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Consumer Wealth Advisors RIAs

Small Business Owner

LLM Search+Fanout Visibility
Dominant · Search Engine Appearances ρ=0.472

AI recommendation signal analysis across 490 domains for the Small Business Owner persona in Consumer Wealth Advisors RIAs.

Link authority data (PageRank, harmonic centrality) comes from the Common Crawl web graph.
490Domains Tracked
7.2MReddit Posts
19KWikipedia Articles
3.6MOpen Web Matches
Small Business Owner_persona.report
DomainScore
creativeplanning.com
5.3
darrowwealthmanagement.com
3.1
moderawealth.com
2.6
marinerwealthadvisors.com
1.7
merceradvisors.com
1.2
Want a custom AI visibility audit for 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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About This Report

How to use this page

Persona view: this page is scoped to this persona's queries alone.
Use Case

See what AI reads before it answers

Fanout queries are the web searches a model runs mid-answer. The pages it retrieves and cites are the sources shaping its recommendations, so treat the citation lists as your target list for earning coverage, mentions, and links.

How It's Calculated

Where the numbers come from

Scoped to the runs where models used web search. Same rank-weighted scoring as LLM Search Visibility, plus every URL the searches retrieved (citation sources) and every URL actually cited in answers (citations), aggregated by frequency.

Overview

What's on this page

Domain rankings for web-search-augmented runs and the full citation and citation-source URL lists, filterable by model.

LLM Data

Top LLM-recommended domains

How often AI models recommended each domain specifically via web-search fanout queries when answering Small Business Owner queries, a subset of the runs behind the main LLM Search Visibility report, not the full combined dataset. The left chart shows raw recommendation counts, the right shows what percentage of queries included that domain.

Score (below) is the primary ranking metric: a weighted-reciprocal-rank sum across every model and run, where each model's contribution is scaled by that model's influence weight.

Only these five models ran web-search fanout queries. The checkboxes filter these charts and the Citations / Citation Sources lists below; updates automatically as you check/uncheck.

LLM Data

Citations

Every URL the models actually cited in their final answers to Small Business Owner fanout queries, aggregated by how often each URL was cited. Filtered by the model checkboxes above.

