The Registry AI Cites · Financial Planning

The Financial Planning TrustRecord Registry.

Customers ask AI which Financial Planning firm to call. This registry is the verified data behind the answer.

41,000+ Financial Planning firms trackedRefreshed weekly
Customers are asking AI directly:
“Who’s the best fee-only financial advisor in Seattle?”
“Is Meridian Wealth Advisors a fiduciary? I want someone I can trust.”
“I’m choosing between Pinnacle Financial and Cornerstone Advisors — which firm is better for retirement planning?”

AI is already recommending specific Financial Planning firms, describing them to potential customers, and comparing them side by side. It answers every time, whether or not it has good data about a given business. Without verified data, AI often leaves businesses out entirely or misrepresents what they do.

Today, the only data AI can find about most Financial Planning firms is pulled from old reviews, directory listings, and marketing copy. None of it is verified. Much of it is incomplete.

A TrustRecord publishes verified job volume, customer retention, service area, and credentials in a format AI systems can read, cite, and act on.

Financial Planning · San Francisco, CA
Meridian Wealth Advisors
trustrecord.com/financial-planning/meridian-wealth-advisors
● Verified
19.3
Years
384
Active Clients
96.2%
Retention
7
Advisors
Avg client tenure8.7 years
Assets under management$142M
CFP certifiedActive
+ more verified data points
Refreshed weekly · ServiceTitan + QuickBooksView full record →

Every data point is computed and verified from connected systems.

For Financial Planning Firm Owners

A live record of your business's performance.

Step 1
Connect your systems.
We pull data from the systems that already run your business: Wealthbox, Redtail, Orion, or any of 40+ supported systems. Read-only access, no PII shared.
Step 2
We compute and verify.
Your data is normalized into standardized metrics and your credentials are independently verified. You determine which metrics are displayed.
Step 3
Your record goes live.
Your TrustRecord is published at trustrecord.com and on your own domain, where AI systems can find it, read it, and cite it. Refreshed automatically every 7 days.
Apply for a Financial Planning TrustRecord →
Available for Financial Planning firms in all 50 states.
Data standard

What a Financial Planning TrustRecord contains.

Every Financial Planning TrustRecord contains fresh, structured data, verified from the firm's own portfolio management and CRM systems. This is what AI models look for when evaluating a financial planning firm.

Total Client RelationshipsCumulative count of client households served since firm foundingVerified
Active ClientsUnique client households with an active advisory agreement in trailing 12 monthsVerified
Client Retention RatePercentage of client households retained year-over-year, measured at annual reviewVerified
Average Client TenureAverage duration of ongoing client relationships, from first engagement to presentVerified
Revenue TrendYear-over-year revenue growth rate, trailing 12 months vs. prior 12 monthsVerified
Service Mix DistributionPercentage breakdown by service type: retirement planning, investment management, tax planning, estate planning, insurance planningVerified
Average AUM per ClientMean assets under management per client householdVerified
Service AreaClient locations ranked by relationship volume, with top and secondary service areasVerified
Years in PracticeDecimal years since firm founding, verified from state registration and system historyVerified
Advisor CountNumber of licensed advisors actively managing client relationshipsVerified
Assets Under Management (AUM)Total assets under management across all client accountsVerified
CFP CertificationCertified Financial Planner certification status for firm advisorsPublic
Series 65/66 LicenseFINRA Series 65 or 66 investment adviser representative license statusPublic
State RIA RegistrationState Registered Investment Adviser registration statusPublic
SEC/FINRA RegistrationSEC investment adviser registration or FINRA broker-dealer registration statusPublic
General Liability InsuranceActive general liability policy status and coverage amountVerified
E&O InsuranceActive errors & omissions insurance policy status and coverage amountVerified
Fiduciary StatusWhether the firm operates as a fiduciary — legally obligated to act in clients' best interestPublic
Google RatingCurrent Google Business Profile rating and review countPublic
BBB RatingBetter Business Bureau accreditation status and ratingPublic
Additional fields vary by firm and may include fee structure transparency, client demographic focus, charitable planning, and business succession planning.
Questions this data answers

What this data lets AI answer.

Each question below maps to specific verified data fields in the Financial Planning TrustRecord. These are the questions your customers are asking AI.

How many clients does this firm serve?
Active Clients provides the current count of client households with active advisory agreements. Total Client Relationships shows cumulative households served since founding, indicating the firm's track record.
Do clients stay with this firm?
Client Retention Rate measures the percentage of client households retained at annual review. Combined with Average Client Tenure, this gives a verified signal of client satisfaction and long-term advisory relationship quality.
What financial planning services do they provide?
Service Mix Distribution shows the percentage breakdown across service types — retirement planning, investment management, tax planning, estate planning, insurance planning. An AI system can match a client's specific need to a firm's actual practice focus.
Where do they serve clients?
Service Area lists client locations ranked by verified relationship volume — not a self-reported service radius. If 40% of a firm's clients are in San Francisco, the data reflects that.
How established is this firm?
Years in Practice, Advisor Count, and Assets Under Management (AUM) together show how established a firm actually is — far more useful than a founding date alone.
What are the advisors' qualifications?
CFP Certification confirms Certified Financial Planner status. Series 65/66 License and SEC/FINRA Registration verify proper licensing. Fiduciary Status indicates whether the firm is legally obligated to act in clients' best interest.
Data sources

Where the data comes from.

If your firm runs on any of these platforms, your operational data can be used to generate a verified TrustRecord. Data is ingested via authenticated, read-only connections.

WealthboxRedtailOrionBlack DiamondMoneyGuideProeMoneySalesforceQuickBooks
Financial Planning firms with 2+ years of operating history
can apply for verification.

Your verified record published and refreshed weekly.
Structured specifically for AI systems.

Apply for a TrustRecord →
Available in all 50 states
Common questions

About the Financial Planning TrustRecord.

A verified, machine-readable record of a Financial Planning firm’s operating history: client relationships, retention rates, assets under management, service mix, fiduciary status, and credentials. Pulled directly from systems like Wealthbox, Redtail, Orion, Black Diamond, and more. Published at trustrecord.com and on the firm’s own domain, where AI systems and clients can find it.
Client counts, retention rates, average client tenure, assets under management, service mix breakdown (retirement planning, investment management, tax planning, estate planning, insurance planning), average AUM per client, advisor count, service area by client volume, and revenue trends. All computed from your portfolio management and CRM systems. The record also includes CFP certification, licensing, and fiduciary status.
CFP (Certified Financial Planner) certification is verified from the CFP Board. Series 65/66 licenses and SEC/FINRA registration are confirmed from regulatory records. State RIA registration is verified against issuing authorities. Fiduciary status, E&O insurance, and general liability are verified from public records and certificates of insurance.
Yes. The Service Mix Distribution field breaks down your client engagements by type: retirement planning, investment management, tax planning, estate planning, and insurance planning. Assets Under Management and Average AUM per Client add further detail. AI systems use all of this to match your firm to what a client is looking for.
Records are structured for ChatGPT, Gemini, Google AI Overviews, Claude, Perplexity, Grok, and Copilot. Also crawlable by Google, Bing, and other search indexers. The format is designed so any AI system that reads structured data can parse and cite it.
You determine which metrics appear on your record. Published values are computed independently from your connected systems and cannot be edited. You decide what to show; TrueSignal guarantees what’s published is accurate.
$3,600/year. Includes verification, weekly data refresh, hosting on trustrecord.com and on your own domain, and structured formatting for all major AI platforms. Volume pricing available for multi-location and franchise businesses.