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Jim Middlebrook, Private Wealth Advisor in Plano, TX — 18 websites ranked by shared content topics, category and on-page relevance.

Each result shows its full tech stack, contacts and AI-policy — not just a name · Browse all sites in Financial Planning →

Domain	Match	Title	Country/Lang	Category	AI files	Contact	AI-protection
ig.ca ↗	65 match shared topic	Financial Planning & Advisor Services \| IG Wealth Management	Canada en	financial-planning Adobe Experience Manager	robotsllmsaihumans	emailphone	none
creativeplanning.com ↗	65 match shared topic	Wealth Management \| Financial Planning Advisors \| Creative Planning	en	financial-planning WordPress	robots llmsaihumans	email phone	none
claconnect.com ↗	65 match shared topic	CLA (CliftonLarsonAllen) \| CPAs, Consultants, Wealth Advisors	en	financial-planning	robotsllmsaihumans	emailphone	none
bairdwealth.com ↗	65 match shared topic	Baird Private Wealth Management \| Private Wealth Management	United States~ en	financial-planning	robotsllmsaihumans	emailphone	none
iaprivatewealth.ca ↗	65 match shared topic	iA Private Wealth	Canada en	financial-planning	robotsllmsaihumans	emailphone	none
vanlanschotkempen.com ↗	65 match shared topic	Van Lanschot Kempen \| Wealth Management & Private Banking	en	financial-planning	robotsllmsaihumans	emailphone	none
epwealth.com ↗	65 match shared topic	Financial Advisors, Tax and Estate Planning \| EP Wealth Advisors	en	financial-planning HubSpot	robotsllmsaihumans	emailphone	none
waverly-advisors.com ↗	65 match shared topic	Wealth Management \| Waverly Advisors	en	financial-planning WordPress	robotsllmsaihumans	emailphone	none
wjohnsonassociates.com ↗	65 match shared topic	Willis Johnson Wealth \| Financial Advisor Houston	United States~ en	financial-planning HubSpot	robotsllmsaihumans	email phone	partial · 8
wealthprofessional.ca ↗	65 match shared topic	Financial Advisor Website for News, Analysis & Thought Leadership \| Wealth Professional	Canada en	financial-planning	robotsllmsaihumans	emailphone	none
waasset.com ↗	65 match shared topic	Wealth Management \| Waverly Advisors	en	financial-planning WordPress	robotsllmsaihumans	emailphone	partial · 8
cressetcapital.com ↗	65 match shared topic	Cresset Private Wealth Management & Family Office Services	en	financial-planning WordPress	robots llmsaihumans	emailphone	none
ipghowden.com ↗	65 match shared topic	Howden Private Wealth: Wealth Planning Solutions	en	financial-planning Drupal	robotsllmsaihumans	emailphone	none
merceradvisors.com ↗	65 match shared topic	Named #1 RIA Firm by Barron’s for Wealth Management Solutions \| Mercer Advisors	United States~ en	financial-planning WordPress	robotsllmsaihumans	emailphone	none
carsonwealth.com ↗	65 match shared topic	Carson Wealth \| Financial Advisors Helping You Pursue True Wealth	en	financial-planning WordPress WooCommerce	robotsllmsaihumans	emailphone	none
beaconpointe.com ↗	65 match shared topic	Financial Advisor \| Beacon Pointe Investment Advisory Services, Financial Planning, Wealth Management, Retirement Plan Services - Financial Services	en	financial-planning WordPress	robotsllmsaihumans	emailphone	none
crownmarkwealth.com ↗	65 match shared topic	Crownmark Wealth Advisors \| Crowning Your Wealth, One Move at a Time	United States~ en	financial-planning	robotsllmsaihumans	emailphone	none
osaic.com ↗	60 match shared topic	Empowering Wealth \| Osaic	en	financial-planning Sanity	robotsllmsaihumans	emailphone	none

How the match score works

Each match is a 0–100 similarity score — the higher it is, the more two sites resemble one another. It’s computed automatically from our own crawl data (never from what a site says about itself) by combining several independent signals, so a high score means several of them point the same way:

shared topics how many of the same fine‑grained content topics (IAB sub‑categories) both sites cover — the main signal.
same category whether they sit in the same business / industry category.
content & title how closely their titles and page descriptions line up in wording and meaning.

No single signal decides the result — they’re blended together. Treat the score as a way to rank candidates rather than an absolute percentage; the chips on each result show which signals contributed.