RIAs & independent wealth managers — n = 83

Can a consumer find the right advisor on an independent wealth manager’s website?

We walked every one of these 83 by hand and tested each against the same six things. Here is what we found, firm by firm.

What this group does, and does not, let a visitor do

83 RIAs and independent wealth managers audited here pass 3.72 of the six on average.

It is ahead of the study on see a real person at all (98% against 76%) and narrow by what you need (40% against 29%).

2 of the 83 reach nobody at all — no named advisor appears at any depth, so there is nothing for a visitor to choose between.

28 hand a visitor a named advisor they were given no way to choose.

7 pass all six. 2 pass none.

Can you see a real person at all?

98%

81 of 83

81 of 83 show a named advisor somewhere on the page without asking for a form first. On the other 2, a visitor never sees an individual at all.

Can you narrow by what you need?

40%

33 of 83

33 of 83 offer a control for specialty, credentials, or how an advisor is paid. On the other 50, location is the only thing a visitor can narrow by, or there is nothing to narrow by at all.

Can you narrow by who fits you?

23%

19 of 83

19 of 83 offer a control for the language a visitor speaks, the community they belong to, or the life event they are facing. On the other 64, who the visitor is makes no difference to who they are shown.

Can you reach them yourself?

61%

51 of 83

51 of 83 give a visitor that named advisor’s own phone, email, or calendar without submitting their details to the firm first. The other 32 do not.

Can you keep your details until you choose?

64%

53 of 83

53 of 83 let a visitor reach the advisor they picked without joining a queue, asking for a callback, or filling in a match form. On the other 30, the route runs through the firm.

Can a machine find them?

87%

72 of 83

72 of 83 put their advisors in the served bytes, where a crawler or an answer engine can read them. On the other 11, the advisors are invisible to machines.

If you run one of these: what Couplr does for PE-backed RIAs. This page is the evidence; that one is what we do about it.

The rows

All 83, and what a consumer could actually do on each

Click a name to open its finding: the six with what carries each, what the walk ended in, every control on the page as the page labels it, and the URL we audited.

