Which RIAs do AI assistants actually recommend?

Creative Planning earns an A- (75.8/100) for AI visibility, led by Perplexity and Gemini, typically around position 5 when named. It ranks #4 of 9,742 nationally, up 5 spots vs last cycle (like-for-like markets). The biggest lever is ChatGPT (sub-score 75/100), which carries 63% of the platform weighting.

CAPTRUST earns an A- (73.9/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 6 when named. It ranks #5 of 9,742 nationally, up 3 spots vs last cycle (like-for-like markets). The biggest lever is ChatGPT (sub-score 81/100), which carries 63% of the platform weighting.

Cresset earns an A- (73.9/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 8 when named. It ranks #6 of 9,742 nationally, down 1 spot vs last cycle (like-for-like markets). The biggest lever is Gemini (sub-score 57/100), which carries 21% of the platform weighting.

SAVANT WEALTH MANAGEMENT earns a B+ (71.9/100) for AI visibility, led by Claude and Perplexity, typically around position 6 when named. It ranks #7 of 9,742 nationally, unchanged vs last cycle (like-for-like markets). The biggest lever is ChatGPT (sub-score 70/100), which carries 63% of the platform weighting.

ROCKEFELLER CAPITAL MANAGEMENT earns a B+ (70.7/100) for AI visibility, led by ChatGPT and Claude, typically around position 7 when named. It ranks #8 of 9,742 nationally, up 7 spots vs last cycle (like-for-like markets). The biggest lever is ChatGPT (sub-score 82/100), which carries 63% of the platform weighting.

HB Wealth earns a B+ (70.2/100) for AI visibility, led by Claude and ChatGPT, typically around position 6 when named. It ranks #9 of 9,742 nationally, down 5 spots vs last cycle (like-for-like markets). The biggest lever is ChatGPT (sub-score 73/100), which carries 63% of the platform weighting.

Aspiriant earns a B+ (67.6/100) for AI visibility, led by Claude and ChatGPT, typically around position 6 when named. It ranks #10 of 9,742 nationally, down 4 spots vs last cycle (like-for-like markets). The biggest lever is ChatGPT (sub-score 68/100), which carries 63% of the platform weighting.

Brighton Jones earns a B (64.4/100) for AI visibility, led by Gemini and ChatGPT, typically around position 3 when named. It ranks #11 of 9,742 nationally, down 1 spot vs last cycle (like-for-like markets). The biggest lever is ChatGPT (sub-score 64/100), which carries 63% of the platform weighting.

Wescott Financial Advisory Group earns a B (64.1/100) for AI visibility, led by ChatGPT and Gemini, typically around position 3 when named. It ranks #12 of 9,742 nationally, up 40 spots vs last cycle (like-for-like markets). The biggest lever is ChatGPT (sub-score 73/100), which carries 63% of the platform weighting.

Beacon Pointe Advisors earns a B (61.9/100) for AI visibility, led by Claude and ChatGPT, typically around position 8 when named. It ranks #13 of 9,742 nationally, up 10 spots vs last cycle (like-for-like markets). The biggest lever is ChatGPT (sub-score 62/100), which carries 63% of the platform weighting.

Bedel Financial Consulting earns a B (61.5/100) for AI visibility, led by Claude and ChatGPT, typically around position 2 when named. It ranks #14 of 9,742 nationally, up 8 spots vs last cycle (like-for-like markets). The biggest lever is ChatGPT (sub-score 62/100), which carries 63% of the platform weighting.

Edelman Financial Engines earns a B (60.5/100) for AI visibility, led by Claude and ChatGPT, typically around position 6 when named. It ranks #15 of 9,742 nationally, up 2 spots vs last cycle (like-for-like markets). The biggest lever is ChatGPT (sub-score 63/100), which carries 63% of the platform weighting.

Carson Wealth earns a B (60.4/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 4 when named. It ranks #16 of 9,742 nationally, up 20 spots vs last cycle (like-for-like markets). The biggest lever is ChatGPT (sub-score 63/100), which carries 63% of the platform weighting.

Plante Moran Financial Advisors earns a B (60.3/100) for AI visibility, led by Claude and Gemini, typically around position 6 when named. It ranks #17 of 9,742 nationally, down 3 spots vs last cycle (like-for-like markets). The biggest lever is ChatGPT (sub-score 56/100), which carries 63% of the platform weighting.

Albion Financial Group earns a B (60.1/100) for AI visibility, led by ChatGPT and Claude, typically around position 2 when named. It ranks #18 of 9,742 nationally, down 2 spots vs last cycle (like-for-like markets). The biggest lever is ChatGPT (sub-score 62/100), which carries 63% of the platform weighting.

MODERA WEALTH MANAGEMENT earns a B (60.0/100) for AI visibility, led by Claude and Perplexity, typically around position 6 when named. It ranks #19 of 9,742 nationally, down 7 spots vs last cycle (like-for-like markets). The biggest lever is ChatGPT (sub-score 58/100), which carries 63% of the platform weighting.

