SEO and GEO for finance
Financial SEO Services for Google and the AI Answer.
LLMReach is an SEO and GEO agency. We help your firm rank in Google and get named by ChatGPT, Claude, Perplexity and Gemini when prospects look for an advisor.
By the numbers
The numbers behind how prospects choose.
- of Americans aged 25 to 64 made a financial decision they regret after acting on misleading information online.
- 57%
- of Americans aged 25 to 64 made a financial decision they regret after acting on misleading information online.
- CFP Board survey, June 2025
What prospects see first
Prospects vet firms on Google and AI.
- Wealth: “best wealth management firm in New York for a family with $5 million”. Google answers with an AI Overview, forum threads and big-brand pages, so smaller firms must earn a place.
- Tax: “best CPA firm in Dallas for small business taxes”. Google shows a map and directory lists such as Yelp and Expertise.com. Reviews and a complete profile decide who gets the call.
- Niche: “which financial advisors specialize in physicians?”. Forums and directories answer this. A firm with a clear specialty page gives Google and AI something specific to quote.
- Lending: “best mortgage lender for first-time home buyers in Houston”. A map pack, review sites and an AI Overview sit above most lender pages. Local signals decide who is seen.
Most finance sites say they are trusted and personal. That gives Google no reason to rank them and an assistant nothing to repeat. Google sent prospects to Reddit, Yelp and Expertise.com, and the firms named there were the ones with complete profiles.
The basics
Financial SEO, now that AI answers.
Financial SEO puts your service and city pages in Google's results when prospects search for an advisor, CPA or lender. GEO gets your firm named by AI assistants.
In our Google test, 9 of 10 finance questions showed an AI Overview, and 7 showed a map pack. See how AI Overviews affect SEO.
For finance companies, that means two jobs: service, specialty and city pages specific enough to rank and be quoted, plus complete Google Business and directory listings. We handle both.
GEO and SEO
SEO vs GEO for financial services.
Both rest on the same pages, reviews and profiles, but Google ranks them and an assistant quotes them. This is where they differ for a financial firm.
| SEO | GEO | |
|---|---|---|
| What you win | A position in Google's results and the map pack | Your firm named in the assistant's answer |
| Where prospects find your firm | The results for "financial advisor near me" | The short list ChatGPT, Gemini or Perplexity gives |
| What decides it | Relevance, links, reviews and page experience | Facts the assistant can confirm on your site, in directories and in reviews |
| Sources that weigh most | Your website and Google Business Profile | Your website plus Expertise.com, Yelp, Wealthtender and forum threads |
| How it is measured | Rankings, map position, clicks and calls | Mentions across an agreed set of client prompts, plus AI referral visits |
Our own results
We do this for our own brand first.
Gemini · Named
“best agency for getting cited in LLMs”
ChatGPT · Named
“agency that gets you cited in AI models”
ChatGPT · Named
“best agency for getting cited in LLMs”
AI answers vary by platform and moment, so these show the method working on those days, not a promise of identical answers.
See all resultsReal Google results
The sites Google ranks when prospects search.
We searched Google for the same 10 questions your prospects ask AI. 9 of the 10 results pages opened with an AI Overview and 7 with a map of local businesses. Only 13% of the sites ChatGPT, Gemini and Perplexity cite for the same questions rank in that top 10: ranking in Google and getting named by AI are two jobs.
- 01reddit.comForumRecommendations for a Fee-only Financial Advisor? : r/novatop 10 in 6 of 10 searches
- 02yelp.comDirectoryBest Financial Advisor near Sun City West, AZ 85375top 10 in 5 of 10 searches
- 03=expertise.comDirectory13 Best Tempe, AZ Financial Advisorstop 10 in 3 of 10 searches
Google
- 03=top 10 in 3 of 10 searches
- 03=morganstanley.comFamily | The Key Renaissance Group | New York, NYtop 10 in 3 of 10 searches
- 06=top 10 in 2 of 10 searches
- 06=revenuebase.aiTop 25 Fiduciary financial advisors Worldwidetop 10 in 2 of 10 searches
- 06=unbiased.comFerguson Wellman reviewtop 10 in 2 of 10 searches
Google organic top 10, US, desktop, searched on 8 October 2026. Each site counts once per search; subdomains count with their site.
Where it matters
Where SEO and GEO matter, by financial service.
Wealth management
Prospects with large portfolios search by city and client type. A page on whom you serve, minimums and planning areas helps you rank and be quoted.
Financial planning
Planners win on trust. Clear fee, fiduciary and credential pages support topical authority in Google and give assistants facts to confirm.
Tax and accounting
CPA searches trigger maps and directory lists such as Yelp and Expertise.com. A complete Google Business Profile and steady reviews decide who gets the call.
Mortgage and lending
Lender searches show a map pack and an AI Overview. Pages per loan type and city help you appear in both.
Specialist niches
Searches like advisors for physicians go to forums and directories. A dedicated page per profession shows Google and AI that you specialize.
Multi-city firms
Firms in several cities need one real page per city. Each should hold local detail, not copied text. See local SEO and technical SEO.
