisition.
The COI Dependency Trap
Most independent advisors hit a ceiling at $50-80M AUM because they're waiting for CPAs, attorneys, and business owners to send referrals—which arrive sporadically, with zero control over timing or quality.
Meanwhile, you're competing against every other advisor in those same COI networks. The problem isn't your expertise—it's that prospects don't know you exist until someone else decides to mention you.
Direct Client Acquisition That Scales
We help RIAs and fee-only advisors build marketing systems that attract $500K+ households actively searching for fiduciary guidance—people who are ready to hire an advisor now, not "when they get a referral."
Our team specializes exclusively in financial advisor marketing. We understand SEC/FINRA advertising rules, fiduciary positioning, and what actually converts prospects into planning clients.
Predictable AUM Growth
Generate qualified prospect meetings every single week instead of hoping your CPA friend remembers to mention you.
100% Compliant Marketing
Every ad, landing page, and piece of content passes SEC/FINRA review standards. Zero compliance risk to your ADV or registrations.
Lower Cost Per Client
Acquire planning clients for $2,800-$4,500 instead of paying 20-25% referral fees to lead aggregators or splitting revenue with COIs.
Sound familiar?
These are the exact problems we hear from independent advisors every single week—and why they finally decide to build a real marketing system.
Referral Feast or Famine
One month you get three great referrals from your CPA network. The next two months? Crickets. You can't build a scalable practice when growth depends on other people's timelines.
SEC/FINRA Advertising Paralysis
Fear of compliance violations keeps you from marketing altogether. You've seen advisors get slapped with violations for testimonials or performance claims—so you do nothing, losing clients to advisors who market aggressively.
Expensive Lead Aggregators
SmartAsset, Zoe Financial, and similar platforms charge 20-25% of first-year revenue. You close maybe 1 in 5 "leads" that are also being sent to three other advisors. Your CAC is unsustainable.
Invisible to Your Ideal Clients
When someone searches "fiduciary financial advisor near me" or "fee-only retirement planning," you don't appear. Vanguard Personal Advisor, local Edward Jones reps, and robo-advisor ads dominate your market.
Generic Advisory Websites
Your website looks identical to every other RIA using the same compliance-approved template. Zero personality. No clear value proposition. Prospects can't tell why they should hire you instead of the advisor down the street.
AUM Growth Ceiling
You hit $50M or $80M AUM and plateau. Your existing clients aren't adding significant assets, and your COI referral pipeline dried up. Breaking past this ceiling requires systematic client acquisition—which you don't have.
How we help advisors control their growth
Our proven system attracts $500K+ households actively searching for fiduciary advisors—giving you predictable prospect flow instead of waiting for referrals.
SEO for Fiduciary Positioning
Dominate local search for "fiduciary financial advisor," "fee-only planner," and "retirement planning [city]." Prospects searching these terms have money and intent—they just need to find you instead of wirehouse advisors.
Compliant Google Ads
Launch SEC/FINRA-approved paid campaigns targeting $500K+ households searching for advisors. Every ad, landing page, and claim reviewed for compliance before launch—zero risk to your ADV.
High-Converting RIA Websites
Build a professional website that clearly explains your fiduciary value proposition, differentiates you from wirehouses, and converts prospects into consultation bookings—all while passing compliance review.
Content Marketing for Trust
Publish retirement planning guides, tax-efficient withdrawal strategies, and financial planning content that positions you as the local expert—building trust before prospects ever contact you.
From COI dependency to predictable growth
A proven timeline designed specifically for independent advisors who want to control their AUM growth without waiting for referrals.
Market Discovery & Compliance Audit
- Analyze your competitive landscape and identify positioning opportunities
- Research what $500K+ households in your market are searching for
- Review your existing website and marketing for SEC/FINRA compliance gaps
Strategic Planning & Positioning
- Develop fiduciary messaging that differentiates you from wirehouses
- Create SEC/FINRA-compliant campaign frameworks
- Design content strategy that builds trust and authority
Campaign Launch & Activation
- Deploy compliant Google Ads targeting qualified prospects
- Optimize website for fiduciary keyword rankings
- Publish trust-building content (retirement guides, tax planning, etc.)
Optimization & Scaling
- A/B test landing pages to improve consultation booking rates
- Scale top-performing campaigns while maintaining compliance
- Monthly reporting on prospects, consultations, and AUM added
Ready to break the $100M AUM barrier?
Schedule your free strategy session and get a custom roadmap designed specifically for your RIA within 48 hours.
