AI Find My Business · Home

AI Visibility for Financial Advisors

Can AI find your firm?

Investors with a windfall, a retirement decision, or a planning need now ask AI: "Best fee-only financial advisor near me?" "Fiduciary CFP for retirement in [city]?" If your firm isn't one of the names AI returns, you don't even get on the shortlist.

Request an AI Visibility Audit

The Shift

AI is the new high-net-worth referral.

A prospect with $1M+ to invest used to ask their CPA, attorney, or country-club friend for a referral. Increasingly, they ask AI first. The first three or four advisors AI returns get the discovery call.

  • Buyer-intent prompts (fee-only, fiduciary, CFP, retirement, business exit) return a small consistent set of firms
  • CFP, CFA, CPA, and CIMA credentials, fiduciary status, and fee-only positioning heavily influence AI trust
  • AUM minimums, planning niches, and process descriptions matter more in AI answers than firm size
  • BrokerCheck, SEC IAPD, and FINRA records are part of the public signal AI uses
  • Thought leadership, podcast appearances, and press mentions disproportionately shape AI descriptions

Real prompts prospects ask: "Best fee-only financial advisor near me", "Fiduciary CFP for retirement planning in Tampa", "Wealth management firm for $2M+ portfolio", "Independent RIA in Florida", "Financial advisor for business owner exit planning", "Tax-aware financial planner near me", "Best advisor for inherited IRA decisions", "Fee-only fiduciary CFP near me".

What We Reveal

Where AI helps, where it hurts, and where to fix it.

Five concrete outcomes: where you currently appear in fee-only and fiduciary prompts, where competing firms intercept prospects, where credential and niche signals are missing, where third-party records weaken trust, and where AI-driven discovery-call traffic currently goes untracked.

How It Works

From intake to roadmap in 5–10 business days.

01 — Intake (Day 1)

10-minute form: AUM, service mix, niches, credentials, top 3–5 competitor firms, compliance contact.

02 — Audit (Days 2–7)

A calibrated advisor-specific prompt set across four AI platforms. Competitor share-of-voice. Website schema. BrokerCheck/IAPD review.

03 — Delivery (Days 8–10)

PDF readiness scorecard, visibility blocker list, priority 30-day roadmap, optional 30-min walkthrough call. Recommendations delivered as drafts for CCO review.

Pricing

Start with an audit.

AI Visibility Audit: $400 one-time. Monthly retainers (Advisory, Done-With-You, Done-For-You) available for ongoing visibility work.

FAQ for Financial Advisors

Questions specific to your industry.

Is this compliant with SEC and FINRA marketing rules?

Yes. The audit respects the SEC Marketing Rule (Rule 206(4)-1), state RIA rules, and FINRA where applicable.

RIAs only, or also broker-dealers and hybrids?

RIAs, fee-only firms, hybrids, and family offices.

How is compliance review handled?

Recommendations delivered as drafts. CCO reviews before publication.

How do you measure leads from AI?

Source field on discovery-call forms, client-service scripts, unique tracking numbers, and monthly attribution.

How long until we see new prospects?

Quick fixes within 30–60 days. Compounding visibility typically inside 90 days.

Find out if AI can find your firm.

Request an AI Visibility Audit