Financial advisors in Perth: AI search visibility ranking (2026)
How AI search engines rank financial advisors in perth by visibility and citations. 20 brands measured monthly across Google AI Mode: which brands the AI names in answers, which domains it cites as sources, and how the leaders compare. Financial advisory firms serving Perth households, business owners, retirees, and professionals with wealth planning, retirement advice, investment strategy, insurance, and holistic financial guidance across the metro area. Composite score: 70% visibility (% of AI answers naming the brand) + 30% citation rate (% citing the brand's domain). Full methodology →
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When buyers ask AI engines about financial advisors in Perth, Shadforth Financial Group often leads the recommendations with a visibility percentage of 25.0%. Other top brands like Count and Morgans also appear frequently. This visibility suggests these brands are commonly recognized by AI for their expertise and customer satisfaction in the financial advisory sector.
The rankings for financial advisors in Perth are influenced heavily by sources like google.com and top10financialplanner.com.au, which are aggregator and review sites. These platforms provide comprehensive insights and comparisons, making them valuable for AI engines to pull information from. The frequent citations help to shape the perceived reputation and reliability of these brands.
For buyers exploring this list, it’s crucial to consider factors that AI engines emphasize like recent reviews and third-party validation. These elements are important as they reflect current service levels and credibility. When choosing an advisor, focusing on brands with strong topical authority within financial advising can ensure a trustworthy and competent service.
At a glance
What we observed in this category
Shadforth Financial Group holds the only non-zero composite score in this category, sitting at 17.5 with 25.0% visibility against a category average of just 1.2%. That gap is extreme: every other ranked brand records 0.0% visibility and a 0.0 composite score. This means Shadforth is effectively the sole brand Google AI Mode surfaces when responding to financial advisor queries in Perth, giving it a near-monopoly on AI-generated awareness in this category.
A striking divergence exists between visibility and citation across the entire dataset. Shadforth carries 25.0% visibility but a 0.0% citation rate, meaning Google AI Mode mentions the brand without linking back to its domain. No brand in the top 10 records any citations at all. This pattern suggests AI responses in this category name brands conversationally but do not anchor to brand-owned sources as evidence, which has direct implications for trust signals and referral traffic.
The cited sources list reveals that Google AI Mode is drawing on third-party aggregator and review platforms rather than brand websites. Sources include adviserratings.com.au, top10financialplanner.com.au, bestfinancialplanners.com.au, and reddit.com. This indicates the AI is anchoring its responses on directory and community content, not on the advisors' own domains. Brands absent from those platforms are structurally disadvantaged in this category regardless of their own website quality.
Movers & shakers since last refresh
Biggest visibility risers
-
Shadforth Financial Group 0% → 25% · rank #5 → #1+25pp
Biggest visibility fallers
-
Count 12% → 0% · rank #1 → #2-12pp
The ranking
| # | Brand | Visibility | Citation | Top engine |
|---|---|---|---|---|
| 1 |
shadforth.com.au
|
25% | 0% | Google AI Mode |
Shadforth is the only brand above zero, with 25.0% visibility and a composite score of 17.5, rising from rank 5 to rank 1 with a visibility delta of plus 25.0 percentage points. |
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| 2 |
count.com.au
|
0% | 0% | Google AI Mode |
Count fell from rank 1 to rank 2 with a visibility delta of minus 12.5 percentage points, dropping to 0.0% visibility and a composite score of 0.0 this period. |
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| 3 |
morgans.com.au
|
0% | 0% | Google AI Mode |
Morgans sits at rank 3 with 0.0% visibility and a composite score of 0.0, indistinguishable from the seven brands ranked immediately below it in the current data. |
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| 4 |
ords.com.au
|
0% | 0% | Google AI Mode |
Ord Minnett holds rank 4 but records 0.0% visibility and 0.0% citations, placing it in the same zero-score tier as every other brand outside the top rank. |
