1 in 4 advisor searches now touch AI

    Which RIAs do AI assistants actually recommend?

    The national ranking of how often the four major AI assistants name each advisory firm when prospects ask for a financial advisor.

    6,420 queries64 metros4 AI platformsUpdated August 12, 2026 · Methodology

    Total firms ranked

    300

    Independent advisory firms, nationally

    Graded A− or better

    6

    Consistently named across AI assistants

    Average score / 100

    46.9

    Most firms are only intermittently surfaced

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    About rank changes
    2

    Exact change — for firms in the top 25, we report the precise number of spots moved since the prior edition.

    ~40

    Estimated change — below rank 25, movement is a point estimate (shown with a ~ and dimmed) because small score wobble can shift many places at once.

    NEW

    First appearance — the firm is being ranked for the first time this edition.

    New markets

    Coverage expansion — the firm entered the ranking because we expanded the metros we track, not because its visibility changed.

    Guyasuta Investment Advisors earns a C (42.4/100) for AI visibility, led by Claude and ChatGPT, typically around position 8 when named. It ranks #201 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.

    Platform breakdown

    ChatGPTChatGPT
    42.8/100

    0.1%

    Query reach

    5.0

    Avg. position

    1

    Queries w/ mention

    GeminiGemini
    41.0/100

    0.3%

    Query reach

    8.8

    Avg. position

    5

    Queries w/ mention

    ClaudeClaude
    44.3/100

    0.3%

    Query reach

    8.4

    Avg. position

    5

    Queries w/ mention

    PerplexityPerplexity
    26.3/100

    0.1%

    Query reach

    11.0

    Avg. position

    1

    Queries w/ mention

    Courier Capital earns a C (42.3/100) for AI visibility, led by Gemini and Perplexity, typically around position 3 when named. It ranks #202 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 42/100), which carries 63% of the platform weighting.

    Platform breakdown

    ChatGPTChatGPT
    41.9/100

    0.1%

    Query reach

    6.0

    Avg. position

    1

    Queries w/ mention

    GeminiGemini
    53.8/100

    0.7%

    Query reach

    3.1

    Avg. position

    12

    Queries w/ mention

    ClaudeClaude
    27.0/100

    0.1%

    Query reach

    10.0

    Avg. position

    1

    Queries w/ mention

    PerplexityPerplexity
    49.0/100

    0.9%

    Query reach

    3.6

    Avg. position

    14

    Queries w/ mention

    Lifetime Wealth Management earns a C (42.3/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 5 when named. It ranks #203 of 9,742 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 55/100), which carries 63% of the platform weighting.

    Platform breakdown

    ChatGPTChatGPT
    55.0/100

    0.3%

    Query reach

    4.8

    Avg. position

    5

    Queries w/ mention

    GeminiGemini
    33.1/100

    0.1%

    Query reach

    4.0

    Avg. position

    1

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    46.8/100

    0.5%

    Query reach

    3.1

    Avg. position

    8

    Queries w/ mention

    Schneider Downs Wealth Management Advisors earns a C (42.3/100) for AI visibility, led by ChatGPT and Claude, typically around position 7 when named. It ranks #204 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.

    Platform breakdown

    ChatGPTChatGPT
    56.6/100

    0.4%

    Query reach

    7.0

    Avg. position

    7

    Queries w/ mention

    GeminiGemini
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    ClaudeClaude
    42.0/100

    0.2%

    Query reach

    9.5

    Avg. position

    4

    Queries w/ mention

    PerplexityPerplexity
    31.5/100

    0.1%

    Query reach

    5.0

    Avg. position

    2

    Queries w/ mention

    Goodman Financial Corporation earns a C (42.3/100) for AI visibility, led by ChatGPT and Gemini, typically around position 5 when named. It ranks #205 of 9,742 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 50/100), which carries 63% of the platform weighting.

    Platform breakdown

    ChatGPTChatGPT
    49.8/100

    0.2%

    Query reach

    5.0

    Avg. position

    3

    Queries w/ mention

    GeminiGemini
    49.3/100

    0.4%

    Query reach

    2.8

    Avg. position

    6

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    37.1/100

    0.1%

    Query reach

    2.0

    Avg. position

    2

    Queries w/ mention

    The Wealth Consulting Group earns a C (42.2/100) for AI visibility, led by Perplexity and Gemini, typically around position 3 when named. It ranks #206 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.

