AI visibility for financial advisory firms
45% of clients now ask AI who to trust.AI only recommends 1.2% of local firms.Are you in the 1.2%?
We query ChatGPT, Google AI, Claude, and Perplexity with 60 real prompts about your firm. Free score in 60 seconds. Full audit with prompt-by-prompt breakdown and competitor citation comparison when you are ready to act.
60 seconds free. First 10 audits lock at $999 forever.
30-day refund + outcome guarantee on every paid audit.
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 brand
Brand name, industry, location, and up to three competitors. That's it.
We ask the AI engines directly
15 prompts each to ChatGPT, Google AI (Gemini), Claude, and Perplexity. 60 prompts total. "Best dentist in Naperville," "compare X vs Y," and more. Real API calls, 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.
Free unlocks the overall score + top fix. Full audit ($999, first 10 buyers, then $1499) unlocks the full prompt-by-prompt breakdown across all 4 engines, competitor citation comparison, 10+ prioritized recommendations, and PDF export.
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 businesses, up from 6% a year ago - a 650% YoY shift (BrightLocal Local Consumer Review Survey 2026, n=1,002 US adults: brightlocal.com/research/local-consumer-review-survey). 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 answer. 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 Google AI. AI engines prioritize structured data, credential verification, and topic-specific authority over raw content volume.
What does the paid audit cost?
Three paid tiers. Founding rate: $999 for the first 10 buyers, locked forever. Standard: $1499 after the founding spots close. AEO Audit + Monitoring: $2499 adds a 90-day re-scan, monthly competitor monitoring (3 reports), and a 1-page custom strategy memo. Authority Year: $7,500 for the full annual program, contact for quote.
What is the Founding 10 offer?
The first 10 paid buyers lock in $999 forever. After the 10th audit closes, standard pricing flips to $1499 and stays there. The founding rate never re-opens. 30-day full refund, no questions asked. If the report doesn't surface at least 3 specific AEO opportunities worth $5K+ in potential customer LTV for your brand, full refund.
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Score my firm free