AdvisorSEO Max, an AI-powered SEO and visibility platform built specifically for financial advisors and RIAs, launched April 14, 2026. The platform gives independent advisors the ability to run website audits, generate compliant meta tags and schema markup, optimize blog content, track Google Search Console performance, and monitor AI-search visibility, all without technical expertise or an outside agency.

The platform was created by Shaun Melby, CFP®, who runs Melby Wealth Management in Nashville. Melby has spent 7+ years using organic search as his firm’s primary client acquisition channel. In 2025, he began experimenting with Custom GPTs to systematize his SEO workflow, hoping to automate the audits, content optimization, and search analysis he was already doing manually. The Custom GPTs fell short almost immediately. They couldn’t access real search data. They lost context between sessions. They couldn’t generate the advisor-specific, compliance-aware recommendations his process demanded. They were the wrong tool for the job.

Rather than settle for a halfway solution, Melby built the platform from scratch. What started as an internal system for running his own firm’s SEO became AdvisorSEO Max, a full platform now available to every independent advisor.

At the center of the product is Commander, an in-platform AI assistant powered by Claude (Anthropic). Commander knows the advisor’s site data, generates multi-week strategy plans, remembers what it recommended in prior sessions, tracks whether those recommendations improved performance, monitors competitor websites for changes, and sends follow-up nudges when it is time to act. It operates as a strategic intelligence layer, not a chatbot.

“I wasn’t trying to build a company. I was trying to fix my own workflow,” said Melby. “But once I had a tool that actually worked for my firm, I realized every advisor I knew was stuck in the same place I had been. They had the motivation. They just didn’t have the instrument.”

The platform connects directly to Google Search Console through OAuth, grounding every recommendation in the advisor’s actual search data: real clicks, real impressions, real position trends. Its “Fix This Next” engine prioritizes the highest-impact changes so advisors know exactly where to focus. The AI Visibility Checker tracks how well an advisor’s brand appears in AI-generated search results, an emerging discovery channel that generic SEO tools do not address.

Unlike horizontal SEO platforms designed for any industry, AdvisorSEO Max is built around the specific language risks, compliance constraints, and trust dynamics of financial services marketing. Schema suggestions, meta tag generation, blog optimization, and audit diagnostics are all tailored to the advisor context.

Melby continues to run Melby Wealth Management full-time alongside AdvisorSEO Max. The product evolves from the same search data, compliance realities, and client acquisition challenges he faces as a practicing advisor every day.

AdvisorSEO Max is available at advisorseomax.com with a 14-day free trial.