TitleURLAppearancesDomain PRDomain HCHost PRHost HC
Financial Advisor for Business Owners & Founders | Exit & IPO Planninghttps://darrowwealthmanagement.com/clients/business-owners/2895994
RIA Leaders 2025: Top 20 firms by AUM | Financial Planninghttps://www.financial-planning.com/list/ria-leaders-2025-top-20-firms-by-aum13296094
CLA Wealth Advisors is among Barron’s top RIA firms for 2025https://www.CLAconnect.com/en/media/25/cla-wealth-advisors-ranked-49th-on-barrons-2025-top-100-ria-firms-list13195594
Wealth Management for Business Owners and Entrepreneurshttps://creativeplanning.com/specialty/business-owners/?utm_source=openai125962195
creativeplanning.comhttps://creativeplanning.com/private-wealth-management/business-owners/125962195
Small Business Retirement Planning | Avidian Wealth Solutionshttps://avidianwealth.com/small-business-retirement-planning/11295694
Mariner Wealth Advisorshttps://www.marinerwealthadvisors.com/12495694
Financial Planning for Executives and Business Ownershttps://prosperplan.com/executives-and-business-owners/1094394
Mariner: Access to a Wealth of Knowledge and Solutions.https://www.marinerwealthadvisors.com/?utm_source=openai12495694
merceradvisors.comhttps://www.merceradvisors.com/12795294
Here’s Why You Need a Financial Advisor for Succession Planning | Asset Preservationhttps://www.apsitaxes.com/blog/financial-advisors-for-succession-planning11095093
Creative Planning Named Best Independent RIA for Comprehensive Wealth Management by The Wall Street Journal’s Buy Side | Creative Planninghttps://creativeplanning.com/press/creative-planning-named-best-independent-ria-for-comprehensive-wealth-management-by-the-wall-street-journals-buy-side/125962195
https://www.forbes.com/companies/hb-wealth/https://www.forbes.com/companies/hb-wealth/168973295
Financial Planning & Advisors for Business Owners | Mercer Advisorshttps://www.merceradvisors.com/solutions/professions/business-owners/?utm_source=openai12795294
marinerwealthadvisors.comhttps://www.marinerwealthadvisors.com/our-services/business-owner/12495694
https://www.comerica.com/insights/business-management/assorted-business/building-your-retirement-plan-as-a-business-owner.htmlhttps://www.comerica.com/insights/business-management/assorted-business/building-your-retirement-plan-as-a-business-owner.html12896395
Financial Planning & Advisors for Business Owners | Mercer Advisorshttps://www.merceradvisors.com/solutions/professions/business-owners/12795294
https://finance.yahoo.com/news/usa-today-names-modera-wealth-140000322.htmlhttps://finance.yahoo.com/news/usa-today-names-modera-wealth-140000322.html169975396
Custom, Comprehensive Wealth Management | Cerity Partnershttps://ceritypartners.com/?utm_source=openai125952294
wealthenhancement.comhttps://www.wealthenhancement.com/exit-planning12395894
https://www.nerdwallet.com/retirement/learn/retirement-plans-self-employedhttps://www.nerdwallet.com/retirement/learn/retirement-plans-self-employed149971495
Financial Advisors for Entrepreneurs and Business Ownershttps://www.epwealth.com/services/business-planning/12195194
http://investor.wedbush.com/wedbush/article/bizwire-2025-10-3-evoke-advisors-ranked-no-1-on-forbes-americas-top-ria-firms-list-for-fourth-consecutive-yearhttp://investor.wedbush.com/wedbush/article/bizwire-2025-10-3-evoke-advisors-ranked-no-1-on-forbes-americas-top-ria-firms-list-for-fourth-consecutive-year12295995
Financial Advisor for Business Owners | Modera Wealth Managementhttps://moderawealth.com/specialties/business-owners/?utm_source=openai11395894
beaconpointe.comhttps://beaconpointe.com/clients-we-serve/business-owners-entrepreneurs/119951794
https://www.morganstanley.com/atwork/articles/small-business-retirement-plans-sep-simple-ira-401khttps://www.morganstanley.com/atwork/articles/small-business-retirement-plans-sep-simple-ira-401k149971394
One of Barron’s top RIA Firms for Wealth Management Services | Wealth Enhancementhttps://www.wealthenhancement.com/12395894
https://www.advfn.com/stock-market/stock-news/97902400/integrated-partners-launches-integrated-private-wehttps://www.advfn.com/stock-market/stock-news/97902400/integrated-partners-launches-integrated-private-we130961295
Financial Advisors and Fiduciary Services | Savant Wealth Managementhttps://savantwealth.com/?utm_source=openai120951794
savantwealth.comhttps://savantwealth.com/businesses/120951794
https://www.fidelity.com/retirement-ira/small-business/compare-retirement-planshttps://www.fidelity.com/retirement-ira/small-business/compare-retirement-plans145962195
Financial Advisors and Fiduciary Services | Savant Wealth Managementhttps://savantwealth.com/120951794
https://markets.businessinsider.com/news/stocks/canterbury-capital-wealth-management-announces-launch-of-fully-independent-ria-offering-an-entrepreneurial-comprehensive-approach-to-wealth-management-1035106109https://markets.businessinsider.com/news/stocks/canterbury-capital-wealth-management-announces-launch-of-fully-independent-ria-offering-an-entrepreneurial-comprehensive-approach-to-wealth-management-1035106109162974195
Small-Business Retirement Plans | Edelman Financial Engineshttps://www.edelmanfinancialengines.com/small-business/?utm_source=openai12396895
epwealth.comhttps://www.epwealth.com/blog/tag/financial-planning-for-small-business-owners12195194
The Top 10 Financial Advisors in the U.S. (2026) | SmartAsset.comhttps://smartasset.com/financial-advisor/us-top-financial-advisors140963595
https://jp.advfn.com/exchanges/share-news/98233911/soltis-investment-advisors-strengthens-in-house-tahttps://jp.advfn.com/exchanges/share-news/98233911/soltis-investment-advisors-strengthens-in-house-ta13096694
Financial Advisor for Business Owners | Cinder Wealth Advisorshttps://cinderwealth.com/?utm_source=openai1093092
captrust.comhttps://www.captrust.com/solutions/individuals/executives-business-owners/12595294
Financial Planning for Business Owners - Business Financial Advisorshttps://www.360financial.net/financial-planning-for-business-owners11095393
https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=987575https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=987575157972394
Financial Planning for Business Owners | Heirloom Wealth Management | Heirloom Wealth Managementhttps://www.heirloomwm.com/solutions/business-owners?utm_source=openai1394393
northfinancialadvisors.comhttps://www.northfinancialadvisors.com/services/1295094
https://markets.businessinsider.com/news/currencies/qtr-family-wealth-launches-independent-ria-firm-deepening-commitment-to-multi-generational-entrepreneurs-1034747132https://markets.businessinsider.com/news/currencies/qtr-family-wealth-launches-independent-ria-firm-deepening-commitment-to-multi-generational-entrepreneurs-1034747132162974195
Personal CFO & Family Office for Successful Families | Hunley Wealth Managementhttps://hunleywealthmanagement.com/?utm_source=openai1093093
panoramiccp.comhttps://panoramiccp.com/1094093
https://www.creativeplanning.com/wealth-management/business-owners/https://www.creativeplanning.com/wealth-management/business-owners/125962195
https://www.merceradvisors.com/professions/business-owners/https://www.merceradvisors.com/professions/business-owners/12795294
https://www.marinerwealthadvisors.com/wealth-management-for-business-owners/https://www.marinerwealthadvisors.com/wealth-management-for-business-owners/12495694
https://www.wealthenhancement.com/businesses/growth-exit-planning/https://www.wealthenhancement.com/businesses/growth-exit-planning/12395894
https://beaconpointe.com/financial-planning-for-business-owners-and-entrepreneurs/https://beaconpointe.com/financial-planning-for-business-owners-and-entrepreneurs/119951794
https://www.savantwealth.com/businesses/https://www.savantwealth.com/businesses/120951794
https://www.epwealth.com/financial-planning-for-small-business-owners/https://www.epwealth.com/financial-planning-for-small-business-owners/12195194
https://www.captrust.com/financial-advisors-for-business-owners-and-executives/https://www.captrust.com/financial-advisors-for-business-owners-and-executives/12595294
https://northfinancialadvisors.com/services/https://northfinancialadvisors.com/services/1295094
LLM Data

Citation sources

Every URL the models' web searches retrieved while answering: the wider pool the citations above were drawn from, aggregated the same way and filtered by the same model checkboxes.

