SEO / AEO Strategy Briefing  ·  February 24, 2026

Where FAN wins the search.

A data-driven look at current traffic performance, competitive white space, and the specific content moves that put FAN Advisors in front of the right advisors at the right moment.

🎯
Primary focus: join.fanria.com — This is our SEO/AEO engine. All content strategy, keyword targeting, and schema work leads here first. www.fanria.com follows in a subsequent phase.
14
Competitors analyzed
12
Content gaps identified
3
Phase roadmap
17%
Organic · join · Feb 17–23
Scroll to explore
Current State

The baseline.

Latest available GA4 data across both properties. Traffic is predominantly direct — expected at this stage. Organic is nascent. That's not a problem; it's the starting line.

★ Primary Focus — join.fanria.com
join.fanria.com
Week of Feb 17–23
Latest full week
12
Sessions
6
New Users
17%
Organic
Traffic by Channel
Direct
5
Organic
2
Unassigned
5
join.fanria.com
Week of Feb 10–16
Prior week comparison
4
Sessions
9
New Users
25%
Organic
Traffic by Channel
Direct
3
Organic
1
Secondary — www.fanria.com
www.fanria.com
Week of Feb 17–23
Latest full week
211
Sessions
75
New Users
8%
Organic
Traffic by Channel
Direct
190
Organic
16
Referral
4
www.fanria.com
Week of Feb 10–16
Prior week comparison
194
Sessions
75
New Users
7%
Organic
Traffic by Channel
Direct
173
Organic
14
Referral
6
💡
Organic is already moving. www.fanria.com went 14 → 16 organic sessions week-over-week. join.fanria.com went 1 → 2, with both new sessions fully engaged (100% engagement rate). These are early signals that the schema and technical work from Feb 9 is beginning to index. The homepage is still the only organic entry point — when FAQ pages, blog posts, and comparison content publish, top landing pages diversify and organic sessions compound. That's the inflection point we're building toward.
Strategic Positioning

The white space FAN can own.

After analyzing 14 competitors, one pattern is undeniable: the serious, growth-oriented advisor who hasn't yet hit $100M AUM is being turned away or ignored by every major platform. That's not a gap — it's a beachhead.

The Advisor Market, Mapped
Where competitors have positioned — and what they've left behind
Enterprise Advisors
LPL · Osaic · Cetera
Dynasty · Focus
Hightower
High-AUM Boutique
Arkadios ($1M+ req)
Kestra ($100M+ skew)
Cambridge (scaling)
Growth-Stage Advisor
Serious. Ambitious.
$30–100M AUM.
Nobody here.
FAN Advisors
Boutique + accessible
40yr founding story
No hard minimums
01
Own "boutique RIA for growing advisors"
Cambridge used to own this phrase. Arkadios moved upmarket. The term is now unclaimed by any platform that can actually deliver it. FAN can — and the founding story proves it.
260 searches/mo KD* 28 — Winnable
02
Tell the transition story no one else will
Every competitor is either silent on what going independent actually feels like, or buries it in sales language. Content that walks an advisor through the emotional and practical journey — from doubt to day 90 — captures the highest-intent searcher at exactly the right moment. Nobody does this honestly. FAN can.
High intent No direct competitor Phase 2 target
03
Capture the "leaving LPL" moment
LPL is the firm most advisors are escaping when they go independent. Content that speaks to that emotional moment — without being adversarial — converts intent into contact. LPL can't write this. FAN can.
720 searches/mo KD* 48 — Strategic Phase 3
Competitive Intelligence

What we're up against.

14 competitors analyzed on traffic, domain authority, positioning language, and content gaps. The headline: FAN's story is more defensible than any of them. The question is getting it found.