    Platform breakdown

    ChatGPTChatGPT
    49.2/100

    0.2%

    Query reach

    8.5

    Avg. position

    4

    Queries w/ mention

    GeminiGemini
    49.6/100

    0.4%

    Query reach

    3.1

    Avg. position

    7

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    51.5/100

    1.1%

    Query reach

    3.3

    Avg. position

    18

    Queries w/ mention

    T. Rowe Price earns a C (42.1/100) for AI visibility, led by Claude and ChatGPT, typically around position 3 when named. It ranks #207 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.

    Platform breakdown

    ChatGPTChatGPT
    44.9/100

    0.1%

    Query reach

    7.0

    Avg. position

    2

    Queries w/ mention

    GeminiGemini
    28.4/100

    0.1%

    Query reach

    8.0

    Avg. position

    1

    Queries w/ mention

    ClaudeClaude
    50.4/100

    0.3%

    Query reach

    3.4

    Avg. position

    5

    Queries w/ mention

    PerplexityPerplexity
    35.0/100

    0.1%

    Query reach

    3.0

    Avg. position

    1

    Queries w/ mention

    EisnerAmper Wealth Management earns a C (42.1/100) for AI visibility, led by ChatGPT and Gemini, typically around position 4 when named. It ranks #208 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.

    Platform breakdown

    ChatGPTChatGPT
    44.7/100

    0.1%

    Query reach

    4.0

    Avg. position

    1

    Queries w/ mention

    GeminiGemini
    40.3/100

    0.1%

    Query reach

    5.0

    Avg. position

    2

    Queries w/ mention

    ClaudeClaude
    38.3/100

    0.1%

    Query reach

    9.5

    Avg. position

    2

    Queries w/ mention

    PerplexityPerplexity
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    True North Advisors earns a C (42.0/100) for AI visibility, led by Gemini and ChatGPT, typically around position 3 when named. It ranks #209 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.

    Platform breakdown

    ChatGPTChatGPT
    48.9/100

    0.2%

    Query reach

    6.0

    Avg. position

    3

    Queries w/ mention

    GeminiGemini
    50.3/100

    0.5%

    Query reach

    3.3

    Avg. position

    8

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    45.9/100

    0.6%

    Query reach

    4.3

    Avg. position

    10

    Queries w/ mention

    Prime Capital Financial earns a C (41.9/100) for AI visibility, led by Perplexity and ChatGPT, typically around position 6 when named. It ranks #210 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.

    Platform breakdown

    ChatGPTChatGPT
    52.8/100

    0.3%

    Query reach

    7.0

    Avg. position

    5

    Queries w/ mention

    GeminiGemini
    36.9/100

    0.1%

    Query reach

    2.0

    Avg. position

    1

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    57.7/100

    3.1%

    Query reach

    5.6

    Avg. position

    50

    Queries w/ mention

    GK Wealth Management earns a C (41.9/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 2 when named. It ranks #211 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.

    Platform breakdown

    ChatGPTChatGPT
    65.1/100

    0.5%

    Query reach

    2.3

    Avg. position

    8

    Queries w/ mention

    GeminiGemini
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    51.6/100

    1.2%

    Query reach

    3.5

    Avg. position

    19

    Queries w/ mention

    Willis Johnson & Associates earns a C (41.9/100) for AI visibility, led by Gemini and ChatGPT, typically around position 3 when named. It ranks #212 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.

    Platform breakdown

    ChatGPTChatGPT
    46.5/100

    0.1%

    Query reach

    3.0

    Avg. position

    1

    Queries w/ mention

    GeminiGemini
    57.2/100

    1.0%

    Query reach

    2.7

    Avg. position

    16

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    41.1/100

    0.4%

    Query reach

    6.6

    Avg. position

    7

    Queries w/ mention

    Badgley Phelps Wealth Managers earns a C (41.9/100) for AI visibility, led by ChatGPT and Claude, typically around position 6 when named. It ranks #213 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.

    Platform breakdown

    ChatGPTChatGPT
    45.8/100

    0.1%

    Query reach

    6.0

    Avg. position

    2

    Queries w/ mention

    GeminiGemini
    30.3/100

    0.1%

    Query reach

    6.0

    Avg. position

    1

    Queries w/ mention

    ClaudeClaude
    43.0/100

    0.3%

    Query reach

    10.2

    Avg. position

    5

    Queries w/ mention

    PerplexityPerplexity
    31.2/100

    0.2%

    Query reach

    5.7

    Avg. position

    3

    Queries w/ mention

    Tiras Wealth Management earns a C (41.9/100) for AI visibility, led by ChatGPT, typically around position 4 when named. It ranks #214 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 66/100), which carries 63% of the platform weighting.

