AI Visibility Audit for Financial Advisors and CPAs | Found and Verified
For Financial Advisors and CPAs

Your Clients' First Question Goes to AI. Are You the Answer?

High-net-worth individuals and business owners research financial advisors and CPAs in ChatGPT and Perplexity before they ever pick up the phone. Most independent advisors don't appear in those results.

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What AI Search Looks Like Right Now
Prospective clients vet advisors in AI before calling anyone.

AI looks for credential verification before recommending a financial professional. FINRA BrokerCheck, state CPA directories, and the CFP Board database are the authority sources it draws from. If your credentials aren't connected to those sources in a verifiable way, you don't appear.

AI Search — Live Query
User Query
“Who is a trustworthy fee-only financial advisor in Nashville for retirement planning?”
AI Response — Top Results Cited
1
RIA with complete FINRA BrokerCheck and NAPFA listing
Verified
2
CFP with structured credentials and active CPA board profile
Verified
3
Your practice — not found in AI results
Not Found
Sources AI checked: FINRA BrokerCheck, NAPFA Directory, CFP Board, State CPA Board, Google Business Profile
The Problem

AI Trusts Verified Credentials — and Most Independent Advisors Aren’t Structured for It

Financial services is one of the highest-stakes categories for AI citation. When someone asks ChatGPT to recommend a financial advisor or CPA, the AI system looks for credential verification before making any recommendation. FINRA BrokerCheck, state CPA directories, NAPFA membership, and the CFP Board database are the authority sources AI relies on. An advisor whose credentials aren’t clearly connected to their website and directory profiles simply doesn’t qualify as citable.

This gap hits independent advisors particularly hard. Large firms and wirehouses have compliance and marketing teams managing this infrastructure. Independent advisors and small CPA practices often have websites that describe their services well in plain language but lack the structured data that makes those services and credentials verifiable to AI. An audit shows exactly which signals are present, which are missing, and what it takes to correct the gap.

“AI search for financial professionals defaults toward whoever has the clearest credential trail. The independent advisor who builds that trail earns AI’s recommendation indefinitely.”

Your referral network built your practice. AI visibility is the next channel, and the advisors who establish it now will benefit from it for years.

A Note on Compliance

Built for Regulated Professionals

Financial advisors operate under FINRA, SEC, and state regulatory oversight, and anything touching client-facing communications deserves careful scrutiny. That scrutiny is appropriate, and it is worth addressing directly.

A Found and Verified audit works exclusively with publicly available information. That means your firm's own website, your publicly listed directory profiles, your FINRA BrokerCheck record, and the responses AI platforms return when someone searches your name or category in a public search. No client data. No internal documents. No aggregated financial records. Nothing that requires firm authorization to access.

“If AI is already describing your credentials or services incorrectly, that is not just a visibility problem. For a regulated professional, inaccurate public information is a reputational and compliance exposure. Finding it and correcting the record is exactly the kind of proactive reputation management careful advisors should want.”

Every recommendation in the audit involves publicly accessible updates to your own firm website, your professional directory profiles, and your publicly visible credentials. Nothing in the process requires you to make claims that would trigger compliance review.

If your compliance officer wants to review the scope before you proceed, that conversation is welcome. The process is straightforward to explain.

The Audit

What We Check

Every audit focuses on the credential verification sources and authority directories AI uses when recommending financial professionals.

01
Credential and Registration Verification
FINRA BrokerCheck, state CPA board, CFP Board, and NAPFA listings reviewed for completeness, accuracy, and the quality of data AI can read and cite.
02
Professional Schema Markup
How your designations, registrations (RIA, CFP, CPA), and services are structured in your website’s data. AI needs to match your credentials to what prospective clients are searching for.
03
Google Business Profile Audit
Categories, services, and special attributes reviewed for financial professional-specific signals. LinkedIn is also checked, as it carries significant weight for this category.
04
FAQ Content Analysis
Website content reviewed for structured Q&A addressing the specific questions prospective clients ask AI about retirement, tax planning, and investment management. This format drives citations.
05
NAP Consistency
Firm name, address, and phone verified across all directories and professional listings. Mismatches reduce AI confidence in the business’s verifiability.
What You Receive

