Who shows up when
a client asks AI for
an advisor?

Spoiler: it might not be you. Let's check. We run 170+ searches across ChatGPT, Claude, Gemini & Perplexity and tell you exactly where you stand, and who's beating you.

Run my free audit →

Free · No credit card · Results in ~20 min

Here's the uncomfortable part

AI is recommending your competitors.
Not you. Right now.

This is what a potential client sees when they ask ChatGPT for an advisor in your market. Read it slowly.

ChatGPT · responding to a query in your market
“who is the best fee-only financial advisor in [your city] for someone approaching retirement?”
Here are some well-regarded fee-only financial advisors in the area worth considering:

Mercer Advisors is frequently cited for retirement planning with a strong local presence and fiduciary commitment.

Beacon Pointe Wealth Advisors has received positive recognition for high-net-worth retirement transitions.

Plancorp is another option that comes up often for pre-retirees seeking fee-only guidance.

Your firm name here
This is a simulated example, but it reflects real audit results. Run yours to see the actual output.

AI doesn't recommend the most qualified advisor.
It recommends the most legible one.

What you get in ~20 minutes

A full picture of your AI presence.
No fluff. No guessing.

Your visibility score
One number that tells you where you stand — plus a per-platform breakdown so you know which AI to focus on first.
Who shows up for your queriesMentions
1
Mercer Advisors
47×
2
Beacon Pointe
32×
→
You
12×
Who's beating you
Not just that you're behind — but exactly who's ahead, by how much, and for which queries.
1
Fix your NAPW citation inconsistency
Mismatched address data is suppressing local AI results across 3 platforms
2
Add "fee-only" to your homepage meta
AI models heavily weight this signal for advisory searches in your region
3
Claim your Perplexity data source listing
2 competitors you're behind on have done this. You haven't.
Your top 3 fixes
Specific, prioritized, actionable. Not "improve your online presence." Exactly what to do next.
Sign up
2 minutes
We crawl your website
Building your firm profile in the background
170+ queries run automatically
Across 4 AI platforms, every variation
Dashboard ready
~20 minutes later
Done in ~20 minutes
You sign up. We do the rest. No calls, no setup, no waiting around. Go grab a coffee.

Ridiculously simple

Three steps. That's actually it.

1
Tell us your firm
Name, website, market. Two minutes, tops.
2
We run the queries
170+ searches across 4 platforms. Fully automated.
3
See your dashboard
Score, competitors, fixes. Ready in ~20 min.
“

I had no idea I wasn't showing up until I saw my score. Fixed the top recommendation in one afternoon. Now I show up first for three of my target queries.

Sarah M. — RIA Principal, $340M AUM

#1
for 3 target
queries after
one fix
1 in 4
searches touch AI
170+
queries per audit
4
AI platforms
~20
min to results

The skeptic's corner

We figured you'd have questions.

Wait, this is actually free?
Genuinely yes. The full audit is free: 170+ queries, 4 platforms, your score and fixes. No credit card, no sales call, no “free trial” that auto-bills you. We offer a paid plan for ongoing monitoring, but the audit itself costs nothing. We’d rather you see real value first.
I already have good SEO. Does this matter?
Completely different game. AI search doesn’t use your page rank, your backlinks, or your keywords. It builds recommendations from a totally different set of signals: citations, structured data, what other sources say about you. Advisors with great SEO are often invisible on AI.
How accurate is this? AI results change all the time.
They do. That’s why we run 170+ queries instead of 5. We’re looking for patterns across many searches, not a single snapshot. The score and competitor analysis reflect consistent signals, not one-off results.
What if I find out my score is terrible?
Then you know. Which is better than not knowing while your competitors quietly capture the clients who would have been yours. The fixes we give you are specific and actionable. Most advisors meaningfully move their score within a few weeks.

You've read this far.

Your score is free.
Your competitors are already looking.

Run the audit. Find out where you actually stand. Worst case, you learn you're doing great. Best case, you find the thing that's been quietly costing you clients.

Run my free audit →

Free · No credit card · ~20 minutes · 4 AI platforms