Google Ads

Google Ads For RIAs, Financial Advisors And Wealth Managers

We specialize in Google Ads for financial advisors, wealth managers, RIAs, lenders, and insurers. Our team handles everything—from keyword research to booked appointments—focusing on compliance and delivering results that matter: more meetings and higher revenue.

Google Ads

Google Ads: Proven ROI For Client Acquisition

Real Client Results

Bank Lender: 32% lower cost per approved application in just 90 days
RIA: 64% more qualified consultations—with fully compliant messaging
Insurer: 41% higher quote-to-policy rate by optimizing the whole sales funnel

Why Choose Us?

Fully Managed: We run and optimize your ads, so you stay focused on your clients.
Compliance-First: All campaigns strictly adhere to financial regulations.
ROI-Focused: We only report on what matters—calls booked and revenue generated.

How It Works: Step By Step Guid

Real Results: Check Our Cases And Experience

Unlock Growth with Our Google Ads Business Growth Checklist

Get a fast, focused 15-minute Google Ads health check to:

Discover where your budget is underperforming
Fix compliance pain points instantly
Start driving more qualified meetings and funded accounts

What You Get:

✅ Advanced Tracking, Privacy & Compliance

Measurement built for financial firms: GA4, enhanced conversions, offline tracking, and strict consent rules.
Zero double-counting; UTM/campaigns mapped right into your CRM.
All privacy, retention, and compliance controls handled—no regulatory surprises.

✅ Full-Funnel Performance

Real attribution for forms, calls, and meetings—no leads lost, no spam slips through.
Keyword, geo, and dayparting strategies focus on real, qualified prospects in your key markets.

✅ Brand Protection & Quality Control

Ironclad negative keyword and placement rules keep your ads away from risky or irrelevant content.
Automated guardrails so all ad copy meets financial industry standards.

✅ Seamless Experience

Fast, accessible landing pages with instant calendar booking.
Offers that attract real leads: portfolio reviews, retirement checks, tax consults, and more.

✅ Results You Can See

Live dashboard reports: cost per qualified meeting, account, and AUM raised.
Top-to-bottom funnel clarity—track every step from first click to funded account.

Grow with Confidence

We’ll help you prove ROI, streamline compliance, and scale new business—all with zero risk to your brand or licensing.

Google Ads

We help financial advisors, RIAs, and wealth managers win new clients with predictable, SEC-compliant Google Ads. From day one, you’ll get quality meetings, cost control, and peace of mind on compliance.

What You Get:

Proven Strategy:

Campaigns for brand, high-intent prospects, and key service lines.
Laser-focused targeting: geo, radius, and audience controls.
Detailed negative keywords and brand safety.

Compliant Creative:

SEC-aligned ad copy, approved call scripts, and image assets.

Smart Bidding & Budgets:

Smart bidding, dayparting, and geo/device optimization.
Real-time adjustment for best results.

Full Tracking & Attribution:

Integration with your CRM and call tracking.
Enhanced Conversions and offline import—track every call, form, and meeting back to your ads.

Optimized Landing Pages:

Fast, compliant pages to boost conversion rates and quality leads.
Ongoing A/B testing to lower your cost per lead.

How It Works – Your First 90 Days:

Weeks 1-2: Launch

Full audit and conversion mapping.
All tracking (GA4, GTM, GCLID, call tracking) is live.
Brand and high-intent campaigns launched and geo-fenced.
Target: 85-95% Brand Impression Share, <2.5s page loads, <15% spam.

Weeks 3-6: Optimize

Refine targeting, clean up search queries, and refresh creative.
Optimize budgets and test landing pages.
Target: +10-20% conversion rate, -10-20% cost per qualified meeting.

Weeks 7-12: Scale

Expand winning campaigns and add remarketing.
Import meeting data, increase the budget for the best performers.
Target: +20-40% qualified meeting volume, -15-30% cost per meeting.

Results We Deliver:

Meetings: +20-40% more qualified inquiries in 60–90 days.
Efficiency: Cost per qualified meeting down 15-30% by Day 90.
Coverage: Brand campaigns dominate (90-98% IS); High-value non-brand coverage.
Compliance: Every ad, call, and form is tracked, archived, and SEC-aligned.
Quality: Conversion rates are 8-15% (brand) and 5-10% (non-brand); junk leads are under 10%.

Google Ads

Exclusively serving RIAs, wealth managers, and advisory organizations committed to results and compliance certainty.

In collaboration with our media partners, we deliver solutions tailored to RIAs, wealth managers, and advisory firms that expect results and regulatory confidence.

Google Ads

Proven Results — See What Our Clients Achieve

Robert Fox — RIA, Austin, TX

Challenge:

Generic ads, weak location focus.

