{
  "slug": "aerie-advisors",
  "name": "Aerie Advisors",
  "description": "Aerie Advisors provides bespoke wealth management and dynamic financial planning for families of significant wealth across generations, expertly navigating financial complexities to cultivate peace of mind, achieve goals, and empower lives of meaning and impact.",
  "url": "https://optimly.ai/brand/aerie-advisors",
  "websiteUrl": "https://aerieadvisory.com/",
  "logoUrl": "https://logo.clearbit.com/aerieadvisory.com",
  "baiScore": 57.5,
  "bai_tier_status": "active",
  "bai_score_status": "active",
  "archetype": null,
  "archetype_status": "active",
  "category": "Wealth Management Firms",
  "categorySlug": null,
  "keyFacts": [],
  "aiReadiness": [],
  "competitors": [],
  "competitorsProse": null,
  "inboundCompetitors": [],
  "aiAlternatives": [],
  "parentBrand": null,
  "subBrands": [],
  "updatedAt": "2026-09-01T22:41:26.508Z",
  "verifiedVitals": {
    "website": "https://aerieadvisory.com",
    "category": "Wealth Management",
    "what_it_does": "Aerie Advisors provides bespoke wealth management and dynamic planning, expertly navigating financial complexities for families of significant wealth across generations to cultivate peace of mind, achieve goals, and empower lives of meaning and impact. Their services include comprehensive wealth management and advisory, family office services, investment management and strategy, and executive wealth services.",
    "primary_audience": "Families of significant wealth across generations, including those with multigenerational wealth and executives.",
    "core_product": "Bespoke Wealth Management and Advisory Services",
    "pricing_model": {
      "kind": "custom",
      "detail": "Fee-based advisory model, free of proprietary products or hidden fees, and does not participate in wrap fee programs."
    },
    "parent_ownership": "Aerie Advisory Group Trust is the principal owner of Aerie Advisory Group LLC."
  },
  "intentTags": null,
  "businessProfileClaims": [],
  "timestamp": 1790061689318
}