TitleURLAppearancesDomain PRDomain HCHost PRHost HC
Mariner Wealth Advisorshttps://www.marinerwealthadvisors.com/22495694
RIA succession planning | Schwab Advisor Serviceshttps://advisorservices.schwab.com/insights-hub/perspectives/ria-succession-planning244961995
Financial Advisors and Fiduciary Services | Savant Wealth Managementhttps://savantwealth.com/220951794
merceradvisors.comhttps://www.merceradvisors.com/22795294
Financial Advisor for Business Owners & Founders | Exit & IPO Planninghttps://darrowwealthmanagement.com/clients/business-owners/2895994
Financial Planning & Advisors for Business Owners | Mercer Advisorshttps://www.merceradvisors.com/solutions/professions/business-owners/22795294
Self employed and small-business retirement plans | Compare plans | Fidelityhttps://www.fidelity.com/retirement-ira/small-business/compare-retirement-plans145962195
Best RIAs to work for 2025: ranking | Financial Planninghttps://www.financial-planning.com/list/best-rias-to-work-for-2025-ranking13296094
HB Wealth | Company Overview & Newshttps://www.forbes.com/companies/hb-wealth/168973295
https://lynchwealthadvisors.com/https://lynchwealthadvisors.com/1093092
creativeplanning.comhttps://creativeplanning.com/private-wealth-management/business-owners/125962195
Financial Advisors for Entrepreneurs and Business Ownershttps://www.epwealth.com/services/business-planning/12195194
https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=987575#4#1https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=987575#4#1157972394
https://www.marinerwealthadvisors.com/our-services/business/risk-advisory/https://www.marinerwealthadvisors.com/our-services/business/risk-advisory/12495694
Small Business Retirement Plans | Morgan Stanley at Workhttps://www.morganstanley.com/atwork/articles/small-business-retirement-plans-sep-simple-ira-401k149971394
One of Barron’s top RIA Firms for Wealth Management Services | Wealth Enhancementhttps://www.wealthenhancement.com/12395894
Firm Differentiators - RIA Thrival Guidehttps://riasuccess.theamericancollege.edu/ria-thrival-guide/firm-differentiators12895093
https://ceritypartners.com/https://ceritypartners.com/125952294
marinerwealthadvisors.comhttps://www.marinerwealthadvisors.com/our-services/business-owner/12495694
Built to Last: Successful Succession Planning for RIAs - MarshBerryhttps://www.marshberry.com/resource/built-to-last-successful-succession-planning-for-rias/11695093
Savant Pens Largest Deal Ever With $3.9B Heritage Financial RIAhttps://www.wealthmanagement.com/ria-news/-3-9b-mass-based-ria-heritage-goes-with-ria-savant-wealth135961695
Who We Serve | Global Advisershttps://globaladvisers.com/employee-retirement-plans/who-we-serve/#collapse-1-1733511093093
https://rudewealthadvisory.com/https://rudewealthadvisory.com/1092390
wealthenhancement.comhttps://www.wealthenhancement.com/exit-planning12395894
Self-Employed Retirement Plans: Know Your Options - NerdWallethttps://www.nerdwallet.com/retirement/learn/retirement-plans-self-employed149971495
Home | The Sturkie Wealth Management Grouphttps://www.sturkiewealthmanagement.com/139500
$15B RIA Modera Acquires Tax Firm Focused on HNW Clientshttps://finance.yahoo.com/news/15b-ria-modera-acquires-tax-130000009.html169975396
https://www.marinerwealthadvisors.com/our-services/business/https://www.marinerwealthadvisors.com/our-services/business/12495694
beaconpointe.comhttps://beaconpointe.com/clients-we-serve/business-owners-entrepreneurs/119951794
The independent RIA owner’s top four options in succession planning - AdvisorHubhttps://www.advisorhub.com/resources/the-independent-ria-owners-top-four-options-in-succession-planning/12495995
Annex Wealth Management | Know The Difference™https://annexwealth.com/?utm_source=advisorregistry&utm_medium=website&utm_campaign=article&utm_term=view_website_link11395694
https://www.edelmanfinancialengines.com/services/retirement/https://www.edelmanfinancialengines.com/services/retirement/12396895
savantwealth.comhttps://savantwealth.com/businesses/120951794
Solo 401(k)s, SEP and SIMPLE IRAs for Small Business Ownershttps://www.advantaira.com/blog/self-directed-retirement-plans-for-small-business-owners/1895094
Financial Planning for Business Owners - Business Financial Advisorshttps://www.360financial.net/financial-planning-for-business-owners11095393
Ricardo Espinosa, Field Director - Vernon Hills, IL 60061https://www.northwesternmutual.com/financial/advisor/ricardo-espinosa/planning-for-business-owners139962795
https://www.myciwm.com/https://www.myciwm.com/1094093
epwealth.comhttps://www.epwealth.com/blog/tag/financial-planning-for-small-business-owners12195194
Guide to Continuity and Succession Planning for RIAshttps://smartasset.com/advisor-resources/ria-succession-planning140963595
Deals & Moves: Savant Adds $1.15B RIA; Mariner Snags $325M Firmhttps://www.wealthmanagement.com/ria-news/deals-moves-savant-adds-ria-with-tax-services-mariner-snags-325m-firm135961695
Integrated Partners Launches Integrated Private Wealth to Guide Business Owners Through High-Stakes Transitionshttps://www.advfn.com/stock-market/stock-news/97902400/integrated-partners-launches-integrated-private-we130961295
captrust.comhttps://www.captrust.com/solutions/individuals/executives-business-owners/12595294
SEP-IRA - Simplified Employee Pension Plan | Vanguardhttps://investor.vanguard.com/accounts-plans/small-business-retirement-plans141963395
Financial Advisors for Small Business Owners | Find Specialists + Read Reviews | Wealthtenderhttps://wealthtender.com/insights/investing/financial-advisors-for-small-business-owners/118951694
CLA Wealth Advisors is among Barron’s top RIA firms for 2025https://www.CLAconnect.com/en/media/25/cla-wealth-advisors-ranked-49th-on-barrons-2025-top-100-ria-firms-list13195594
https://www.edelmanfinancialengines.com/https://www.edelmanfinancialengines.com/12396895
northfinancialadvisors.comhttps://www.northfinancialadvisors.com/services/1295094
RIA Succession Plan: The Advisor's Continuity & Valuation Checklisthttps://advisorlegacy.com/blog/ria-succession-planning1694794
Financial Advisors for Business Owners and Entrepreneurshttps://smithanglin.com/business-owner-entrepreneur.html1294393
Women Business Owners | Global Advisershttps://globaladvisers.com/solutions/women-business-owners/#awb-oc__1630871093093
https://cinderwealth.com/https://cinderwealth.com/1093092