Solution:

Local ZIP targeting, compliance-checked ads, call tracking,and weekly optimization.

Results (90 days):

+26% more leads
Cost per lead ↓ 29%
+19% more appointments
+15 new Google reviews (4.8★)

Long-term results:

Close rate up 12%
Top-of-page search presence up 31%

Albert Flores — Multi‑advisor wealth team, Denver metro

Challenge:

High ad costs, competitor brand bidding, and compliance delays.

Solution:

Brand protection, geo bidding, pre-approved ad library, site speed/CRO upgrades.

Results (90 days):

Brand ad costs ↓ 51%
+38% CTR
+22% conversion rate on non-brand searches
+17% first appointments

Long-term results:

CPA on non-brand ↓ 29%
Top-of-page on core terms: 82% coverage
+33% conversions from return visitors

Bessie Cooper — Boutique wealth manager, Chicago North Shore

Challenge:

High ad costs, competitor brand bidding, and compliance delays.

Solution:

Brand protection, geo bidding, pre-approved ad library, site speed/CRO upgrades.

Results (90 days):

Brand ad costs ↓ 51%
+38% CTR
+22% conversion rate on non-brand searches
+17% first appointments

Long-term results:

CPA on non-brand ↓ 29%
Top-of-page on core terms: 82% coverage
+33% conversions from return visitors

Google Ads

A Proven, Compliant System to Grow Your AUM.

Step 1: Strategy & Compliance

Complete audit of your Google Ads, website, and competitors
Full alignment with FINRA/SEC regulations—every ad and landing page is compliant
Define success: more booked meetings, lower cost-per-lead, and increased assets under management

Step 2: Precision Tracking & Measurement

Track every lead—calls, forms, bookings—directly into your CRM
Set up secure, transparent tracking to meet industry disclosure requirements
Measure real results: know exactly which ads drive high-quality prospects

Step 3: Campaigns Built for Results

Highly targeted ads for your best prospects: retirees, business owners, rollovers, estate planning, and more
Only show ads to your ideal clients, in your preferred locations, at the right time
All ad content is fully compliant and optimized for conversions

Step 4: Landing Pages that Convert

Fast, mobile-optimized landing pages perfectly matched to your services and locations
Highlight your expertise, credentials, and testimonials—with all required disclosures
Smart forms and online scheduling to quickly turn clicks into booked meetings

Step 5: Continuous Improvement & Growth

Ongoing optimization: improve targeting, ad copy, and landing pages every month
Use real CRM data to drive down costs and boost results
Expand to new services and locations as you grow—including remarketing and video ads (where compliant)

Google Ads

Landing Page For Free

Built For Financial Advisors Only:

Advisor-Grade Keyword Strategy: Your account is built with high-intent, compliance-approved search terms. No generic keyword guessing.
Compliant Ad Library: Every ad, extension, and landing page meets SEC/FINRA requirements—no risk of account suspension.
Negative-Keyword Shield: We filter out irrelevant traffic (job seekers, research queries, competitors, and more) to protect your budget and boost quality.
Call Quality Stack: Spam/bot call filtering, call recordings, and sales outcome tagging for true lead quality and auditability.

What Makes Us Different:

DIY/Outsourced Alternatives: Generic agencies or freelancers can’t give you the compliance, tracking, or financial-industry intent filtering you need.
Financial-Industry Exclusive: We build, track, and report for RIAs, wealth managers, and advisors only—no cookie-cutter “local business” ads.
Full CRM Attribution: See every call, form, and booked meeting—tied directly back to your ad, keyword, and spend. Works with Redtail, Wealthbox, Salesforce, and HubSpot.

What We Deliver:

High-Intent Search Campaigns: Immediate access to people searching for your exact services in your target locations.
Brand-Safe Remarketing: Only quality-approved ads re-engage your best prospects.
Conversion Tracking & Reporting: Every penny accounted for; full transparency in CPL, booked meetings, and cost-per-opportunity.

Our Risk-Free Process:

45–60 Day Pilot: Setup, tracking, compliant landing page—first leads typically in weeks, not months.
Cancel After 90 Days: If it’s not right, no long-term lock-in.
Your Data—Always: You own all ad, tracking, and landing page accounts.

Early Results You Can Expect:

20–40% improvement in quality call duration (real prospects, not spam)
Predictable, high-intent traffic with visible ROI in your CRM
Lower CPL vs. paid social, higher appointment rates from search

Ready to See How Advisor-Grade Google Ads Can Grow Your Pipeline?

Get Your Free, Custom Landing Page & 90-Day Paid Search Roadmap—Built for Financial Compliance & Results.

