When customers ask AI who to hire,
does it name your business?
After a liquidity event, an inheritance or a retirement date, people now ask ChatGPT which local advisor to trust before they ask a friend. It names a handful of firms. MentionedOn tells you whether yours is one of them, every day.
$0 today, then $99/month. Card required. Cancel anytime.
The trial covers ChatGPT, Claude, Gemini, Perplexity, Grok and Copilot: all six when it starts and in the Monday sweep, with daily checks on ChatGPT and Gemini. Google AI Overviews and AI Mode: up to 6 priority questions on paid scans. Results may be reused for up to 7 days; availability varies by question.
Who is the best fee-only fiduciary advisor in El Dorado Hills?
Serrano Ridge Wealth Partners
fee-only fiduciary, retirement focus
Foothill Private Wealth
business owners and executives
Lakeview Financial Planning
flat-fee planning, CFP team
Your result is not known yet
Start your trial to see whether your business is named in the completed answers.
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A new household relationship can last decades. An AI answer can shape which firms a prospect is willing to meet.
A sale, an inheritance or a retirement date sends people looking at once. See which firms the assistants name at that moment.
Fee-only, fiduciary, CFP: how AI describes a firm shapes who gets the first meeting. A mention does not establish a new client.
The questions people ask AI about wealth managers
We generate questions for your city and category. Your trial checks your top 25 questions on ChatGPT, Claude, Gemini, Perplexity, Grok and Copilot when it starts, then daily on ChatGPT and Gemini. The Monday sweep checks all 100 tracked questions on all six.
See the full methodology →- →Best wealth management firm in El Dorado Hills?
- →Who is the best fee-only fiduciary financial advisor in El Dorado Hills?
- →Top-rated financial advisor in El Dorado Hills for retirement planning?
- →Best wealth manager in El Dorado Hills for a business owner?
- + more, auto-discovered for your city
What MentionedOn does for wealth managers
Advisor questions, tracked
Fiduciary, fee-only, retirement, business owner, inheritance and tax-planning questions for your city, with priority checks on ChatGPT and Gemini daily, plus a weekly sweep across all six assistant families.
See which firms AI names instead
Which advisory firms are named, on which situations, and whether the answers mention fees, credentials or specialties.
Ranked actions to work on
Ranked actions on what AI draws from for advisors, Google Business Profile, your Form ADV and BrokerCheck details, advisor directories and specialty pages, ordered by what to work on first. We can't promise AI will name you, but we track what changes.
$0 today, then $99/month. Card required. Cancel anytime. The trial covers ChatGPT, Claude, Gemini, Perplexity, Grok and Copilot: all six when it starts and in the Monday sweep, with daily checks on ChatGPT and Gemini. Local then covers 100 tracked questions for $99/mo. No contracts, cancel anytime from the billing portal in your account settings. 30 days, or your first month back →
See who AI recommends right now
We publish leaderboards of the wealth managers ChatGPT and Gemini name in each city, with the date each one was measured. Find yours:
Frequently asked questions
Do wealthy clients really ask AI for an advisor?+
Yes, and it's growing fastest among business owners and executives who already use AI at work. "Best fiduciary advisor in [city]" returns a short list of named firms, which often becomes the list of firms they'll meet.
Our clients come from referrals. Why does this matter?+
Referred prospects often check you against an AI answer before the first meeting, and new-to-town prospects start there. We show whether your firm appears and how it is described next to the others.
Does this fit the SEC Marketing Rule?+
MentionedOn measures what AI assistants say and suggests factual improvements to your own listings and pages. It doesn't write testimonials or performance claims; your compliance team reviews anything you publish, as usual.
How do you check it?+
We ask the advisor questions prospects ask, unprimed, without naming your firm. Your trial checks your top 25 questions on ChatGPT, Claude, Gemini, Perplexity, Grok and Copilot when it starts, then daily on ChatGPT and Gemini. The Monday sweep checks all 100 tracked questions on all six. We record whether you're named, your ranking, sentiment, and who's named instead.
What does it cost?+
Start with a seven-day trial of Local: card required, $0 today, then $99/month for one office unless you cancel before the trial ends. You can cancel anytime. Multi-office firms use Growth at $399/month.
See which advisory firms AI names in your city
Start a 7-day Local trial. Each day we check your top 25 questions on ChatGPT and Gemini, so you see what they say when someone asks for the best wealth manager in your city. The trial also checks your questions on all six assistants when it starts and in the Monday sweep.
Start your 7-day trial$0 today, then $99/month. Card required. Cancel anytime.
Or try one scan first, no card needed