Which RIAs do AI assistants actually recommend?

Proffitt & Goodson earns a C+ (48.0/100) for AI visibility, led by Gemini and Claude, typically around position 5 when named. It ranks #101 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.

PATHSTONE earns a C+ (48.0/100) for AI visibility, led by ChatGPT and Claude, typically around position 12 when named. It ranks #102 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.

Cove Financial Planning, LLC earns a C+ (47.9/100) for AI visibility, led by ChatGPT and Gemini, typically around position 3 when named. It ranks #103 of 9,742 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 66/100), which carries 63% of the platform weighting.

Versant Capital Management earns a C+ (47.8/100) for AI visibility, led by Claude and Gemini, typically around position 4 when named. It ranks #104 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.

Resource Advisory Services earns a C+ (47.7/100) for AI visibility, led by ChatGPT and Gemini, typically around position 3 when named. It ranks #105 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 59/100), which carries 63% of the platform weighting.

Waldron Private Wealth earns a C+ (47.6/100) for AI visibility, led by Claude and Gemini, typically around position 6 when named. It ranks #106 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.

Tennessee Valley Wealth Management earns a C+ (47.6/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 6 when named. It ranks #107 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.

Fort Pitt Capital Group earns a C+ (47.5/100) for AI visibility, led by Gemini and Claude, typically around position 2 when named. It ranks #108 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 43/100), which carries 63% of the platform weighting.

ICONIQ Capital earns a C+ (47.5/100) for AI visibility, led by ChatGPT and Gemini, typically around position 1 when named. It ranks #109 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.

Palisades Hudson Financial Group earns a C+ (47.5/100) for AI visibility, led by ChatGPT and Claude, typically around position 4 when named. It ranks #110 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.

Verus Financial Partners earns a C+ (47.4/100) for AI visibility, led by ChatGPT and Gemini, typically around position 2 when named. It ranks #111 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.

Crestwood Advisors earns a C+ (47.3/100) for AI visibility, led by Claude and Gemini, typically around position 8 when named. It ranks #112 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.

Pinnacle Financial Partners earns a C+ (47.2/100) for AI visibility, led by Claude and Gemini, typically around position 6 when named. It ranks #113 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.

Stepp & Rothwell, Inc. earns a C+ (46.9/100) for AI visibility, led by ChatGPT and Gemini, typically around position 3 when named. It ranks #114 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 59/100), which carries 63% of the platform weighting.

Facet Wealth earns a C+ (46.8/100) for AI visibility, led by ChatGPT and Claude, typically around position 2 when named. It ranks #115 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.

Affiance Financial earns a C+ (46.7/100) for AI visibility, led by Claude and ChatGPT, typically around position 5 when named. It ranks #116 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.

Nashville Financial Planning, LLC earns a C+ (46.7/100) for AI visibility, led by ChatGPT and Claude, typically around position 4 when named. It ranks #117 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.

Resource Consulting Group earns a C+ (46.7/100) for AI visibility, led by ChatGPT and Gemini, typically around position 2 when named. It ranks #118 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.

Bienvenue Wealth LLC earns a C+ (46.7/100) for AI visibility, led by ChatGPT and Gemini, typically around position 3 when named. It ranks #119 of 9,742 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 61/100), which carries 63% of the platform weighting.

Market Street Wealth Management Advisors, LLC earns a C+ (46.6/100) for AI visibility, led by ChatGPT and Gemini, typically around position 4 when named. It ranks #120 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.

West Financial Advisors, LLC earns a C+ (46.5/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 3 when named. It ranks #121 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.

Plante Moran earns a C+ (46.5/100) for AI visibility, led by ChatGPT and Claude, typically around position 1 when named. It ranks #122 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.

Neuberger Berman earns a C+ (46.3/100) for AI visibility, led by ChatGPT and Claude, typically around position 7 when named. It ranks #123 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 50/100), which carries 63% of the platform weighting.

Provenance Wealth Advisors earns a C+ (46.2/100) for AI visibility, led by Claude and ChatGPT, typically around position 7 when named. It ranks #124 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.

Donalies Financial Planning, LLC earns a C+ (46.1/100) for AI visibility, led by ChatGPT, typically around position 4 when named. It ranks #125 of 9,742 independent firms nationally — new to the board this cycle. The headline gap: no presence on Gemini, which carries 21% of the score's platform weighting.

Parallel Advisors earns a C+ (46.1/100) for AI visibility, led by ChatGPT and Claude, typically around position 4 when named. It ranks #126 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.

Waters, Parkerson & Co., LLC earns a C+ (46.0/100) for AI visibility, led by Gemini and ChatGPT, typically around position 2 when named. It ranks #127 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.

PAX Financial Group earns a C+ (46.0/100) for AI visibility, led by Gemini and ChatGPT, typically around position 3 when named. It ranks #128 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.

Spark Financial Advisors earns a C+ (45.9/100) for AI visibility, led by Gemini and ChatGPT, typically around position 3 when named. It ranks #129 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 53/100), which carries 63% of the platform weighting.

Fortitude Financial Planning earns a C+ (45.9/100) for AI visibility, led by ChatGPT and Gemini, typically around position 4 when named. It ranks #130 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.

Foster & Motley earns a C+ (45.7/100) for AI visibility, led by Gemini and ChatGPT, typically around position 2 when named. It ranks #131 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.

Venturi Private Wealth earns a C+ (45.7/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 8 when named. It ranks #132 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.

Global View Investment Advisors earns a C+ (45.5/100) for AI visibility, led by Gemini and ChatGPT, typically around position 2 when named. It ranks #133 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 53/100), which carries 63% of the platform weighting.