Expected Early Outcomes (30–90 days):

Predictable, High-Intent Leads: Your ads start generating quality inbound calls and form submissions within the first few weeks.
Visible Lead Quality Lift: 20–40% increase in qualified call durations (60 seconds+), thanks to refined keyword and negative targeting.
Faster Path to Meetings: Search-driven leads convert to booked appointments at a higher rate versus other channels.
Transparent ROI Tracking: Every lead, call, and meeting is directly tracked from Google Ads all the way to your CRM pipeline.
Lower Cost Per Lead: Expect reduced CPL versus paid social and generic ad providers, optimizing every dollar you invest.
Audit-Ready Compliance: All ads and landing pages include regulatory disclosures and archiving for future audits.

Google Ads

Know exactly which ads, keywords, and ZIP codes drive new clients and assets—firm-wide or by office.

Google Ads ROI Report: Transparency for Financial Advisors

What’s Inside:

Clear breakdown of ad spend, leads, scheduled meetings, and new client asset growth—all easily mapped to your AUM and revenue goals.
Custom charts: CPL (Cost per Lead), Cost per Meeting, and Cost per New Client—by office, ZIP code, and campaign.
Real client example: See how Firm XYZ improved ROI by 38% in 60 days, with actionable next steps detailed.
SEC/FINRA-aligned reporting for easy audit readiness.

Local Market Performance: See Where Your Google Ads Win New Clients

What’s Inside:

Live heatmaps: Find out which regions and neighborhoods deliver your most profitable leads and booked meetings.
Office/location breakouts: Track the specific success of each office, branch, or advisor team.
Daypart and device insights: Know when, where, and how your best clients search for you.
Competitor overlap and market share reporting: See how you stack up—local market penetration at a glance.

Your 30/60/90-day Google Ads Optimization Roadmap

What’s Inside:

Immediate wins: The top negative keywords, bid tweaks, and landing page improvements delivering fast results.
30-day checklist: Prioritize high-impact campaign tests, ad variants, and call outcome tracking.
60-day checklist: Expand winning geo-targets, add new keyword themes, report new client rates by group.
90-day advanced: Integrate deeper CRM tie-ins, automation, and compliance checks for scalable growth.
Work summary: Track every campaign change—what shipped, why, and documented results.

Google Ads

Choose from flexible Google Ads management plans built for financial advisers and wealth managers—from solo RIAs to multi-location firms. Transparent flat fees. No long-term contracts. Ad spend is paid directly to Google.

Essential

$2.200

/Month

Perfect for solo advisors or single-location firms starting with Google Ads.

Complete account setup or rebuild (Google Search)
Core keyword research and negative filtering
1–2 campaigns with ad extensions
Geo-targeting and basic remarketing
Monthly reporting and strategy session

Growth

$3.900

/Month

Ideal for growing teams or multi-advisor firms.

Everything in Essential, plus:
Campaign expansion (Search & Performance Max)
Weekly optimizations and budget pacing
Landing page A/B testing, call tracking, and lead quality review
Audience targeting and CRM integration
Bi-weekly performance reporting

Dominant

$7.900

/Month

Recommended for multi-location or top-tier firms in competitive markets.

Everything in Growth, plus:
Multi-location campaign structures and full-funnel tactics
Enhanced conversion tracking and offline lead imports
Automated scripts and custom alerts
Ad creative support (text, banners, up to 2 video edits/quarter)
Custom dashboards and a dedicated strategist

Add-ons

$1.200

/Month

Boost your marketing—even further.

High-Converting Landing Page
CRM/lead system integration
LinkedIn Ads retargeting
Google Ads retargeting
Reputation escalation/monitoring
Local intent/call-only Google campaigns

Google Ads

FREE High-Converting Landing Page

Google Ads

See How Many New Leads You Can Attract

What You Get:

Fully Managed Google Ads: Reach local investors searching for your services—compliant with SEC/FINRA standards.
FREE High-Converting Landing Page (after 3 months): Stay with us for at least 3 months and we’ll build you a professionally designed landing page to turn visitors into new leads—at no extra cost.
Free Local SEO Services: When we build your website, you’ll also receive local SEO setup so high-intent investors can find you.
Compliance-Ready Assets: All ads, copy, and tracking built for regulatory review—ready to submit and launch.
Online Reputation Monitoring: Real-time alerts for reviews and listings to protect your firm’s reputation.
Transparent Reporting: Clear, ongoing performance reports with continuous campaign optimization.

Grow your client base with compliant, results-driven Google Ads and proven local marketing—tailored for regulated financial advisors, RIAs, and wealth managers.

Google Ads

Accelerate your firm’s growth and attract qualified prospects with our fully managed, compliance-first Google Ads solution tailored specifically for financial advisors, RIAs, and wealth managers.

How does Google Ads bring in leads for financial advisors?