Moisand Fitzgerald Tamayo, LLC earns a B (59.0/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 3 when named. It ranks #20 of 9,742 nationally, up 11 spots vs last cycle (like-for-like markets). The biggest lever is ChatGPT (sub-score 67/100), which carries 63% of the platform weighting.

BROWN ADVISORY earns a B (58.6/100) for AI visibility, led by Gemini and Claude, typically around position 4 when named. It ranks #21 of 9,742 nationally, down 3 spots vs last cycle (like-for-like markets). The biggest lever is ChatGPT (sub-score 58/100), which carries 63% of the platform weighting.

Legacy Wealth Management earns a B- (57.9/100) for AI visibility, led by ChatGPT and Gemini, typically around position 4 when named. It ranks #22 of 9,742 nationally, up 7 spots vs last cycle (like-for-like markets). The biggest lever is ChatGPT (sub-score 72/100), which carries 63% of the platform weighting.

Wealthspire Advisors earns a B- (57.7/100) for AI visibility, led by Gemini and Claude, typically around position 5 when named. It ranks #23 of 9,742 nationally, down 4 spots vs last cycle (like-for-like markets). The biggest lever is ChatGPT (sub-score 53/100), which carries 63% of the platform weighting.

EP Wealth Advisors earns a B- (57.6/100) for AI visibility, led by ChatGPT and Gemini, typically around position 5 when named. It ranks #24 of 9,742 nationally, down 13 spots vs last cycle (like-for-like markets). The biggest lever is ChatGPT (sub-score 69/100), which carries 63% of the platform weighting.

CERITY PARTNERS LLC earns a B- (57.5/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 6 when named. It ranks #25 of 9,742 nationally, up 21 spots vs last cycle (like-for-like markets). The biggest lever is ChatGPT (sub-score 68/100), which carries 63% of the platform weighting.

Towerpoint Wealth earns a B- (57.3/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 3 when named. It ranks #26 of 9,742 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 64/100), which carries 63% of the platform weighting.

Valeo Financial Advisors earns a B- (57.3/100) for AI visibility, led by Claude and Gemini, typically around position 4 when named. It ranks #27 of 9,742 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 57/100), which carries 63% of the platform weighting.

Austin Asset earns a B- (57.0/100) for AI visibility, led by ChatGPT and Claude, typically around position 4 when named. It ranks #28 of 9,742 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 58/100), which carries 63% of the platform weighting.

Wealth Enhancement earns a B- (56.8/100) for AI visibility, led by Perplexity and Claude, typically around position 5 when named. It ranks #29 of 9,742 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 56/100), which carries 63% of the platform weighting.

Larson Financial Group earns a B- (56.4/100) for AI visibility, led by ChatGPT and Claude, typically around position 2 when named. It ranks #30 of 9,742 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 57/100), which carries 63% of the platform weighting.

Tobias Financial Advisors earns a B- (55.8/100) for AI visibility, led by ChatGPT and Gemini, typically around position 3 when named. It ranks #31 of 9,742 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 60/100), which carries 63% of the platform weighting.

TCI Wealth Advisors earns a B- (55.1/100) for AI visibility, led by Gemini and ChatGPT, typically around position 2 when named. It ranks #32 of 9,742 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 64/100), which carries 63% of the platform weighting.

Truepoint Wealth Counsel earns a B- (54.6/100) for AI visibility, led by Gemini and Claude, typically around position 2 when named. It ranks #33 of 9,742 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 52/100), which carries 63% of the platform weighting.

The Welch Group earns a B- (54.6/100) for AI visibility, led by ChatGPT and Gemini, typically around position 3 when named. It ranks #34 of 9,742 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 60/100), which carries 63% of the platform weighting.

Aspen Capital Management earns a B- (54.5/100) for AI visibility, led by ChatGPT and Gemini, typically around position 2 when named. It ranks #35 of 9,742 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 68/100), which carries 63% of the platform weighting.

Johnson Investment Counsel earns a B- (54.4/100) for AI visibility, led by Gemini and ChatGPT, typically around position 3 when named. It ranks #36 of 9,742 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 58/100), which carries 63% of the platform weighting.

ONE CAPITAL MANAGEMENT, LLC earns a B- (53.9/100) for AI visibility, led by ChatGPT and Claude, typically around position 8 when named. It ranks #37 of 9,742 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 56/100), which carries 63% of the platform weighting.

Plancorp earns a B- (53.7/100) for AI visibility, led by Claude and Gemini, typically around position 6 when named. It ranks #38 of 9,742 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 46/100), which carries 63% of the platform weighting.

Fragasso Financial Advisors earns a B- (53.6/100) for AI visibility, led by Claude and Gemini, typically around position 4 when named. It ranks #39 of 9,742 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 52/100), which carries 63% of the platform weighting.

Budros, Ruhlin & Roe earns a B- (53.6/100) for AI visibility, led by Claude and ChatGPT, typically around position 3 when named. It ranks #40 of 9,742 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 52/100), which carries 63% of the platform weighting.

Abacus Planning Group earns a B- (53.5/100) for AI visibility, led by Claude and ChatGPT, typically around position 4 when named. It ranks #41 of 9,742 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 56/100), which carries 63% of the platform weighting.

