Top firms ranked
15
#1 firm's city score
510
Summit Wealth Group
Average city score
262.0
City scale — not the 0–100 national score
AI Visibility Report
See where your firm ranks
3
3
14Local Specialist
Ranks #1 here but #73 nationally — a genuinely local presence.
National rank
#73
National score
56.1/100
Avg. position here
4.0
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT10%
33%
Perplexity10%
Gemini47%
Mixed visibility across platforms — 30 total mentions across 4 platforms.
2
13
7National Leader
Ranks #2 locally and #18 nationally — consistently high visibility across markets.
National rank
#18
National score
68.0/100
Avg. position here
4.4
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT7%
27%
Perplexity43%
Gemini23%
Balanced visibility across 3 AI platforms — 30 total mentions across 4 platforms.
5
15
6National Leader
Ranks #3 locally and #1 nationally — consistently high visibility across markets.
National rank
#1
National score
89.7/100
Avg. position here
5.2
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT17%
13%
Perplexity50%
Gemini20%
Balanced visibility across 3 AI platforms — 30 total mentions across 4 platforms.
5
3
8Local Specialist
Ranks #4 here but #103 nationally — a genuinely local presence.
National rank
#103
National score
53.7/100
Avg. position here
5.1
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT24%
24%
Perplexity14%
Gemini38%
Balanced visibility across 3 AI platforms — 21 total mentions across 4 platforms.
2
7
8Local Focus
Ranks #5 in this city with no national ranking — AI visibility concentrated in local markets.
National rank
Not in top 300
National score
—
Avg. position here
5.2
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT12%
0%
Perplexity41%
Gemini47%
Split between Gemini (47%) and Perplexity (41%) — 17 total mentions across 4 platforms.
1
4
5Local Focus
Ranks #6 in this city with no national ranking — AI visibility concentrated in local markets.
National rank
Not in top 300
National score
—
Avg. position here
5.7
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT7%
33%
Perplexity27%
Gemini33%
Balanced visibility across 3 AI platforms — 15 total mentions across 4 platforms.
2
5
5Local Specialist
Ranks #7 here but #126 nationally — a genuinely local presence.
National rank
#126
National score
52.6/100
Avg. position here
3.9
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT15%
8%
Perplexity38%
Gemini38%
Mixed visibility across platforms — 13 total mentions across 4 platforms.
3
3
5Local Focus
Ranks #8 in this city with no national ranking — AI visibility concentrated in local markets.
National rank
Not in top 300
National score
—
Avg. position here
6.1
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT23%
15%
Perplexity23%
Gemini38%
Balanced visibility across 3 AI platforms — 13 total mentions across 4 platforms.
0
5
0Local Focus
Ranks #9 in this city with no national ranking — AI visibility concentrated in local markets.
National rank
Not in top 300
National score
—
Avg. position here
11.8
Moderate — typically positions 10–20
AI platform breakdown · this metro
ChatGPT0%
62%
Perplexity38%
Gemini0%
Primarily visible on Claude (62%), with secondary presence on other platforms — 13 total mentions across 4 platforms.
0
4
5Local Focus
Ranks #10 in this city with no national ranking — AI visibility concentrated in local markets.
National rank
Not in top 300
National score
—
Avg. position here
4.1
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
25%
Perplexity33%
Gemini42%
Balanced visibility across 3 AI platforms — 12 total mentions across 4 platforms.
4
5
1Local Specialist
Ranks #11 here but #295 nationally — a genuinely local presence.
National rank
#295
National score
48.0/100
Avg. position here
4.3
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT33%
17%
Perplexity42%
Gemini8%
Balanced visibility across 3 AI platforms — 12 total mentions across 4 platforms.
4
5
3Local Focus
Ranks #12 in this city with no national ranking — AI visibility concentrated in local markets.
National rank
Not in top 300
National score
—
Avg. position here
5.3
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT33%
0%
Perplexity42%
Gemini25%
Balanced visibility across 3 AI platforms — 12 total mentions across 4 platforms.
1
0
7Local Focus
Ranks #13 in this city with no national ranking — AI visibility concentrated in local markets.
National rank
Not in top 300
National score
—
Avg. position here
5.4
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT9%
27%
Perplexity0%
Gemini64%
Primarily visible on Gemini (64%), with secondary presence on other platforms — 11 total mentions across 4 platforms.
1
0
8Local Focus
Ranks #14 in this city with no national ranking — AI visibility concentrated in local markets.
National rank
Not in top 300
National score
—
Avg. position here
4.0
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT10%
10%
Perplexity0%
Gemini80%
Primarily visible on Gemini (80%), with secondary presence on other platforms — 10 total mentions across 4 platforms.
0
4
5Local Focus
Ranks #15 in this city with no national ranking — AI visibility concentrated in local markets.
National rank
Not in top 300
National score
—
Avg. position here
6.1
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
10%
Perplexity40%
Gemini50%
Split between Gemini (50%) and Perplexity (40%) — 10 total mentions across 4 platforms.
Showing Colorado Springs's top 15 — every listed firm is a registered investment adviser, verified against the SEC/state Form ADV registry. Firms below the cutoff are still tracked: search any firm name above.
How to read a grade
Disclaimer
This is independent research, not investment advice or an endorsement. Scores measure how often and how prominently AI assistants surface a firm as of September 15, 2026 — not its competence, credentials, performance, or fit for any client. Rankings reflect clean, non-personalized queries and may differ from what any individual user sees. AdvisorFinder is not affiliated with, sponsored by, or endorsed by OpenAI, Anthropic, Google, or Perplexity; their names and logos identify the tools we test.
This board ranks independent RIA firms only. National wirehouses, banks, broker-dealers, and asset managers — Morgan Stanley, Merrill, Charles Schwab, Fidelity, Vanguard, and similar — are out of scope by design: they compete in a different category, and their household-brand ubiquity in AI answers would turn an independent-advisor ranking into a big-brand recognition contest. Independent advisor teams affiliated with those institutions are evaluated as their own firms.
Scores and ranks are recomputed each edition from a fixed query library. Because assistant outputs vary run to run, small movement between editions is expected — rank changes outside the top 25 are shown as approximate. See the full methodology, or request a correction.