panoramiccp.comhttps://panoramiccp.com/1094093
RIA Leaders 2025: Top 20 firms by AUM | Financial Planninghttps://www.financial-planning.com/list/ria-leaders-2025-top-20-firms-by-aum13296094
$15B Modera Acquires NJ-Based Tax Plannerhttps://www.wealthmanagement.com/ria-news/15b-ria-modera-acquires-tax-firm-focused-on-hnw-clients135961695
RIA Succession Planning: Exit Strategies for Financial Advisorshttps://www.myrialawyer.com/ria-succession-planning-2025/1295093
Savant Named a Top 20 RIA Leader by Financial Planning | Savant Wealth Managementhttps://savantwealth.com/press-room/savant-named-a-top-20-ria-leader-by-financial-planning/120951794
Evoke Advisors Ranked No. 1 on Forbesâ âAmerica's Top RIA Firmsâ List for Fourth Consecutive Yearhttp://investor.wedbush.com/wedbush/article/bizwire-2025-10-3-evoke-advisors-ranked-no-1-on-forbes-americas-top-ria-firms-list-for-fourth-consecutive-year12295995
https://www.edelmanfinancialengines.com/services/https://www.edelmanfinancialengines.com/services/12396895
Building Your Retirement Plan As a Business Owner | Comericahttps://www.comerica.com/insights/business-management/assorted-business/building-your-retirement-plan-as-a-business-owner.html12896395
STURKIE WEALTH MANAGEMENT - Updated June 2026 - Request Consultation - 1315 N Lake Dr, Lexington, South Carolina - Financial Advising - Phone Number - Yelphttps://www.yelp.com/biz/sturkie-wealth-management-lexington-2167974595
Financial Planning for Executives and Business Ownershttps://prosperplan.com/executives-and-business-owners/1094394
https://www.lwprinciples.com/https://www.lwprinciples.com/1093093
Succession Planning for Registered Investment Advisorshttps://www.napa-benefits.org/blog/investment-advisor/success-strategies/succession-planning-for-registered-investment-advisors11095093
How to Choose the Best Wealth Advisor in 2025: A Strategic Guide for UHNW Families — Investor Educator, Advisor Consultant, Consulting RIAs and Financial Industryhttps://www.selectadvisorsinstitute.com/investor/choosing-the-best-wealth-advisor-2025-strategy-guide1794294
Gilman-Waltzer Teamhttp://www-prod.wealthenhancement.com/advisor-teams/gilman-waltzer12395093
https://www.financehq.com/advisor-firms/mariner-wealth-advisorshttps://www.financehq.com/advisor-firms/mariner-wealth-advisors129400
Best Small Business Retirement Plans for 2026https://www.irafinancial.com/blog/best-small-business-retirement-plans/11695094
USA TODAY Names Modera Wealth Management Among Industry's Best Financial Advisory Firmshttps://finance.yahoo.com/news/usa-today-names-modera-wealth-140000322.html169975396
https://www.edelmanfinancialengines.com/small-business/https://www.edelmanfinancialengines.com/small-business/12396895
Succession Planning Options for RIAshttps://mercercapital.com/insights/blogs/ria-valuation-insights-blog/2025/succession-planning-options-for-rias/115951195
2025 Financial Planning’s Best RIAs to Work For - Moneco Advisorshttps://monecoadvisors.com/awards/2025-financial-plannings-best-rias-to-work-for/11195693
Our Teamhttps://advisor.janney.com/evanslindenwmg/who-we-are/our-team/#contact-information122951994
https://www.heirloomwm.com/solutions/business-ownershttps://www.heirloomwm.com/solutions/business-owners1394393
7 Top 401(k) Providers for 2022 - NerdWallethttps://www.nerdwallet.com/business/software/learn/401k-providers149971495
Canterbury Capital Wealth Management Announces Launch of Fully Independent RIA, Offering an Entrepreneurial, Comprehensive Approach to Wealth Managementhttps://markets.businessinsider.com/news/stocks/canterbury-capital-wealth-management-announces-launch-of-fully-independent-ria-offering-an-entrepreneurial-comprehensive-approach-to-wealth-management-1035106109162974195
https://www.marinerwealthadvisors.com/comprehensive-financial-services/https://www.marinerwealthadvisors.com/comprehensive-financial-services/12495694
4 Succession Solutions for Financial Advisor Firmshttps://smartasset.com/advisor-resources/financial-advisor-succession-solutions140963595
Sturkie Wealth Management Group | Lexington SC | Facebookhttps://www.facebook.com/SturkieWMG/196997897
Moneco Recognized on Forbes America’s Top RIA Firms Listhttps://markets.businessinsider.com/news/stocks/moneco-recognized-on-forbes-america-s-top-ria-firms-list-1035448455162974195
https://en.wikipedia.org/wiki/Edelman_Financial_Engineshttps://en.wikipedia.org/wiki/Edelman_Financial_Engines180987697
Small Business Retirement Planning | Avidian Wealth Solutionshttps://avidianwealth.com/small-business-retirement-planning/11295694
Top 100 Independent RIAs 2026 | Independent RIA Listhttps://advizorpro.com/post/top-independent-rias12196594
Ethan Li | New York, NY | Morgan Stanley Wealth Managementhttps://advisor.morganstanley.com/ethan.li149972395
https://www.myciwm.com/business-ownershttps://www.myciwm.com/business-owners1094093
Here’s Why You Need a Financial Advisor for Succession Planning | Asset Preservationhttps://www.apsitaxes.com/blog/financial-advisors-for-succession-planning11095093
Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders - Monetahttps://monetagroup.com/moneta-tops-financial-plannings-ranking-of-2025-ria-leaders11595694
Canterbury Capital Wealth Management announces launch of fully independent RIAhttps://irei.com/news/canterbury-capital-wealth-management-announces-launch-of-fully-independent-ria/126962195
https://www.savantfinancial.com/who-do-we-helphttps://www.savantfinancial.com/who-do-we-help109300
$1.15 Billion Corrigan Financial, Inc. Joins Savant Wealth Management | Savant Wealth Managementhttps://savantwealth.com/press-room/1-15-billion-corrigan-financial-inc-joins-savant-wealth-management/120951794
Forbes Honors Opal Wealth Advisors as One of America’s Top RIA Firms in 2025https://opalwealthadvisors.com/blog/news/forbes-honors-opal-wealth-advisors-as-one-of-americas-top-ria-firms-in-2025/1995594
https://moderawealth.com/specialties/business-owners/https://moderawealth.com/specialties/business-owners/11395894
Our Wealth Management Experts | Northern Trusthttps://www.northerntrust.com/united-states/about-us/our-experts-wealth-management13295694
Arin Maercks | Global Institutional Advisory Solutions | Graystone Consultinghttps://graystone.morganstanley.com/arin.maercks14997994
https://www.burrowscap.com/https://www.burrowscap.com/1294192
