For financial advisors & independent RIAs
Be the Fiduciary Advisor AI Recommends to Qualified Prospects
Turn ChatGPT, Perplexity, Gemini, and Copilot into your highest-converting pipeline for new AUM.
Help prospective clients discover your firm when they ask AI about advisors, fees, and planning expertise. BlueJar shows where you appear, checks how your firm is described, and makes improvements with your approval.
Get your free advisor snapshot
See where AI names your firm, who appears instead, and what to fix first.
The current landscape
AI Is Becoming Part of How Prospects Choose an Advisor
would still research an advisor online, even one who came highly recommended
Wealthtender, 2025 (500 respondents)
of $100K+ households planning to hire an advisor say they’ll use AI tools in their search
Wealthtender, 2025 (500 respondents)
of Americans already use generative AI tools for financial questions
CFP Board, 2025 (1,044 adults aged 25–64)
the value of an AI search visitor against a traditional organic search visitor, by conversion rate
Semrush, 2025 (digital-marketing topics, not advisory firms)
The difference
Traditional Advisor Marketing vs. AI-Ready Advisor Visibility
| Traditional advisor marketing | AI-ready advisor visibility |
|---|---|
| PDFs & Blog Contentbuilt for readers and traditional search | Structured Data & Entity Mappingeasily ingested by LLM crawlers |
| Generic Local SEOtargeting broad zip codes | Fiduciary Contextanswering specific wealth, tax, and estate planning queries |
| Manual Referrals & Seminarswith limited scale | Visibility in AI Answerswhen high-intent prospects ask AI to recommend an advisor |
| Unmonitored Brand Presenceacross web directories | Monthly Re-Testingacross ChatGPT, Perplexity, Gemini, and Copilot |
The process for RIAs
From understanding your firm to approved improvements
Understand your firm and ideal clients
We map your services, ideal clients, their priorities, and the moments that make them start looking for an advisor. You review that picture and the sample questions before we test your AI visibility.
Free snapshot
- Brand overviewFiduciary RIA status, fee-only structure, AUM minimums, and local competitors.From your website & Form ADV
- PersonasHigh-net-worth business owners, 401(k) rollover clients, and tech executives.6 advisor personas
- PrioritiesEstate planning, retirement income strategies, and tax-efficient portfolios.8 advisory priorities
- TriggersBusiness sale liquidity events, reaching age 59½, or inheritance receipt.15 wealth triggers
- PromptsRealistic sample questions built from your services and your clients’ buying journey, such as “Who are the top fee-only fiduciary advisors in Springfield, NJ for business succession?”30 sample questions
You review and edit this picture, and the sample questions, before anything is tested.
Benchmark your visibility against other firms
We test those questions in ChatGPT, Gemini, Perplexity and Copilot and show where your firm is named, by client type, alongside the firms AI names instead.
Free snapshot
Sample with a fictional firm and made-up results. The layout is the app’s Visibility Matrix. Enlarge Check AI descriptions against your public disclosures
We compare sampled AI descriptions of your fees, credentials and services with your website and public Form ADV disclosures, and flag differences we find in the sampled answers.
Free snapshot: first fixes · Full plan with ongoing service
- Form ADV
- Fee-only financial planning
- Website
- Fee-only financial planning
- One AI answer
- “fee-based”
StatusDifference flagged for your review
In this sample, 19 of 20 sampled answers that named the firm described it correctly.
Make approved improvements and measure progress
After approval by your firm’s designated reviewer, we make the website and listing improvements, then re-test the same questions each month.
Ongoing service (paid)
6 Fixes to Improve AI Visibility (first 4 shown)
- Correct the fee descriptionOne directory profile says “fee-based”. Match the website and Form ADV: fee-only.P1
- Complete directory profilesFill in specialties, credentials and service area on the profiles the firm already has.P1
- Answer local client questionsA retirement-income page for Springfield and nearby towns.P2
- Structured data on key pagesMarkup that tells AI tools who the firm serves and how it charges.P2
Roadmap
- FirstP1 fixes, after your approval
- NextP2 fixes, after your approval
- ThenSame prompts re-run each month
See what changed each month
Track where your firm appears, how it is described, which approved improvements were completed, and what to address next.
Approval and control
Your firm stays in control
Checked, reviewed, and approved by you.
You approve every change
Nothing goes live until your firm’s reviewer approves it.
Checked against your disclosures
We flag where sampled AI answers differ from your website and Form ADV.
A record of what changed
Findings, approved changes, and items awaiting review.
What you receive
Your advisor snapshot, in three parts
Local advisor visibility
Where AI names your firm for local fiduciary questions, town by town and by client type.
Accuracy of your firm’s description
Whether AI states your fee model, credentials and services correctly, checked against your Form ADV.
Who is named instead, and what to fix first
The firms and sources AI points prospects to, and a short, prioritized list of fixes.
Ongoing service
Approved improvements. Monthly measurement. Clear next steps.
Your free advisor snapshot shows where your firm stands and what to fix first. With an ongoing plan, we make the approved improvements included in your scope, re-test the agreed questions each month, and use the findings to prioritize the next changes.
From $99/month
No setup fee.
Your plan is tailored to your website, target markets, and the improvements needed. We confirm your recommended monthly price and included scope after reviewing your firm, before you subscribe.
Implementation and testing coverage depend on the plan you select.
Start with your free advisor snapshotFAQ
Questions advisors ask
What will my free advisor snapshot include?
What ChatGPT, Gemini, Perplexity and Copilot say when prospects ask for an advisor like you: where your firm appears, who is named instead, whether your fee model and credentials are described correctly, and what to fix first. It is a report sent by email, within 2 business days of your reply to our confirmation email.
Do you need client information?
No. Everything we look at is public: your website, Form ADV, fact sheets and directory listings.
Who approves the changes?
Your compliance officer or principal, always. For firms affiliated with a broker-dealer, the broker-dealer’s review comes first.
How much does ongoing service cost?
Your advisor snapshot is free. Monthly plans start at $99, with no setup fee. Your recommended plan depends on your website, target markets, and the scope of improvements. We confirm the monthly price, included work, and any additional project costs before you subscribe.
Can you guarantee more prospects or AI recommendations?
We improve your website and firm information, then test and refine monthly to strengthen AI visibility and create more opportunities for inbound leads. Results aren’t guaranteed, but each step is guided by measured progress.
Is this lead generation?
BlueJar supports inbound lead generation by helping your business get discovered and accurately represented in AI answers. We identify visibility gaps, make improvements with your approval, and track progress over time. We don’t buy or sell leads, and we can’t guarantee inquiries or sales.
The opportunity is promising: Semrush’s 2025 study found that AI search visitors were 4.4× as valuable as traditional organic search visitors, based on conversion rate. AI tools can help buyers research and compare options before visiting your website, so those visitors may arrive better prepared to take the next step.
The research focused on digital marketing and SEO topics. It supports the opportunity, but isn’t a forecast for your business; results vary.
First-mover advantage
AI answers name only a few advisors. Be one of them first.
AI search is still new for advisory firms, and it rewards the firms that move early. See where your firm stands in your market before other advisors look.
No one can guarantee AI recommendations, prospects or clients. We show where you stand, fix what is in your control, and measure the change.
Get your free advisor snapshot
See where AI names your firm, who appears instead, and what to fix first.