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AI visibility for independent RIAs & family offices

When a $5M prospect asks AI for an advisor, be the answer — not a footnote.

Your prospects no longer start with Google. They ask ChatGPT, Claude, and Perplexity to shortlist a firm — and those agents read a far thinner version of your site than any human ever sees. Citable shows you exactly what they extract, then closes the gaps that send your referrals to a competitor.

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Scored across discoverability, citability & transactability

Human view

northcrestwealth.com

NorthcrestAboutWealthFamily OfficeContact

New thinking for multi-generational wealth.

Comprehensive planning to protect, grow, and transition wealth across generations.

Explore wealth management

Polished. Award-laden. Emotionally persuasive.

same URL

Agent view

// GET northcrestwealth.com — agent fetch

{

  "title": "Home - Northcrest Wealth",

  "llms_txt": null file empty,

  "schema_org": {

    "FinancialService": null missing,

    "Person": null bios in popups

  },

  "aum": "$2.3B" vs $3.5B on bio,

  "minimum": null not on own site,

  "can_book_call": false

}

// third parties fill the vacuum →

Names and labels — no facts, no proof, no way to act.

ChatGPT/ Claude/ Perplexity/ Gemini/ Copilot/ ChatGPT/ Claude/ Perplexity/ Gemini/ Copilot/

Why it matters now

The referral conversation moved. Your website didn't.

61.4%

of high-net-worth prospects now research advisors with an AI assistant before they ever fill out a form.

4 of 10

independent RIA homepages expose enough structured data for an agent to cite the firm as a primary source.

$0

is what an AI agent can transact with you today — every path still ends at a contact form a human has to fill out.

When the facts an agent needs aren't on your site, it cites SmartAsset, LinkedIn, and aggregators instead — often with a stale AUM figure or a minimum you never published. The competitor with structured facts wins the citation.

The framework

Three dimensions of agent-readiness

Every report scores your firm on what a 2026-era agent can actually do with your site today — then ranks the fixes by impact-to-effort.

1. 01
   
   Discoverability
   Can agents crawl and parse you at all? We audit robots.txt, sitemaps, canonical tags, OpenGraph, and whether your llms.txt is curated — or an empty open invitation to scrape.
   robots · sitemap · llms.txt · canonical 
2. 02
   
   Citability
   When an LLM answers a prospect's question, does it quote you? We check for FinancialService, Person, and FAQ schema, reconcile conflicting AUM figures, and flag the facts trapped in JavaScript popups.
   JSON-LD · Person · FAQPage · sameAs 
3. 03
   
   Transactability
   Can an agent act on a prospect's behalf — request your exit-readiness guide, or book an intro call? We map the handoff and design a safe surface so agentic referrals end in a meeting, not a dead end.
   booking · callback · MCP endpoint 

The deliverable

A comprehensive AI Visibility Report, built for your firm.

Not a generic scorecard. We fetch your homepage and key sub-pages, simulate the queries your prospects actually ask, and show you — side by side — what a human sees versus what the agent walks away with.

• Dimension-by-dimension scores against a peer-RIA rubric
• The exact JSON an agent extracts from your site today
• Likely AI answers to four prospect queries — and who gets cited
• A prioritized 90-day roadmap, ranked by impact-to-effort

Request your report

AI VISIBILITY REPORT MAY 2026

5.4/10

composite agent-readiness

• Discoverability 7
• Citability 4
• Transactability 3

TOP FIX

Publish a curated llms.txt — 1 day, high impact.

From the principals

The “firms” that fixed it first are getting cited first.

"We assumed our six awards spoke for themselves. Then Citable showed us the JSON — an agent couldn't even tell which advisor was the CEO. Six weeks after the roadmap, ChatGPT names us first for UHNW families in our market."

MV Marguerite VanceManaging Partner, Cedarwell Family Office

"The report paid for itself in one referral. A liquidity-event prospect told us their advisor — meaning ChatGPT — sent them to us."

RC Reid CallowayPrincipal, Tannehill Wealth Partners

"Our minimum and fee model were nowhere an agent could read them. We were losing the citation to an aggregator with a stale AUM figure. Not anymore."

PV Priya VenkataramanCOO, Brightwater Advisors

Free, no obligation

See your firm the way the agents do.

Tell us where to look. You'll get a personalized AI Visibility Report within two business days — the same deep analysis, scored against your peers.

• No sales call required to receive it
• Built by people, reviewed against a peer-RIA rubric

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We make independent RIAs and family offices the source AI agents cite — and the firm those agents recommend.

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