Problem-first
“I am selling my company next year. Do I need a wealth manager, and how do I choose one?”
High value and high stakes. The buyer describes an event, not a firm type, and the clearest explainer tends to shape the shortlist.
AEO, GEO and SEO for financial advisors and wealth managers
Families ask AI who to trust with their money.Make sure it can name your firm.
Your clients come by referral, and referrals are trust at its best. But before they call, many now check an AI assistant for a fiduciary, a fee model or a firm that understands a sale, a retirement or an inheritance. We make your firm easy to find, easy to verify and easy to name, with SEO as the foundation and your compliance officer approving every word.
- For established, registered firms
- Compliance approves everything first
- No performance claims, ever
Free instant audit. See what AI says about you.
Rather have a person do it?Ask for a free manual audit
Built to get you named in
Google
ChatGPT
Gemini
Claude
Perplexity
How do I find a fee-only fiduciary financial advisor near me?
AI answer
- National wealth manager
- Brokerage firm
- Advisor directory listing
- Your firm is not named
Illustrative example
How clients ask now
The question comes first. The firm name comes last, if at all.
Wealth is a private decision, so many people research quietly before they speak to anyone. They type a worry or a definition into an AI assistant and read the firms it names. Each of these is a place your firm is either named or absent. They are illustrative, not measured volumes.
Category
“How do I find a fee-only fiduciary financial advisor near me?”
The buyer already knows the vocabulary. AI can only place a firm that states plainly how it is paid and whom it acts for.
Comparison
“What is the difference between a wealth manager and a financial planner?”
A definition question that quietly becomes a shortlist. Firms that explain the difference honestly get quoted.
Category
“How much does a financial advisor cost, and what is a fair fee?”
Fee clarity is a trust signal. Firms that publish how they charge are easier to recommend than firms that do not.
Problem-first
“Should I roll over my 401(k) when I leave my job?”
A common, sensitive question. Balanced, educational content that explains the options and trade-offs, without telling anyone what to do, is what earns the citation.
Local
“Independent fee-only advisor for business owners in Austin, Texas”
Niche and place together. Advisor profiles, regulator records, directories and reviews all feed the answer.
Examples of how buyers phrase these questions, not measured search volumes.
Why firms go unnamed
Trust is real. It is just not written where AI can check it.
Referral-led firms rarely need to explain themselves, so the explanation often does not exist in public. AI cannot read a relationship.
Fee-only, fiduciary and independent are claims AI has to find
Buyers ask for these exact terms. If your site does not say, plainly and consistently, how you are paid, whom you serve, what you require to start and which regulator you are registered with, there is nothing for an assistant to match.
Directories, reviews and rankings do the talking
In our audit of 16 established firms, a firm’s own website was 18 of 616 cited sources, 2.9%. Wikipedia, comparison sites, adviser directories, review sites and financial media made up much of the rest.
The same large names fill the answers
Creative Planning was named as an alternative in 12 of 80 answers, Mariner in 10, UBS and Fidelity in 9 each and Charles Schwab in 8. Scale and brand recognition win by default when nothing else is clear.
Nobody was named when the buyer described a situation
On problem-first questions such as needing help planning for retirement, none of the 16 firms was named. Most firm sites explain their philosophy. Buyers ask about a sale, a rollover or an inheritance.
Where AI looks
The places AI looks before it names a wealth firm
These sources appeared most often in our audit of 16 established firms. Several are advisor directories and review sites, so accuracy and consistency there matters as much as your own site.
Wikipediaen.wikipedia.org- NNerdWalletnerdwallet.com
- UUnbiasedunbiased.com
Yelpyelp.com- IInvestmentNewsinvestmentnews.com
- SSmartAssetsmartasset.com
- WWealthtenderwealthtender.com
- NNewsweek rankingsrankings.newsweek.com
Counted across 616 citations in our October 2026 audit. Regulator lookups such as the SEC’s adviser search and FINRA BrokerCheck did not appear among the cited sources, but they are the record a careful buyer checks, so your listing there should match your site. A source appearing here is not an endorsement, and we do not guarantee placement in any directory or ranking.
Our audit
We audited 16 established wealth firms. Most were hardly named.
We asked AI assistants five buyer questions per firm, with the firm’s name left out. These are large, well-known names. The results were still modest.
23.8%
Average AI visibility across 16 established firms and 80 buyer queries
13 of 16
Named in two of five queries or fewer
0 of 16
Named when the buyer described a situation
2.9%
Of cited sources were the firm’s own website
Research
We audited 16 established wealth management firms for AI visibility
Every firm, every score, the full method and its limits. Free to read.