Search surface name

Country

Route

Ended in

Machines can read

Sort within route

Filter by test

See a real person at all

Narrow by what you need

Narrow by who fits you

Reach them yourself

Keep your details until you choose

Be found by a machine

RIAs & independent wealth managers — all 83 audited pages, grouped by the route a consumer got. Fieldwork closed 11 September 2026.
Surface	The Six	Steps	Choose by	Ended in	Machines
Short, and you chose21
	See a real person at all — passes Narrow by what you need — passes Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	1Short, and you chose	Industry · Service · Name typeahead + location	Their direct phone or email	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered Industry, Service, Location, Name typeahead Route 1 — Short, and you chose Machines can read Yes Where we looked claconnect.com/en/directory This walk ended in their direct phone or email. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — passescarried by Specialty Narrow by who fits you — fails Reach them yourself — passesthe walk ended in their direct phone or email Keep your details until you choose — passesthe walk ended in their direct phone or email Be found by a machine — passesmachines can read it: Yes What would change this row Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — passes Narrow by who fits you — passes Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	1Short, and you chose	Free-text search · Specialty · Identity +1 more + location	Their direct phone or email	Yes
Observed 2026-09-09 Country US Segment RIAs & independent wealth managers All controls offered Free-text search, Location, Specialty, Identity, Role Route 1 — Short, and you chose Machines can read Yes Where we looked coldstream.com/team-members This walk ended in their direct phone or email. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — passescarried by Specialty Narrow by who fits you — passescarried by Identity Reach them yourself — passesthe walk ended in their direct phone or email Keep your details until you choose — passesthe walk ended in their direct phone or email Be found by a machine — passesmachines can read it: Yes What would change this row Nothing. This surface passes all six. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — passes Narrow by who fits you — passes Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	1Short, and you chose	Advisor name · Specialty · Identity +2 more + location	A booked meeting	Yes
Observed 2026-09-09 Country US Segment RIAs & independent wealth managers All controls offered Location (ZIP), Advisor name, Specialty, Identity, Life stage, Nationwide toggle Route 1 — Short, and you chose Machines can read Yes Where we looked farther.com/find-advisor This walk ended in a booked meeting. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — passescarried by Specialty Narrow by who fits you — passescarried by Life event Reach them yourself — passesthe walk ended in a booked meeting Keep your details until you choose — passesthe walk ended in a booked meeting Be found by a machine — passesmachines can read it: Yes What would change this row Nothing. This surface passes all six. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — passes Narrow by who fits you — passes Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	1Short, and you chose	Specialty · Job title/role · Name search	Their direct phone or email	Yes
Observed 2026-09-10 Country US Segment RIAs & independent wealth managers All controls offered Specialty, Job title/role, Name search Route 1 — Short, and you chose Machines can read Yes Where we looked marinerwealthadvisors.com/locations This walk ended in their direct phone or email. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — passescarried by Specialty Narrow by who fits you — passescarried by the page “Wealth Management for Dental Professionals” Reach them yourself — passesthe walk ended in their direct phone or email Keep your details until you choose — passesthe walk ended in their direct phone or email Be found by a machine — passesmachines can read it: Yes How this row narrows. “Wealth Management for Dental Professionals” — a page for dental professionals, naming 3 of the firm’s 901 advisors. What would change this row Nothing. This surface passes all six. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — passes Narrow by who fits you — passes Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	1Short, and you chose	Radius · Specialty · Identity +2 more + location	A booked meeting	Yes
Observed 2026-09-09 Country US Segment RIAs & independent wealth managers All controls offered Location (ZIP), Radius, Specialty, Identity, Life event, Life stage Route 1 — Short, and you chose Machines can read Yes Where we looked moderawealth.com/find-an-advisor This walk ended in a booked meeting. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — passescarried by Specialty Narrow by who fits you — passescarried by Life event, Identity Reach them yourself — passesthe walk ended in a booked meeting Keep your details until you choose — passesthe walk ended in a booked meeting Be found by a machine — passesmachines can read it: Yes What would change this row Nothing. This surface passes all six. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — passes Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — fails	1Short, and you chose	Business line / service — the five-tab selector on the roster	Their direct phone or email	Partly
Observed 2026-09-11 Country South Africa Segment RIAs & independent wealth managers All controls offered Business line / service — the five-tab selector on the roster Route 1 — Short, and you chose Machines can read Partly Where we looked nfb.co.za/who-we-are/our-people What the walk found The offices are sub-headings on the page, not something a reader can operate. A location select and an “I want to be contacted about” checkbox set exist on the separate contact form. Neither narrows anybody. This walk ended in their direct phone or email. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — passescarried by Business line / service — the five-tab selector on the roster Narrow by who fits you — fails Reach them yourself — passesthe walk ended in their direct phone or email Keep your details until you choose — passesthe walk ended in their direct phone or email Be found by a machine — fails What would change this row Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Be found by a machine Give every advisor their own URL, rendered in the served bytes rather than assembled by script after the page loads. Of the 7 RIAs and independent wealth managers we audited in South Africa, 1 lets a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — passes Narrow by who fits you — passes Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	1Short, and you chose	Advisor name · State · Specialty +3 more	Their direct phone or email	Yes
Observed 2026-09-09 Country US Segment RIAs & independent wealth managers All controls offered Advisor name, State, Specialty, Identity, Life event, Life stage Route 1 — Short, and you chose Machines can read Yes Where we looked savvywealth.com/advisor-directory This walk ended in their direct phone or email. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — passescarried by Specialty Narrow by who fits you — passescarried by Identity Reach them yourself — passesthe walk ended in their direct phone or email Keep your details until you choose — passesthe walk ended in their direct phone or email Be found by a machine — passesmachines can read it: Yes What would change this row Nothing. This surface passes all six. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — passes Narrow by who fits you — passes Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	1Short, and you chose	Name · Service line · Role +1 more + location	Their direct phone or email	Yes
Observed 2026-09-10 Country US Segment RIAs & independent wealth managers All controls offered Name, Location, Service line, Role, Identity / community (Women) Route 1 — Short, and you chose Machines can read Yes Where we looked waverly-advisors.com/people This walk ended in their direct phone or email. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — passescarried by Specialty Narrow by who fits you — passescarried by Identity Reach them yourself — passesthe walk ended in their direct phone or email Keep your details until you choose — passesthe walk ended in their direct phone or email Be found by a machine — passesmachines can read it: Yes What would change this row Nothing. This surface passes all six. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — passes Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	2Short, and you chose	Specialty	Their direct phone or email	Yes
Observed 2026-09-10 Country US Segment RIAs & independent wealth managers All controls offered Specialty Route 2 — Short, and you chose Machines can read Yes Where we looked brightonjones.com/team This walk ended in their direct phone or email. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — passescarried by Specialty Narrow by who fits you — fails Reach them yourself — passesthe walk ended in their direct phone or email Keep your details until you choose — passesthe walk ended in their direct phone or email Be found by a machine — passesmachines can read it: Yes What would change this row Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — passes Narrow by who fits you — passes Reach them yourself — fails Keep your details until you choose — passes Be found by a machine — passes	2Short, and you chose	Specialty · Credentials · Life event +1 more + location	A named advisor — but a shared number	Yes
Observed 2026-09-10 Country US Segment RIAs & independent wealth managers All controls offered Location, Specialty, Credentials, Life event, Identity/community Route 2 — Short, and you chose Machines can read Yes Where we looked carsongroup.com This walk ended in a named advisor — but a shared number. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — passescarried by Specialty Narrow by who fits you — passescarried by Life event Reach them yourself — fails Keep your details until you choose — passesthe walk ended in a named advisor — but a shared number Be found by a machine — passesmachines can read it: Yes What would change this row Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything. Of the 73 RIAs and independent wealth managers we audited in US, 44 let a consumer reach that person themselves. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — passes Narrow by who fits you — passes Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — fails	2Short, and you chose	Specialty · Identity/community · Life event +2 more + location	Their direct phone or email	No
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered Specialty, Identity/community, Life event, Region, Location, Name Route 2 — Short, and you chose Machines can read No Where we looked corient.com/us/en/meet-a-partner This walk ended in their direct phone or email. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — passescarried by Specialty Narrow by who fits you — passescarried by Identity Reach them yourself — passesthe walk ended in their direct phone or email Keep your details until you choose — passesthe walk ended in their direct phone or email Be found by a machine — fails Every control on the page, as the page labels it 10 Specialty (panel heading) WEALTH STRATEGY: Trust Services \| Wealth Planning \| Wealth Transfer FAMILY OFFICE SERVICES: Family Office Structuring \| Lending Solutions \| Personal CFO Services \| Philanthropy Planning \| Real Estate \| Tax Services INVESTMENTS: Alternative Investments \| Traditional Investments SPECIALTY GROUPS: Business Owners \| Corporate Executives \| Divorce Planning \| Entrepreneurs & Founders \| Foundations & Endowments \| LGBTQ+ \| Professional Investors \| Professional Services Partners \| Retirement Planning \| Sports & Entertainment OTHER: Estate & Wealth Transfer Planning \| Investment Management \| Tax Planning 'Region: United States' (region select) 'Location' (46 checkboxes: Atlanta GA, Austin TX, Bellevue WA, Birmingham AL, Birmingham MI, Boston MA, Brunswick ME, California, Charlotte NC, Chicago IL, Cincinnati OH, Columbus OH, Dallas TX, Denver CO, Fayetteville AR, Fort Lauderdale FL, Garden City NY, Houston TX, Indianapolis IN, Itasca IL, Jupiter FL, Los Angeles CA, McLean VA, Menlo Park CA, Miami FL, Morristown NJ, Naples FL, Nashville TN, New York NY, Newport Beach CA, Phoenix AZ, Pittsburgh PA, Portland ME, Salt Lake City UT, San Antonio TX, San Diego CA, San Francisco CA, Seattle WA, Sewickley PA, Shaker Heights OH, Southeast, St. Petersburg FL, Tulsa OK, Wayne PA, Weston FL, Westport CT) 'Search by Name' 'Clear All' What would change this row Be found by a machine Give every advisor their own URL, rendered in the served bytes rather than assembled by script after the page loads. Of the 73 RIAs and independent wealth managers we audited in US, 68 let a consumer be found by a machine. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — passes Narrow by who fits you — passes Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	2Short, and you chose	Name · Type (team/role) · Specialty +2 more + location	Their direct phone or email	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered Name, Type (team/role), Specialty, ZIP code, Location, Who we serve — LGBTQ Planning \| HER Wealth® \| Biblical Wealth Management \| Asian Wealth Advisory \| Special Needs Planning \| Divorce Planning Route 2 — Short, and you chose Machines can read Yes Where we looked focuspartners.com/advisors This walk ended in their direct phone or email. