Retirement Nearer
AI recommendation signal analysis across 278 domains for the Retirement Nearer persona in Consumer Wealth Advisors RIAs.
This report tracks how AI models and search engines recommend companies across 100 industries. If you want the same analysis run specifically against your own site and competitors, get in touch.
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See the searches AI runs for itself
When an AI model needs the web to answer, it writes its own search queries. These are those queries, word for word. They show how machines translate buyer questions into searches, so make sure your pages answer the queries the models actually run, not just the ones humans type.
Where the numbers come from
During the LLM runs that used web search, we captured every search query each model issued for this segment's questions. Counts are small by nature: a model typically runs only a handful of these searches per question.
What's on this page
A side-by-side comparison of any two models' queries, and a table of every query with the models that used it.
Compare two models' fanout queries
The exact web searches each model ran while answering Retirement Nearer questions. Pick a model for each column. Lists are short by nature: a model issues only a handful of searches per question.
- Barron's top RIA firms 2025 retirement planning wealth advisors
- NerdWallet best financial advisors retirement planning 2026
- Forbes top RIA firms 2025 retirement planning
- investopedia best financial advisors retirement planning
- Allworth Financial retirement income planning fiduciary CFP
- Savant Wealth Management retirement planning tax estate fiduciary
- Mercer Advisors retirement planning tax estate fiduciary
- Edelman Financial Engines retirement income planning tax estate fiduciary
- Creative Planning retirement planning tax estate fiduciary
- Wealth Enhancement Group retirement planning tax estate fiduciary
- Mariner Wealth Advisors retirement planning tax estate fiduciary
- CAPTRUST wealth management retirement planning tax estate fiduciary
- Wealth Enhancement Group financial planning retirement tax estate fiduciary official
- Facet Wealth retirement planning CFP fiduciary tax estate official
- Fidelity Wealth Management retirement planning tax estate planning fiduciary official
- Vanguard Personal Advisor retirement income Social Security tax planning fiduciary official
- "abacuswealth.com"
- "merceradvisors.com"
- "creativeplanning.com"
- top wealth advisors retirement planning fee only fiduciary
- "edelmanfinancialengines.com"
- "purefinancial.com" fee only
- "brightonjones.com"
- best RIA firms retirement income planning fee only
- "rootfinancial.com" "ari taublieb"
- "moderawealth.com"
All fanout queries
Every fanout query for this segment, with how many models used it and which ones. Overlap between models means they translated the same buyer question into the same search, a strong signal that ranking for that query matters.
| Query | LLM Count | LLMs |
|---|---|---|
| "abacuswealth.com" | 1 | Gemini 3.5 Flash |
| "brightonjones.com" | 1 | Gemini 3.5 Flash |
| "creativeplanning.com" | 1 | Gemini 3.5 Flash |
| "edelmanfinancialengines.com" | 1 | Gemini 3.5 Flash |
| "merceradvisors.com" | 1 | Gemini 3.5 Flash |
| "moderawealth.com" | 1 | Gemini 3.5 Flash |
| "purefinancial.com" fee only | 1 | Gemini 3.5 Flash |
| "rootfinancial.com" "ari taublieb" | 1 | Gemini 3.5 Flash |
| allworth financial retirement income planning fiduciary cfp | 1 | GPT 5.5 |
| barron's top ria firms 2025 retirement planning wealth advisors | 1 | GPT 5.5 |
| best fee-only fiduciary ria retirement income planning firms 2026 | 1 | Claude Sonnet 5 |
| best registered investment advisors retirement income social security tax planning reviews | 1 | DeepSeek V4 Pro |
| best ria firms retirement income planning fee only | 1 | Gemini 3.5 Flash |
| best ria firms vanguard personal advisor services schwab fees fiduciary | 1 | Claude Haiku 4.5 |
| best ria wealth advisors retirement income planning | 1 | Claude Haiku 4.5 |
| best wealth advisors rias for retirement income planning near retirement 2024 2025 | 1 | DeepSeek V4 Pro |
| captrust wealth management retirement planning tax estate fiduciary | 1 | GPT 5.5 |
| creative planning retirement planning tax estate fiduciary | 1 | GPT 5.5 |
| edelman financial engines retirement income planning tax estate fiduciary | 1 | GPT 5.5 |
| facet wealth retirement planning cfp fiduciary tax estate official | 1 | GPT 5.5 |
| fidelity wealth management retirement planning tax estate planning fiduciary official | 1 | GPT 5.5 |
| fiduciary wealth advisors retirement cash flow planning | 1 | Claude Haiku 4.5 |
| forbes top ria firms 2025 retirement planning | 1 | GPT 5.5 |
| investopedia best financial advisors retirement planning | 1 | GPT 5.5 |
| mariner wealth advisors retirement planning tax estate fiduciary | 1 | GPT 5.5 |
| mercer advisors retirement planning tax estate fiduciary | 1 | GPT 5.5 |
| nerdwallet best financial advisors retirement planning 2026 | 1 | GPT 5.5 |
| savant wealth management retirement planning tax estate fiduciary | 1 | GPT 5.5 |
| top fee-only fiduciary financial advisors retirement planning rankings 2024 | 1 | DeepSeek V4 Pro |
| top fee-only financial advisors retirement planning | 1 | Claude Haiku 4.5 |
| top fiduciary financial advisors for retirees no annuity fee-only | 1 | Claude Sonnet 5 |
| top ranked retirement wealth advisors bogleheads forum fee-only cfp | 1 | Claude Haiku 4.5 |
| top wealth advisors retirement planning fee only fiduciary | 1 | Gemini 3.5 Flash |
| vanguard personal advisor retirement income social security tax planning fiduciary official | 1 | GPT 5.5 |
| wealth enhancement group financial planning retirement tax estate fiduciary official | 1 | GPT 5.5 |
| wealth enhancement group retirement planning tax estate fiduciary | 1 | GPT 5.5 |