    Platform breakdown

    ChatGPTChatGPT
    66.5/100

    0.7%

    Query reach

    3.7

    Avg. position

    11

    Queries w/ mention

    GeminiGemini
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    Armbruster Capital earns a C (41.8/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 5 when named. It ranks #215 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.

    Platform breakdown

    ChatGPTChatGPT
    64.9/100

    0.7%

    Query reach

    4.5

    Avg. position

    11

    Queries w/ mention

    GeminiGemini
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    54.9/100

    1.7%

    Query reach

    3.4

    Avg. position

    28

    Queries w/ mention

    KB Financial Advisors earns a C (41.8/100) for AI visibility, led by Perplexity and Gemini, typically around position 5 when named. It ranks #216 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.

    Platform breakdown

    ChatGPTChatGPT
    48.4/100

    0.1%

    Query reach

    1.0

    Avg. position

    1

    Queries w/ mention

    GeminiGemini
    50.3/100

    0.4%

    Query reach

    2.3

    Avg. position

    6

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    51.8/100

    1.7%

    Query reach

    5.2

    Avg. position

    28

    Queries w/ mention

    BCR Wealth Strategies earns a C (41.8/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 6 when named. It ranks #217 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.

    Platform breakdown

    ChatGPTChatGPT
    55.8/100

    0.4%

    Query reach

    6.0

    Avg. position

    6

    Queries w/ mention

    GeminiGemini
    27.7/100

    0.1%

    Query reach

    9.0

    Avg. position

    1

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    49.5/100

    1.5%

    Query reach

    6.1

    Avg. position

    24

    Queries w/ mention

    Centerline Wealth Advisors earns a C (41.8/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 5 when named. It ranks #218 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.

    Platform breakdown

    ChatGPTChatGPT
    65.3/100

    0.7%

    Query reach

    5.1

    Avg. position

    12

    Queries w/ mention

    GeminiGemini
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    37.4/100

    0.2%

    Query reach

    1.3

    Avg. position

    3

    Queries w/ mention

    Legacy Wealth Advisors earns a C (41.8/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 4 when named. It ranks #219 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.

    Platform breakdown

    ChatGPTChatGPT
    49.6/100

    0.1%

    Query reach

    3.5

    Avg. position

    2

    Queries w/ mention

    GeminiGemini
    25.6/100

    0.1%

    Query reach

    12.0

    Avg. position

    1

    Queries w/ mention

    ClaudeClaude
    31.2/100

    0.1%

    Query reach

    5.0

    Avg. position

    1

    Queries w/ mention

    PerplexityPerplexity
    42.9/100

    0.7%

    Query reach

    7.3

    Avg. position

    11

    Queries w/ mention

    Tanglewood Total Wealth Management earns a C (41.8/100) for AI visibility, led by Claude and Gemini, typically around position 4 when named. It ranks #220 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 40/100), which carries 63% of the platform weighting.

    Platform breakdown

    ChatGPTChatGPT
    40.0/100

    0.1%

    Query reach

    8.0

    Avg. position

    1

    Queries w/ mention

    GeminiGemini
    44.4/100

    0.2%

    Query reach

    4.3

    Avg. position

    4

    Queries w/ mention

    ClaudeClaude
    51.0/100

    0.4%

    Query reach

    3.8

    Avg. position

    6

    Queries w/ mention

    PerplexityPerplexity
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    JNBA Financial Advisors earns a C (41.8/100) for AI visibility, led by ChatGPT and Gemini, typically around position 2 when named. It ranks #221 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.

    Platform breakdown

    ChatGPTChatGPT
    51.4/100

    0.1%

    Query reach

    2.5

    Avg. position

    2

    Queries w/ mention

    GeminiGemini
    42.3/100

    0.2%

    Query reach

    4.7

    Avg. position

    3

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    36.2/100

    0.1%

    Query reach

    2.5

    Avg. position

    2

    Queries w/ mention

    Endeavor Financial Planning earns a C (41.8/100) for AI visibility, led by ChatGPT and Gemini, typically around position 2 when named. It ranks #222 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.

    Platform breakdown

    ChatGPTChatGPT
    54.8/100

    0.2%

    Query reach

    2.3

    Avg. position

    3

    Queries w/ mention

    GeminiGemini
    35.0/100

    0.1%

    Query reach

    3.0

    Avg. position

    1

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    Carriere Financial Planning earns a C (41.7/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 3 when named. It ranks #223 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.

    Platform breakdown

    ChatGPTChatGPT
    65.4/100

    0.6%

    Query reach

    2.9

    Avg. position

    9

    Queries w/ mention

    GeminiGemini
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    31.2/100

    0.1%

    Query reach

    5.0

    Avg. position

    1

    Queries w/ mention

    Capital Investment Advisors earns a C (41.6/100) for AI visibility, led by Gemini and Perplexity, typically around position 4 when named. It ranks #224 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 42/100), which carries 63% of the platform weighting.

