Free check · asks ChatGPT live, or Claude if it is unavailable

AI visibility checker for financial advisors

People choosing an advisor now ask ChatGPT who to hire. Enter your firm, your city and the kind of planning you do. We ask ChatGPT three of the questions they ask and show which advisors it names.

One service or client, the way a client says it: "fee-only planning", "planning for physicians" or "retirement income".

Asks ChatGPT (or Claude if ChatGPT is unavailable). Free, no account, about a minute. Add your website and a link to it counts too.

The questions the check will ask

  1. Who is a good financial advisor in Raleigh for retirement planning?
  2. Which fee-only financial advisors in Raleigh do people recommend?
  3. How do I find a fiduciary advisor in Raleigh who helps with retirement planning?

ChatGPT (or Claude if ChatGPT is unavailable) searches the web for each answer. An answer to the same question is shared for 7 days.

Questions people ask AI before they hire an advisor

People ask about fit first: how an advisor is paid, who they work with and whether they meet in person. Every question here is about who to hire, and each one gets its own names.

  • Which financial planners in Denver work with teachers who have a pension?
  • Is there a fee-only advisor in Chicago who charges a flat fee instead of a percentage?
  • Who helps small business owners in Nashville plan for retirement?
  • What should I ask a financial advisor before I hire one?
  • Which CFP in San Diego works with young families?
  • How much does a one-time financial plan cost in Houston?
  • Which advisors in Atlanta help people going through a divorce?
  • Who is a good advisor in Phoenix for someone who just inherited money?

The check asks 3. On Growth, Rankli asks 50 of yours every week on ChatGPT, Claude and Gemini.

What ChatGPT reads before it names a financial advisor

A question about who to hire sends ChatGPT to advisor sites, public registration records and directory profiles. It names the advisors those pages describe for the client, fee model and place in the question.

  • How you are paid, stated plainly

    Clients ask for "fee-only", "flat fee" or "fiduciary" by name. A page that says how you charge, what the fee covers and any account minimum can be matched to those questions. "Schedule a call to learn more" gives ChatGPT nothing to state.

  • Registration records that match your site

    A search for an advisor can return public records such as FINRA BrokerCheck, the SEC’s adviser disclosure site and the CFP Board’s lookup. When the name, firm and city there match your own pages, ChatGPT has one advisor to describe.

  • The clients your practice is built for

    Advisors are chosen by life stage and job: physicians, business owners, people near retirement, someone recently widowed. A page for each client type, saying which decisions you help with, gives the answer a reason to name you for that person.

  • Where and how you meet clients

    Some clients want an office they can visit, others are happy on video. State your city, the towns you serve and how you meet, in text, so a question with a place in it can be matched to you.

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What three questions tell an advisory firm, and what they leave out

  • The check asks who to hire, never what to invest in. It shows which advisors ChatGPT names and says nothing about the quality of anyone’s advice.
  • Names shift from one asking to the next. Growth asks 50 client questions every week and counts how often your firm comes up.
  • Clients also ask by credential or fee model, such as "a fee-only CFP in Raleigh". Each of those is a separate question with separate names.
  • It reads the answer for your firm name and website. An advisor listed under a broker-dealer or a parent firm can be named that way and missed here.

Frequently asked questions

Why does ChatGPT recommend other financial advisors near me?

The pages its search found describe those advisors for the question asked: the fee model, the client type, the city. Records and profiles that match their sites make the picture clearer. Rankli shows each client question you are losing and who wins it, then writes the page that answers it.

Can articles wait for our compliance review before they publish?

Yes. Every article can be held as a draft until your compliance team releases it. You can also list the words and phrases your firm never uses, and a draft that contains one fails its checks. With review on, Rankli publishes only what you approve.

Which questions should a financial advisor track in ChatGPT?

Questions about who to hire: by fee model, by client type, by credential and by city. Leave out questions about returns or products, which ask for advice rather than an advisor. Rankli drafts your questions from your services and location, and you can add your own or remove any.

Is the financial advisor check free?

It is free, with no account and no email asked. The 7-day free trial asks ChatGPT, Claude and Gemini up to 50 client questions and lists the ones where another advisor is named.

More free tools

Find every question you’re losing

Rankli asks ChatGPT, Claude and Gemini the questions your customers ask, every week. It writes a page for each one you lose, publishes it to your site and asks again to show what moved.

Start free trial

7 days free, then your plan. Cancel before day 8 and nothing is charged.

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