Fee-only RIAs with the most financial advisors in 2025 | Financial Planninghttps://www.financial-planning.com/list/fee-only-rias-with-the-most-financial-advisors-in-202513296094
Soltis Investment Advisors Strengthens In-House Tax Capabilities with Addition of GDM Private Financial Solutionshttps://jp.advfn.com/exchanges/share-news/98233911/soltis-investment-advisors-strengthens-in-house-ta13096694
https://creativeplanning.com/specialty/business-owners/https://creativeplanning.com/specialty/business-owners/125962195
Calling all entrepreneurs: How The Right Financial Advisor Can Integrate Your Personal And Business Goalshttps://www.forbes.com/sites/shirlpenney/2024/05/31/calling-all-entrepreneurs-how-the-right-financial-advisor-can-integrate-your-personal-and-business-goals/?ss=wealth-management168973295
https://ceritypartners.com/corporations/workplace-solutions/executive-financial-counseling-for-individuals-families/https://ceritypartners.com/corporations/workplace-solutions/executive-financial-counseling-for-individuals-families/125952294
Investor Spotlight: Savant Wealth Management - Greater Iowa City, Inc.https://greateriowacity.com/investor-spotlight/savant/1594894
Jordan Banning (CFP®)https://www.napfa.org/member/112089/4199813196794
North Financial Advisorshttps://www.linkedin.com/company/north-financial-advisors190987397
Canterbury Capital Wealth Management Announces Launch of Fully Independent RIA, Offering an Entrepreneurial, Comprehensive Approach to Wealth Managementhttps://finance.yahoo.com/news/canterbury-capital-wealth-management-announces-131500828.html169975396
https://smartasset.com/financial-advisor/mariner-wealth-advisors-reviewhttps://smartasset.com/financial-advisor/mariner-wealth-advisors-review140963595
QTR Family Wealth Launches Independent RIA Firm, Deepening Commitment to Multi-Generational Entrepreneurshttps://markets.businessinsider.com/news/currencies/qtr-family-wealth-launches-independent-ria-firm-deepening-commitment-to-multi-generational-entrepreneurs-1034747132162974195
https://www.forbes.com/advisor/investing/financial-engines-review/https://www.forbes.com/advisor/investing/financial-engines-review/168973295
How Can a Financial Advisor for Entrepreneurs Help Your Business? | Asset Preservationhttps://www.apsitaxes.com/blog/financial-advisor-for-entrepreneurs11095093
Charles Alfaro - CA Investments and Financial Planning of Raymond James - Palm Desert, CAhttps://www.raymondjames.com/charlesalfaro/about-us/bio?_=Charles.Alfaro137962295
https://www.centerpiecewealthadvisors.com/https://www.centerpiecewealthadvisors.com/1093194
Creative Planning Named Best Independent RIA for Comprehensive Wealth Management by The Wall Street Journal’s Buy Side | Creative Planninghttps://creativeplanning.com/press/creative-planning-named-best-independent-ria-for-comprehensive-wealth-management-by-the-wall-street-journals-buy-side/125962195
What’s New In Investments, Funds? – Integrated Partnershttps://www.familywealthreport.com/article.php/Americans-Show-Most-Love-For-Art-As-Investment-Of-Passion-_dash_-RBC/article.php/article.php/What%E2%80%99s-New-In-Investments%2C-Funds%3F-%E2%80%93-Integrated-Partners?id=20702312095394
https://www.marinerwealthadvisors.com/wp-content/uploads/2025/05/Wealth-Planning-for-Entrepreneurs.pdfhttps://www.marinerwealthadvisors.com/wp-content/uploads/2025/05/Wealth-Planning-for-Entrepreneurs.pdf12495694
Savant Wealth Management Acquires Minnesota RIAhttps://www.wealthmanagement.com/ria-news/savant-wealth-acquires-12b-minnesota-firm135961695
https://www.retirementplanning.net/retirement-planners/new-york/new-york/cerity-partners-llc/2006542https://www.retirementplanning.net/retirement-planners/new-york/new-york/cerity-partners-llc/20065421494193
About - North Financial Advisorshttps://www.northfinancialadvisors.com/about/1295094
https://www.millerwealthplanning.com/https://www.millerwealthplanning.com/1094094
Independents, RIAs, and FOS | Cannon Financial Institutehttps://www.cannonfinancial.com/independents-rias-and-fos11695093
Retirement Planning for Small Business Owners: Expert Tips for Growth - Elite Income Advisors, Inc.https://eliteincomeadvisors.com/retirement-planning-for-small-business-owners/1394194
https://www.nerdwallet.com/financial-advisors/reviews/edelman-financial-engines?msockid=230aea4da7f4668c1d10fcf2a6606738https://www.nerdwallet.com/financial-advisors/reviews/edelman-financial-engines?msockid=230aea4da7f4668c1d10fcf2a6606738149971495
5-Star RIA Firms - InvestmentNewshttps://www.investmentnews.com/best-in-wealth/5-star-ria-firms/26190913796294
https://hunleywealthmanagement.com/https://hunleywealthmanagement.com/1093093
RIA moves: Savant strengthens New England presence with $3.9B Heritage Financial - InvestmentNewshttps://www.investmentnews.com/ria-news/ria-moves-savant-strengthens-new-england-presence-with-39b-heritage-financial/26551513796294
https://www.unbiased.com/discover/financial-advice/mariner-wealth-advisors-reviewhttps://www.unbiased.com/discover/financial-advice/mariner-wealth-advisors-review11495093
Osaic Welcomes Sturkie Wealth Management Grouphttps://www.prnewswire.com/news-releases/osaic-welcomes-sturkie-wealth-management-group-302077752.html164971895
https://www.finnotes.org/entities/cerity-partnershttps://www.finnotes.org/entities/cerity-partners1295094
The Top 10 Financial Advisors in the U.S. (2026) | SmartAsset.comhttps://smartasset.com/financial-advisor/us-top-financial-advisors140963595
https://www.kiplinger.com/retirement/retirement-planning/sep-ira-vs-solo-401k-which-is-betterhttps://www.kiplinger.com/retirement/retirement-planning/sep-ira-vs-solo-401k-which-is-better14396994
Do You Need A Financial Advisor As A Small Business Owner? | Bankratehttps://www.bankrate.com/investing/financial-advisors/small-business-financial-advisor/150962195
https://srs.mariner.com/https://srs.mariner.com/11095--
Creative Planning Named Best Independent RIA for Comprehensive Wealth Management by the Wall Street Journal's Buy Sidehttps://www.prnewswire.com/news-releases/creative-planning-named-best-independent-ria-for-comprehensive-wealth-management-by-the-wall-street-journals-buy-side-302698331.html164971895
https://moneywise.com/investing/reviews/financial-engineshttps://moneywise.com/investing/reviews/financial-engines130952595
