Research index · United States
WMBR — Wealth Managers, Bottom Revenue
An original study of verified bottom-revenue wealth management and financial advisory firms — platform choices, CRM adoption, experience violations, and a total absence from non-branded AI search.
139
Firms in index
126
Sites assessed
41.3%
On WordPress
11
Published articles
Geography
United States92 · 66.2%
United Kingdom42 · 30.2%
Canada5 · 3.6%
Credibility violations by platform
WordPress2.02avg · 52 firms
FMG Suite2.56avg · 16 firms
unknown3.57avg · 30 firms
Site technology
WordPress52 · 41.3%
unknown30 · 23.8%
FMG Suite16 · 12.7%
Webflow7 · 5.6%
Squarespace7 · 5.6%
WordPress; Wix4 · 3.2%
Wix2 · 1.6%
Advisor Websites; Drupal2 · 1.6%
Webflow; WordPress; Squarespace1 · 0.8%
Twenty Over Ten1 · 0.8%