Skip to main content
surfaceable
Log inSign up
AEO BenchmarksFinancial Advisors

Financial Services

Control 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
79Avg SEO
33% have schema issues
% fail Core Web Vitals

Last updated: 15 September 2026

Sample audits

st-james-place.co.uk50
hargreaves.co.uk95
  • ·Title too short (17 chars)
  • ·Meta description too short (103 chars)
vanguardinvestor.co.uk92
  • ·Title too long (63 chars)
  • ·Meta description length is good

The challenge

Why Financial Advisors struggle with AI visibility

Hidden from AI search

You can't see how AI models surface your firm to potential clients searching for advice

Missing AI traffic entirely

ChatGPT, Claude, and Perplexity send referral traffic—but only if AI can find and trust you

Technical SEO gaps unknown

Broken schema, missing metadata, and crawl issues prevent AI models from indexing your content

Losing clients to competitors

Other advisors rank higher in AI—capturing the leads you should be getting

How it helps

How Surfaceable helps Financial Advisors

Audit your AI visibility

Run a complete scan across ChatGPT, Claude, Gemini, and Perplexity to see exactly where your firm appears and ranks in AI responses

Fix technical SEO issues

Identify and resolve crawl errors, schema problems, and metadata gaps that block AI indexing and prevent visibility

Outrank competitors in AI

Benchmark against other advisors and optimize your content strategy to dominate AI-powered financial advice searches

Related industries

AccountantsInsurance BrokersMortgage Brokers

Brand benchmarks

5 companies benchmarked in this industry

See all brands
Hargreaves95
hargreaves.co.uk
Vanguardinvestor92
vanguardinvestor.co.uk
St James Place50
st-james-place.co.uk
Legal & Generalpending
legalandgeneral.com
LSEGpending
lseg.com

FAQ

Common questions

How does Surfaceable help financial advisors?

Surfaceable audits how you appear across ChatGPT, Claude, Gemini, and Perplexity—the AI tools clients use to find financial advice. We identify visibility gaps and technical SEO issues, then guide you to fix them so AI recommends your firm.

Can I see my firm in ChatGPT and Claude right now?

Yes. Surfaceable shows you exactly how each AI model surfaces your firm, including rankings, context, and competitive positioning. You'll see real data from live AI responses.

What technical issues does Surfaceable detect?

We audit schema markup, metadata, crawlability, page structure, and content optimization. We flag issues that prevent AI models from indexing and understanding your expertise and firm details.

How often should I audit my AI visibility?

We recommend monthly audits to track changes as AI models update their indexes and algorithms. Quarterly is the minimum to stay competitive and catch new opportunities.

Do I need technical skills to use Surfaceable?

No. Surfaceable is built for advisors, not developers. Our dashboard is intuitive and our reports include clear, actionable recommendations you can implement or share with your web team.

See where your financial advisors business stands.

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

Get started free