Savant Wealth Management enters Maine with latest acquisition - InvestmentNewshttps://www.investmentnews.com/ria-news/savant-wealth-management-enters-maine-with-latest-acquisition/26724413796294
https://www.kiplinger.com/business/small-business/estate-planning-documents-for-business-ownershttps://www.kiplinger.com/business/small-business/estate-planning-documents-for-business-owners14396994
Sturkie Wealth Management Group of Stratos Wealth Partners | make more confident financial decisions - unbiased.comhttps://www.unbiased.com/profile/financial-advisor/stratos-wealth-partners-2511495093
https://www.kiplinger.com/retirement/retirement-planning/business-owners-whats-your-purpose-in-retirementhttps://www.kiplinger.com/retirement/retirement-planning/business-owners-whats-your-purpose-in-retirement14396994
Business Owner Wealth Management - Investing, Exit Planning, Legacyhttps://www.360financial.net/wealth-management-small-business-owners11095393
https://en.wikipedia.org/wiki/Ric_Edelmanhttps://en.wikipedia.org/wiki/Ric_Edelman180987697
Financial planning for business owners | Ameriprise Financialhttps://www.ameriprise.com/financial-goals-priorities/personal-finance/owning-a-business12895695
https://advisor.morganstanley.com/the-aistear-wealth-management-group/documents/field/a/ai/aistear-wealth-management-group/2026_FWD_The_Aistear_Wealth_Management_Group_Business_Owner.pdfhttps://advisor.morganstanley.com/the-aistear-wealth-management-group/documents/field/a/ai/aistear-wealth-management-group/2026_FWD_The_Aistear_Wealth_Management_Group_Business_Owner.pdf149972395
RIA Awards - RFG Advisoryhttps://rfgadvisory.com/awards/113951194
https://www.kiplinger.com/retirement/estate-planning/business-exit-combined-estate-and-succession-planninghttps://www.kiplinger.com/retirement/estate-planning/business-exit-combined-estate-and-succession-planning14396994
Deals & Moves: Savant Snags Maine RIA, Cerity Expands to Oregonhttps://www.wealthmanagement.com/ria-news/deals-moves-savant-wealth-plants-flag-in-maine-cerity-expands-to-oregon135961695
https://www.edelmanfinancialengines.com/content/dam/efe/corporate-brand/efe/downloadable-assets/Edelman_Financial_Engines_ADV%20%281%29Final%20%282%292023.pdfhttps://www.edelmanfinancialengines.com/content/dam/efe/corporate-brand/efe/downloadable-assets/Edelman_Financial_Engines_ADV%20%281%29Final%20%282%292023.pdf12396895
NORTHERN FINANCIAL ADVISORS, INChttps://adviserinfo.sec.gov/firm/summary/121088157973995
https://en.wikipedia.org/wiki/Osaichttps://en.wikipedia.org/wiki/Osaic180987697
https://www.marinerwealthadvisors.com/wp-content/uploads/2025/05/Investment-Banking-Business-Owner-Solutions-Overview.pdfhttps://www.marinerwealthadvisors.com/wp-content/uploads/2025/05/Investment-Banking-Business-Owner-Solutions-Overview.pdf12495694
https://moderawealth.com/wp-content/uploads/How-We-Help-Business-Owners.pdfhttps://moderawealth.com/wp-content/uploads/How-We-Help-Business-Owners.pdf11395894
https://en.wikipedia.org/wiki/Hightower_Advisorshttps://en.wikipedia.org/wiki/Hightower_Advisors180987697
https://www.kiplinger.com/retirement/retirement-planning/retirement-risks-business-owners-often-overlookhttps://www.kiplinger.com/retirement/retirement-planning/retirement-risks-business-owners-often-overlook14396994
https://www.edelmanfinancialengines.com/content/dam/efe/corporate-brand/efe/downloadable-assets/Edelman_Financial_Engines_ADV.pdfhttps://www.edelmanfinancialengines.com/content/dam/efe/corporate-brand/efe/downloadable-assets/Edelman_Financial_Engines_ADV.pdf12396895
https://en.wikipedia.org/wiki/Ray_Lucia_Jrhttps://en.wikipedia.org/wiki/Ray_Lucia_Jr180987697
https://www.kiplinger.com/retirement/retirement-planning/your-five-year-business-exit-strategy-so-you-can-retirehttps://www.kiplinger.com/retirement/retirement-planning/your-five-year-business-exit-strategy-so-you-can-retire14396994
https://www.edelmanfinancialengines.com/content/dam/efe/corporate-brand/production-web-assets/downloadable-content/offer/WPG_Financial-Windfall_Guide.pdfhttps://www.edelmanfinancialengines.com/content/dam/efe/corporate-brand/production-web-assets/downloadable-content/offer/WPG_Financial-Windfall_Guide.pdf12396895
https://en.wikipedia.org/wiki/Robo-advisorhttps://en.wikipedia.org/wiki/Robo-advisor180987697
https://www.kiplinger.com/retirement/happy-retirement/how-retirees-turned-their-passion-into-a-businesshttps://www.kiplinger.com/retirement/happy-retirement/how-retirees-turned-their-passion-into-a-business14396994
https://ceritypartners.com/wp-content/uploads/2024/07/CerityPartners-Brochure-Retirement-Plan-Advisory-Brochure.pdfhttps://ceritypartners.com/wp-content/uploads/2024/07/CerityPartners-Brochure-Retirement-Plan-Advisory-Brochure.pdf125952294
https://en.wikipedia.org/wiki/Financial_adviserhttps://en.wikipedia.org/wiki/Financial_adviser180987697
https://en.wikipedia.org/wiki/Creative_Planninghttps://en.wikipedia.org/wiki/Creative_Planning180987697
https://en.wikipedia.org/wiki/Guidant_Financialhttps://en.wikipedia.org/wiki/Guidant_Financial180987697
https://savantwealth.com/wp-content/uploads/2022/11/An-Ideal-Partnership_11-3-22-Update_Fillable.pdfhttps://savantwealth.com/wp-content/uploads/2022/11/An-Ideal-Partnership_11-3-22-Update_Fillable.pdf120951794
https://www.reddit.com/r/Bogleheads/comments/1ujdddg/retirement_investment_checkup_age_62_looking_for/https://www.reddit.com/r/Bogleheads/comments/1ujdddg/retirement_investment_checkup_age_62_looking_for/172976496
https://www.hrview.media/uploads/resources/resources/3242021115745PM_Resource_BusinessSuccessionPlanningCultivatingEnduringValue.pdfhttps://www.hrview.media/uploads/resources/resources/3242021115745PM_Resource_BusinessSuccessionPlanningCultivatingEnduringValue.pdf1193192
https://www.advisorhub.com/wp-content/uploads/2021/01/Succession-Planning-MPS.pdfhttps://www.advisorhub.com/wp-content/uploads/2021/01/Succession-Planning-MPS.pdf12495995
https://www.reddit.com/r/portfolios/comments/xblje7/experience_with_edelman_financial_engines_services/https://www.reddit.com/r/portfolios/comments/xblje7/experience_with_edelman_financial_engines_services/172976496
https://www.financialarchitectsllc.com/Ruminations%20Files/Ruminations%20on%20Financial%20Planning%20for%20Small%20Business%20Owners.pdfhttps://www.financialarchitectsllc.com/Ruminations%20Files/Ruminations%20on%20Financial%20Planning%20for%20Small%20Business%20Owners.pdf1195094