Cassaday & Company earns a B- (53.2/100) for AI visibility, led by ChatGPT and Claude, typically around position 4 when named. It ranks #42 of 9,742 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 56/100), which carries 63% of the platform weighting.

Ballentine Partners earns a B- (53.1/100) for AI visibility, led by Claude and ChatGPT, typically around position 4 when named. It ranks #43 of 9,742 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 51/100), which carries 63% of the platform weighting.

Financial Symmetry earns a B- (53.0/100) for AI visibility, led by ChatGPT and Gemini, typically around position 2 when named. It ranks #44 of 9,742 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 67/100), which carries 63% of the platform weighting.

Ironwood Financial earns a B- (52.9/100) for AI visibility, led by Claude and ChatGPT, typically around position 4 when named. It ranks #45 of 9,742 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 55/100), which carries 63% of the platform weighting.

Glenmede earns a B- (52.7/100) for AI visibility, led by Gemini and Perplexity, typically around position 5 when named. It ranks #46 of 9,742 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 51/100), which carries 63% of the platform weighting.

William Blair earns a B- (52.3/100) for AI visibility, led by ChatGPT and Gemini, typically around position 5 when named. It ranks #47 of 9,742 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 55/100), which carries 63% of the platform weighting.

Ferguson Wellman Capital Management earns a B- (52.2/100) for AI visibility, led by Claude and Gemini, typically around position 3 when named. It ranks #48 of 9,742 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 51/100), which carries 63% of the platform weighting.

Lido Advisors earns a B- (52.1/100) for AI visibility, led by Perplexity and ChatGPT, typically around position 6 when named. It ranks #49 of 9,742 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 58/100), which carries 63% of the platform weighting.

HIGHTOWER ADVISORS, LLC earns a B- (52.1/100) for AI visibility, led by Claude and ChatGPT, typically around position 9 when named. It ranks #50 of 9,742 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 54/100), which carries 63% of the platform weighting.

Fiduciary Financial Advisors earns a B- (52.0/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 3 when named. It ranks #51 of 9,742 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 71/100), which carries 63% of the platform weighting.

Summit Financial Strategies earns a B- (52.0/100) for AI visibility, led by ChatGPT and Gemini, typically around position 6 when named. It ranks #52 of 9,742 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 54/100), which carries 63% of the platform weighting.

Exencial Wealth Advisors earns a B- (51.9/100) for AI visibility, led by Gemini and ChatGPT, typically around position 3 when named. It ranks #53 of 9,742 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 52/100), which carries 63% of the platform weighting.

Covenant Wealth Advisors earns a B- (51.5/100) for AI visibility, led by ChatGPT and Claude, typically around position 5 when named. It ranks #54 of 9,742 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The headline gap: no presence on Gemini, which carries 21% of the score's platform weighting.

Balentine earns a B- (51.4/100) for AI visibility, led by Claude and ChatGPT, typically around position 6 when named. It ranks #55 of 9,742 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 51/100), which carries 63% of the platform weighting.

Lutz Financial earns a B- (51.3/100) for AI visibility, led by Claude and Gemini, typically around position 2 when named. It ranks #56 of 9,742 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 48/100), which carries 63% of the platform weighting.

Abacus Wealth Partners earns a B- (51.2/100) for AI visibility, led by Claude and Gemini, typically around position 6 when named. It ranks #57 of 9,742 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 45/100), which carries 63% of the platform weighting.

Kaufman Rossin Wealth earns a B- (51.2/100) for AI visibility, led by Claude and Gemini, typically around position 6 when named. It ranks #58 of 9,742 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 48/100), which carries 63% of the platform weighting.

Syverson Strege earns a B- (51.1/100) for AI visibility, led by ChatGPT and Gemini, typically around position 3 when named. It ranks #59 of 9,742 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 61/100), which carries 63% of the platform weighting.

Bartlett Wealth Management earns a B- (50.9/100) for AI visibility, led by Claude and Gemini, typically around position 2 when named. It ranks #60 of 9,742 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 46/100), which carries 63% of the platform weighting.

Next Gen Financial Planning earns a B- (50.8/100) for AI visibility, led by ChatGPT and Gemini, typically around position 2 when named. It ranks #61 of 9,742 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 65/100), which carries 63% of the platform weighting.

SignatureFD earns a B- (50.7/100) for AI visibility, led by Gemini and ChatGPT, typically around position 4 when named. It ranks #62 of 9,742 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 49/100), which carries 63% of the platform weighting.

Annex Wealth Management earns a B- (50.4/100) for AI visibility, led by Gemini and ChatGPT, typically around position 4 when named. It ranks #63 of 9,742 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 51/100), which carries 63% of the platform weighting.

Facet earns a B- (50.4/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 4 when named. It ranks #64 of 9,742 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 57/100), which carries 63% of the platform weighting.

Tolleson Wealth Management earns a B- (50.1/100) for AI visibility, led by Claude and Gemini, typically around position 6 when named. It ranks #65 of 9,742 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 46/100), which carries 63% of the platform weighting.