Google Ads places your firm at the top of Google search results when people look for advice, like “financial advisor near me” or “retirement planner.” You get immediate exposure to high-intent prospects in your chosen area, with full control over budget, keywords, and timing.

How quickly will I see results?

You’ll start seeing leads and key data within 1–2 weeks after launch, provided we have proper tracking. Most clients see strong improvements over 30–60 days as we optimize for your market.

How is ROI measured?

We track all key actions:

Phone calls and form fills
Booked consultations
Revenue and pipeline (when possible, via CRM sync)

You’ll get clear reporting on cost per lead (CPL), cost per appointment, and actual sales impact.

What’s included in the first 90 days?

Weeks 1–2: Full setup—strategy, compliance review, keyword/geo targeting, landing page build, tracking
Weeks 3–6: Ongoing optimization, search term and ad copy tweaks, initial A/B testing
Weeks 7–12: Scaling, advanced audience targeting, and performance reviews

What’s included monthly after launch?

Campaign and budget management
New ad and creative testing
Ongoing landing page improvements
Search term cleanup, negative keywords
Compliance archiving
Detailed live dashboard and monthly reporting calls

Can you help multi-office or franchise firms?

Yes. We customize ads, landing pages, budgets, and reporting for each location, with centralized oversight and local targeting.

How is pricing handled?

Our fees scale with your ad spend, number of locations, and services promoted. Each office or service gets its own campaign strategy, budget, and reporting.

Can you include reviews or ratings in ads?

When Google permits, we can show ratings or certifications (after proper verification and compliance review).

Do you guarantee leads or assets under management (AUM)?

No agency can guarantee AUM or leads. We commit to measurable targets—like cost per lead, booked meetings, impression share, and full transparency on all results.

What access do you need to start?

Google Ads account (or we create one for you)
GA4/Tag Manager access
Website or landing page admin access
Brand/compliance guidelines
CRM connection (optional for revenue tracking)

Who owns the accounts, ads, and landing pages?

You do. Everything we build is in your accounts, fully yours to keep.

What’s the contract or cancellation policy?

90-day initial commitment, then month-to-month—cancel any time with 30 days’ notice.

Can you work with our in-house team or vendors?

Absolutely—we coordinate with your marketing, compliance, IT, and other partners as needed.

What if our results aren’t meeting expectations?

We’ll run a structured account audit and pivot plan. If it’s not the right fit, we’ll hand off all assets and data to you.

Which Google Ads products do you manage?

Core Search, Performance Max, Display remarketing, YouTube retargeting, and lead form or call-based ads—always in compliance with financial advertising rules.

How do you ensure data security and compliance?

We use least-privilege access, secure platforms, and never share your sensitive data. All creative is pre-approved and archived.

Do you offer exclusivity in my market?

Exclusive arrangements are possible for defined geographies and service lines. Ask us about your area.

Have more questions or want a custom plan?

Contact us today—share your goals and locations, and we’ll build a personalized 90-day Google Ads plan with clear deliverables and pricing.

Google Ads

Grow Your Financial Practice with More Qualified Clients. Book your free strategy call today. Let’s accelerate your firm’s growth together.

How It Works

Book a free strategy call with our top experts.
Get a custom growth plan tailored to your goals and industry regulations.
Launch your campaign—we handle analytics and support so you can focus on results.

Google Ads

Google Ads For RIAs, Financial Advisors And Wealth Managers

Google Ads

Google Ads: Proven ROI For Client Acquisition

What You Get:

Grow with Confidence

Google Ads

What You Get:

How It Works – Your First 90 Days:

Results We Deliver:

Google Ads

Google Ads

Robert Fox — RIA, Austin, TX

Albert Flores — Multi‑advisor wealth team, Denver metro

Bessie Cooper — Boutique wealth manager, Chicago North Shore

Google Ads

Google Ads

Built For Financial Advisors Only:

What Makes Us Different:

What We Deliver:

Our Risk-Free Process:

Early Results You Can Expect:

Ready to See How Advisor-Grade Google Ads Can Grow Your Pipeline?

Expected Early Outcomes (30–90 days):

Google Ads

Google Ads ROI Report: Transparency for Financial Advisors

Local Market Performance: See Where Your Google Ads Win New Clients

Your 30/60/90-day Google Ads Optimization Roadmap

Google Ads

Essential

$2.200

/Month

Growth

$3.900

/Month

Dominant

$7.900

/Month

Add-ons

$1.200

/Month

Google Ads

Google Ads

See How Many New Leads You Can Attract

Google Ads

Google Ads

How It Works

Contact Information

The 15-Minute AUM Diagnostic

✓ Audit Request Received

Final Step: Secure Your Slot on the Calendar.

Your Audit Agenda (Compliance-First)