About the data

Core entities

• AdvisorEntity: an individual advisor, at /advisors/[slug].
• FirmEntity: a registered investment advisory firm, at /firms/[slug].
• SpecialtyTaxonomy: a specialty such as equity compensation, crypto, or cross-border, at /specialties/[slug].
• AudienceTaxonomy: a kind of client, such as founders, physicians, or retirees.
• GeographyTaxonomy: a state or province and its cities, at /locations/[country]/[region].
• TrustSignal: a labelled fact with its source, such as "Fee-only, from Form ADV Part 2".
• QueryRecipe: the saved filters behind each list page.
• ListArtifact: the list page those filters produce, at /lists/[slug].
• GuideArtifact: a guide, at /guides/[slug].

Query recipe schema

type QueryRecipe = {
  slug: string;
  kind: "advisor-list";
  title: string;
  description: string;
  h1?: string;
  intro: string;
  filters: {
    specialtySlugs?: string[];
    audienceSlugs?: string[];
    feeOnlyOnly?: boolean;
    feeModels?: FeeModel[];
    country?: "us" | "ca";
    regionSlug?: string;
    crossBorder?: Array<"us-to-ca" | "ca-to-us" | "cross-continent">;
    virtualOk?: boolean;
    educationMatches?: string[];
  };
  ranking: "default" | "specialty-depth" | "years-practicing" | "alphabetical";
  refreshCadence: "weekly" | "monthly" | "quarterly";
}

Each list page at /lists/[slug] shows every advisor whose profile matches its recipe's filters.

Machine-readable surfaces

• Schema.org markup on every entity and list page
• XML sitemap at /sitemap-index.xml
• LLM discovery manifest at /llms.txt
• Breadcrumb + ItemList + FinancialAdvisor + Article schemas
• Stable, slug-based URLs for every entity

What we don't publish

Wellspent publishes a page for every advisor, firm, and list. It doesn't offer bulk downloads, CSV exports, or full-table endpoints. For structured data partnerships, email [email protected].