Who do AI assistants recommend in Portland, OR?

    The top 15 firms AI assistants name for Portland — each a verified registered investment adviser — from 100 location-specific queries across the four major platforms.

    100 city queries1 of 64 covered metrosUpdated August 12, 2026 · Methodology

    Top firms ranked

    15

    #1 firm's city score

    591

    Ferguson Wellman Capital Management

    Average city score

    219.1

    City scale — not the 0–100 national score

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    🌎

    National Leader

    Ranks #1 locally and #48 nationally — consistently high visibility across markets.

    National rank

    #48

    National score

    52.2/100

    Avg. position here

    3.1

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    9%

    Mentions3
    ClaudeClaude

    24%

    Mentions8
    PerplexityPerplexity

    39%

    Mentions13
    GeminiGemini

    27%

    Mentions9

    Balanced visibility across 3 AI platforms33 total mentions across 4 platforms.

    🏠

    Local Specialist

    Ranks #2 here but #72 nationally — a genuinely local presence.

    National rank

    #72

    National score

    49.4/100

    Avg. position here

    3.7

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    4%

    Mentions1
    ClaudeClaude

    21%

    Mentions5
    PerplexityPerplexity

    33%

    Mentions8
    GeminiGemini

    42%

    Mentions10

    Balanced visibility across 3 AI platforms24 total mentions across 4 platforms.

    📍

    Local Focus

    Ranks #3 in this city with no national ranking — AI visibility concentrated in local markets.

    National rank

    Not in top 300

    National score

    Avg. position here

    3.6

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    4%

    Mentions1
    ClaudeClaude

    0%

    Mentions0
    PerplexityPerplexity

    26%

    Mentions6
    GeminiGemini

    70%

    Mentions16

    Primarily visible on Gemini (70%), with secondary presence on other platforms23 total mentions across 4 platforms.

    🌎

    National Leader

    Ranks #4 locally and #1 nationally — consistently high visibility across markets.

    National rank

    #1

    National score

    87.5/100

    Avg. position here

    6.1

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    9%

    Mentions2
    ClaudeClaude

    14%

    Mentions3
    PerplexityPerplexity

    59%

    Mentions13
    GeminiGemini

    18%

    Mentions4

    Mixed visibility across platforms22 total mentions across 4 platforms.

    📍

    Local 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

    4.2

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    0%

    Mentions0
    PerplexityPerplexity

    0%

    Mentions0
    GeminiGemini

    100%

    Mentions15

    Gemini drives 100% of this firm's AI visibility in this city15 total mentions across 4 platforms.

    🌎

    National Leader

    Ranks #6 locally and #4 nationally — consistently high visibility across markets.

    National rank

    #4

    National score

    75.8/100

    Avg. position here

    6.0

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    15%

    Mentions2
    ClaudeClaude

    0%

    Mentions0
    PerplexityPerplexity

    69%

    Mentions9
    GeminiGemini

    15%

    Mentions2

    Primarily visible on Perplexity (69%), with secondary presence on other platforms13 total mentions across 4 platforms.

    📍

    Local Focus

    Ranks #7 in this city with no national ranking — AI visibility concentrated in local markets.

    National rank

    Not in top 300

    National score

    Avg. position here

    4.2

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    100%

    Mentions9
    PerplexityPerplexity

    0%

    Mentions0
    GeminiGemini

    0%

    Mentions0

    Claude drives 100% of this firm's AI visibility in this city9 total mentions across 4 platforms.

    📍

    Local 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

    4.9

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    67%

    Mentions6
    ClaudeClaude

    0%

    Mentions0
    PerplexityPerplexity

    33%

    Mentions3
    GeminiGemini

    0%

    Mentions0

    Primarily visible on ChatGPT (67%), with secondary presence on other platforms9 total mentions across 4 platforms.

    📍

    Local 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

    4.6

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    100%

    Mentions8
    ClaudeClaude

    0%

    Mentions0
    PerplexityPerplexity

    0%

    Mentions0
    GeminiGemini

    0%

    Mentions0

    ChatGPT drives 100% of this firm's AI visibility in this city8 total mentions across 4 platforms.

    📍

    Local 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

    5.1

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    0%

    Mentions0
    PerplexityPerplexity

    0%

    Mentions0
    GeminiGemini

    100%

    Mentions8

    Gemini drives 100% of this firm's AI visibility in this city8 total mentions across 4 platforms.

    📊

    Consistent Performer

    Ranks #11 locally and #11 nationally — consistent visibility across markets.

    National rank

    #11

    National score

    64.4/100

    Avg. position here

    5.4

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    0%

    Mentions0
    PerplexityPerplexity

    13%

    Mentions1
    GeminiGemini

    88%

    Mentions7

    Gemini drives 88% of this firm's AI visibility in this city8 total mentions across 4 platforms.

    📍

    Local 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

    6.8

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    25%

    Mentions2
    ClaudeClaude

    0%

    Mentions0
    PerplexityPerplexity

    63%

    Mentions5
    GeminiGemini

    13%

    Mentions1

    Primarily visible on Perplexity (63%), with secondary presence on other platforms8 total mentions across 4 platforms.

    📍

    Local 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

    9.3

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    38%

    Mentions3
    ClaudeClaude

    0%

    Mentions0
    PerplexityPerplexity

    63%

    Mentions5
    GeminiGemini

    0%

    Mentions0

    Primarily visible on Perplexity (63%), with secondary presence on other platforms8 total mentions across 4 platforms.

    📍

    Local 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

    4.9

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    14%

    Mentions1
    PerplexityPerplexity

    43%

    Mentions3
    GeminiGemini

    43%

    Mentions3

    Split between Perplexity (43%) and Gemini (43%)7 total mentions across 4 platforms.

    📍

    Local 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

    3.5

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    0%

    Mentions0
    PerplexityPerplexity

    67%

    Mentions4
    GeminiGemini

    33%

    Mentions2

    Primarily visible on Perplexity (67%), with secondary presence on other platforms6 total mentions across 4 platforms.

    Showing Portland'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

    AConsistently recommendedBFrequently visibleCEmerging visibilityDRarely surfacedFEffectively invisible

    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 August 12, 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.