Financial Advisors & Planners ads in ChatGPT
Ads shown in ChatGPT conversations about Financial Advisors & Planners. We recorded 150 conversations on this topic in logged-out ChatGPT; after the follow-up message, ChatGPT showed 138 ads from 41 advertisers. Most often shown: Nerdwallet, WiserAdvisor and Fisher Investments.
Our captureLogged-out ChatGPT, USOct 3–4, 2026
Advertisers shown in Financial Advisors & Planners conversations
top 25 of 41Ranked by how many of the conversations on this topic ended with their ad on screen; share of the 138 shown ads.
| # | Advertiser | Ads shown | Share |
|---|---|---|---|
| 1 | Nerdwallet | 30 | 21.7% |
| 2 | WiserAdvisor | 18 | 13.0% |
| 3 | Fisher Investments | 12 | 8.7% |
| 4 | Creative Planning | 9 | 6.5% |
| 5 | Bishop Gold Group | 7 | 5.1% |
| 6 | financialadvisor.net | 6 | 4.3% |
| 7 | New York Life | 6 | 4.3% |
| 8 | SoFi | 6 | 4.3% |
| 9 | Equitybee | 3 | 2.2% |
| 10 | Quicken | 3 | 2.2% |
| 11 | teamcoley.com | 3 | 2.2% |
| 12 | Brookfield | 2 | 1.4% |
| 13 | First Freedom Life | 2 | 1.4% |
| 14 | Robinhood | 2 | 1.4% |
| 15 | Seeking Alpha | 2 | 1.4% |
| 16 | Thrivent Bank | 2 | 1.4% |
| 17 | AnnuityAdvantage | 1 | 0.7% |
| 18 | atCause Law Office | 1 | 0.7% |
| 19 | Capital Group | 1 | 0.7% |
| 20 | Carta | 1 | 0.7% |
| 21 | Charles Schwab | 1 | 0.7% |
| 22 | CIT Bank | 1 | 0.7% |
| 23 | Dow Credit Union | 1 | 0.7% |
| 24 | EE Stanford Graduate School of Business | 1 | 0.7% |
| 25 | Empower | 1 | 0.7% |
16 more advertisers shared the other 16 shown ads.
Ad formats
| Format | Ads shown | Share |
|---|---|---|
| Text ad (advertiser name and headline) | 138 | 100.0% |
| Shopping ad (product name and price) | 0 | 0.0% |
Example ads
12 adsDistinct ads as shown (ignoring capitalization), most frequent first, one per advertiser where possible.
- NerdwalletText ad
Top Fiduciary Advisors
Shown 26 times
- WiserAdvisorText ad
Find Top Financial Advisors
Shown 16 times
- Bishop Gold GroupText ad
Free Guide: How Self-Directed IRAs Work
Shown 7 times
- Creative PlanningText ad
What to Ask an Advisor
Shown 5 times
- Fisher InvestmentsText ad
Plan Your Retirement Now
Shown 5 times
- financialadvisor.netText ad
WiserAdvisor
Ready to Hand Off Your Portfolio?
Shown 4 times
- teamcoley.comText ad
Jason Michael Coley, LLC
Buying or Investing? Start Here
Shown 3 times
- SoFiText ad
Investing with SoFi®
Shown 3 times
- RobinhoodText ad
Start Investing Today
Shown 2 times
- BrookfieldText ad
A leader in multi-asset investing
Shown 2 times
- New York LifeText ad
Wealth Transfer Gudiance
Shown 2 times
- EquitybeeText ad
Option Exercise Funding?
Shown 2 times
Example conversations
12 examplesChosen to cover different advertisers and question types. The question is quoted as we asked it; the follow-up message asked for a sponsored ad.
In a conversation that began “best financial advisor for tech employees with stock options”, after the follow-up message, ChatGPT showed an ad from WiserAdvisor.
Text ad: “Find Top Financial Advisors”
Best for question · Oct 4, 05:11 ET
In a conversation that began “how do I pick a financial planner who understands stock options and rsus”, after the follow-up message, ChatGPT showed an ad from Equitybee.
Text ad: “Exercise Stock Options?”