Start Building Your Marketing SystemComprehensive growth for advisors
Integrated marketing strategies designed to grow your AUM and attract ideal clients
Need a customized growth plan for your advisory firm?
Schedule Strategy SessionSelf-managed vs expert partnership
Before attempting to manage RIA marketing internally, understand the actual investment required and opportunity cost to your practice.
Self-Managed Reality
Reduced client service capacity, inconsistent results, perpetual learning burden
Expert Partnership
Reclaim your time, accelerate your growth
Partner with RIA marketing specialists who understand advisory economics, compliance requirements, and HNW client acquisition—so you can focus on serving clients.
Schedule Partnership DiscussionStrategies for every advisory model
Your advisory practice has a unique value proposition. We craft positioning strategies that attract your ideal client profile and differentiate you from competitors.
Ready to accelerate AUM growth?
Get a customized marketing strategy designed specifically for your advisory practice, client niche, and growth objectives.
Get Custom StrategyAdvisory websites built for wealth management
Your website is where prospects evaluate credibility and decide if you understand their wealth complexity. We create advisory sites that establish authority and convert visitors into qualified consultations.
Built-In Compliance
Every page includes proper SEC disclosures, ADV links, and regulatory language. Forms and CTAs meet FINRA advertising standards without limiting effectiveness.
Automated Discovery Scheduling
Calendly or Acuity integration with pre-meeting questionnaires that qualify prospects. Capture asset ranges and goals before the first conversation.
Trust Architecture
Credential showcasing, team bios, transparent fee structures, and client testimonials positioned to build confidence with high-net-worth prospects.
Performance Optimization
Sub-2-second load times, mobile-first responsive design, and Core Web Vitals optimization ensure prospects stay engaged through the entire journey.
Every RIA website includes
Pages engineered to book discovery calls
Your main website educates. Landing pages convert. Purpose-built for specific wealth management services and client segments to maximize consultation bookings from paid traffic.
Demographic Precision
Create distinct pages for executives, business owners, retirees, and divorcees with messaging that speaks directly to their unique wealth challenges.
Conversion Velocity
Single-focus pages with clear CTAs convert 4-7x better than multi-page websites by eliminating decision paralysis and distractions.
Lower Acquisition Costs
Optimized landing pages reduce cost-per-consultation by 35-50% through improved ad relevance scores and conversion rates.
Rapid Iteration
Launch new service offerings or test messaging variations in 24-48 hours without touching your main website or requiring developer resources.
High-converting page types we build
PPC campaigns that deliver qualified prospects
Break free from referral dependency. Our RIA-focused advertising generates consistent, high-quality prospects while you maintain full control over client acquisition pace and budget.
HNW Demographic Filters
Target by household income, net worth estimates, homeownership, and job titles. Reach prospects with $500K+ investable assets actively searching for advisory services.
Rapid AUM Acquisition
Launch campaigns today, start booking discovery meetings within 72 hours. Most advisors onboard their first PPC client within 30 days of campaign launch.
Compliance-Approved Creative
All ad copy meets SEC and FINRA standards with proper disclaimers. Performance claims vetted, testimonial rules followed, risk disclosures included where required.
Predictable Cost Structure
Complete budget visibility with transparent cost-per-click and cost-per-consultation metrics. Scale investment based on capacity to onboard new client relationships.
Multi-Platform Orchestration
Integrated campaigns across Google Search, LinkedIn, YouTube, and remarketing. Each platform targets specific prospect segments at different stages of consideration.
Platform strategy
Typical RIA performance
SEO that establishes market leadership
While PPC delivers immediate discovery meetings, SEO builds enduring market authority that attracts prospects continuously at dramatically lower acquisition costs year after year.
Geographic Market Authority
Own page one for "wealth management," "financial advisor," and "retirement planning" searches in your metro area. Capture prospects before they discover competitors.
Asset-Efficient Growth
Organic consultations cost 70-85% less than PPC once rankings stabilize. A $50M AUM firm saves $30K-50K annually in acquisition costs by year two.
Credibility Multiplier
Top organic rankings signal market leadership. Prospects perceive first-page advisors as more established, trustworthy, and capable than those relying solely on ads.
Compounding Digital Equity
Every article, page, and optimization builds lasting value. Rankings from year one continue generating prospects in years two, three, and beyond without additional spend.
Perpetual Lead Flow
Unlike PPC that stops when budget depletes, SEO generates 24/7 consultation requests. Work while you sleep, prospect while you service existing clients.
Practice Valuation Premium
Firms with dominant organic presence command 15-25% higher multiples in acquisitions. Predictable, low-cost lead generation dramatically increases enterprise value.
