Skip to main content
surfaceable
Log inSign up
AEO BenchmarksFinancial Advisors

Financial Services

Own your AI visibility today

See exactly how ChatGPT, Claude, and Perplexity rank your firm.

Audit your site free

Industry benchmarks — Financial Advisors

3 sites audited
89Avg SEO
67% have schema issues
% fail Core Web Vitals

Last updated: 10 November 2026

Sample audits

sjp.co.uk87
  • ·Missing meta description
  • ·Missing canonical URL
hargreaves.co.uk95
  • ·Title too short (17 chars)
  • ·Meta description too short (103 chars)
vanguardinvestor.co.uk85
  • ·1 image(s) missing alt attribute
  • ·Title too long (63 chars)

The challenge

Why Financial Advisors struggle with AI visibility

Invisible to AI models

You don't know if ChatGPT recommends you or your competitors instead.

Missing AI-driven leads

Prospects ask AI advisors instead of searching Google. You're losing visibility.

Technical SEO blind spots

Hidden indexing issues prevent AI models from finding and ranking your content.

Competitors gaining ground

Other advisors optimize for AI. You fall behind in AI-powered discovery.

How it helps

How Surfaceable helps Financial Advisors

Audit AI visibility instantly

Run a scan and see exactly how ChatGPT, Claude, Gemini, and Perplexity rank your firm versus competitors.

Fix technical SEO blockers

Get actionable recommendations to remove indexing issues and improve AI model crawlability.

Monitor AI rankings weekly

Track your AI visibility over time and measure the impact of your SEO improvements.

Related industries

AccountantsInsurance BrokersMortgage Brokers

Brand benchmarks

5 companies benchmarked in this industry

See all brands
Hargreaves95
hargreaves.co.uk
St. James's Place87
sjp.co.uk
Vanguard Investor85
vanguardinvestor.co.uk
Legal & Generalpending
legalandgeneral.com
LSEGpending
lseg.com

FAQ

Common questions

How does Surfaceable check my AI visibility?

We query ChatGPT, Claude, Gemini, and Perplexity with financial advisor-relevant prompts and track where your firm appears in their responses. You'll see your ranking, your competitors' rankings, and exactly what each AI model says about you.

What technical SEO issues does Surfaceable find?

We audit robots.txt blocks, noindex tags, broken redirects, site speed issues, and mobile responsiveness—all factors that impact whether AI models can crawl and index your content. Each issue includes a fix guide.

Can I see my competitors' AI visibility?

Yes. Surfaceable shows you how your firm ranks in AI models compared to your direct competitors. This helps you identify gaps and prioritize which SEO fixes will have the biggest impact.

How often should I run an AI visibility audit?

We recommend weekly scans to track changes as you implement SEO fixes. Most advisors see measurable improvements in AI rankings within 2-4 weeks of addressing technical issues.

Is Surfaceable just for large firms?

No. Surfaceable works for solo advisors and large teams. Whether you manage one practice or multiple locations, you'll see your AI visibility and get the same actionable recommendations.

See where your financial advisors business stands.

Free to start. No credit card required. Audit your site in under 2 minutes.

Get started free