Measuring AI Search Visibility

    Wealth Management AI Visibility Leaderboard

    Discover which wealth management firms appear most frequently in AI search results across OpenAI, Anthropic, Google, and Perplexity

    Or explore city-specific rankings:

    6,420 Queries

    Comprehensive testing across location-based, national, and service-specific searches

    4 AI Platforms

    Real-time monitoring of ChatGPT, Anthropic Claude, Google Gemini, and Perplexity Sonar

    300 Top Firms

    Ranked by a bounded 0–100 visibility score blending per-platform performance by real US usage

    How It Works

    Understanding our methodology for measuring AI search visibility

    AI Platforms Tested

    • ChatGPT with search enabled
    • Anthropic Claude with search
    • Perplexity Sonar Pro
    • Google Gemini

    Query Types

    • Location-specific queries across 64 major U.S. metros
    • Situational queries (retirement, tax, equity comp, and more)
    • National brand-recognition queries
    • 1,605 per provider × 4 AI platforms = 6,420 total queries per run

    Scoring System

    A bounded 0–100 AI Visibility Score:

    • • Per-platform sub-scores measure how often and how high a firm appears
    • • Sub-scores blend by real US platform usage (ChatGPT weighted most)
    • • Fixed bands mean scores are comparable across editions

    Data Collection

    6,420 total queries executed across all platforms. Results are tracked monthly to identify trends in AI visibility.