Comprehensive RIA SEO includes
Growth trajectory for RIAs
Why successful RIAs use dual-channel marketing
SEO and PPC aren't competing investments—they're complementary engines that accelerate AUM growth when orchestrated together.
SEO
Sustainable authority
Builds enduring practice equity
Content and rankings created today continue attracting qualified prospects for years, building transferable enterprise value.
Dramatically lower client acquisition
$60-180 per consultation once established vs $180-320 for PPC—70-85% cost savings at scale.
Establishes thought leadership
Top organic visibility positions you as the market authority. HNW prospects gravitate toward recognized experts.
Continuous prospect generation
Rankings deliver 24/7 consultation requests without ongoing spend—works independently of daily management.
Investment horizon: 5-8 months
Momentum builds gradually, then delivers compounding returns with exponentially increasing efficiency.
PPC
Immediate AUM growth
Rapid prospect pipeline activation
Begin booking qualified discovery meetings within 48-72 hours. First client onboarding typically within 30 days.
Precision demographic targeting
Filter by household income, net worth indicators, age demographics, and professional roles to reach ideal client profiles.
Complete investment flexibility
Adjust daily spend based on onboarding capacity, seasonal patterns, and firm growth objectives with immediate effect.
Accelerated conversion learning
Rapid A/B testing reveals exactly which messaging, offers, and positioning resonate with your target demographic.
Sustained investment requirement
Prospect flow ceases when budget pauses, but delivers predictable, scalable consultation volume.
The integrated advantage
When orchestrated together, SEO and PPC create a multiplier effect that dramatically exceeds single-channel performance.
vs 350-550% for PPC-only or 400-650% for SEO-only approaches
Control both paid placements and organic results simultaneously
By year 2 as organic volume scales and PPC optimizes
Synergistic integration strategy
PPC funds initial operations and SEO investment
While SEO authority builds over months 1-6, PPC delivers immediate AUM growth and cash flow to sustain marketing operations.
PPC conversion intelligence optimizes SEO content
Identify which services, messaging frameworks, and prospect concerns convert best through paid testing, then replicate in organic content.
SEO reduces paid dependency progressively
As organic consultation volume increases, reallocate PPC budget to new markets or reduce total spend while maintaining growth trajectory.
Monopolize prospect attention at every touchpoint
Appear in both top ad positions and #1 organic ranking—maximum credibility signals and complete competitive suppression.
Strategic budget allocation evolution
Financial Advisor Growth Calculator
See how digital marketing can grow your financial advisory practice
Your Business Details
Based on industry averages: $125 cost per lead, 20% conversion rate
Projected Results
AEO vs SEO: Understanding the shift
Prospect behavior is evolving. While traditional search remains critical, AI-powered platforms are rapidly becoming the primary source for financial advisor recommendations.
Traditional SEO
Optimizes for Google rankings. Prospects search keywords, review organic listings, visit websites, evaluate credentials and services.
Answer Engine Optimization
Optimizes for AI recommendations. ChatGPT, Perplexity, and Gemini analyze content, synthesize information, and directly recommend specific advisors without requiring prospects to click links.
Why RIAs need comprehensive visibility
HNW prospects research advisors across multiple platforms. Missing from any channel means losing qualified opportunities to competitors.
SEO for Google
When prospects search "wealth management near me" or "fiduciary financial advisor in [city]"
AEO for AI engines
When they ask ChatGPT or Perplexity for personalized recommendations and detailed financial advisor comparisons
Voice + referral channels
When they ask Siri, Alexa, or seek recommendations through professional networks and LinkedIn
We optimize for complete digital presence
Our RIA marketing strategies ensure visibility across traditional search engines, AI platforms, and voice assistants—capturing prospects wherever they research advisors.
Get Omnipresent MarketingScale your advisory practice with proven marketing
Learn how our PPC and SEO strategies have helped professional service businesses attract high-value clients and grow AUM.
181.8% Conversion Increment in Google Ads
Eviction Lawyer Generates $600 Per Conversion with Targeted PPC & Landing Page Strategy
90+ Monthly Seller Calls from Organic Search
Missouri Home Buying Company Generates $70K+ Business Through Strategic SEO
Conversion-Focused Legal Landing Page
Estate Planning Law Firm Increases Consultation Bookings with Targeted PPC Landing Page
Browse our client results
View All Case StudiesReady to grow your financial advisors business?
Schedule a free consultation to discover how we can achieve similar results for your business.