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — passescarried by Specialty Narrow by who fits you — passescarried by Who we serve — LGBTQ Planning \| HER Wealth® \| Biblical Wealth Management \| Asian Wealth Advisory \| Special Needs Planning \| Divorce Planning Reach them yourself — passesthe walk ended in their direct phone or email Keep your details until you choose — passesthe walk ended in their direct phone or email Be found by a machine — passesmachines can read it: Yes Every control on the page, as the page labels it 6 'Search by Name' — text input, name='advisorName'. 'Search by ZIP code' — text input, name='zip', placeholder '12345'. 'Search by Type' — custom combobox (a <button> labelled 'Select', NOT a <select>; document.querySelectorAll('select').length is 0 on this page). Options verbatim: Advisory Team \| Client Development Team \| Business Development Officers \| Service Team \| Tax Associates \| Specialty Team \| Executive Team \| Board of Managers \| Focus Affiliate Firm. 'Search by Specialty' — custom combobox. Options verbatim, all twelve: Business Owner Advisory \| Dental & Medical Planning \| Executives & Professionals \| Divorce Planning \| Special Needs Planning \| Sports & Entertainment \| LGBTQ Planning \| HER Wealth(R) \| Biblical Wealth Management \| Asian Wealth Advisory \| Practice-Integrated Wealth Management \| Investing for Non-Profits. 'Search by Location' — custom combobox, 154 named offices: Albany, NY \| Andover, MA \| Ann Arbor, MI \| Annapolis, MD \| Asheville, NC \| Ashland, OR \| Atlanta, GA \| Austin, TX \| ... \| St. Louis, MO \| ... (154 total). There is no language control, no fee-model control and no credential control. Credentials are PRINTED against every name (CFP(R), CFA, CPWA(R), CDFA(R), RICP, CSRIC(TM), CeFT(R), CSLP(R), NSSA(R), TPCP(R), EA, JD, Ph.D.) and none of them is filterable — the RFG Advisory pattern. What would change this row Nothing. This surface passes all six. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — passes Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	2Short, and you chose	Specialty · Credentials/designations	A named advisor — but a shared number	Yes
Observed 2026-09-10 Country US Segment RIAs & independent wealth managers All controls offered Specialty, Credentials/designations Route 2 — Short, and you chose Machines can read Yes Where we looked moranwm.com/team This walk ended in a named advisor — but a shared number. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — passescarried by Specialty Narrow by who fits you — fails Reach them yourself — passesthe walk ended in a named advisor — but a shared number Keep your details until you choose — passesthe walk ended in a named advisor — but a shared number Be found by a machine — passesmachines can read it: Yes What would change this row Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — passes Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	2Short, and you chose	Specialty	A named advisor — but a shared number	Yes
Observed 2026-09-10 Country US Segment RIAs & independent wealth managers All controls offered Specialty Route 2 — Short, and you chose Machines can read Yes Where we looked onedigital.com/en-US/locations This walk ended in a named advisor — but a shared number. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — passescarried by Specialty Narrow by who fits you — fails Reach them yourself — passesthe walk ended in a named advisor — but a shared number Keep your details until you choose — passesthe walk ended in a named advisor — but a shared number Be found by a machine — passesmachines can read it: Yes What would change this row Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — passes Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	2Short, and you chose	Practice area / service line	A booked meeting	Yes
Observed 2026-09-10 Country US Segment RIAs & independent wealth managers All controls offered Practice area / service line Route 2 — Short, and you chose Machines can read Yes Where we looked plancorp.com/team/find-an-advisor This walk ended in a booked meeting. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — passescarried by Specialty Narrow by who fits you — fails Reach them yourself — passesthe walk ended in a booked meeting Keep your details until you choose — passesthe walk ended in a booked meeting Be found by a machine — passesmachines can read it: Yes What would change this row Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — passes Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	2Short, and you chose	Specialty · Credentials/designations	Nothing	Yes
Observed 2026-09-10 Country US Segment RIAs & independent wealth managers All controls offered Specialty, Credentials/designations Route 2 — Short, and you chose Machines can read Yes Where we looked plantemoran.com/get-to-know/people/search This walk ended in nothing. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — passescarried by Specialty Narrow by who fits you — fails Reach them yourself — passesthe walk ended in nothing Keep your details until you choose — passesthe walk ended in nothing Be found by a machine — passesmachines can read it: Yes What would change this row Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — passes Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	2Short, and you chose	Credentials/designations · Specialty/service line + location	Their direct phone or email	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered Credentials/designations, Specialty/service line, Location Route 2 — Short, and you chose Machines can read Yes Where we looked primefinancial.com/team This walk ended in their direct phone or email. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — passescarried by Credentials/designations Narrow by who fits you — fails Reach them yourself — passesthe walk ended in their direct phone or email Keep your details until you choose — passesthe walk ended in their direct phone or email Be found by a machine — passesmachines can read it: Yes Every control on the page, as the page labels it 8 ALL (a[data-filter="*"]) CFA® (a[data-filter=".cfa"]) CFP® (a[data-filter=".cfp"]) FINANCIAL WELLNESS (a[data-filter=".financial-wellness"]) INDIVIDUAL WEALTH MANAGEMENT (a[data-filter=".individual-wealth-management"]) RETIREMENT PLAN CONSULTING (a[data-filter=".retirement-plan-consulting"]) Location (select2, 84 options: Location, Asheville (NC), Athens (GA), Atlanta (GA), Austin (TX), Batesville (IN), Baton Rouge (LA), Bedford (NH), Bethesda (MD), Boca Raton (FL) By appointment only, ... New York (NY), Overland Park (KS), ... Spanish Fort (AL) By appointment only, ...) Reset Filters 2 further entries are held back: they carry our own adjudication rather than the page’s own labels. What would change this row Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — passes Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	2Short, and you chose	Credentials/designations (via free-text search) · Specialty/service line (via Department) + location	Their direct phone or email	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered Credentials/designations (via free-text search), Specialty/service line (via Department), Location (via Team) Route 2 — Short, and you chose Machines can read Yes Where we looked quotientwealth.com/team This walk ended in their direct phone or email. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — passescarried by Credentials/designations (via free-text search) Narrow by who fits you — fails Reach them yourself — passesthe walk ended in their direct phone or email Keep your details until you choose — passesthe walk ended in their direct phone or email Be found by a machine — passesmachines can read it: Yes Every control on the page, as the page labels it 3 Search (input[name="search_test_2"], class wpgb-input) Department (select[name="selection_2_2_2"], 9 options): Department, Advisory Team, Business Development, Client Service, Executive / Leadership, Investments, Marketing, Reception, Tax Team (select[name="selection_2_2_2_2"], 7 options): Team, Dallas, TX, Denver, CO, Houston, TX, Morristown, NJ, San Antonio, TX, Walnut Creek. CA What would change this row Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — passes Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	2Short, and you chose	Specialty/service line (Private Wealth vs Family Office) · Organisational team (the remaining nine options)	A booked meeting	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered Specialty/service line (Private Wealth vs Family Office), Organisational team (the remaining nine options) Route 2 — Short, and you chose Machines can read Yes Where we looked rwawealth.com/our-people This walk ended in a booked meeting. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — passescarried by Specialty/service line (Private Wealth vs Family Office) Narrow by who fits you — fails Reach them yourself — passesthe walk ended in a booked meeting Keep your details until you choose — passesthe walk ended in a booked meeting Be found by a machine — passesmachines can read it: Yes Every control on the page, as the page labels it 2 Select a team to filter by (button#team-filter__toggle opening twelve button.team-filter__btn): Leadership (data-team-id=executive-leadership), Private Wealth Team (wealth-management), Family Office Team (family-office), Investments (investment-management), Compliance (compliance), Human Resources (human-resources), Business Administration (operations), Technology (technology), Marketing (marketing), Finance (finance), Strategy & Corporate Development (strategy), All (all) Search All (input[name="teamSearch"]) What would change this row Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — passes Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	2Short, and you chose	A page for women	Nothing	Yes
Observed 2026-09-10 Country US Segment RIAs & independent wealth managers All controls offered None Route 2 — Short, and you chose Machines can read Yes Where we looked signaturefd.com/our-team This walk ended in nothing. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — passescarried by the page “Why SignatureWOMEN(TM)” Reach them yourself — passesthe walk ended in nothing Keep your details until you choose — passesthe walk ended in nothing Be found by a machine — passesmachines can read it: Yes How this row narrows. “Why SignatureWOMEN(TM)” — a page for women, naming 2 of the firm’s 106 advisors. What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Of the 73 RIAs and independent wealth managers we audited in US, 30 let a consumer narrow by what they need. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — passes Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	2Short, and you chose	Team · Designation · Designation — CDFA \| CFA \| CFP \| CPA \| JD \| MBA + location	Nothing	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered Location, Team, Designation, Designation — CDFA \| CFA \| CFP \| CPA \| JD \| MBA Route 2 — Short, and you chose Machines can read Yes Where we looked valeofinancial.com/team This walk ended in nothing. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — passescarried by Credentials Narrow by who fits you — fails Reach them yourself — passesthe walk ended in nothing Keep your details until you choose — passesthe walk ended in nothing Be found by a machine — passesmachines can read it: Yes Every control on the page, as the page labels it 24 filter: LOCATION Colorado Illinois Indiana Ohio Michigan Virginia TEAM Investments Advisors Executive Operations DESIGNATION CDFA CFA CFP CPA JD MBA Resides Education Certification SEE BIO What would change this row Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
Longer, but the steps earned it3
	See a real person at all — passes Narrow by what you need — passes Narrow by who fits you — passes Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — fails	3Longer, but the steps earned it	Language · Life stage / who you are · Service / specialty +3 more + location	A promise someone will call	Partly
Observed 2026-09-11 Country South Africa Segment RIAs & independent wealth managers All controls offered Language, Life stage / who you are, Service / specialty, Investable amount, Location (address with radius, or 'Use my current location'), Free-text adviser name search, Sort: 'Distance to adviser' \| 'Adviser rating' Route 3 — Longer, but the steps earned it Machines can read Partly Where we looked allangray.co.za/find-an-ifa This walk ended in a promise someone will call. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — passescarried by Specialty Narrow by who fits you — passescarried by Language, Life event Reach them yourself — passesthe walk ended in a promise someone will call Keep your details until you choose — passesthe walk ended in a promise someone will call Be found by a machine — fails What would change this row Be found by a machine Give every advisor their own URL, rendered in the served bytes rather than assembled by script after the page loads. Of the 7 RIAs and independent wealth managers we audited in South Africa, 2 let a consumer be found by a machine. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — passes Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	3Longer, but the steps earned it	Specialty / service discipline (on office pages) · Free-text search over name, title and credentials + location	A named advisor — but a shared number	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered Location, Specialty / service discipline (on office pages), Free-text search over name, title and credentials Route 3 — Longer, but the steps earned it Machines can read Yes Where we looked mai.capital/team This walk ended in a named advisor — but a shared number. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — passescarried by Specialty Narrow by who fits you — fails Reach them yourself — passesthe walk ended in a named advisor — but a shared number Keep your details until you choose — passesthe walk ended in a named advisor — but a shared number Be found by a machine — passesmachines can read it: Yes What would change this row Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — passes Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	3Longer, but the steps earned it	Advice need / service line — 'My Advice Needs' · Sort — Name (A-Z) · Free-text — 'Search by name' and 'Search by location' + location	Their direct phone or email	Yes
