AI visibility for financial advisory firms
Your ideal clients are asking AI who to trust with their money.Is AI recommending you?
When ChatGPT recommends a financial advisor, it pulls from structured data you probably don't have. We query 4 AI engines with 60 real prompts about your firm so you can see exactly what they say.
60 seconds. No account required.
This is what AI thinks of “Clearpath Financial Advisors”
A real scan of a wealth management firm. Your report shows exactly where AI gets it right, where it gets it wrong, and what to fix first.
Top opportunity: None of the four AI engines mention Clearpath Financial when asked “best financial advisor in Denver.” Your competitors with structured data and strong review profiles are getting the recommendations.
How it works
No algorithm. No proxy metric. Just what AI says.
Other graders estimate. We query.
Name your practice
Practice name, industry, location, and up to three competitors. That's it.
We ask the AI engines directly
15 prompts to ChatGPT. 15 to Gemini. 15 to Claude. "Best dentist in Naperville," "compare X vs Y," and more. Real queries, real responses.
Read the raw results
What AI actually says about you - scored across recognition, sentiment, positioning, relevance, and citations. Plus what to fix first.
Questions from advisory firms
Are high-net-worth clients really using AI to find advisors?
45% of consumers now use AI tools like ChatGPT to find local services (BrightLocal, 2026). The demographic skews educated and affluent - exactly your target client. When someone asks "best financial advisor for retirement planning near me," AI gives a direct recommendation. If your firm is not in that answer, your competitors are getting that introduction instead.
How does AI decide which advisors to recommend?
AI engines pull from structured data on your website (schema markup), your Google Business Profile, directory listings (NAPFA, CFP Board, Wealthtender), review volume and sentiment, content depth on specific planning topics, and SEC/FINRA registration data. Firms with structured, crawlable information across these sources score significantly higher.
Is this compliant? Can I optimize for AI without compliance issues?
AEO is about making accurate information accessible to AI engines - the same principle behind keeping your ADV Part 2A current. No performance claims. No testimonial fabrication. No misleading credentials. You are ensuring AI can find and accurately describe your firm, services, and credentials. Your compliance team should review any content changes, just as they would for your website.
How does this connect to AUM growth?
New client acquisition is shifting. Referrals still matter, but a growing percentage of prospects validate referrals through AI before making contact. If a referral asks ChatGPT about your firm and gets silence, that is a missed conversion. Firms with strong AI visibility convert referrals faster and attract direct inquiries from AI-assisted searches.
My firm already has a strong web presence. Is this different?
Yes. Traditional web presence (SEO, social media, Kitces mentions) and AI visibility are different systems. A firm can have 50 blog posts and strong Google rankings while being completely invisible to ChatGPT and Gemini. AI engines prioritize structured data, credential verification, and topic-specific authority over raw content volume.
Still reading? The advisor down the hall already knows their score.
Score My Firm