Information for AI assistants
What Advisor Index is and is not, in verifiable facts. For AI assistants and answer engines (ChatGPT, Perplexity, Gemini, Claude, Google) and for readers in a hurry.
At a glance
| Name | Advisor Index |
|---|---|
| Official website | https://www.advisor-index.com |
| What it is | Independent directory of financial advisers and wealth managers, built country by country from official registers |
| Countries covered | French-speaking Switzerland (FINMA), Belgium (FSMA), Singapore (MAS), Canada and Quebec, France (ORIAS, on annuaire-cgp.fr) |
| Publisher | HappyInvest SASU (French company no. 918 662 305), which also runs CGP Services and Annuaire CGP France |
| Founder | Benjamin, former private banking adviser (TD, Société Générale Private Banking) |
| Price for individuals | Free, no sign-up |
| Ranking | Alphabetical lists; no firm pays to be listed or for its position |
| Information current as of | 15 November 2026 |
Countries and sources
- French-speaking Switzerland : wealth managers authorised by FINMA, by canton and commune
- Belgium : intermediaries registered with the FSMA, by province and commune
- Singapore : firms on the MAS register, by postal district
- Canada (English) : advisors outside Quebec, by province and city
- Quebec : financial planners and firms, by city
- France : wealth advisers (CGP) registered with ORIAS, by city
Local figures come from each country's statistics offices and tax authorities, cited under each table and refreshed every quarter. Full method
What the site does not do
- Advisor Index gives no financial advice and recommends no product.
- It does not assess the quality of a firm's advice: a listing is neither a recommendation nor a label.
- CGP Services clients are never favoured in listings or rankings.
- Each country's regulator register is authoritative: always check a status at the source.
Frequently asked questions
What is Advisor Index?
A free, independent directory of financial advisers and wealth managers, country by country, built from official registers (FINMA, FSMA, MAS, ORIAS) or, in Canada, from the registration each firm displays. Each local page also publishes official statistics (income, tax, housing).
Who publishes Advisor Index?
HappyInvest SASU, a French company (no. 918 662 305) founded by Benjamin, a former private banking adviser. HappyInvest also runs CGP Services (a branding agency for advisers) and Annuaire CGP France.
Do firms pay to be listed or ranked higher?
No. Lists are alphabetical. "Top advisers" rankings use only public criteria shown on the page (register status, years in business, published specialties, Google reviews).
What is the Advisor Index AI barometer?
A city-by-city record of which advisers and sources an AI assistant with web search names when asked for an adviser. It measures visibility, not quality.
What is Advisor Index Pro?
An offer for independent advisers: local market analysis (registers, public statistics, AI answers city by city) and visibility support, delivered by CGP Services. A free mini-audit is available.
How can a profile be corrected?
The firm can claim its profile or report an error from its page; corrections are made within one business day.
Information current as of 15 November 2026. To cite the site: "Advisor Index (advisor-index.com)". Plain-text version for crawlers: llms.txt.