Read the full auditMostly large national wealth firms, broker-dealers and advisor platforms, chosen by us rather than at random, so this likely flatters small independent advisors. One run on one day, and AI answers change. Six of the 22 sites we tried could not be scanned, and one entry was classified as a non-financial business.
The life-event map
Wealth decisions start with something that happens. Each event asks AI something different.
People rarely wake up wanting an advisor. A sale, a death, a retirement date or a divorce forces the question. We build educational pages around the event, in plain English, so the firm that explains it clearly is the one that gets considered. Everything is general education, not personal advice, and your compliance officer approves it first.
The owner who needs a plan before the deal closes
Owners ask who to speak to before a sale and what changes afterwards. We write sale-readiness and post-sale explainers, and clear pages for the owner, the family and the owner’s accountant and attorney, who often make the introduction.
Sudden money and a lot of questions
The first question is usually what not to rush. Calm, balanced guides on the first months after an inheritance or a payout, plus a clear statement of whom you advise, give an assistant something safe to quote.
Rollovers, income and the first year
Buyers ask whether to roll over a workplace plan and how income works once pay stops. Neutral comparisons of the options and their trade-offs, without recommending any action, are what trusted public guides do, and what AI tends to cite.
A decision nobody planned for
These readers need warmth and accuracy, not marketing. Careful, human pages on what to gather first and what questions to ask an advisor, with your firm’s approach and fee model stated openly.
Wealth tied to one employer
Executives and early employees ask how to think about options, vesting and concentration. Educational explainers and a clear description of how your firm works with their tax professional give the topic a home on your site.
Family, giving and the next generation
Multi-generation questions bring in a family, not one person. Pages on how a family relationship works, who is in the room and how fees apply make a firm easy to understand and easy to verify.
The programme
AEO and GEO first. SEO as the foundation underneath.
AI assistants and Google read the web the same way. They look for a clear entity, direct answers and agreement from sources they trust. For a regulated firm there is a fourth test: everything has to be accurate and approved. We build all four, in the order that gets your firm named.
01
Make the firm and its fee model legible
Who you are, whom you serve, how you are paid and how to verify you, stated the same way everywhere. Fee structure and fiduciary status are among the clearest signals in this industry, and they have to match your filings.
- Firm and advisor entity profiles and structured data
- Plain-English fee, service and minimum pages that match your regulatory disclosures
- Credentials such as CFP and CFA shown accurately and only for people who hold them
02
Answer the question before the meeting
Educational pages on the decisions clients actually face: what an advisor does, what advice costs, how a rollover works, what to do before a sale. Written in plain English, with no performance claims and no personal recommendations.
- Life-event guides for owners, pre-retirees and families
- Honest comparisons, such as wealth manager vs financial planner, fee-only vs commission
- Answer blocks built to be quoted, each with a clear educational disclaimer
03
Be accurate where AI and buyers check
Advisor directories, review sites, financial media and regulator records shape what is named and what is believed. We audit your presence, correct what is wrong and help you earn accurate mentions, openly and within your rules.
- Directory, listing and regulator-record consistency audit
- Financial-media and professional-body placements, subject to approval
- Review profile guidance that your compliance officer signs off
04
Measure what AI says
We track how assistants describe your firm across the questions that matter and report it beside search performance, so you can see movement in both.
- A baseline audit of AI answers for your niches and cities
- Ongoing mention and citation tracking
- Search impressions, enquiries and discovery meetings booked
SEO is the foundation of all of this, and we run it properly: technical health, structure, content and links. The aim is the AI answer, because that is where the shortlist is forming. The work that gets a firm cited tends to strengthen classic search as well, but we do not promise rankings, citations, enquiries or any investment outcome.
Pick your lane
Start with Inbound. Treat outbound with great care.
Answer four questions and see which lane fits a firm like yours. It is a starting point for the discovery call, not a quote.
Your recommendation
Answer the four questions to see which lane fits.
It takes about twenty seconds. The answer is a starting point for the discovery call, not a quote.
Our usual recommendation for Financial advisors and wealth managers
They find you
Inbound
$2,500 a month
Or $6,000 a quarter, or $18,000 a year, paid up front.
AEO, GEO and SEO programme with visitor identification and scoring, so the attention you earn is worked, not just counted.
How AEO and GEO workYou reach them
Outbound
$2,500 a month
Or $6,000 a quarter, or $18,000 a year, paid up front.
Managed outreach across calls, email and LinkedIn to the accounts you choose, timed by buying signals, with human approval before anything sends.
How signal-based outbound worksBoth, as one system
Full Hybrid
$5,000 a month
Or $12,000 a quarter, or $36,000 a year, paid up front.