A Clear Picture and a Specific Plan

●
AI Visibility Index Score
A scored assessment across ChatGPT, Perplexity, Claude, and Google AI Overview, with category-level breakdowns and benchmarks versus verifiable competitors.
■
Platform Citation Report
Documentation of exactly what each AI tool returns when someone in your market searches for your type of firm. You see competitors' results alongside your own.
▲
Two Separate Action Documents
One plain-language checklist for your team — no technical knowledge required. One developer-ready technical brief your web developer can act on immediately without additional briefing. Nothing gets lost between the two.
◆
Verification Re-Run
After your team implements the fixes, we re-run the audit to confirm corrections took hold and document the improvement. You see your before score and your after score side by side.
Services and Pricing

Three Ways to Work Together

Every engagement starts with the Tier 1 audit. From there, you choose how far you want to go.

Tier 1 — Start Here
$1,500
Financial Advisor / CPA AI Audit
  • Full audit across all four AI platforms
  • AI Visibility Index score with category breakdowns
  • Credential and registration directory review
  • Priority fix list with responsibility assignments
  • Developer action document
  • Competitor citation comparison
  • Delivered as polished PDF on a call
Book a Call
Most Popular
Tier 2 — Monthly Monitoring
$400/mo
AI Visibility Monitoring Plan
Month-to-Month — No Commitment Required
  • Monthly re-run of all AI citation tests
  • Updated screenshots showing progress
  • Verification that fixes were implemented
  • Alert if new competitors appear in AI results
  • Track competitor visibility changes
  • Monthly progress report (2 to 3 pages)
  • Requires Tier 1 audit first
6-Month Bundle — Best Value
Option A: Month-to-Month — $400/mo, cancel anytime
Option B: 6-Month Bundle — $1,500 upfront + $180/mo for months 2–6
Total: $2,400  |  Save $1,500
Book a Call
Tier 3 — Done For You
$3,500+
Full Implementation
  • Requires Tier 1 audit (billed separately)
  • Scope determined by audit findings
  • Schema markup written and installed
  • All directories claimed and corrected
  • NAP standardized across platforms
  • FAQ schema added to key pages
  • Wikidata entity created
  • Final verification report included
Book a Call
🌎
A La Carte Add-On
Wikidata Entity Creation
$300
Wikidata is a structured database that ChatGPT and Google pull from directly when verifying a business is real. Most local businesses have no entry, which means AI cannot confirm they exist. We create and structure yours so AI platforms can confidently cite you.
Common Questions

Frequently Asked Questions

How does AI verify a financial advisor before recommending them?
AI cross-references FINRA BrokerCheck for registered investment advisors, state CPA board directories for accountants, the CFP Board database for certified financial planners, and NAPFA membership for fee-only advisors. If your credentials aren’t clearly connected to your website and at least one of these authority sources, AI doesn’t have enough to verify your legitimacy and will cite someone else instead.
I’m registered with FINRA. Doesn’t that automatically make me visible in AI results?
FINRA registration is necessary but not sufficient on its own. AI needs to connect your BrokerCheck record to your website and local presence. If your website doesn’t include your CRD number in structured data, or if your business address on BrokerCheck differs from your Google Business Profile, those gaps reduce AI’s confidence in recommending you even though you’re fully registered and compliant.
Are there compliance concerns with the fixes the audit recommends?
The audit addresses your public-facing digital presence, which operates under the same rules as any other marketing or advertising you do. The structured data, directory listings, and schema recommendations don’t require testimonials, performance claims, or any content that would create compliance issues. The developer action document can be reviewed by your compliance team before implementation.
How is this different from just having a well-built professional website?
A website communicates to human visitors. Structured data communicates to AI systems. Most advisor websites are built to be readable and persuasive to people, but they’re missing the machine-readable signals that tell AI who you are, what you’re credentialed to do, and where you practice. The audit shows the gap between what your website says to a person and what it says to an AI tool evaluating whether to cite you.
My business comes almost entirely from referrals. Why does AI visibility matter?
Even clients who receive a warm referral now often verify the advisor in an AI tool before making contact. AI is being used as a trust-confirmation step, not just a discovery step. If AI can’t locate your credentials when a referred prospect checks, it creates hesitation even with a strong personal recommendation.
How long does the audit take from start to finish?
Most financial advisor and CPA audits are completed within five to seven business days of intake. You receive all four deliverables in a single package, including a walkthrough call to review the findings before implementation begins.
Ready to Find Out Where You Stand

See Whether AI Is Recommending Your Practice

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