Done-for-you marketing for RIAs
RIA Marketing Engine helps the right prospects find, understand, trust, and ultimately choose your firm. Every month, we deliver the content, improve search and AI visibility as well as expand local presence. We provide compliance reviews and marketing that build lasting growth.
Your team approves the direction. We handle the work.
In collaboration with RIA Compliance Group
One experienced team working across
The RIA Brand & Visibility Starter Pack turns your expertise into a professional website, a custom lead magnet, and initial content that sounds like you—with full compliance review included.
One focused setup project for advisors launching independently or sharpening an established practice.
Who it's for
The best fit is an independent firm with one to ten advisors and a solid client base, built almost entirely on referrals. Now growth has plateaued, and there's no dedicated marketing staff to change that. The website, Google profile, newsletter, and content keep getting pushed aside.
A managed RIA growth system
Clear services. Connected execution. Business outcomes your team can understand without becoming marketing experts.
We strengthen the public signals that help search engines, AI, and real people understand what your firm does and who it serves.
We create useful, firm-specific content around your services, audiences, expertise, voice, and approved facts—not generic, one-size-fits-all content.
Your website, Google Business Profile, local content, and public firm information are actively optimized to help nearby prospects find and trust your firm.
Content receives a focused RIA compliance review and revision pass designed to correct real issues without flattening its voice or value.
How it works
Firm profileServices · audience · facts · voice
Engine + specialistCreate · refine · optimize
Review + publishCompliance · approval · promotion
We turn your website, services, and approved facts into a firm profile the engine works from — so everything sounds like you, not a template.
Articles, newsletters, and social posts are generated around your firm, then refined and optimized by a specialist. Software does the volume; a human makes it trustworthy.
Every piece runs through a real compliance review before it goes live. You approve the direction — we publish and promote. No logins, no busywork.
The strategy behind the work
Your services, audience, markets, and voice shape one connected plan for content, search visibility, and local growth. Your approved Firm Profile keeps the work consistent, with compliance review built into the process.
Not sure how visible your firm is right now?
Get Your RIA Visibility ScoreMonth one
We document your services, audience, voice, and approved facts, then deliver a baseline of where you stand and a plan for what we improve, create, and manage first.
Content
Original articles, newsletters, and social media content—created, refined, and packaged for your approval.
Local growth
Your website, Google Business Profile, local content, and public firm information are improved and managed around the markets you serve.
Compliance finalization
Clean, revised content with a concise record of the compliance changes made, ready for your firm’s final review and approval.
The monthly package
A fixed scope, so you always know exactly what your firm is getting.
RIA Pro Plan: $1,000/month · 6-month commitment · 10 spots remaining at this rate. The price increases after that.
Why six months? This kind of growth compounds. Consistent monthly work is what search and AI engines reward, and it keeps working long after it's published.
Website rebuilds and other foundation projects are scoped and quoted separately.
Schedule a Free ConsultationSearch- and AI-focused articles built around your services
A companion newsletter for every article
Two posts promoting every article
Completed, documented improvements to your existing pages
Your Google Business Profile, kept current and competitive
The work completed and how your visibility is moving
Every piece is compliance-reviewed before it reaches you.
Free RIA Visibility Score
Get a simple outside view of how your firm appears across mobile, Google, AI tools, and local search—plus the priorities worth addressing first.
RIA Marketing Engine brings together marketing and technology experience with the RIA compliance expertise of RIA Compliance Group. The collaboration connects content, visibility, and compliance considerations around the needs of advisory firms.
Meet the team and explore the collaborationFrequently asked questions
The work is broad enough to drive growth and simple enough for a busy advisory firm to approve.
We learn the firm, identify opportunities, research and create the work, refine it with your feedback, apply focused compliance review, and prepare the final deliverables. Your team approves the important decisions instead of operating the production process.
Leads and growth are the goal, but this isn't a quick-hit lead program. It builds growth that compounds: consistent content, search, AI, and local visibility that keep working month after month. Along the way, consistency across your website, Google profile, social, and newsletter makes a small firm show up, to Google, AI tools, and prospects, like an established brand. If you need new clients this month, this shouldn't be your only strategy.
Yes. We ask you to commit to six months. Compounding growth needs consistent work, and six months gives it room to build.
Yes, after your initial six months. Just give us notice, and your services end at the close of the current month. No penalties after your initial term.
Every month: 4 search-led articles, 4 companion newsletters, and 8 social posts. Each piece is based on the firm’s approved services, audiences, facts, voice, and existing content.
Yes. Give us access to your website and social accounts, and once your team approves each piece, we publish the articles and social posts for you. Newsletters are delivered ready to send through your email platform; your firm handles the final send.
Yes. Every month includes 10 SEO/AEO optimizations to your existing pages and ongoing Google Business Profile optimization. We do the work, not just recommend it. Larger projects, like a full website rebuild, are scoped and quoted separately.
No. Our review process helps identify marketing and disclosure issues and prepare content for your firm’s approval. Your designated reviewer retains final sign-off.
The experience is designed around short, meaningful approvals: confirm the firm foundation, choose a useful direction, review the finished work, and provide feedback when needed.
No. You're not logging in to do work. We run the execution and keep it connected — you approve.
Talk about your firm
Schedule a free consultation to discuss where your firm wants to grow, what is not getting done, and where focused marketing execution could make the greatest difference.
Ready to see what a managed growth system could look like for your firm?
Only 10 spots remain at $1,000/month. Secure your rate before the price increases. Schedule a Free Consultation