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| 5 |
findex.com.au
|
0% | 0% | Google AI Mode |
Findex at rank 5 shares identical scores of 0.0% visibility and 0.0 composite with ranks 3, 4, 6, 7, 8, 9, and 10, indicating no differentiation among this group in AI Mode. |
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| 6 |
shawandpartners.com.au
|
0% | 0% | Google AI Mode |
| 7 |
wilsonsadvisory.com.au
|
0% | 0% | Google AI Mode |
| 8 |
fitz.com
|
0% | 0% | Google AI Mode |
| 9 |
stanfordbrown.com.au
|
0% | 0% | Google AI Mode |
| 10 |
insightwealth.com.au
|
0% | 0% | Google AI Mode |
| 11 |
lifespanfp.com.au
|
0% | 0% | Google AI Mode |
| 12 |
riadvice.com.au
|
0% | 0% | Google AI Mode |
| 13 |
investblue.com.au
|
0% | 0% | Google AI Mode |
| 14 |
infocus.com.au
|
0% | 0% | Google AI Mode |
| 15 |
oreana.com.au
|
0% | 0% | Google AI Mode |
| 16 |
rhombusadvisory.com
|
0% | 0% | Google AI Mode |
| 17 |
mercer.com/en-au
|
0% | 0% | Google AI Mode |
| 18 |
wtfglimited.com
|
0% | 0% | Google AI Mode |
| 19 |
aia.com.au
|
0% | 0% | Google AI Mode |
| 20 |
centrepointalliance.com.au
|
0% | 0% | Google AI Mode |
Sources AI engines trust in this category
Across the 8 buyer-intent queries we ran on financial advisors in perth, these are the domains Google AI Mode cited most often. If you're not on this list — or if your competitors are — that's a concrete PR / linkbuilding target.
How to read this ranking
Four things worth knowing before you act on the numbers above. These are the same definitions across every industry page — for category-specific observations, see the What we observed section above (where available) and the per-brand insights inline in the ranking.
Visibility = being named
A brand's visibility % is the share of AI answers that mention it by name in the response prose. This is who AI engines actively recommend to the buyer. More on visibility →
Citation rate = being trusted
Citation rate is the share of AI answers that include the brand's domain as a clickable source link. This is what the AI treats as authoritative evidence, different from being named. More on citation rate →
Top engine differs by brand
The "top engine" column shows which AI surface each brand performs best on. Big gaps between a brand's score across engines usually points to specific content or schema gaps. How AI engines pick sources →
Rankings move month to month
AI engines re-crawl and re-rank on shorter cycles than classical search. We re-audit every brand on this list at least every 30 days and refresh this page automatically. How AI search ranking works →
Get your own financial advisors in perth brand audited
The brands above were curated from public market-leader lists. Want the same measurement against your own brand — including the queries you appear on, which competitors get named instead, and a prioritised fix list? Run a free preview.
Frequently asked about financial advisors in perth AI visibility
Who leads AI visibility among financial advisors in Perth?
Shadforth Financial Group leads with 25.0% visibility and a composite score of 17.5. Every other brand in the top 10 records 0.0% visibility.
What is the category average visibility for financial advisors in Perth on Google AI Mode?
The category average visibility is 1.2%, which reflects how concentrated AI exposure is around a single brand rather than spread across the field.
Which sources does Google AI Mode cite most when answering queries about financial advisors in Perth?
The top cited sources include adviserratings.com.au, top10financialplanner.com.au, bestfinancialplanners.com.au, and reddit.com, all of which are third-party directories or community platforms rather than advisor-owned domains.
Do any financial advisor brands in Perth receive citations from Google AI Mode?
No. The average citation rate across the category is 0.0%, and even Shadforth Financial Group, which holds 25.0% visibility, records a 0.0% citation rate.
Which brand experienced the biggest visibility change in this audit period?
Shadforth Financial Group rose from rank 5 to rank 1 with a visibility delta of plus 25.0 percentage points, while Count fell from rank 1 to rank 2 with a delta of minus 12.5 percentage points.
How concentrated is AI visibility in the financial advisors in Perth category?
Visibility is highly concentrated: one brand holds 25.0% while 19 others collectively account for the remaining share near zero, making this one of the most top-heavy distributions possible in a 20-brand field.