    Platform breakdown

    ChatGPTChatGPT
    41.9/100

    0.1%

    Query reach

    6.0

    Avg. position

    1

    Queries w/ mention

    GeminiGemini
    49.6/100

    0.6%

    Query reach

    4.1

    Avg. position

    9

    Queries w/ mention

    ClaudeClaude
    28.4/100

    0.1%

    Query reach

    8.0

    Avg. position

    1

    Queries w/ mention

    PerplexityPerplexity
    44.8/100

    0.7%

    Query reach

    5.8

    Avg. position

    12

    Queries w/ mention

    Oasis Wealth Planning earns a C (41.6/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 5 when named. It ranks #225 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.

    Platform breakdown

    ChatGPTChatGPT
    64.6/100

    0.7%

    Query reach

    4.7

    Avg. position

    11

    Queries w/ mention

    GeminiGemini
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    50.8/100

    0.7%

    Query reach

    2.2

    Avg. position

    12

    Queries w/ mention

    Storehouse Financial LLC earns a C (41.6/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 2 when named. It ranks #226 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.

    Platform breakdown

    ChatGPTChatGPT
    64.9/100

    0.5%

    Query reach

    2.4

    Avg. position

    8

    Queries w/ mention

    GeminiGemini
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    40.5/100

    0.4%

    Query reach

    6.5

    Avg. position

    6

    Queries w/ mention

    Simplified Planning & Investments earns a C (41.6/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 3 when named. It ranks #227 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.

    Platform breakdown

    ChatGPTChatGPT
    65.0/100

    0.6%

    Query reach

    3.1

    Avg. position

    9

    Queries w/ mention

    GeminiGemini
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    36.9/100

    0.1%

    Query reach

    2.0

    Avg. position

    1

    Queries w/ mention

    THE MATHER GROUP earns a C (41.5/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 2 when named. It ranks #228 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.

    Platform breakdown

    ChatGPTChatGPT
    52.4/100

    0.1%

    Query reach

    2.0

    Avg. position

    2

    Queries w/ mention

    GeminiGemini
    36.9/100

    0.1%

    Query reach

    1.0

    Avg. position

    1

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    47.7/100

    1.4%

    Query reach

    7.3

    Avg. position

    22

    Queries w/ mention

    Lifetime Financial Planners LLC earns a C (41.5/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 2 when named. It ranks #229 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.

    Platform breakdown

    ChatGPTChatGPT
    64.9/100

    0.5%

    Query reach

    2.4

    Avg. position

    8

    Queries w/ mention

    GeminiGemini
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    36.9/100

    0.1%

    Query reach

    1.0

    Avg. position

    1

    Queries w/ mention

    Carroll Financial Associates earns a C (41.5/100) for AI visibility, led by ChatGPT and Gemini, typically around position 3 when named. It ranks #230 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.

    Platform breakdown

    ChatGPTChatGPT
    46.5/100

    0.1%

    Query reach

    3.0

    Avg. position

    1

    Queries w/ mention

    GeminiGemini
    36.9/100

    0.1%

    Query reach

    2.0

    Avg. position

    1

    Queries w/ mention

    ClaudeClaude
    31.2/100

    0.1%

    Query reach

    5.0

    Avg. position

    1

    Queries w/ mention

    PerplexityPerplexity
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    MISSION WEALTH earns a C (41.4/100) for AI visibility, led by Perplexity and ChatGPT, typically around position 4 when named. It ranks #231 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.

    Platform breakdown

    ChatGPTChatGPT
    49.8/100

    0.2%

    Query reach

    5.0

    Avg. position

    3

    Queries w/ mention

    GeminiGemini
    42.3/100

    0.3%

    Query reach

    7.2

    Avg. position

    5

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    70.1/100

    6.8%

    Query reach

    4.2

    Avg. position

    109

    Queries w/ mention

    Capital Financial Advisors of New York earns a C (41.4/100) for AI visibility, led by Gemini and ChatGPT, typically around position 2 when named. It ranks #232 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.

    Platform breakdown

    ChatGPTChatGPT
    48.6/100

    0.1%

    Query reach

    4.0

    Avg. position

    2

    Queries w/ mention

    GeminiGemini
    51.7/100

    0.5%

    Query reach

    2.5

    Avg. position

    8

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    Physician Wealth Services earns a C (41.4/100) for AI visibility, led by Claude and ChatGPT, typically around position 2 when named. It ranks #233 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.