Threat Assessment — Key Competitors
Arkadios Capital
Atlanta HQ, same "founded by advisors" language, active local recruiter. Critical: hard $1M/yr revenue minimum — their floor is FAN's opportunity ceiling.
Cambridge Investment Research
Most philosophically similar — 40yr history, founder story, privately held. Now 4,100 advisors. Scaling away from the boutique intimacy that built them. The "Cambridge we used to be" positioning is open.
IFP (Independent Financial Partners)
Closest structural match. Difference: IFP reads corporate. FAN's human narrative — direct founder access, 40yr principles — is more powerful and can't be replicated.
Kestra Financial
PE-backed, $103B AUM. Uses "boutique" language but isn't boutique anymore. Advisors paying attention know it. FAN is the real version of what Kestra claims to be.
LPL / Osaic / Cetera
Unbeatable on their terms. But these are the firms advisors are leaving. FAN's content should speak to the exit moment — not try to outrank their home pages.
Domain Authority (DA*) — Where FAN Starts
Authority scores 0–100. Lower DA = harder to rank initially. Content + backlinks build this over time.
85
LPL
80
Osaic
76
Camb.
66
Kestra
49
Hightow.
36
IFP
29
Arkadios
~15
FAN
Starting at the bottom isn't the problem — no published, indexed content is. Every blog post, FAQ answer, and schema markup moves this number up. It's compounding and fixable.
🎯
"Founded by advisors for advisors" is now table stakes — Arkadios, Kestra, and Cambridge all use it. What FAN has that none of them can replicate is the proof: a 40+ year founding story, named founders with faces and phone numbers, and a principles document that predates the industry trend. Don't just say it — prove it with story content, and let the proof do the differentiation.
Keyword Strategy · join.fanria.com

The searches we can win.

Prioritized by a combination of monthly search volume, keyword difficulty, and strategic fit for FAN's positioning. High-volume terms LPL owns aren't here — these are winnable terms that convert the right advisor.

Keyword / Question Type Vol / mo KD* Intent Status
boutique RIA Atlanta SEO 210
35
 Commercial Targeting
boutique RIA platform for growing advisors SEO 260
28
 Commercial Targeting
independent RIA platform SEO 320
45
 Commercial Targeting
RIA minimum AUM requirement AEO 190
22
 Informational Targeting
how to choose an RIA platform AEO 310
30
 Informational Targeting
RIA for financial advisors SEO 480
52
 Informational Targeting
Why should financial advisors join an RIA? AEO 180
35
 Informational Targeting
wirehouse breakaway advisor RIA SEO 720
48
 Commercial Strategic · Ph.3
Answer Engine Optimization · join.fanria.com

Questions FAN needs to own.

These are the specific questions financial advisors type into ChatGPT, Perplexity, and Google. Firms that answer them clearly and with proper schema get cited by AI engines. Firms that don't, don't exist in that space.

What is FAN Advisors?
Atlanta-based RIA founded in 2012, 80+ money managers, no proprietary products. Foundation answer — must be airtight.
Draft in progress
How many money managers does FAN Advisors work with?
80+ unaffiliated third-party managers, custom portfolio options. Clear, specific, published on site.
Draft in progress
Is there a minimum AUM to join FAN Advisors?
Direct conversion question. Advisors Arkadios turned away ($1M+ req) are actively searching this. If FAN has no hard minimum, this answer wins those advisors immediately.
Awaiting Paul — confirm policy
What are the benefits of joining an independent RIA?
480 searches/mo. No competitor answers this well from the advisor's own perspective — they all answer from the platform's perspective.
Needs writing — high priority
How long does RIA transition take with FAN?
Mid-funnel conversion question. An advisor asking this is already seriously considering a move. IFP covers this — FAN doesn't yet.
Awaiting Paul — confirm timeline
What custodians does FAN Advisors work with?
Specific, practical, mid-to-late funnel. Named custodian list reduces friction and builds credibility — nobody answers this completely.
Awaiting Paul — confirm custodians
How does FAN Advisors compare to LPL Financial?
LPL can't write a fair comparison without losing. FAN wins the trust play by being honest, specific, and human. Don't be antagonistic — let facts tell the story.
Needs writing — high priority
What support does FAN Advisors provide to advisors?
The differentiated answer is direct founder and team access — not a support ticket. That's the story no competitor can tell honestly.
Needs writing — medium priority
🤖
AEO is how FAN shows up in AI search. When an advisor types "what RIA should I join" into ChatGPT or Perplexity, those engines pull from published content with structured FAQ schema markup. Every answered question above is a potential citation in an AI response. Schema build-out starts in Phase 2.
Execution Plan · join.fanria.com first

The roadmap.