Denver Private Wealth Management earns a C+ (45.5/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 5 when named. It ranks #134 of 9,742 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 57/100), which carries 63% of the platform weighting.

Pacific Wealth Management earns a C+ (45.5/100) for AI visibility, led by ChatGPT and Claude, typically around position 4 when named. It ranks #135 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.

Integrated Wealth Management earns a C+ (45.5/100) for AI visibility, led by ChatGPT and Gemini, typically around position 6 when named. It ranks #136 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.

Deerfield Financial Advisors, Inc. earns a C+ (45.4/100) for AI visibility, led by ChatGPT and Gemini, typically around position 5 when named. It ranks #137 of 9,742 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 57/100), which carries 63% of the platform weighting.

Modern Wealth Management earns a C+ (45.3/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 7 when named. It ranks #138 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.

Loring, Wolcott & Coolidge earns a C+ (45.3/100) for AI visibility, led by ChatGPT and Gemini, typically around position 9 when named. It ranks #139 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.

Darrow Wealth Management earns a C+ (45.1/100) for AI visibility, led by Perplexity and Gemini, typically around position 4 when named. It ranks #140 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 43/100), which carries 63% of the platform weighting.

Foster Victor Wealth Advisors earns a C+ (45.1/100) for AI visibility, led by Gemini and ChatGPT, typically around position 2 when named. It ranks #141 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.

Accredited Investors Wealth Management earns a C+ (45.1/100) for AI visibility, led by Claude and Gemini, typically around position 3 when named. It ranks #142 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 43/100), which carries 63% of the platform weighting.

CIBC PRIVATE WEALTH ADVISORS, INC. earns a C+ (45.1/100) for AI visibility, led by ChatGPT and Gemini, typically around position 9 when named. It ranks #143 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.

Altfest Personal Wealth Management earns a C+ (45.1/100) for AI visibility, led by Claude and ChatGPT, typically around position 8 when named. It ranks #144 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 47/100), which carries 63% of the platform weighting.

Providence Wealth Advisors, LLC earns a C+ (45.1/100) for AI visibility, led by ChatGPT and Gemini, typically around position 2 when named. It ranks #145 of 9,742 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 52/100), which carries 63% of the platform weighting.

The Planning Center earns a C+ (45.0/100) for AI visibility, led by Gemini and Perplexity, typically around position 2 when named. It ranks #146 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.

Connecticut Wealth Management earns a C+ (45.0/100) for AI visibility, led by Gemini and ChatGPT, typically around position 1 when named. It ranks #147 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.

Greenway Wealth Advisors, LLC earns a C+ (45.0/100) for AI visibility, led by ChatGPT and Claude, typically around position 4 when named. It ranks #148 of 9,742 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 60/100), which carries 63% of the platform weighting.

Red Door Wealth Management earns a C+ (44.9/100) for AI visibility, led by ChatGPT and Gemini, typically around position 6 when named. It ranks #149 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.

WorthPointe earns a C+ (44.9/100) for AI visibility, led by Gemini and ChatGPT, typically around position 3 when named. It ranks #150 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.

Paragon Wealth Management earns a C+ (44.8/100) for AI visibility, led by ChatGPT and Gemini, typically around position 5 when named. It ranks #151 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 50/100), which carries 63% of the platform weighting.

Coats Financial Planning, Inc. earns a C+ (44.5/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 1 when named. It ranks #152 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.

Fiduciary Trust International earns a C+ (44.3/100) for AI visibility, led by Gemini and Claude, typically around position 7 when named. It ranks #153 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 37/100), which carries 63% of the platform weighting.

Arista Wealth Management earns a C+ (44.3/100) for AI visibility, led by ChatGPT and Gemini, typically around position 5 when named. It ranks #154 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.

Wealthquest earns a C+ (44.3/100) for AI visibility, led by ChatGPT and Claude, typically around position 4 when named. It ranks #155 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.

Westwood Wealth Management earns a C+ (44.2/100) for AI visibility, led by Claude and Gemini, typically around position 4 when named. It ranks #156 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 38/100), which carries 63% of the platform weighting.

Ritter Daniher Financial Advisory earns a C+ (44.2/100) for AI visibility, led by ChatGPT and Gemini, typically around position 5 when named. It ranks #157 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.

Pure Financial Advisors earns a C+ (44.1/100) for AI visibility, led by Gemini and ChatGPT, typically around position 2 when named. It ranks #158 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 50/100), which carries 63% of the platform weighting.

Redrock Wealth Management earns a C+ (44.1/100) for AI visibility, led by Gemini and ChatGPT, typically around position 3 when named. It ranks #159 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.

Wilmington Trust earns a C+ (43.9/100) for AI visibility, led by Gemini and Claude, typically around position 7 when named. It ranks #160 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 39/100), which carries 63% of the platform weighting.

Eudaimonia Wealth earns a C+ (43.9/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 3 when named. It ranks #161 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.

Sovereign Financial Group earns a C+ (43.9/100) for AI visibility, led by ChatGPT and Gemini, typically around position 4 when named. It ranks #162 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.

Aldrich Wealth earns a C+ (43.9/100) for AI visibility, led by ChatGPT and Gemini, typically around position 2 when named. It ranks #163 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.

Medicus Wealth Planning, Inc. earns a C+ (43.9/100) for AI visibility, led by ChatGPT and Gemini, typically around position 1 when named. It ranks #164 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.

Rather & Kittrell earns a C+ (43.8/100) for AI visibility, led by Gemini and ChatGPT, typically around position 2 when named. It ranks #165 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 50/100), which carries 63% of the platform weighting.