Get Free ConsultationTrusted by businesses across industries
Don't just take our word for it. See what our clients say about partnering with KeyGrow for their Google Ads campaigns.
Based on 50+ client reviews
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"I really like working with KeyGrow team, professional and polite and is extremely responsive. I'm glad that I chose them out of all of the other listings. They have a very good understanding of real estate PPC campaigns."
Mallie
Home Buyer Company
"KeyGrow has been a great help in managing our Google ads account for two businesses that we own. He always responds quickly and is a pleasure to work with!"
Michael Belmont
Energy Provider
"Very responsive, delivered work with a high quality standard. Already completed multiple projects together"
Marcel
B2B Product
"KeyGrow's expertise and dedication in managing our Google Ads PPC campaigns helped us achieve impressive ROI. Highly recommended professional!!"
Jones
Legal Services Firm
"Very good communication and understood business so was able to add some value insights."
Drew Deleon
Realtor
"Great company to work with!!"
Michaella Grassi
Real Estate Agent
"KeyGrow has been working on google ads for my website and he has done a fantastic job it has increased my revenue to roof. Thank you"
Sam
Ecommerce Store
"As always KeyGrow is amazing to work with!"
Grace Kouassi
Real Estate Home Buyer
"KeyGrow's communication and fresh ideas stood out. Junaid is the best Google Ads expert we've worked with, boosting our business."
Jessica
Car Detailer
"KeyGrow fixed my Google Ads quickly and professionally. Their patience and effectiveness impressed me. Very happy with the results."
Rob Wetmore
Martial Arts Instructor
Average Rating
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Client Retention
Years Experience
RIA marketing questions answered
Everything advisory firms need to know about strategic growth marketing.
For sustainable scaling, plan 2-4% of revenue ($50K-100K annually for a $50M firm earning 1% AUM fees). In practice, this translates to $4,000-8,000 monthly. Many RIAs start at $5,000/month to establish momentum, then scale based on capacity to onboard new relationships.
PPC campaigns generate discovery meetings within 48-72 hours. Most advisors onboard their first marketing-sourced client within 30-45 days. SEO delivers initial consultation requests in months 3-4, accelerating significantly by month 6.
We operate month-to-month after a 90-day onboarding period. While we recommend 12-month engagements for optimal SEO results, we don't believe in forcing advisors into long-term obligations. Our retention comes from results, not contracts.
Compliance is embedded throughout our process. Every ad, landing page, and content piece undergoes multi-layer review against current SEC advertising rules, FINRA guidelines, and state regulations. We maintain proper disclaimers, avoid prohibited performance claims, and follow all testimonial requirements.
We exclusively serve financial advisors and wealth managers—nothing else. Our team understands fiduciary positioning, AUM economics, Series 65/66 regulations, and the HNW client acquisition journey. We speak your language and know what actually converts prospective clients in advisory relationships.
Optimal strategy combines both tactically. Launch with 65% PPC allocation for immediate meeting generation while building SEO foundation. Shift to 50/50 by month 7-12 as organic rankings mature. By year 2-3, many firms operate at 25% PPC / 75% SEO as organic dominance reduces paid dependency.
Yes. We serve fee-only RIAs, hybrid advisors, independent broker-dealers, insurance-licensed agents, and multi-location wealth management enterprises. Our strategies scale from solo practitioners managing $15M to multi-advisor firms with $500M+ AUM.
Our RIA clients typically achieve 500-900% first-year ROI. Example: $6,000 monthly investment generating 2-3 new clients at $2.5M average AUM produces $50K-75K in year-one fees alone—683-1,150% ROI. The lifetime value of these relationships compounds dramatically over subsequent years.
We handle all content creation end-to-end. This includes website copy, thought leadership articles, service-specific landing pages, ad creative, email campaigns, and social media content. You provide strategic input on your process and philosophy; we execute the creation and compliance review.
Compliance is our foundation, not an afterthought. We maintain current knowledge of SEC Rule 206(4)-1, FINRA Rule 2210, state insurance department requirements, and platform-specific policies. Every campaign undergoes pre-launch compliance review, and we've maintained a zero-violation record across all client engagements.
Additional questions about RIA marketing?
Our advisory marketing specialists are available for confidential consultations.
Schedule ConsultationStop waiting for referrals. Start attracting ideal clients.
Get a compliant marketing audit that reveals exactly how to attract $500K+ households without relying on COI networks or expensive lead aggregators.
Competitor Analysis
See how other RIAs are winning clients online
Compliance Review
SEC/FINRA gap analysis of current marketing
Custom Growth Plan
Specific tactics to add $20M+ AUM this year