https://www.washoecounty.gov/humanresources/board_committees/deferred_compensation/2024/files/02-14-2024%20Item%209%20Mariner%20Acquisition%20-%20Overview%20WC.pdfhttps://www.washoecounty.gov/humanresources/board_committees/deferred_compensation/2024/files/02-14-2024%20Item%209%20Mariner%20Acquisition%20-%20Overview%20WC.pdf12596795
https://www.reddit.com/r/Bogleheads/comments/1en75n8https://www.reddit.com/r/Bogleheads/comments/1en75n8172976496
https://rosestreetadvisors.com/wp-content/uploads/2025/10/ER-Blog-Retirement-Planning-Handout-for-Small-Business-Owners-2025-10-28-4786148.pdfhttps://rosestreetadvisors.com/wp-content/uploads/2025/10/ER-Blog-Retirement-Planning-Handout-for-Small-Business-Owners-2025-10-28-4786148.pdf1294493
https://www.marinerwealthadvisors.com/wp-content/uploads/2022/10/About-Mariner-Wealth-Advisors.pdfhttps://www.marinerwealthadvisors.com/wp-content/uploads/2022/10/About-Mariner-Wealth-Advisors.pdf12495694
https://www.reddit.com/r/Bogleheads/comments/1kfiacihttps://www.reddit.com/r/Bogleheads/comments/1kfiaci172976496
https://resources.risr.com/hubfs/RISR_The%20Succession%20Planning%20Starter%20Kit%20for%20Advisors.pdfhttps://resources.risr.com/hubfs/RISR_The%20Succession%20Planning%20Starter%20Kit%20for%20Advisors.pdf1--493
https://en.wikipedia.org/wiki/Succession_planninghttps://en.wikipedia.org/wiki/Succession_planning180987697
https://www.reddit.com/r/Bogleheads/comments/xblj1khttps://www.reddit.com/r/Bogleheads/comments/xblj1k172976496
https://advisorempowerment.com/wp-content/uploads/2024/10/BOOK-AdvisorEmpowerment.pdfhttps://advisorempowerment.com/wp-content/uploads/2024/10/BOOK-AdvisorEmpowerment.pdf1093092
https://en.wikipedia.org/wiki/Savant_Investment_Grouphttps://en.wikipedia.org/wiki/Savant_Investment_Group180987697
https://www.reddit.com/r/personalfinance/comments/xblil9https://www.reddit.com/r/personalfinance/comments/xblil9172976496
https://www.reddit.com/r/selfemployed/comments/1nkd25e/us_solo_401k_vs_sep_ira_which_makes_more_sense/https://www.reddit.com/r/selfemployed/comments/1nkd25e/us_solo_401k_vs_sep_ira_which_makes_more_sense/172976496
https://en.wikipedia.org/wiki/Bernstein_Private_Wealth_Managementhttps://en.wikipedia.org/wiki/Bernstein_Private_Wealth_Management180987697
https://www.reddit.com/r/Fire/comments/1qol69i/edelman_financial/https://www.reddit.com/r/Fire/comments/1qol69i/edelman_financial/172976496
https://www.reddit.com/r/RichPeoplePF/comments/1uj0b46/just_exited_my_business_for_15m_posttax_total/https://www.reddit.com/r/RichPeoplePF/comments/1uj0b46/just_exited_my_business_for_15m_posttax_total/172976496
https://en.wikipedia.org/wiki/Woodbridge_Internationalhttps://en.wikipedia.org/wiki/Woodbridge_International180987697
https://www.reddit.com/r/jobboardsearch/comments/1sr64bh/hiring_a_wealth_planner_in_family_office/https://www.reddit.com/r/jobboardsearch/comments/1sr64bh/hiring_a_wealth_planner_in_family_office/172976496
https://www.reddit.com/r/CFP/comments/1ozev1c/minority_owner_successor_in_family_ria_what_do/https://www.reddit.com/r/CFP/comments/1ozev1c/minority_owner_successor_in_family_ria_what_do/172976496
https://www.reddit.com/r/Charleston/comments/1skx4qa/looking_for_a_fiduciary_in_charleston_for/https://www.reddit.com/r/Charleston/comments/1skx4qa/looking_for_a_fiduciary_in_charleston_for/172976496
https://www.reddit.com/r/retirement/comments/kcdjhghttps://www.reddit.com/r/retirement/comments/kcdjhg172976496
https://www.reddit.com/r/financialadvisors/comments/1qpz9jz/starting_an_ria_reality_check_needed/https://www.reddit.com/r/financialadvisors/comments/1qpz9jz/starting_an_ria_reality_check_needed/172976496
https://www.reddit.com/r/Investors/comments/1movznchttps://www.reddit.com/r/Investors/comments/1movznc172976496
https://www.reddit.com/r/jobboardsearch/comments/1is9g1hhttps://www.reddit.com/r/jobboardsearch/comments/1is9g1h172976496
https://www.reddit.com/r/FinancialCareers/comments/1t2cybt/pwm_i_regret_pivoting_from_a_large_firm_to_a/https://www.reddit.com/r/FinancialCareers/comments/1t2cybt/pwm_i_regret_pivoting_from_a_large_firm_to_a/172976496
https://www.reddit.com/r/CFP/comments/1jxhob4https://www.reddit.com/r/CFP/comments/1jxhob4172976496
https://www.reddit.com/r/Bogleheads/comments/1ffwhdxhttps://www.reddit.com/r/Bogleheads/comments/1ffwhdx172976496
https://www.reddit.com/r/personalfinance/comments/1fmvz7ohttps://www.reddit.com/r/personalfinance/comments/1fmvz7o172976496
https://www.reddit.com/r/CFP/comments/13k6mfdhttps://www.reddit.com/r/CFP/comments/13k6mfd172976496
https://www.reddit.com/r/jobboardsearch/comments/1i00k78https://www.reddit.com/r/jobboardsearch/comments/1i00k78172976496
https://www.reddit.com/r/CFP/comments/1kmgca7https://www.reddit.com/r/CFP/comments/1kmgca7172976496
https://www.reddit.com/r/Schwab/comments/1tzsz3y/schwab_wealth_management/https://www.reddit.com/r/Schwab/comments/1tzsz3y/schwab_wealth_management/172976496
https://creativeplanning.com/specialty/business-owners/?utm_source=openaihttps://creativeplanning.com/specialty/business-owners/?utm_source=openai125962195
https://www.reddit.com/r/Schwab/comments/1i1klqfhttps://www.reddit.com/r/Schwab/comments/1i1klqf172976496
https://www.marinerwealthadvisors.com/?utm_source=openaihttps://www.marinerwealthadvisors.com/?utm_source=openai12495694
https://www.merceradvisors.com/solutions/professions/business-owners/?utm_source=openaihttps://www.merceradvisors.com/solutions/professions/business-owners/?utm_source=openai12795294
https://ceritypartners.com/?utm_source=openaihttps://ceritypartners.com/?utm_source=openai125952294
https://moderawealth.com/specialties/business-owners/?utm_source=openaihttps://moderawealth.com/specialties/business-owners/?utm_source=openai11395894
https://savantwealth.com/?utm_source=openaihttps://savantwealth.com/?utm_source=openai120951794
https://www.edelmanfinancialengines.com/small-business/?utm_source=openaihttps://www.edelmanfinancialengines.com/small-business/?utm_source=openai12396895
https://cinderwealth.com/?utm_source=openaihttps://cinderwealth.com/?utm_source=openai1093092
https://www.heirloomwm.com/solutions/business-owners?utm_source=openaihttps://www.heirloomwm.com/solutions/business-owners?utm_source=openai1394393
https://hunleywealthmanagement.com/?utm_source=openaihttps://hunleywealthmanagement.com/?utm_source=openai1093093
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All recommended domains

