For financial advisors
SEO for financial advisors, built for AI search
High-net-worth clients research quietly before they call. Increasingly that research starts with AI. FirmCite makes sure ChatGPT, AI Overviews and Google name your firm when it matters.
The problem
Advisory relationships are long and lucrative, so prospects do careful, private research before reaching out. Today that means asking AI and reading AI Overviews. If the models can't describe your firm, you're not on the shortlist — and you never find out why.
Why it’s happening now
Financial-advisor search terms are among the lowest-difficulty in this whole category — trivially rankable right now — while client lifetime value is exceptional. That gap between easy visibility and enormous value won't stay open as competitors adopt AI search.
KD 0–5
some of the easiest terms in the category
High LTV
one client can be worth years of fees
Quiet
research now starts with AI, not a call
What we do
What we do for advisory firms
Everything is in service of one outcome: more clients from ChatGPT and Google.
Specialism-level visibility
We make sure AI can describe your niche — retirement, tax, business owners, physicians — and recommend you to the clients you want.
Trust signals AI can cite
Structured data, credentials and authoritative mentions that give models a defensible reason to name your firm.
Compliant, factual content
We run your blog on the planning questions clients ask, written to be AI-citable and to stay firmly within compliance.
Durable technical SEO
Fast, well-structured pages and internal links so both Google and AI crawlers understand your expertise.
How it works
Three steps to being the answer
The same process for every firm we work with — no jargon, no black box.
- 1
Audit
We measure how ChatGPT, Google AI Overviews and Perplexity currently describe your category — and whether they mention you. You get a clear AI-visibility baseline and the exact gaps to close.
- 2
Get cited
We build the citations AI trusts: authoritative answers on Reddit and Quora, structured data, and mentions across the sources these models pull from — so your firm starts showing up in the answer.
- 3
Rank & maintain
We run your blog and technical SEO on an ongoing basis, keeping you cited as models update and defending your position in both AI answers and traditional Google results.
The outcome
When a prospect asks AI for a financial advisor in your niche, your firm is named — accurately, with your credentials and a link. You attract better-fit clients who arrive already trusting you.
FAQ
Frequently asked questions
See how AI describes your firm today
Get a free AI-visibility audit. We'll show you what ChatGPT, AI Overviews and Perplexity say about your category, whether they mention you, and the exact gaps to close.