SEO and AI visibility for financial advisors
People choosing an advisor search Google and ask AI assistants who they can trust with their money. Surface helps your firm show up for the clients you serve best, with every word written from your real details and approved by your compliance approver before it goes live.
Found by the clients you serve best
We plan around the services you want more of and the people you serve, from retirees and physicians to business owners, in the states where you are registered. Each service and niche gets a page that answers what those people are asking, in plain words.
What we do for financial advisors
Service and niche pages
Pages for the planning and services you offer and the clients you want more of, explaining how you work and how you are paid.
Advisor details that match your official records
Names, designations and registration stated exactly as recorded, linked to your SEC and FINRA records, on your site and in your listings.
AI visibility, tracked every month
We ask AI assistants the questions people ask when choosing an advisor and track whether they name your firm.
Listings, your Google profile and the right directories
Consistent details everywhere Google and AI assistants look, and the professional directories you qualify for.
How the work runs each month is on how Surface works, and what each package includes is on pricing.
Written with your marketing rules in mind
- Every page, post and listing waits for your named compliance approver, or your registered principal, before it goes live, and you can download the record of every approval for your books.
- We follow the rules for how you are registered: the SEC Marketing Rule, FINRA's communications rules and your state's insurance rules. No performance figures, predictions or promises, ever.
- "Fiduciary", "fee-only" and "independent" appear only when they are true for your firm, and testimonials and ratings only when your compliance policy allows them, with the disclosures they need.
Questions we hear
Do you guarantee results or rankings?
No. Nobody can, and promises have no place in advisor marketing. We plan the work most likely to help, measure each change, and report plainly.
Who approves what goes on our site?
Your compliance approver, or for a broker-dealer representative your registered principal. Nothing is published without their yes, and every change can be undone.
Do you work with broker-dealer reps and insurance agents?
Yes. The rules we follow depend on how you are registered, whether that is an RIA, a broker-dealer, an insurance license or several at once.
See how your firm shows up when people look for an advisor.
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