Inbound and Outbound together, synced to one file per prospect, so nothing falls between the two.
Compare the three lanesBilled monthly with no lock-in. We recommend around six months because search and AI citations compound, but it is a recommendation, not a minimum. Prices exclude taxes. Full pricing and Terms.
Is it worth it?
What is one new client household worth to your firm?
No benchmarks and no promises. Enter your own figures and see what a few more discovery meetings from search and AI would be worth against the programme fee. This is arithmetic, not a forecast, and it says nothing about investment results.
Your numbers, not ours
The figures pre-filled are placeholders, not benchmarks. Replace them with yours. If you do not have them yet, the manual audit estimates demand for you.
3.5
Discovery meetings a month
1.4
New households a month
$12,600
New first-year fees a month
1.2
Months to cover six months of fees
Six months of the programme at monthly billing is $15,000. At $9,000 a household, 2 new households cover it.
Arithmetic on the figures you entered. It is not a forecast and not a promise of results, and it ignores churn, repeat work and cost of service.
Regulated marketing
Built for how advisors are actually allowed to market
Advisor marketing is among the most regulated in any industry. Deligatr writes drafts. Your chief compliance officer approves every piece before it is used, and your firm archives it under the books-and-records rules that apply to you. We never publish, send or post on our own.
The SEC Marketing Rule
For registered investment advisers, Rule 206(4)-1 under the Investment Advisers Act governs advertisements. It prohibits untrue statements, material claims without a reasonable basis and one-sided presentations of benefits without risks. Web pages, articles and outreach sent to many people that promote the firm’s services can fall within it. Whether a given piece does is a call for your compliance officer.
Testimonials, endorsements and ratings
The rule restricts testimonials and endorsements unless disclosure, oversight, written agreement and disqualification conditions are met, and third-party ratings carry their own conditions. We do not write client testimonials, buy endorsements or invent reviews. Any review or ratings use is decided by your compliance officer first.
No performance, no promises
We write nothing about returns, outperformance or outcomes, and nothing that predicts or implies them. The rule sets strict conditions on performance in advertisements, such as presenting net results alongside gross. If you want performance shown, that stays with you and your compliance officer.
Broker-dealer and dual-registered firms
FINRA Rule 2210 covers communications by member firms. Retail communications must be approved by a qualified registered principal before use or filing, and all communications must be fair and balanced and must not be false, exaggerated, promissory or misleading. Some pieces also require filing with FINRA. State securities rules can add further requirements.
Outreach is aimed at businesses, with care
Where outbound is used, it is aimed at business owners through professional channels, never at individuals with a known financial need. Email falls under the CAN-SPAM Act even for B2B, which requires an identified advertisement, a postal address and honoured opt-outs. FINRA Rule 3230 sets telemarketing and do-not-call duties for member firms.
Your approval, then your archive
Nothing goes live without written approval from your compliance officer. For advisers, Rule 204-2 requires copies of advertisements the firm disseminates to be kept, and broker-dealers follow FINRA Rule 4511 and SEC Rule 17a-4. We supply drafts and a change log to make that easy.
General information only. This is not legal, compliance or investment advice, and nothing on this page is an offer or a recommendation to buy or sell any security. Rules differ by registration type and by state, and your firm’s compliance officer and counsel decide what applies. Deligatr does not guarantee investment results, rankings, AI citations or client numbers.
Free, two ways
Start with an audit. Pick who runs it.
Both are free. One is instant and automated. The other is a person doing the full job.
Option one: instant
Audit my site, now
Enter your domain and our AI visibility checker shows how assistants talk about your advisory firm today and which pages they read to build the answer.
- How AI assistants currently describe you
- Which sources they cite instead of you
- Where your site falls short for AI readers
Option two: a real person
Ask for a manual audit
A member of our team reviews your business by hand. You get the findings and the data, free, whether or not you work with us.
- Full business and website audit
- Competitor research: who gets named and why
- Demand research: what your market actually asks
- The data presented to you, not locked behind a pitch
Free for established businesses auditing their own site. Please use your business email so we can match it to your domain, or email [email protected] confirming the site is yours. We do not run free audits for agencies working on behalf of clients. See white label AEO.
Honest fit
Who this is for, and who it is not for
A good fit
- Established registered firms with a real client base and a defined service and fee model
- Clients worth enough in fees that one new one pays for the service
- A principal and a compliance officer who can review and approve content
- A firm ready to say plainly whom it serves, how it is paid and what it is best at
Not a fit
- Brand-new advisors with no client base yet
- Anyone asking for performance claims, guarantees or superlatives their regulator will not allow
- Firms without a compliance process, or unwilling to run one
- Lead-purchase models where every enquiry is bought, or cold outreach to individuals
Works on whatever your website runs on
WordPress
Webflow
Shopify
Squarespace
Wix
Framer
Next.js
Questions
Financial advisors and wealth managers: AEO, GEO and SEO, answered
The questions we get asked first.