What's included
Financial SEO services, plus the AI answer.
A 90-day engagement built around how prospects search for a financial firm, in Google and in AI, in your cities.
- Prospect keyword and prompt audit across Google, ChatGPT, Gemini and Perplexity, by city, specialty and client type
- Keyword research and pages that rank in Google for each service, such as wealth management, tax and mortgage
- SEO for financial planners: answer-first rewrites of your home, service, specialty and city pages
- Google Business Profile setup and review strategy, with correct categories, photos and steady client reviews
- Technical SEO fixes plus FinancialService, LocalBusiness and FAQPage schema
- One consistent firm profile across your site, Expertise.com, Yelp, Wealthtender and the other directories Google shows
- Fee, fiduciary and credential details stated plainly where assistants and prospects can find them
- Research into the Reddit and community threads prospects read before choosing a firm
- A baseline of your Google rankings and AI citations, taken before work begins
- Weekly updates on your Google and AI visibility
How it works
How financial SEO works: the Citation Stack.
We map what prospects search in Google and ask AI, from "best advisor near me" to "fee-only versus commission". Then we agree the searches and prompts that bring in the clients you want.
Explore AI Prompt ResearchGoogle and AI crawlers can reach and read every service and city page. Site speed, Google Business Profile and financial schema are in place.
Explore technical SEOAnswer-first pages state your services, clients and fees in the first sentence. Credentials appear only where you hold them, and every page goes through your compliance review.
Explore on-page SEOResearch into the finance threads prospects read, such as how to find a fee-only fiduciary. Participation only where community rules allow it.
Explore Reddit MarketingWe track your Google rankings and map position for the agreed searches and count AI citations across the agreed prompts, against a baseline taken before work begins. You get weekly updates.
Explore AI Visibility Tracking
You have the final say on every page. We do the rest: about an hour a week from you. See all our SEO services
Who this is for
Built for firms growing by referral and search.
Not for you
If any of these sound like you.
- You expect new clients from day one
- You want the cheapest financial SEO you can find
- You only want a report on where your firm ranks, not the work done
- You can't give us access to your site or approve the pages we write
For you
If this sounds like you.
- Prospects compare firms before they book a call
- You can show credentials, fee models and client reviews
- You want pages and profiles built for you, not a list of tasks
- You have the final say on every page and your compliance team signs off
- The work pays off where prospects compare firms before they book a call.
- It also works where you can back every claim with a credential, a fee page or a review.
FAQ
Finance SEO: questions firms ask us.
What do financial SEO services include today?
Google rankings still come first: service pages, city pages, technical fixes, Google Business Profile and reviews. Then your firm must also be named when prospects ask ChatGPT, Perplexity or Gemini. One team covers both in the same 90 days. See how SEO and GEO differ.
How is seo for financial planners different from other SEO?
Prospects choose slowly and check credentials, fees and reviews. Your pages need a clear specialty, a fiduciary and fee statement, and trust signals that match E-E-A-T. Local pages and a strong Google Business Profile matter for planners who serve one metro.
How long does SEO for finance companies take?
Usually months, not weeks. Service and city pages tend to move first. Competitive terms in big metros take longer. Profile fixes on directories can show up sooner. You get a weekly report against your baseline, so you see which pages and searches move.
Why does Google show Reddit and directories above firm websites?
In our test, Reddit ranked in 6 of 10 finance searches and Yelp in 5. Those sites hold reviews and real opinions, and most firm sites do not. Your site must become specific, and your directory profiles complete and consistent.
How much do your financial SEO services cost?
It depends on scope: how many cities, services and competitors are involved. The free SEO audit looks at your site, profiles and searches, then gives you a plan. LLMReach guarantees at least 30% more AI citations within 90 days against your baseline, or we keep working at no charge.
Will the pages pass our compliance review?
Every page is written to pass your compliance review. Claims are specific and checkable, with no performance promises and your required disclosures. Nothing goes live until your compliance team approves it. You have the final say on every page.
Do you cover RIAs, CPAs, lenders and insurance brokers?
Yes. An RIA gains most from a sharp specialty and fiduciary statement, a CPA firm from local pages and reviews, and a lender from city and loan-type pages. We also run insurance SEO for brokers. The plan is set up around your firm.
Does this help prospects who ask ChatGPT for an advisor?
Yes, and it is the second half of the work. Assistants name the firms they can confirm on your site, in directories and in reviews. Our GEO page for financial services explains how citations work, and we track them against your baseline.
Free AI Audit
Do prospects find you on Google and AI?
You leave knowing where your firm is missing from AI answers, what is causing it, and which changes would matter first, whether we work together or not.
What to expect
Audit
Before the call, we run the questions your prospects ask through ChatGPT, Claude, Perplexity and Gemini.
Map
On the call, we show you where competitors are cited and you are not, and what's causing it.
Decide
An honest read on whether the Citation Stack fits. If it doesn't, you'll hear it on the call.
Don't see a time that works? Email Karim directly: contact@llmreach.ai