Observed 2026-09-11 Country South Africa Segment RIAs & independent wealth managers All controls offered Location — Province, Location — City (dependent on Province), Advice need / service line — 'My Advice Needs', Sort — Name (A-Z), Free-text — 'Search by name' and 'Search by location' Route 3 — Longer, but the steps earned it Machines can read Yes Where we looked advisers.psg.co.za This walk ended in their direct phone or email. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — passescarried by Specialty Narrow by who fits you — fails Reach them yourself — passesthe walk ended in their direct phone or email Keep your details until you choose — passesthe walk ended in their direct phone or email Be found by a machine — passesmachines can read it: Yes What would change this row Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Of the 7 RIAs and independent wealth managers we audited in South Africa, 1 lets a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
Short — because you never got to choose24
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — fails	1Short, and you skipped the choice	Staff-category split across three pages (Wealth Managers / Client Services / Marketing) — navigation, not a control	Their direct phone or email	No
Observed 2026-09-11 Country South Africa Segment RIAs & independent wealth managers All controls offered Staff-category split across three pages (Wealth Managers / Client Services / Marketing) — navigation, not a control Route 1 — Short — because you never got to choose Machines can read No Where we looked brenthurstwealth.co.za What the walk found The roster is grouped under static office headings. Nothing on the page can be operated. This walk ended in their direct phone or email. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passesthe walk ended in their direct phone or email Keep your details until you choose — passesthe walk ended in their direct phone or email Be found by a machine — fails What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Be found by a machine Give every advisor their own URL, rendered in the served bytes rather than assembled by script after the page loads. Of the 7 RIAs and independent wealth managers we audited in South Africa, 1 lets a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	1Short, and you skipped the choice	Nothing	Their direct phone or email	Yes
Observed 2026-09-15 Country US Segment RIAs & independent wealth managers All controls offered None Route 1 — Short — because you never got to choose Machines can read Yes Where we looked completewealth360.com/our-team This walk ended in their direct phone or email. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passesthe walk ended in their direct phone or email Keep your details until you choose — passesthe walk ended in their direct phone or email Be found by a machine — passesmachines can read it: Yes What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	1Short, and you skipped the choice	Free-text name — 'Search by name' · Presentation — 'list view' / 'map view' toggle + location	Their direct phone or email	Yes
Observed 2026-09-11 Country South Africa Segment RIAs & independent wealth managers All controls offered Location — 'Filter by Branch', 158 options, Free-text name — 'Search by name', Presentation — 'list view' / 'map view' toggle Route 1 — Short — because you never got to choose Machines can read Yes Where we looked efgroup.co.za This walk ended in their direct phone or email. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passesthe walk ended in their direct phone or email Keep your details until you choose — passesthe walk ended in their direct phone or email Be found by a machine — passesmachines can read it: Yes What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Of the 7 RIAs and independent wealth managers we audited in South Africa, 1 lets a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	1Short, and you skipped the choice	Nothing	Their direct phone or email	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered None Route 1 — Short — because you never got to choose Machines can read Yes Where we looked ironbridgewc.com This walk ended in their direct phone or email. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passesthe walk ended in their direct phone or email Keep your details until you choose — passesthe walk ended in their direct phone or email Be found by a machine — passesmachines can read it: Yes What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	2Short, and you skipped the choice	Nothing	A named advisor — but a shared number	Yes
Observed 2026-09-10 Country US Segment RIAs & independent wealth managers All controls offered None Route 2 — Short — because you never got to choose Machines can read Yes Where we looked acadviser.com/meet-our-advisers This walk ended in a named advisor — but a shared number. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passesthe walk ended in a named advisor — but a shared number Keep your details until you choose — passesthe walk ended in a named advisor — but a shared number Be found by a machine — passesmachines can read it: Yes What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	2Short, and you skipped the choice	Nothing	Their direct phone or email	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered None Route 2 — Short — because you never got to choose Machines can read Yes Where we looked alleghenyfinancial.com/meet-our-team This walk ended in their direct phone or email. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passesthe walk ended in their direct phone or email Keep your details until you choose — passesthe walk ended in their direct phone or email Be found by a machine — passesmachines can read it: Yes What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	2Short, and you skipped the choice	Location only	Their direct phone or email	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered Location Route 2 — Short — because you never got to choose Machines can read Yes Where we looked allworthfinancial.com/our-team This walk ended in their direct phone or email. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passesthe walk ended in their direct phone or email Keep your details until you choose — passesthe walk ended in their direct phone or email Be found by a machine — passesmachines can read it: Yes What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — fails	2Short, and you skipped the choice	Nothing	A named advisor — but a shared number	No
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered None Route 2 — Short — because you never got to choose Machines can read No Where we looked apellawealth.com/locations This walk ended in a named advisor — but a shared number. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passesthe walk ended in a named advisor — but a shared number Keep your details until you choose — passesthe walk ended in a named advisor — but a shared number Be found by a machine — fails What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Be found by a machine Give every advisor their own URL, rendered in the served bytes rather than assembled by script after the page loads. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	2Short, and you skipped the choice	Location only	Their direct phone or email	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered Location Route 2 — Short — because you never got to choose Machines can read Yes Where we looked apollonwealthmanagement.com/advisors This walk ended in their direct phone or email. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passesthe walk ended in their direct phone or email Keep your details until you choose — passesthe walk ended in their direct phone or email Be found by a machine — passesmachines can read it: Yes What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	2Short, and you skipped the choice	Location only	Their direct phone or email	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered Location (office) Route 2 — Short — because you never got to choose Machines can read Yes Where we looked bartlett1898.com/team-page What the walk found The only control is role, a job function. It narrows the list of people, but it does not let a consumer say what they need. This walk ended in their direct phone or email. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passesthe walk ended in their direct phone or email Keep your details until you choose — passesthe walk ended in their direct phone or email Be found by a machine — passesmachines can read it: Yes What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — fails	2Short, and you skipped the choice	Nothing	Their direct phone or email	No
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered None Route 2 — Short — because you never got to choose Machines can read No Where we looked burneywealth.com/our-team What the walk found The only control is four office pages in the navigation. This walk ended in their direct phone or email. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passesthe walk ended in their direct phone or email Keep your details until you choose — passesthe walk ended in their direct phone or email Be found by a machine — fails What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Be found by a machine Give every advisor their own URL, rendered in the served bytes rather than assembled by script after the page loads. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	2Short, and you skipped the choice	Name + location	Their direct phone or email	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered Location, Name Route 2 — Short — because you never got to choose Machines can read Yes Where we looked choreoadvisors.com/advisor-teams This walk ended in their direct phone or email. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passesthe walk ended in their direct phone or email Keep your details until you choose — passesthe walk ended in their direct phone or email Be found by a machine — passesmachines can read it: Yes What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	2Short, and you skipped the choice	Nothing	Their direct phone or email	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered None Route 2 — Short — because you never got to choose Machines can read Yes Where we looked confluencefp.com/about/team/advisors This walk ended in their direct phone or email. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passesthe walk ended in their direct phone or email Keep your details until you choose — passesthe walk ended in their direct phone or email Be found by a machine — passesmachines can read it: Yes What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	2Short, and you skipped the choice	Nothing	Their direct phone or email	Yes