Phased to deliver quick wins first (Phase 1 complete), then build the structural foundation — FAQ and calendar of events — before moving to content. Blog launches last, giving time to develop strong content before the channel goes live.

Phase 1
✓ Fix H1 structure, page title + meta description
🗓 Completed Feb 9 👤 Ryan Done
Phase 1
✓ Add schema markup + image alt text
🗓 Completed Feb 9 👤 Ryan Done
Phase 1
✓ Add internal linking framework
🗓 Completed Feb 9 👤 Ryan Done
Phase 2
Build + publish FAQ section — top 10 advisor questions, fully answered with FAQ schema
🗓 Due Mar 10 👤 Ryan + Paul High Priority · First content deliverable
Phase 2
Add Calendar of Events section — advisor webinars, firm events, key dates
🗓 Due Mar 10 👤 Ryan + Paul High Priority · Supports AEO freshness signals
Phase 2
Write and publish founder story page — the differentiator no competitor can replicate
🗓 Due Mar 17 👤 Ryan + Paul Highest differentiation value in the entire set
Phase 2
Add Organization + Person schema to About/Founder page — feeds AI engine citations directly
🗓 Due Mar 17 👤 Ryan High AEO value, low effort once page is live
Phase 3
Launch blog infrastructure + first post: "Boutique vs. Large RIA Platforms: Which is Right for Your Practice?"
🗓 Due Mar 24 👤 Ryan + Paul Target: "boutique RIA platform for growing advisors" · 260/mo · KD* 28
Phase 3
Blog: "The Transition Story — What Going Independent with FAN Actually Looks Like"
🗓 Due Mar 31 👤 Ryan + Paul High intent · no competitor covers this honestly
Phase 3
Blog: "How to Choose an RIA Platform: 10 Questions to Ask"
🗓 Due Apr 7 👤 Ryan + Paul 310 searches/mo · KD* 30 · Dynasty has nothing like this
⚠
The Cambridge window is open now. Cambridge recently captured an $11.9B office directly from Osaic — actively fishing in FAN's waters. Their founding story (40yr, privately held, Eric Schwartz) is their strongest recruiting asset. FAN has the same story. Cambridge now has 4,100 advisors and can no longer deliver the founding-era intimacy. The "Cambridge they used to be" positioning is available — but won't stay available forever.
Glossary — Terms Used in This Deck
KD — Keyword Difficulty — Score 0–100. How hard it is to rank for a search term, based on how strong the competing pages are. Below 35 = winnable for a newer site.
DA — Domain Authority — Score 0–100 (Moz). A site's overall ranking strength, built over time through content and backlinks. Higher DA = easier to rank.
SEO — Search Engine Optimization — Making content appear in traditional Google search results for specific keywords.
AEO — Answer Engine Optimization — Making content appear as cited answers in AI tools like ChatGPT, Perplexity, and Google's AI Overviews.
Schema / Schema Markup — Structured code added to pages that tells search engines and AI engines exactly what a piece of content means — enabling FAQ citations, rich results, and AI pull quotes.
FAQ Schema — Specific schema type that marks up question-and-answer content. Required for AEO citation eligibility.
Organic Traffic — Visitors who arrive from unpaid search results (Google, Bing). As opposed to Direct (typed URL) or Paid (ads).
Backlink — A link from another website pointing to FAN's site. A key factor in building Domain Authority over time.