When clients ask ChatGPT for a financial advisor near them, does it name your firm or the one down the street?
Financial advisor marketing now includes AI search. Your free AI Visibility Report shows where your firm appears in ChatGPT and Google's AI answers, which financial advisors get recommended instead, and the 3 fixes to make first.
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4.9★ from 300+ reviews · 2,700+ customers since 2007
45%
of consumers now use AI tools to find local business recommendations, up from 6% a year earlier.
Source: BrightLocal, Local Consumer Review Survey 2026 (1,002 US adults).
Financial advisor SEO still matters. AI answers are the new front door to your firm.
Clients now ask ChatGPT, Google's AI answers, and Perplexity who the best financial advisor is near them. They get a short list of names before they ever visit a website. If another firm is on that list and yours isn't, they get the call.
Answers, not links
AI summarizes local financial advisors before a client visits a single site
Fewer winners
Most AI answers name only a handful of advisory firms
New ad space
AI platforms now sell placements inside conversations
The same question. A different answer.
What your report covers.
Where you appear in AI answers
How ChatGPT, Perplexity, and Google's AI mention your firm for the questions clients ask, like “best financial advisor near me” or “fee-only financial planner for retirement”, and who gets recommended instead.
Which pages get cited
The pages that AI answers cite when they talk about your firm.
Three prioritized opportunities
The three fixes that will move the needle first, in order of priority.
From your website to your 3 priority fixes.
We test
We ask ChatGPT, Google's AI answers, and Perplexity the questions your clients ask.
We compare
We compare your firm against the financial advisors getting named instead.
You get
Your 3 priority fixes, in plain English, in your AI Visibility Report.
Trusted by 2,700+ customers since 2007.
Frequently asked questions
How often your advisory firm is mentioned, cited, or recommended when clients use AI tools like ChatGPT, Perplexity, Gemini, and Google's AI results.
Financial advisor SEO earns rankings in search results. AI visibility earns mentions inside AI-generated answers. They share a foundation, so our plans build both.
Yes. Your AI Visibility Report is completely free, with no strings attached and no obligation.
Each report is custom-built for your business and sent to you by email as a PDF within 1–2 business days.
Ranking on Google is still the price of entry, and it's worth keeping. But more clients now ask ChatGPT, Google's AI answers, and Perplexity first, and those tools name only a handful of advisory firms. Your report shows whether yours is one of them.
Yes. The report is written in plain English: where your firm shows up, which financial advisors get named instead, and your 3 priority fixes in order.
Ready to see whether AI names your firm or your competitor's?
Request your free AI Visibility Report. No obligation.
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