Observed 2026-09-10 Country Canada Segment RIAs & independent wealth managers All controls offered None Route 2 — Short — because you never got to choose Machines can read Yes Where we looked endeavourwealth.ca This walk ended in their direct phone or email. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passesthe walk ended in their direct phone or email Keep your details until you choose — passesthe walk ended in their direct phone or email Be found by a machine — passesmachines can read it: Yes What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Of the 83 RIAs and independent wealth managers we audited, 19 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	2Short, and you skipped the choice	Nothing	Their direct phone or email	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered None Route 2 — Short — because you never got to choose Machines can read Yes Where we looked everhartadvisors.com/meet-our-team This walk ended in their direct phone or email. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passesthe walk ended in their direct phone or email Keep your details until you choose — passesthe walk ended in their direct phone or email Be found by a machine — passesmachines can read it: Yes Every control on the page, as the page labels it 6 The only control-shaped element on the locator is a four-item nav bar rendered as buttons: 'Partners' \| 'Advisors & Consultants' \| 'Tax' \| 'Team' (class 'team-section-nav__button'). No <select> of any kind exists on the page (document.querySelectorAll('select').length === 0). No iframe exists (checked per addendum 5 / Wealthtender): document.querySelectorAll('iframe') returns an empty list on the rendered page. No custom combobox exists: [role=listbox], [role=combobox] and [aria-haspopup] all return zero elements. No text input of any kind exists on the locator (zero <input> elements). Advisor cards carry exactly two attributes — 'class' and 'href'. There is no data-* taxonomy of the Valley National / Zions kind to drive even if a control were bolted on. 1 further entry is held back: it carries our own adjudication rather than the page’s own labels. What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	2Short, and you skipped the choice	Nothing	Their direct phone or email	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered None Route 2 — Short — because you never got to choose Machines can read Yes Where we looked freestonecapital.com/our-team What the walk found The only control is role, an internal department. It narrows the list of people, but it does not let a consumer say what they need. This walk ended in their direct phone or email. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passesthe walk ended in their direct phone or email Keep your details until you choose — passesthe walk ended in their direct phone or email Be found by a machine — passesmachines can read it: Yes Every control on the page, as the page labels it 4 One control only. <select name="position"> wrapped in a Choices.js custom dropdown whose resting placeholder text is the single word 'Role'. Options verbatim, value :: label — all :: All \| client-advisory :: Client Advisory \| investments :: Investments \| leadership :: Leadership \| operations-accounting-legal-compliance :: Operations, Accounting, Legal & Compliance \| people :: People \| wealth-strategy :: Wealth Strategy. There is no location control, no ZIP field, no language control, no identity control, no life-event control, no credential control and no fee-model control anywhere on the surface. Credentials are printed against the names on the roster itself — 'Christine Opp, CFA, CFP(R)', 'Andrew Erisman, CIMA(R)', 'Connor Hardy, CSRIC(R)', 'Alyssa Morris, JD', 'Jake Cahn, CPA', 'Bob Mellon, CPWA(R)' — and not one of them is filterable. 1 further entry is held back: it carries our own adjudication rather than the page’s own labels. What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	2Short, and you skipped the choice	Location only	Their direct phone or email	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered Location (a 24-state index of links) Route 2 — Short — because you never got to choose Machines can read Yes Where we looked mygfpartner.com This walk ended in their direct phone or email. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passesthe walk ended in their direct phone or email Keep your details until you choose — passesthe walk ended in their direct phone or email Be found by a machine — passesmachines can read it: Yes What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	2Short, and you skipped the choice	A-Z surname index · Search by name + location	Nothing	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered Location (office), A-Z surname index, Search by name Route 2 — Short — because you never got to choose Machines can read Yes Where we looked johnsoninv.com/about/team What the walk found The only control is department, an internal org unit. It narrows the list of people, but it does not let a consumer say what they need. This walk ended in nothing. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passesthe walk ended in nothing Keep your details until you choose — passesthe walk ended in nothing Be found by a machine — passesmachines can read it: Yes Every control on the page, as the page labels it 2 ON THE REGISTERED SURFACE /about/team: an A-Z strip 'A B C D E F G H J K L M N O P Q R S T U V W Y Z'; a text input 'Search by name' (name='searchText'); <select name="locationId"> — 'All Locations \| Cincinnati - Kenwood \| Cincinnati - West \| Columbus \| Dayton \| Cleveland - Akron \| Metro Detroit'; and <select name="departmentId"> — 'All People \| Asset Management \| Compliance \| Corporate Finance \| Executive Leadership \| Family Office Services \| Human Resources \| Information Systems \| Management Team \| Marketing \| Operations \| Research \| Trust Company \| Wealth Management'. There is NO language control, NO identity control, NO life-event control that acts on the roster, NO credential control and NO fee-model control on the registered surface. 1 further entry is held back: it carries our own adjudication rather than the page’s own labels. What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	2Short, and you skipped the choice	Nothing	Their direct phone or email	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered None Route 2 — Short — because you never got to choose Machines can read Yes Where we looked kayne.com/wealth-management/people/?filter=wealth-advisors What the walk found The only control on the roster is team, an internal department. It narrows the list of people, but it does not let a consumer say what they need. The only control is a static office list on the contact page. There is no search. Life-event checkboxes and dropdowns for advice history, timeframe, investable assets and state all exist — but only on the lead form, after the consumer has handed over their details, and they narrow nobody. This walk ended in their direct phone or email. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passesthe walk ended in their direct phone or email Keep your details until you choose — passesthe walk ended in their direct phone or email Be found by a machine — passesmachines can read it: Yes Every control on the page, as the page labels it 8 Roster control, heading 'Filter by team'. Full option list read from the DOM with each option's data-value: All People () \| Wealth Advisors (wealth-advisors) \| Business Development Officers (business-development-officers) \| Portfolio Specialist (portfolio-specialist) \| Executive Management (executive-management) \| Equities (equities) \| Fixed Income (fixed-income) \| Wealth Advisor Investment Committee (wealth-advisor-investment-committee) \| Manager Research (manager-research) \| Wealth Advisory Support \| Investment Advisor Associates (investment-advisor-associates) \| Onboarding (onboarding) \| Investment Support \| Institutional Trading (institutional-trading) \| Wrap Trading (wrap-trading) \| Business Support \| Operations (operations) \| Compliance (compliance) \| Strategic Initiatives (strategic-initiatives) \| Finance (finance) \| Human Resources (human-resources) \| Office (office) \| Marketing (marketing) Lead form 'Get in Touch' / 'Start a Conversation', checkbox group, verbatim: 'Family/Health Situation – Got married, welcomed a child, got a diagnosis…' \| 'Professional Change – Got a big promotion, switched to a new job, decided…' \| 'Financial Windfall – Sold a business or property, came into my inheritance…' \| 'Unhappy with Advisor – Feel like I can't trust my current advisor, unhappy…' \| 'Getting Organized – I've realized I could benefit from financial advising…' \| 'Not Sure – Just exploring my options.' Lead form select input_1_27: 'Select \| Yes, but need a change \| Yes, but have too many \| No, but I had one \| No, never worked with one' Lead form select input_1_28: 'Select \| As soon as possible \| Within 3-6 months \| Within the next year \| No specific time frame' Lead form select input_1_29 (the wealth question): 'Select \| Less than $500,000 \| $500,000+ \| $1.5 Million+ \| $5 Million+ \| $10 Million+' Lead form select input_1_33: the 50 US states + District of Columbia Header input#site-search-input, placeholder 'What are you looking for?' — a whole-site content search, not a roster facet There is no language control, no identity or community control, no credential or designation control, and no fee-model control anywhere on the surface. What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	2Short, and you skipped the choice	Role/job function + location	Their direct phone or email	Yes
Observed 2026-09-10 Country US Segment RIAs & independent wealth managers All controls offered Location, Role/job function Route 2 — Short — because you never got to choose Machines can read Yes Where we looked merceradvisors.com/advisor-directory This walk ended in their direct phone or email. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passesthe walk ended in their direct phone or email Keep your details until you choose — passesthe walk ended in their direct phone or email Be found by a machine — passesmachines can read it: Yes What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	2Short, and you skipped the choice	Name search ('Input name here…') — finding someone you already know is not narrowing	Their direct phone or email	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered Name search ('Input name here…') — finding someone you already know is not narrowing Route 2 — Short — because you never got to choose Machines can read Yes Where we looked monetagroup.com/professional What the walk found The only control is partner team — “any team” plus 30 named teams. It narrows real people, but a team name is not a statement of what a consumer needs. Nothing lets a consumer narrow by what they need or by who fits them. This walk ended in their direct phone or email. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passesthe walk ended in their direct phone or email Keep your details until you choose — passesthe walk ended in their direct phone or email Be found by a machine — passesmachines can read it: Yes Every control on the page, as the page labels it 5 The only roster facet, an unlabelled <select> whose first option is 'Any Team'. Full option list with slugs: Any Team () \| Bailey Carpenter Hehmeyer Pietroburgo \| Berry Machnowski \| Borglum \| Compardo Wienstroer & Janes \| Curtis \| Dickens \| Diederich Simmons Perez \| Duff Torney \| Dunston \| Everland Sandry \| Finerty \| Gast Freeman Troyer \| Hadary \| Halls Dorn Aiazzi \| Heffernan \| Hiett Walsh \| Investment \| Johnson \| Kittner \| Koeneman Glenn \| Lane Hipple \| McGinnis Brown Taylor \| Moneta Advisory Services \| Rapplean \| Ring Winegrad Hunady & Sallaberry \| Sadler Harmon Chalmers Borglum \| Sheehan Steffens Akins Han \| Sward \| West Mealey \| Williams. Twenty-eight of the thirty are surnames of the partner team. input[type=search], placeholder 'Input name here...' Button 'LOAD MORE' at the foot of the results grid On the page's 'Let's Chat…' form only, and narrowing nobody: First Name \| Last Name \| Email \| Phone \| SUBMIT. NOTE: this form carries NO investable-assets or wealth-band question — unusual in this batch and recorded under wealthGate. There is no language control, no identity or community control, no life-event control, no credential or designation control, no fee-model control and no geographic control anywhere on the locator. What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	2Short, and you skipped the choice	Nothing	A named advisor — but a shared number	Yes
Observed 2026-09-10 Country US Segment RIAs & independent wealth managers All controls offered None Route 2 — Short — because you never got to choose Machines can read Yes Where we looked orgelwealth.com/who-we-are.html This walk ended in a named advisor — but a shared number. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passesthe walk ended in a named advisor — but a shared number Keep your details until you choose — passesthe walk ended in a named advisor — but a shared number Be found by a machine — passesmachines can read it: Yes What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	2Short, and you skipped the choice	Name search — finding someone you already know is not narrowing	Their direct phone or email	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered Name search — finding someone you already know is not narrowing Route 2 — Short — because you never got to choose Machines can read Yes Where we looked paralleladvisors.com/people What the walk found The only control is role — seven internal functions. It narrows real people, but it is an org chart rather than a way to say what you need. The only control is a list of thirteen cities. Nothing lets a consumer narrow by what they need or by who fits them — although the surface holds the personal-fit data for every advisor, it just never offers it as a control. This walk ended in their direct phone or email. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passesthe walk ended in their direct phone or email Keep your details until you choose — passesthe walk ended in their direct phone or email Be found by a machine — passesmachines can read it: Yes Every control on the page, as the page labels it 5 select#locationFilter, label 'LOCATION : ALL': All \| Ann Arbor \| Coral Springs \| Dallas \| Dayton \| Denver \| Durango \| Durham \| Honolulu \| Houston \| Reno \| San Francisco \| Scottsdale \| Walnut Creek select#roleFilter, label 'ROLE : ALL': All \| Administration \| Advisors \| Operations \| Planning & Tax \| Principals \| Research & Trading \| Retirement Plan Services input[type=text], placeholder 'SEARCH BY NAME' Card markup, verbatim from the served bytes: <a class='team-card' data-role='Administration, Principals' href='/people/mark-baker'> … <p class="team-role">Principal \| Head of Partner Programs</p><p class="team-location">San Francisco</p>. THE ONLY data- ATTRIBUTE ON ANY CARD IN THE ENTIRE 84,228-BYTE ROSTER IS data-role. There is no demographic, life-stage, language, credential or fee attribute in the roster's card model. There is no language control, no identity control, no life-event control, no credential control and no fee-model control anywhere on the locator. What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	2Short, and you skipped the choice	Position + location	Nothing	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered Location (Office), Position Route 2 — Short — because you never got to choose Machines can read Yes Where we looked sym.com/sym-team This walk ended in nothing. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passesthe walk ended in nothing Keep your details until you choose — passesthe walk ended in nothing Be found by a machine — passesmachines can read it: Yes Every control on the page, as the page labels it 18 Filter Team by Office Fort Wayne Office Indianapolis Office Midland Office Mishawaka Office Nashville Office Winona Lake Office Position Administrative Advisory Team Client Service Team Compliance Financial Planners Investment Team Marketing Principal Trading What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
