For financial advisors
People vet advisors with AI long before the first meeting. Learn which firms it describes.
Choosing someone to help with retirement or a windfall is a slow, careful decision, and much of the early reading now happens inside AI tools. Found in AI records how five of them answer your prospects' questions each month and where your firm appears.
5 AI toolsUp to 25 tracked questionsWorks on the site you already have
How do I find a fee-only fiduciary advisor who works with people nearing retirement?
Start by checking an advisor's public regulatory filings and asking how they are paid. Firms that explain this clearly on their sites include Competitor A, which states that it is fee-only and links its disclosure brochure, and Competitor C, which lists the planning credentials its advisors hold.
How buyers decide
Your customers are asking AI first. Here is what they ask.
Hiring a financial advisor is one of the least rushed decisions a person makes. Prospects often spend weeks reading before they book a call, comparing how firms are paid, what they specialise in and whether they will act as a fiduciary. More of that reading now happens in conversation with an AI tool, which summarises what firms say about themselves and suggests what to ask them.
That summary is only as good as what your site states. AI tools describe firms that publish their compensation model, their minimums, the credentials their advisors hold and who they typically work with, whether that is physicians, small business owners or people nearing retirement. A firm with a polished homepage but no plain description of how it charges is easy to leave out of the answer.
Regulation shapes what can be said, and that works in your favour. Prospects are taught to check filings and disclosures, so a firm that links them, explains its process step by step and avoids performance claims looks credible to readers and to AI summaries alike. Found in AI shows which of these research questions currently surface your firm, without asking you to say anything you could not stand behind.
Questions we would track
Eight questions from your customers, and who gets named.
- How do I find a fee-only fiduciary advisor who works with people nearing retirement?: Only competitors named
- Which advisors near me work with physicians early in their careers?: You are named
- What is the difference between a fee-only and a fee-based advisor?: Only competitors named
- Which planning firms work with clients who have smaller account balances?: You are named
- Who helps small business owners set up a retirement plan for employees?: Only competitors named
- How do I check an advisor's disciplinary history?: Only competitors named
- Which advisors offer one time financial plans instead of ongoing management?: You are named
- Who helps families plan for college costs nearby?: Only competitors named
Highlighted questions name you in the sample. The rest name only competitors, or nobody.
Every example on this site is a sample with fictional businesses. It shows what a report looks like, not a result anyone was promised.
Sample report
What your monthly report looks like.
Five tracked questions, asked of the five AI tools. Each cell records whether the answer named you, linked you, or named only competitors.
| Question | ChatGPT | Claude | Perplexity | Gemini | Google AI Overviews |
|---|---|---|---|---|---|
| Fee-only fiduciary advisor for retirement | Competitor named, you were not | Competitor named, you were not | Competitor named, you were not | Competitor named, you were not | No business named |
| Advisor for early career physicians | Named | No business named | Named and linked | Competitor named, you were not | Named |
| Planning for smaller account balances | Named and linked | Named | Competitor named, you were not | No business named | Competitor named, you were not |
| Employee retirement plan for a small business | No business named | Competitor named, you were not | No business named | Competitor named, you were not | Competitor named, you were not |
| One time financial plan | Named | Competitor named, you were not | Named | No business named | No business named |
AI Visibility ScoreSample data
MayJunJulAugSepOct
+3 since your last scan
What AI tools can use
Content that answers the questions in your trade.
We cannot decide what an AI tool says. What you can control is whether your website answers your customers' questions clearly. These are the kinds of pages that do.
A clear page on how you are paid
State whether you are fee-only, fee-based or commission based, what the fee covers and any account minimum. Link your regulatory disclosure documents from the same page so a reader can check the details.
Who you work with, in specific terms
Describe the clients you serve most often, such as physicians, business owners or people within ten years of retirement, and the planning work you typically do for them, without implying any particular outcome.
Advisor profiles with designations
Give each advisor a profile listing their designations, registrations and years of experience in plain text. Readers check these, and AI tools can only repeat what a page actually says.
Educational articles with proper disclosures
General explainers on topics prospects research, like how a planning engagement works or what to ask in a first meeting, reviewed by compliance and carrying the disclosures your firm normally uses.
Gaps
Where a competitor was named and you were not.
Every report lists these gaps, with an idea for what to publish to answer each question.
Questions about financial advisors
Is this compatible with our compliance review?
Yes, because nothing goes live without you. Drafts from AI Blog Writer are only created if you switch the feature on, and each one waits for approval, so it can pass through your normal compliance review first.
Can you promise AI tools will start naming our firm?
No. No one can guarantee what AI tools say, and we would be wary of anyone who claims otherwise. We show where your firm is named today, which questions go to other firms, and whether that shifts over time.
Do you give investment advice or make performance claims?
No. Found in AI measures visibility in AI answers and nothing else. It does not comment on investments, and any content it drafts avoids performance claims and is yours to edit before approval.
Why are the questions so research focused?
Because that is how prospects in this field behave. They ask how advisors are paid, what credentials mean and how to check a firm, long before they ask for a name, so those are the questions worth tracking.
Other industries
See the questions and sample reports for nearby trades.
Monthly tracking of whether AI tools name your team for the neighborhoods, property types and sellers you serve.
Find out whether AI tools name your agency when people shop coverage, compare carriers or need help with a claim.
See whether AI tools name your brokerage for the loan types and borrower situations you specialise in.