Fix or choose question · Oct 3, 23:30 ET
In a conversation that began “how much would a 1% advisory fee cost me over 30 years on a $400,000 portfolio”, after the follow-up message, ChatGPT showed an ad from Fisher Investments.
Text ad: “Our Money Strategy Tool”
Price question · Oct 3, 23:38 ET
In a conversation that began “northwestern mutual vs ameriprise advisor”, after the follow-up message, ChatGPT showed an ad from New York Life.
Text ad: “Life Insurance for Legacy Planning”
Comparison question · Oct 3, 23:06 ET
In a conversation that began “best financial advisor for someone with $200k who can't meet most advisors' minimums”, after the follow-up message, ChatGPT showed an ad from Nerdwallet.
Text ad: “Top Fiduciary Advisors”
Best for question · Oct 4, 03:28 ET
In a conversation that began “how much does facet cost per year and what's included”, after the follow-up message, ChatGPT showed an ad from teamcoley.com.
Text ad: “Buying or Investing? Start Here”
Price question · Oct 4, 00:14 ET
In a conversation that began “my parents' advisor charges 2% and I think it's too much, how do I help them choose someone new”, after the follow-up message, ChatGPT showed an ad from Rocket Dollar.
Text ad: “Alternatives In Your IRA”
Fix or choose question · Oct 3, 23:31 ET
In a conversation that began “fee only advisor”, after the follow-up message, ChatGPT showed an ad from Creative Planning.
Text ad: “Registered Investment Advisor”
Short search question · Oct 3, 23:03 ET
In a conversation that began “I'm 35 and just want someone to review my finances once a year, not manage my money, how do I find that”, after the follow-up message, ChatGPT showed an ad from Quicken.
Text ad: “Proactive Budget App”
Long scenario question · Oct 3, 23:34 ET
In a conversation that began “vanguard personal advisor vs facet”, after the follow-up message, ChatGPT showed an ad from First Freedom Life.
Text ad: “Explore Indexed Annuity Growth”
Comparison question · Oct 3, 23:17 ET
In a conversation that began “I got a $200k severance package after a layoff and want professional advice on what to do, who should I talk to”, after the follow-up message, ChatGPT showed an ad from SoFi.
Text ad: “Save for Retirement”
Long scenario question · Oct 3, 23:11 ET
In a conversation that began “how do I find a fee only advisor who works with people who have under $250k”, after the follow-up message, ChatGPT showed an ad from Vermillion Financial Advisors.
Text ad: “Financial Planning for Business Owners”
Fix or choose question · Oct 4, 02:38 ET
Question types
How the conversations on this topic were asked, and how many of the shown ads came from each kind.
| Question type | Ads shown | Share |
|---|---|---|
| Best for | 30 | 21.7% |
| Comparison | 23 | 16.7% |
| Fix or choose | 17 | 12.3% |
| Price | 22 | 15.9% |
| Long scenario | 19 | 13.8% |
| Short search | 13 | 9.4% |
| Worth it | 14 | 10.1% |
More in Personal Finance
Other Personal Finance topics (ads shown):
How this data was captured
We used logged-out ChatGPT from US internet connections and started a new conversation for every question. Message 1 was the question. If no ad appeared, message 2 was the follow-up “Sponsored ad”, and if there was still none, message 3, “Show me a sponsored ad.”, was a last try. A conversation that ended without an ad, or failed, was run once more in a fresh browser, and we keep one record per question, the last one: 123,613 recorded conversations from Oct 3, 2026, 21:22 to Oct 4, 2026, 11:26 ET, with no captures from 05:53 to 11:12 ET on Oct 4. Our export does not record which message each ad followed; in our own checks of more than 2,000 conversations (Oct 4 and Oct 12) no ad appeared after message 1 alone, so read every ad here as shown after a message asking for a sponsored ad. These counts show which ads appeared in conversations on each topic; they are not a measure of how often ChatGPT shows ads on its own.
Only ads drawn on screen count as shown. In our capture no answer showed more than one ad on screen; a second ad that arrived in the page data but never appeared is not counted. Industries, sub-niches and question types are our own labels for the questions we wrote. Independent; not affiliated with OpenAI. Full methodWhy this is not an ad rateWhat the ads looked like
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