Longer, and the steps bought you nothing4
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	3Longer, and it bought nothing	Name initial (A-Z)	A queue	Yes
Observed 2026-09-10 Country US Segment RIAs & independent wealth managers All controls offered Name initial (A-Z) Route 3 — Longer, and the steps bought you nothing Machines can read Yes Where we looked cbiz.com/people This walk ended in a queue. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passesthe walk ended in a queue Keep your details until you choose — passesthe walk ended in a queue Be found by a machine — passesmachines can read it: Yes What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	3Longer, and it bought nothing	Nothing	Their direct phone or email	Yes
Observed 2026-09-11 Country Canada Segment RIAs & independent wealth managers All controls offered None Route 3 — Longer, and the steps bought you nothing Machines can read Yes Where we looked nicolawealth.com/our-team/departments/private-wealth What the walk found The only control is department — four internal divisions. That is an org chart, not a way to narrow by what you need. The only control is a list of six Canadian cities. Nothing lets a consumer narrow by what they need or by who fits them. This walk ended in their direct phone or email. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passesthe walk ended in their direct phone or email Keep your details until you choose — passesthe walk ended in their direct phone or email Be found by a machine — passesmachines can read it: Yes Every control on the page, as the page labels it 4 The roster's entire control set, as rendered above the grid: 'By Location' \| 'Enterprise Leadership' \| 'Private Wealth' \| 'Institutional' \| 'Asset Management'. These are separate URLs, not client-side facets: /our-team/departments/company-leadership, /our-team/departments/private-wealth, /our-team/departments/institutional, /our-team/departments/asset-management. 'By Location' opens six city pages: /our-team/locations/vancouver \| /toronto \| /vaughan \| /kelowna \| /victoria \| /calgary There is NO <select> element on the roster (confirmed: 0 in 999,266 served bytes), no text input, no checkbox, no credential control, no fee-model control, no life-event control, no identity control and no language control. Nicola Wealth's own statement of why, verbatim from /meet-with-us: 'We view the client experience as an ensemble effort. It requires a collaborative, team-based approach with multiple advisors and company-wide support — not a siloed model with individual service groups.' That is the firm explaining, in its own words, that it does not intend you to choose an individual — and it is the fairest available reading of why tests 2 and 3 fail here. What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Of the 83 RIAs and independent wealth managers we audited, 19 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	3Longer, and it bought nothing	Location only	Longer, and the steps bought you nothing	Yes
Observed 2026-09-14 Country US Segment RIAs & independent wealth managers All controls offered Location (US state) - ONLY Route 3 — Longer, and the steps bought you nothing Machines can read Yes Where we looked smartprofinancial.com/find-a-pro This walk reached a named person. What it ended in was not recorded, so the route stands in its place: Longer, and the steps bought you nothing. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passesthe route was: Longer, and the steps bought you nothing Keep your details until you choose — passesthe route was: Longer, and the steps bought you nothing Be found by a machine — passesmachines can read it: Yes What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passes Keep your details until you choose — passes Be found by a machine — passes	3Longer, and it bought nothing	Advisor name (free text) + location	Their direct phone or email	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered Location (city or ZIP, proximity), Advisor name (free text) Route 3 — Longer, and the steps bought you nothing Machines can read Yes Where we looked wealthenhancement.com/advisors This walk ended in their direct phone or email. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — passesthe walk ended in their direct phone or email Keep your details until you choose — passesthe walk ended in their direct phone or email Be found by a machine — passesmachines can read it: Yes Every control on the page, as the page labels it 10 ADVISORS TEAMS LOCATIONS Search by city or zip code Search by advisor name Best Match Title A - Z Title Z - A Oldest to Newest Newest to Oldest What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
You can see them. You cannot reach them.29
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — passes Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passes	—Seen, not reachable	Identity/community - LGBTQ+ · Identity/community - Women Advisors · Filter by Team — LGBTQ+ \| Women Advisors + location	A calendar — but not that advisor’s	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered Location, Identity/community - LGBTQ+, Identity/community - Women Advisors, Filter by Team — LGBTQ+ \| Women Advisors Route You can see them. You cannot reach them. Machines can read Yes Where we looked abacuswealth.com/advisors This walk ended in a calendar — but not that advisor’s. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — passescarried by Identity Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passesmachines can read it: Yes Every control on the page, as the page labels it 3 'Filter by Location' (select) : 'Filter by Location' \| 'Ardmore' \| 'Charlotte' \| 'Los Angeles' \| 'San Francisco' 'Filter by Team' (select) : 'Filter by Team' \| 'Advisors' \| 'Board of Directors' \| 'Client Service' \| 'Investment Committee' \| 'LGBTQ+' \| 'Leadership' \| 'Marketing' \| 'Operations' \| 'Partners' \| 'Women Advisors' \| 'View All' NAV-LEVEL SEGMENT PAGES, under the header menu 'How We Help': 'Women & Money' (/financial-planning-for-women/) and 'LGBTQ & Money' (/lgbtq-financial-planning/) What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything. Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it. Of the 73 RIAs and independent wealth managers we audited in US, 30 let a consumer narrow by what they need. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — passes Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passes	—Seen, not reachable	Specialty · Credentials/designations	You can see them. You cannot reach them.	Yes
Observed 2026-09-10 Country US Segment RIAs & independent wealth managers All controls offered Specialty, Credentials/designations Route You can see them. You cannot reach them. Machines can read Yes Where we looked annexwealth.com This walk reached a named person. What it ended in was not recorded, so the route stands in its place: You can see them. You cannot reach them.. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — passescarried by Specialty Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passesmachines can read it: Yes What would change this row Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything. Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — passes Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passes	—Seen, not reachable	Credentials/designations	A queue	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered Credentials/designations Route You can see them. You cannot reach them. Machines can read Yes Where we looked aspiriant.com/practice-area/advisors This walk ended in a queue. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — passescarried by Credentials/designations Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passesmachines can read it: Yes A page that names one person. “Women Taking Charge” — a page for women, naming 1 of the firm’s 64 advisors. One name is an assignment, not a shortlist, so this does not count as letting a consumer narrow. What would change this row Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything. Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — passes Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passes	—Seen, not reachable	A page for women	A named advisor — but a shared number	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered None Route You can see them. You cannot reach them. Machines can read Yes Where we looked beaconpointe.com/financial-advisors What the walk found Three ways to pick a place — a state map, a ZIP search and an office list — and no way to pick a person. An enquiry-type control exists, but only on the lead form — after the consumer has given their details, and it narrows nobody. This walk ended in a named advisor — but a shared number. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — passescarried by the page “Meet Our Female Leadership and Advisory Team” Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passesmachines can read it: Yes How this row narrows. “Meet Our Female Leadership and Advisory Team” — a page for women, naming 100 of the firm’s 158 advisors. What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything. Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it. Of the 73 RIAs and independent wealth managers we audited in US, 30 let a consumer narrow by what they need. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — passes Be found by a machine — passes	—Seen, not reachable	Content type + location	A promise someone will call	Yes
Observed 2026-09-10 Country US Segment RIAs & independent wealth managers All controls offered Location, Content type Route You can see them. You cannot reach them. Machines can read Yes Where we looked bernstein.com This walk ended in a promise someone will call. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — passesthe walk ended in a promise someone will call Be found by a machine — passesmachines can read it: Yes What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passes	—Seen, not reachable	Nothing	Nothing	Yes
Observed 2026-09-10 Country US Segment RIAs & independent wealth managers All controls offered None Route You can see them. You cannot reach them. Machines can read Yes Where we looked cainwatters.com/our-team This walk ended in nothing. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passesmachines can read it: Yes What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything. Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — passes Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passes	—Seen, not reachable	Role / department (org-chart function) · Free-text search over name and job title (carries Credentials in practice)	A named advisor — but a shared number	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered Role / department (org-chart function), Free-text search over name and job title (carries Credentials in practice) Route You can see them. You cannot reach them. Machines can read Yes Where we looked yourwealth.com This walk ended in a named advisor — but a shared number. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — passescarried by Free-text search over name and job title (carries Credentials in practice) Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passesmachines can read it: Yes What would change this row Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything. Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — passes Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passes	—Seen, not reachable	Name · Client Type + location	A named advisor — but a shared number	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered Name, Location, Client Type Route You can see them. You cannot reach them. Machines can read Yes Where we looked captrust.com/find-an-advisor This walk ended in a named advisor — but a shared number. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — passescarried by Client Type Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passesmachines can read it: Yes What would change this row Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything. Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — fails	—Seen, not reachable	Nothing	A named advisor — but a shared number	Partly
Observed 2026-10-02 Country US Segment RIAs & independent wealth managers All controls offered None Route You can see them. You cannot reach them. Machines can read Partly Where we looked mycgfinancial.com/about-us/leadership-team What the walk found The roster ships no select elements and no inputs of any kind. There is no control to narrow the 32 named people by anything. Registered on the firm’s own Leadership & Team page, the only surface on the domain that names client-facing advisors. The navigation has no find-an-advisor entry. This walk ended in a named advisor — but a shared number. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — fails Every control on the page, as the page labels it 4 The roster is two sections, both plain lists of cards: "Our Leadership Team" (7 people) and "Experienced Advisors, Focused on You" (25 people). A card is name, title and credential and nothing else - for example "Senior Financial Advisor, ChFC®". Zero anchors, zero tel: and zero mailto: inside any card. Controls on the page: 0 <select>, 0 <input>. The only buttons are the site navigation and "Client Logins". Each of the eight office pages carries the heading "Talk with a Local Advisor" and names no advisor beneath it. What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything. Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it. Be found by a machine Give every advisor their own URL, rendered in the served bytes rather than assembled by script after the page loads. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — fails	—Seen, not reachable	Location only	Nothing	No
