We help independent financial advisory firms become the answer AI recommends when prospects search for financial guidance in their market.
Find Out Where You StandAnswer Engine Optimization (AEO) is the process of structuring your online presence so AI platforms cite your firm when prospects ask for recommendations.
We test your firm across ChatGPT, Perplexity, Google AI Overviews, Gemini, Copilot, and Claude using the same queries your prospects are asking. You see exactly where you stand and who's getting recommended instead.
We restructure your content, implement structured data, and optimize your digital presence so AI platforms recognize your firm as the authoritative answer for your market and specialization.
AI search evolves constantly. We monitor your visibility, track competitors, and continuously optimize your presence to keep your firm cited as platforms change.
When a prospect asks any of these platforms for a financial advisor recommendation, your firm should be the answer.
We work with independent RIAs and fee-only financial advisory firms that have built something worth recommending, but aren't showing up where their next clients are searching. If your firm manages meaningful assets and has a specialization that sets you apart, AI search should be sending prospects your way. For most firms, it isn't yet.
This isn't traditional SEO. It's a fundamentally different approach to visibility, built specifically for how AI platforms source, evaluate, and recommend financial advisors.
We'll run a quick visibility check across the major AI platforms for your firm and your market. No cost, no pitch, just data. If the results are interesting, we can talk about what to do with them.
Request Your Visibility Check or email us directly at cullen@citedadvisors.com