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AI visibility for financial advisors

Tibly for financial advisors.

People with money questions now start with AI: “who's the best fee-only fiduciary advisor near me?” The answer names 2–3 firms and stops. Tibly tracks whether your practice is one of them, on every major AI engine, and drafts the fixes when it isn't.

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Why advisors switch

Trust is decided before the first meeting.

AI answers don't show a directory of advisors. They name a few firms and stop — and each engine keeps its own list.

2–3

Companies a typical AI answer names. Everyone else is invisible.

8 engines

ChatGPT, Gemini, AI Overviews, Perplexity, and more. Each keeps its own list.

Daily

Prospects vet advisors with AI — fees, fiduciary status, reviews — before they ever request a meeting. We re-ask every question daily.

What you get

Built for the questions that drive new client meetings.

Not brand mentions — the fee, fiduciary, and niche questions that end in a signed advisory agreement.

Prompts

The questions prospects actually ask

We track the prompts that precede an intro call: “best fee-only financial advisor near me,” “fiduciary advisor for retirement in Tampa,” “how much does a financial advisor cost.” Per niche, per city, on every engine.

Competitors

See exactly which firms get named

Every answer is scored: which advisory firms were named, in what order, and how often across repeated runs. You see who owns “advisor for physicians” in your market — and which high-intent questions no firm has claimed.

Sources

Know which profiles AI trusts

AI answers about advisors lean on SEC adviser records and FINRA BrokerCheck, the CFP Board directory, NAPFA, XY Planning Network, SmartAsset, and Google reviews. We show which sources each engine cited, so you fix the ones feeding the answer.

Actions

Drafted fixes, not a to-do list

Tibly drafts the pages that win citations for advisors: transparent fee pages that actually state your fees, plain-English fiduciary and fee-only explainers, and niche pages — advisors for physicians, tech employees with RSUs, near-retirees.

Questions we track

Every question that ends in an advisory agreement.

We monitor the full family of questions prospects ask AI before choosing an advisor — not just your firm's name.

  • Hiring questions: “best fee-only financial advisor near me,” “top fiduciary advisor in Scottsdale”
  • Cost questions: “how much does a financial advisor cost,” “is a 1% AUM fee worth it”
  • Trust questions: “how do I know if an advisor is a fiduciary,” “how to check out a financial advisor before hiring”
  • Niche questions: “financial advisor for physicians,” “advisor for tech employees with RSUs”
  • Life-event questions: “financial advisor for retiring at 60,” “advisor after an inheritance”
  • Decision questions: “do I need a financial advisor or a robo-advisor,” “CFP vs financial advisor”
  • Your own questions: add anything your clients ask, in plain English
FAQ

AI visibility for financial advisors, answered.

The questions firm principals ask us most.

How do I get my advisory firm recommended by ChatGPT?
Engines name firms they can verify and quote. That means clean records where they check — SEC adviser filings, BrokerCheck, the CFP Board directory, NAPFA — plus a site that answers the prospect's question directly: your actual fee structure, who you serve, and whether you're a fiduciary, in plain English. Tibly measures which questions you're missing from, shows the sources behind each answer, and drafts the pages that close the gap.
Which AI engines does Tibly track for advisors?
Eight, including ChatGPT, Gemini, Google AI Overviews, and Perplexity. Each builds its answer from different sources, so a firm can be the top name on Perplexity and absent from Gemini. We ask each question repeatedly on every engine, because AI answers change run to run — one search proves nothing.
Can Tibly help with compliance-sensitive marketing?
Tibly measures and drafts; you and your compliance process approve. Every drafted page is factual content about your own firm — fees, services, credentials, niches — not performance claims or testimonials. Nothing publishes without your review, so drafted fixes slot into your normal advertising-review workflow before going live.
Does AI visibility replace SEO for my practice?
No — it sits on top of it. Your rankings, reviews, and directory profiles are the raw material engines draw from. But ranking on Google means little if ChatGPT names three other firms and stops. AI visibility measures the answer itself: whether your firm is named when someone asks who should manage their money.
How much does Tibly cost?
Start with the free report — it runs your market's real hiring questions live and shows which firms get named. If you want it tracked continuously, plans start at $49/month for daily monitoring across all eight engines, competitor scoring, and drafted content fixes. No contracts; cancel anytime.

Be the answer to “best fiduciary financial advisor near me.”

Run the free report to see who AI recommends in your market, then track it daily from $49/month. No contracts.