Observed 2026-09-10 Country Canada Segment RIAs & independent wealth managers All controls offered Location Route You can see them. You cannot reach them. Machines can read No Where we looked cifinancial.com/ci-privatewealth/ca/en/people.html This walk ended in nothing. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — fails What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything. Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it. Be found by a machine Give every advisor their own URL, rendered in the served bytes rather than assembled by script after the page loads. Of the 83 RIAs and independent wealth managers we audited, 19 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — passes Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passes	—Seen, not reachable	Specialty + location	Nothing	Yes
Observed 2026-09-10 Country US Segment RIAs & independent wealth managers All controls offered Location, Specialty Route You can see them. You cannot reach them. Machines can read Yes Where we looked creativeplanning.com/locations This walk ended in nothing. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — passescarried by Specialty Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passesmachines can read it: Yes What would change this row Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything. Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — passes Narrow by who fits you — passes Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passes	—Seen, not reachable	Free-text search over the full bio (carries Credentials and Specialty in practice) + location	A queue	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered Location, Free-text search over the full bio (carries Credentials and Specialty in practice) Route You can see them. You cannot reach them. Machines can read Yes Where we looked cressetcapital.com This walk ended in a queue. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — passescarried by Free-text search over the full bio (carries Credentials and Specialty in practice) Narrow by who fits you — passescarried by the page “Cresset Sports & Entertainment Advisors” Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passesmachines can read it: Yes How this row narrows. “Cresset Sports & Entertainment Advisors” — a page for athletes & entertainers, naming 9 of the firm’s 324 advisors. What would change this row Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything. Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it. Of the 73 RIAs and independent wealth managers we audited in US, 44 let a consumer reach that person themselves. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passes	—Seen, not reachable	Planner name · State · City	A named advisor — but a shared number	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered Planner name, State, City Route You can see them. You cannot reach them. Machines can read Yes Where we looked edelmanfinancialengines.com/financial-planners This walk ended in a named advisor — but a shared number. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passesmachines can read it: Yes What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything. Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — passes Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passes	—Seen, not reachable	Name + location	A message you can send	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered Location (office), Name Route You can see them. You cannot reach them. Machines can read Yes Where we looked epwealth.com/our-team This walk ended in a message you can send. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — passescarried by the page “Wealth Management for Professional Athletes & Coaches” Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passesmachines can read it: Yes How this row narrows. “Wealth Management for Professional Athletes & Coaches” — a page for athletes, naming 6 of the firm’s 441 advisors. What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything. Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it. Of the 73 RIAs and independent wealth managers we audited in US, 30 let a consumer narrow by what they need. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passes	—Seen, not reachable	Location only	A clear "we don’t offer this"	Yes
Observed 2026-09-10 Country US Segment RIAs & independent wealth managers All controls offered Location Route You can see them. You cannot reach them. Machines can read Yes Where we looked fisherinvestments.com/en-us/about/our-people This walk ended in a clear "we don’t offer this". The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passesmachines can read it: Yes What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything. Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passes	—Seen, not reachable	Nothing	A message you can send	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered None Route You can see them. You cannot reach them. Machines can read Yes Where we looked halberthargrove.com/our-team This walk ended in a message you can send. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passesmachines can read it: Yes Every control on the page, as the page labels it 4 One control only, and it is a role tab strip rather than a filter: <ul class="filters"> containing two anchors, 'Advisors' (data-filter='.advisor') and 'Client Service & Operations' (data-filter='.client'). There is no location control, no ZIP field, no search box, no language control, no identity control, no life-event control, no credential control and no fee-model control anywhere on the roster. No <select> element exists on the page. No iframe carries a control. No [role=combobox] or [role=listbox] exists. The addendum-5 / Wealthtender check was run and there is nothing hidden. Credentials are printed against the names ('James T. Ahn, CFP(R), AIF(R)', 'Vincent R. Birardi, Senior Wealth Advisor') AND declared in schema.org as hasCredential / EducationalOccupationalCredential — and there is no control to filter by any of them. What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything. Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — passes Narrow by who fits you — passes Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passes	—Seen, not reachable	Office Location · Specialization · College/University +2 more	A queue	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered Office Location, Specialization, College/University, Credentials, Specialization — Female Wealth Creators \| Liquidity event (incl. divorce) Route You can see them. You cannot reach them. Machines can read Yes Where we looked hbwealth.com/meet-the-team/wealth-advisors This walk ended in a queue. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — passescarried by Specialty, Credentials Narrow by who fits you — passescarried by Life event, Identity Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passesmachines can read it: Yes Every control on the page, as the page labels it 5 Four FacetWP dropdowns (data-name / data-type): office_location \| dropdown · specialization \| dropdown · collegeuniversity \| dropdown · credentials \| dropdown. Every option carries a LIVE COUNT, and every count I drove matched its label exactly. 'Specialization' — all nine options verbatim with their published counts: Business Owners and Entrepreneurs (65) \| Corporate Executives (45) \| Family Office (67) \| Female Wealth Creators (13) \| Individuals and Families (139) \| Institutions (10) \| Multi-Generational Families (60) \| Professional Service Practitioners (30) \| Suddenly Single Individuals (21). 'Credentials' — all 31 options verbatim: ADPA(R) (1) \| AIF (2) \| AWMA(R) (1) \| BFA(TM) (2) \| CAIA (3) \| CCFS (2) \| CDFA(R) (3) \| CEPA (1) \| CFA (20) \| CFP(R) (91) \| CGMA (1) \| ChFC(R) (2) \| CLU (1) \| CPA (15) \| CPWA (1) \| CRPC (2) \| CTFA (1) \| EA (2) \| Esq. (4) \| Executive Program for Financial Planning (1) \| J.D. (14) \| LL.M. (5) \| Master of Accounting (1) \| MBA (28) \| MPA (1) \| MPAS(R) (1) \| MS (9) \| Mtax (1) \| PFS (5) \| PhD (1) \| Whole Family Advisor(R) (1). 'Office Location' — 18 options in a two-level hierarchy: Florida (14) [Palm Beach (6), Tampa (8)] \| Georgia (123) [Alpharetta (14), Atlanta (HQ) (106), Augusta (2), Sandy Springs (1)] \| Maryland (37) [Columbia (8), Towson (36)] \| North Carolina (4) [Charlotte (4)] \| South Carolina (2) [Columbia (1), Greenville (1)] \| Tennessee (1) [Nashville (1)]. 'College/University' — 119 named institutions with counts, from American University (1) to the rest. This is an unusual facet and is recorded but credited to nothing: an alma mater is neither a specialty, a credential, a fee model, a language, an identity nor a life event. 1 further entry is held back: it carries our own adjudication rather than the page’s own labels. What would change this row Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything. Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it. Of the 73 RIAs and independent wealth managers we audited in US, 44 let a consumer reach that person themselves. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — passes Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passes	—Seen, not reachable	Name type-ahead 'Find a team member' — finding someone you already know is not narrowing	A calendar — but not that advisor’s	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered Name type-ahead 'Find a team member' — finding someone you already know is not narrowing Route You can see them. You cannot reach them. Machines can read Yes Where we looked lidoadvisors.com/team What the walk found The only control is team, an internal function — named “service” in the page’s own markup, but offering the firm’s departments rather than a consumer’s needs. A state dropdown. A type-ahead that searches by state, city or ZIP code. This walk ended in a calendar — but not that advisor’s. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — passescarried by the page “Wealth Management for Women. By Women. For Results.” Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passesmachines can read it: Yes Every control on the page, as the page labels it 6 Radio group, input[name=service], class 'TeamMembFinder--filterGroup-services', read from the served markup: 'All Team Members' (all-services) \| 'Affiliated Professionals' (affiliated-professionals) \| 'Executive Leadership' (executive-leadership) \| 'Investment Management' (investment-management) \| 'Management & Operational Support' (management-operational-support) \| 'Wealth Managers & Advisors' (wealth-managers-advisors) select#state-filter, name='state': All States \| Arizona \| California \| Colorado \| Connecticut \| D.C. \| Florida \| Georgia \| Illinois \| Indiana \| Kansas \| Maryland \| Massachusetts \| Michigan \| Minnesota \| Missouri \| Nebraska \| New Jersey \| New York \| North Carolina \| Ohio \| Oklahoma \| Oregon \| Pennsylvania \| South Carolina \| Tennessee \| Texas \| Utah \| Washington \| Wisconsin input#quicksearch, placeholder 'Find a team member' input#quicksearch-location, placeholder 'Search by state, city or ZIP code' On the 'Request an Introduction' flyout only, and narrowing nobody: select[name=investable_assets] — 'Please Select \| <$1M \| $1M-$5M \| $5M-$10M \| $10M-$25M \| $25M-$50M \| $50M+', beside First Name, Last Name, Email Address, Phone Number, Zip Code, Message. There is no language control, no identity or community control, no life-event control, no credential or designation control and no fee-model control anywhere on the surface. How this row narrows. “Wealth Management for Women. By Women. For Results.” — a page for women, naming 26 of the firm’s 430 advisors. What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything. Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it. Of the 73 RIAs and independent wealth managers we audited in US, 30 let a consumer narrow by what they need. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — passes Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passes	—Seen, not reachable	Specialised practice group (illiquid assets, risk management, tax and legacy)	A queue	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered Specialised practice group (illiquid assets, risk management, tax and legacy) Route You can see them. You cannot reach them. Machines can read Yes Where we looked mckinleycarter.com/team What the walk found The one filter offers Advisory, Management and Operations — the firm's own departments, not a consumer's needs. Nothing lets a consumer narrow by who fits them. This walk ended in a queue. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — passescarried by Specialty Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passesmachines can read it: Yes Every control on the page, as the page labels it 4 Heading 'Filter By:' — buttons with data-filter values: 'ALL' (reset) \| 'ADVISORY' (advisory) \| 'MANAGEMENT' (management) \| 'OPERATIONS' (operations) Heading 'Specialized Practice Groups:' — buttons with data-filter values: 'FINANCIAL AUTONOMY' (financial_autonomy) \| 'ILLIQUID ASSETS' (illiquid_assets) \| 'RISK MANAGEMENT' (risk_management) \| 'TAX & LEGACY' (tax&_legacy) Header 'SEARCH' — a whole-site content search, not a roster facet There is no language control, no identity or community control, no life-event control, no fee-model control and no geographic control anywhere on the surface. There is no credential control either, although the roster prints CFP®, CPA/PFS, JD, CLU®, ChFC®, CPWA®, CIMA®, AIF®, CeFT®, CEPA®, SE-AWMA™, FPQP®, CRPS®, APMA™ and SHRM-SCP® against the names. What would change this row Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything. Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passes	—Seen, not reachable	Location only	Nothing	Yes