Why does AI name big wealth firms and not mine?
Because AI names what is clearly described and widely corroborated, and scale produces that by default. If your fee model, niche and credentials are vague on your site and thin in the directories, reviews and media AI trusts, your firm is hard to place, however well regarded you are by clients.
How is this different from financial advisor SEO?
SEO earns a place in a list of links. AEO and GEO aim to get your firm named inside the answer an AI assistant gives. They share foundations, so we do both, but the AI answer is the aim because that is where many buyers now form their shortlist.
Does this comply with the SEC Marketing Rule and FINRA rules?
We write for those rules from the first draft, with no performance claims, no invented testimonials and balanced educational wording. But we do not decide what is compliant for your firm. Your chief compliance officer reviews and approves every piece before use and your firm archives it. This is not legal or compliance advice.
Can you write client testimonials or get us reviews?
We do not write testimonials, buy endorsements or create reviews. The SEC rule restricts testimonials and endorsements, and some review practices can fall within it. We can audit your profiles and flag the question for your compliance officer, who decides what you do.
Do you guarantee our firm will be named or bring us clients?
No. We do not guarantee rankings, AI citations, enquiries or any investment outcome, and nobody honest can. We tell you plainly what we expect for your niche and city, and we say so if this is not the right fit.
Do credentials like CFP and CFA help?
They can, as entity signals, when they are stated accurately and can be verified. We list only credentials a person actually holds, in the form the issuing body allows, and we check them against your records. A credential is not a reason to promise a result.
What do you need from our compliance officer?
An early conversation about your policies, a review of the game plan, and written approval of each page before it goes live. We handle research and drafting, supply sources and a change log, and adjust to whatever approval process you already run.
Can you also do outbound for our firm?
In a narrow case. Outreach is aimed at business owners through professional channels, only after your compliance officer approves the audience and the message, and never as cold calls or texts to individuals. Most firms are better served starting with Inbound.
How long before we see results, and what does it cost?
The first months go on foundations, and search and AI citations compound over time. We recommend around six months but you pay monthly and can stop any time. Inbound is $2,500 a month, or $6,000 a quarter or $18,000 a year paid up front. Outbound is the same price and Full Hybrid is $5,000 a month.
Is the free audit really free?
Yes. The instant audit runs on our AI visibility checker. A manual audit is done by a person for firms reviewing their own site, using a business email matched to your domain. We do not run free audits for agencies working for clients.
Be the advisory firm AI names when your buyers ask.
Thirty minutes. We look at where you stand in AI answers and search, who is being named instead, and whether this programme makes sense for your business. If it does not, we will say so.
- A clear scope and price before any commitment
- A game plan you validate before work begins
- A free audit either way, instant or by a person
Pick a time that suits you
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Receipts
Where the numbers on this page come from
- 01
Deligatr AI visibility audit of 16 established wealth management firms
80 live grounded buyer queries and 616 citations, run in October 2026. Average visibility 23.8%. 13 of 16 firms named in two of five queries or fewer. Six of 22 sites could not be scanned.
- 02
SEC, Small Entity Compliance Guide: Investment Adviser Marketing
Summary of Rule 206(4)-1 under the Investment Advisers Act, covering advertisements, testimonials and endorsements, third-party ratings, performance presentation and the related recordkeeping under Rule 204-2.
- 03
FINRA Rule 2210, Communications with the Public
Categories of communication, principal approval of retail communications, content standards and filing requirements for member firms.
- 04
FINRA Rule 3230, Telemarketing, and Rule 4511, General Requirements
Telemarketing and do-not-call duties for member firms, and the books-and-records baseline that follows SEA Rule 17a-4.
- 05
FTC, CAN-SPAM Act: A Compliance Guide for Business
The law makes no exception for business-to-business email. Sets requirements for headers, subject lines, ad identification, a postal address and opt-outs.
- 06
SEC, Investment Adviser Public Disclosure
The public search for registered investment advisers and their Form ADV filings, which also links to FINRA BrokerCheck.
Google, ChatGPT, Gemini, Claude, Perplexity and the other names and logos shown on this page are trademarks of their respective owners. They are shown to identify the search and AI platforms, website platforms and publications we refer to, and do not imply endorsement or affiliation. The AI answer mock-up and buyer questions are illustrative.