AI Search Optimization for RIAs and Financial Advisors
When someone asks ChatGPT to help them find a fee-only fiduciary who understands their situation, your firm should be one of the names it gives.
- Get named in ChatGPT, Perplexity, Claude and Google AI Overviews answers
- Built around your niche: who you serve and the problems you solve for them
- You approve every page, so your compliance review stays in the loop
- Works whether your clients are local or across the country
Here are a few well-reviewed options:
Accounting and bookkeeping firms we work with
Your best prospects ask a very specific question
Few people ask an AI engine for "a financial advisor". They ask for a fiduciary who works with physicians, someone who understands equity compensation, a planner for a business owner getting ready to sell. The answer is a short list of firms.
Many advisory websites say the same thing: personalised wealth management for individuals and families. That gives an AI engine nothing to match a specific question to, so it names the firm that spelled out its niche instead.
None of this replaces referrals or your centres of influence. It is one more place a good-fit prospect can find you, and it doesn't depend on anyone remembering to mention your name.
How we help
What I do for advisory firms
The same work I do for accounting firms, adjusted for the way advisory firms are regulated.
Niche pages that say who you serve
Pages built around your clients and the problems you solve for them, written so an AI engine can match a specific question to your firm.
Structured data for the firm and its advisors
FinancialService and Person schema on your site, so your firm, your advisors and their credentials are machine-readable.
Written with compliance review in mind
I don't write testimonials, endorsements or performance figures into your pages. Those are the areas the SEC Marketing Rule conditions most closely, so they stay your compliance team's call. You approve every page before it goes live.
Reporting you can check yourself
You see where each enquiry came from, plus the exact questions to type into ChatGPT so you can check the result without taking my word for it.
What I can show you, and what I can't yet
I don't have an advisory firm result to publish yet, and I won't invent one. The nearest evidence is from accounting firms I work with, named with their permission.
Illustrative shape, not one client's data.
42
calls from an accounting client's Google Business Profile, May to July 2026 (Nguyen Accounting Group)
11 days
from kickoff to an accounting client's first phone enquiry from Google (Elite Accounting Services)
60+
businesses I've audited for AI visibility, across five other industries
The first two figures are accounting firms, not advisory firms, and both are Google results rather than AI-search leads. Neither is a signed client or revenue.
Trustpilot · 2 reviews
What our clients say
Frequently asked questions
AI search optimization for other industries
Explore what we do
Related reading
See what AI says about your firm
Book a call. I'll ask ChatGPT, Perplexity and Google the questions your ideal clients ask, live, and show you whether your firm comes up.
Book a Call