Observed 2026-09-10 Country US Segment RIAs & independent wealth managers All controls offered Location Route You can see them. You cannot reach them. Machines can read Yes Where we looked meritfinancialadvisors.com/about/locations This walk ended in nothing. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passesmachines can read it: Yes What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything. Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passes	—Seen, not reachable	Location only	Nothing	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered Location (via free-text search only) Route You can see them. You cannot reach them. Machines can read Yes Where we looked pathstone.com/people This walk ended in nothing. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passesmachines can read it: Yes Every control on the page, as the page labels it 2 Search by name, title, or location. (input[type=search], data-id="grid-search-input", the ONLY control on the locator) View more (data-id="grid-view-more", pagination, 9 per page) What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything. Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passes	—Seen, not reachable	Free-text name search only	You can see them. You cannot reach them.	Yes
Observed 2026-09-15 Country US Segment RIAs & independent wealth managers All controls offered Free-text name search only Route You can see them. You cannot reach them. Machines can read Yes Where we looked perigonwealth.com/about/team This walk reached a named person. What it ended in was not recorded, so the route stands in its place: You can see them. You cannot reach them.. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passesmachines can read it: Yes What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything. Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passes	—Seen, not reachable	Nothing	Nothing	Yes
Observed 2026-09-15 Country US Segment RIAs & independent wealth managers All controls offered None Route You can see them. You cannot reach them. Machines can read Yes Where we looked physicianplangroup.com/our-team This walk ended in nothing. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passesmachines can read it: Yes What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything. Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — passes Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passes	—Seen, not reachable	Specialty/service line (via department) + location	A named advisor — but a shared number	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered Specialty/service line (via department), Location Route You can see them. You cannot reach them. Machines can read Yes Where we looked purefinancial.com/team This walk ended in a named advisor — but a shared number. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — passescarried by Specialty/service line (via department) Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passesmachines can read it: Yes Every control on the page, as the page labels it 2 Choose a department (select#department-selector, 15 options): Choose a department, Leadership, Advisors, Accounting / Compliance / HR, Billing and Data, Client Relations, Client Services, Corporate Development / M&A Integration, Instructors, Investment Management, Marketing / Business Development, Operations, Planning, Tax Planning, Technology Choose a Location (select#location-selector, 15 options): Choose a Location, Brea, Chicago – Northbrook, Chicago – Wheaton, Denver, Irvine, Los Angeles – Woodland Hills, Nashville – Franklin, Phoenix – Prescott, Phoenix – Scottsdale, Sacramento – Davis, Salt Lake City – Lehi, San Diego, Seattle – Mercer Island, Seattle – Redmond What would change this row Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything. Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — passes Narrow by who fits you — passes Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passes	—Seen, not reachable	Life event · Identity/community · Occupation +2 more	A message you can send	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered Life event, Identity/community, Occupation, Client type, Role Route You can see them. You cannot reach them. Machines can read Yes Where we looked savantwealth.com/our-team This walk ended in a message you can send. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — passescarried by Occupation Narrow by who fits you — passescarried by Life event Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passesmachines can read it: Yes Every control on the page, as the page labels it 2 ON THE LOCATOR - four radio buttons, name="team_filter": Advisors (value 40), Specialists (135), Executive Leadership (48), Board of Directors (51); plus input[name="s"] placeholder 'Search by Name'; plus pagination '2 3 ... 8 Next »' IN THE SITE NAVIGATION, under 'Who We Serve' - Individuals & Families; Businesses; University Faculty, Physicians, & Administrators; University Wealth Management; Executives & Professionals; Public Company Executives; Technology Professionals; Divorce and Spouse Loss > Experiencing Divorce; Divorce and Spouse Loss > High-Net-Worth Women in Divorce; Divorce and Spouse Loss > Financial Planning for Widows and Widowers; and, under Resources & Tools, 'Wise Women' What would change this row Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything. Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it. Of the 73 RIAs and independent wealth managers we audited in US, 44 let a consumer reach that person themselves. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passes	—Seen, not reachable	Department · Free-text name search + location	A queue	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered Location, Department, Free-text name search Route You can see them. You cannot reach them. Machines can read Yes Where we looked sequoia-financial.com/about/our-team This walk ended in a queue. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passesmachines can read it: Yes Every control on the page, as the page labels it 4 Department: 'All Departments' \| 'Advisory Team' \| 'Executives' \| 'Growth Team' \| 'Integration Team' \| 'Investment Research Team' \| 'Leadership' \| 'Sentinel Family Office' \| 'Strategic Consultants' \| 'Tax Services Team' \| 'Wealth Planners' Location: 'All locations' \| 'Remote Team Member' \| 'Phoenix, AZ' \| 'Irvine, CA' \| 'Pasadena, CA' \| 'Torrance, CA' \| 'Denver, CO' \| 'Litchfield, CT' \| 'Boca Raton, FL' \| 'Tampa, FL' \| 'Burlington, MA' \| 'Grosse Pointe Woods, MI' \| 'Troy, MI' \| 'Bloomington, MN' \| 'Hastings, MN' \| 'Mankato, MN' \| 'Northfield, MN' \| 'Rochester, MN' \| 'Fargo, ND' \| 'Akron, OH (HQ)' \| 'Cleveland, OH' \| 'Columbus, OH' \| 'Mayfield Heights, OH' \| 'Norman, OK' \| 'Berwyn, PA' \| 'Charleston, SC' \| 'Hilton Head, SC' \| 'Sioux Falls, SD' \| 'Nashville, TN' \| 'Houston, TX' \| 'San Antonio, TX' \| 'Cottonwood Heights, UT' \| 'Lehi, UT' \| 'Salt Lake City, UT' \| 'Spokane, WA' Search box placeholder: 'Search By Name' (input[type=search], name 'team-search') 'Clear Filters' button What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything. Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — fails	—Seen, not reachable	Nothing	A queue	No
Observed 2026-09-10 Country US Segment RIAs & independent wealth managers All controls offered None Route You can see them. You cannot reach them. Machines can read No Where we looked themathergroup.com/team-wealth This walk ended in a queue. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — fails What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything. Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it. Be found by a machine Give every advisor their own URL, rendered in the served bytes rather than assembled by script after the page loads. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — passes Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passes	—Seen, not reachable	Departments · free-text name/title search	A named advisor — but a shared number	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered Departments, free-text name/title search Route You can see them. You cannot reach them. Machines can read Yes Where we looked truepointwealth.com/our-people This walk ended in a named advisor — but a shared number. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — passescarried by the page “Where Women Invest In Women” Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passesmachines can read it: Yes Every control on the page, as the page labels it 14 Search Departments All Advisors Client Services Employee Experience Estate Financial Planning Investment & Operations Management Marketing & Growth Shareholder Tax Technology & Innovation How this row narrows. “Where Women Invest In Women” — a page for women, naming 40 of the firm’s 104 advisors. What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything. Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it. Of the 73 RIAs and independent wealth managers we audited in US, 30 let a consumer narrow by what they need. You are not one of them. Something wrong here? Tell us →
	See a real person at all — passes Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passes	—Seen, not reachable	Nothing	A named advisor — but a shared number	Yes
Observed 2026-09-11 Country US Segment RIAs & independent wealth managers All controls offered None Route You can see them. You cannot reach them. Machines can read Yes Where we looked westmount.com/our-team This walk ended in a named advisor — but a shared number. The six, and what carries each See a real person at all — passesa named advisor appears Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — passesmachines can read it: Yes What would change this row Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything. Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it. Of the 73 RIAs and independent wealth managers we audited in US, 18 let a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
No named person at any depth2
	See a real person at all — fails Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — fails	—No route at all	Nothing	No named person at any depth	No
Observed 2026-09-10 Country South Africa Segment RIAs & independent wealth managers All controls offered None Route No named person at any depth Machines can read No Where we looked invest.alexforbes.com/za/en/global This walk reached nobody. No named person at any depth. The six, and what carries each See a real person at all — fails Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — fails What would change this row See a real person at all Publish the individual advisors, not only offices, a switchboard or a form. Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything. Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it. Be found by a machine Give every advisor their own URL, rendered in the served bytes rather than assembled by script after the page loads. Of the 7 RIAs and independent wealth managers we audited in South Africa, 1 lets a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →
	See a real person at all — fails Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — fails	—No route at all	Nothing	No named person at any depth	No
Observed 2026-09-10 Country South Africa Segment RIAs & independent wealth managers All controls offered None Route No named person at any depth Machines can read No Where we looked citadel.co.za/contact-start-your-wealth-journey This walk reached nobody. No named person at any depth. The six, and what carries each See a real person at all — fails Narrow by what you need — fails Narrow by who fits you — fails Reach them yourself — fails Keep your details until you choose — fails Be found by a machine — fails What would change this row See a real person at all Publish the individual advisors, not only offices, a switchboard or a form. Narrow by what you need Add one professional-need control — specialty, credentials, or how the advisor is paid. Location does not count. Narrow by who fits you Add one personal-fit control — language, identity or community, or a life event or life stage. Reach them yourself Put that advisor’s own phone or email on their profile, or let the consumer book into their calendar, before asking for anything. Keep your details until you choose Let the consumer see and choose an advisor before the form, not after it. Be found by a machine Give every advisor their own URL, rendered in the served bytes rather than assembled by script after the page loads. Of the 7 RIAs and independent wealth managers we audited in South Africa, 1 lets a consumer narrow by who fits them. You are not one of them. Something wrong here? Tell us →

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