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WealthReach Acquires AdvisorRankings to Enhance AI Search Optimization for RIAs

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WealthReach, an AI-powered organic growth platform for registered investment advisors (RIAs) and wealth management firms, has acquired AdvisorRankings, an agency specializing in SEO and AI search optimization for financial advisors. This acquisition integrates AdvisorRankings’ advisor-focused search and website capabilities directly into WealthReach’s offerings.

Established in 2010, AdvisorRankings focuses on ensuring advisory firms maintain visibility wherever prospective clients seek financial guidance, encompassing traditional search engines like Google and newer AI tools such as Claude, ChatGPT, and Perplexity. Brent Carnduff, the founder of AdvisorRankings, who holds a master’s degree in financial planning, will lead business development and contribute to WealthReach’s SEO and AI search product roadmap while AdvisorRankings retains its brand within the WealthReach group.

The acquisition enables WealthReach to combine specialist-led search optimization with its existing “Living Sites” adviser website product and its “Attract, Convert, and Multiply” growth engines. This integration is designed to offer advisors a comprehensive solution, from online visibility to client acquisition.

WealthReach highlighted that as more prospective clients use AI for advisor research, firms require websites and content optimized for both conventional search and AI-driven discovery. The company noted that many existing adviser sites are generic templates or bespoke builds that lack regular updates, making them poorly positioned to rank effectively.

According to WealthReach, prospects engaging through AI platforms often exhibit greater intent and higher net worth compared to those from traditional search, suggesting a competitive advantage for advisors with strong AI visibility. Michael Barrasso, co-founder and CEO of WealthReach, stated, “What attracted us to Brent and his team was their reputation in the industry and the results they consistently deliver for clients. We’ve always believed advisors should have the flexibility to choose how they grow. Some want powerful technology they can manage themselves, while others want an expert to handle it for them. Bringing AdvisorRankings into WealthReach allows us to deliver both under one roof and gives advisors a stronger path to sustainable organic growth.”

David DeCelle, co-founder and chief partnerships officer at WealthReach, added, “Advisors who are serious about growth can’t afford to be invisible where prospects are searching, and today, that means AI. Brent and his team have spent nearly two decades figuring out how to connect advisory firms with their target clients. Bringing that expertise to WealthReach means advisors finally have a single partner who can get them found and keep them growing, without the legwork or the stress of wondering how their site is performing.”

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