Every domain the AI models recommended in web-search fanout runs for Small Business Owner, ranked by the influence-weighted score from the Score chart above, with each domain's link authority from the Common Crawl web graph. Click a domain for its site profile.

DomainScoreAppearances% of QueriesDomain PRDomain HCHost PRHost HC
creativeplanning.com5.336.025962195
darrowwealthmanagement.com3.124.0895994
moderawealth.com2.624.01395894
marinerwealthadvisors.com1.736.02495694
merceradvisors.com1.236.02795294
avidianwealth.com1.112.01295694
clawealthadvisors.com0.812.0093092
monetagroup.com0.712.01595694
apsitaxes.com0.612.01095093
ceritypartners.com0.512.025952294
hbwealth.com0.412.01395894
mercercapital.com0.412.015951195
savantwealth.com0.436.020951794
evokeadvisors.com0.312.0139531
fptransition.com0.312.00000
edelmanfinancialengines.com0.212.02396895
schwab.com0.212.044961895
integratedpw.com0.212.03153
cinderwealth.com0.212.0093092
wealthenhancement.com0.224.02395894
fidelity.com0.212.045962195
canterburycap.com0.212.0093093
heirloomwm.com0.112.0394393
morganstanley.com0.112.049971394
hunleywealthmanagement.com0.112.0093093
soltisadvisors.com0.112.01095594
epwealth.com0.124.02195194
comerica.com0.112.02896395
olivehurstadvisors.com0.112.0093092
irafinancial.com0.112.01695094
beaconpointe.com0.112.019951794
prosperplan.com0.112.0094394
qtrfamilywealth.com0.112.0093092
captrust.com0.012.02595294
northfinancialadvisors.com0.012.0295094
360financial.net0.012.01095393
panoramiccp.com0.012.0094093
smith-anglin.com0.012.00000