    Platform breakdown

    ChatGPTChatGPT
    53.1/100

    0.2%

    Query reach

    3.3

    Avg. position

    3

    Queries w/ mention

    GeminiGemini
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    ClaudeClaude
    54.5/100

    0.4%

    Query reach

    1.7

    Avg. position

    6

    Queries w/ mention

    PerplexityPerplexity
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    Moss Adams earns a C (41.4/100) for AI visibility, led by Gemini and Claude, typically around position 2 when named. It ranks #234 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 40/100), which carries 63% of the platform weighting.

    Platform breakdown

    ChatGPTChatGPT
    40.0/100

    0.1%

    Query reach

    8.0

    Avg. position

    1

    Queries w/ mention

    GeminiGemini
    46.0/100

    0.1%

    Query reach

    1.5

    Avg. position

    2

    Queries w/ mention

    ClaudeClaude
    45.6/100

    0.2%

    Query reach

    5.3

    Avg. position

    4

    Queries w/ mention

    PerplexityPerplexity
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    Signature Estate & Investment Advisors earns a C (41.3/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 8 when named. It ranks #235 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.

    Platform breakdown

    ChatGPTChatGPT
    50.1/100

    0.2%

    Query reach

    7.5

    Avg. position

    4

    Queries w/ mention

    GeminiGemini
    43.1/100

    0.4%

    Query reach

    7.3

    Avg. position

    6

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    45.2/100

    0.7%

    Query reach

    4.9

    Avg. position

    11

    Queries w/ mention

    Duncan Williams Asset Management earns a C (41.3/100) for AI visibility, led by Gemini and ChatGPT, typically around position 4 when named. It ranks #236 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.

    Platform breakdown

    ChatGPTChatGPT
    48.4/100

    0.1%

    Query reach

    1.0

    Avg. position

    1

    Queries w/ mention

    GeminiGemini
    48.4/100

    0.5%

    Query reach

    4.3

    Avg. position

    8

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    42.6/100

    0.4%

    Query reach

    5.0

    Avg. position

    7

    Queries w/ mention

    FP Transitions earns a C (41.3/100) for AI visibility, led by ChatGPT, typically around position 4 when named. It ranks #237 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 66/100), which carries 63% of the platform weighting.

    Platform breakdown

    ChatGPTChatGPT
    65.6/100

    0.7%

    Query reach

    4.2

    Avg. position

    11

    Queries w/ mention

    GeminiGemini
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    Iron Path Wealth Management, Inc. earns a C (41.3/100) for AI visibility, led by ChatGPT, typically around position 4 when named. It ranks #238 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.

    Platform breakdown

    ChatGPTChatGPT
    65.6/100

    0.6%

    Query reach

    3.5

    Avg. position

    10

    Queries w/ mention

    GeminiGemini
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    Brightworth earns a C (41.2/100) for AI visibility, led by Claude and ChatGPT, typically around position 4 when named. It ranks #239 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.

    Platform breakdown

    ChatGPTChatGPT
    47.7/100

    0.1%

    Query reach

    4.5

    Avg. position

    2

    Queries w/ mention

    GeminiGemini
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    ClaudeClaude
    72.3/100

    2.4%

    Query reach

    4.0

    Avg. position

    38

    Queries w/ mention

    PerplexityPerplexity
    41.2/100

    0.3%

    Query reach

    5.0

    Avg. position

    5

    Queries w/ mention

    Heritage Wealth Advisors earns a C (41.2/100) for AI visibility, led by Gemini and ChatGPT, typically around position 3 when named. It ranks #240 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.

    Platform breakdown

    ChatGPTChatGPT
    46.5/100

    0.1%

    Query reach

    3.0

    Avg. position

    1

    Queries w/ mention

    GeminiGemini
    53.9/100

    0.8%

    Query reach

    3.4

    Avg. position

    13

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    40.8/100

    0.4%

    Query reach

    6.2

    Avg. position

    6

    Queries w/ mention

    Horizons Wealth Management earns a C (41.2/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 3 when named. It ranks #241 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.

    Platform breakdown

    ChatGPTChatGPT
    64.3/100

    0.6%

    Query reach

    3.4

    Avg. position

    9

    Queries w/ mention

    GeminiGemini
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    41.6/100

    0.3%

    Query reach

    4.8

    Avg. position

    5

    Queries w/ mention

    San Diego Wealth Management earns a C (41.2/100) for AI visibility, led by ChatGPT and Gemini, typically around position 4 when named. It ranks #242 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.

    Platform breakdown

    ChatGPTChatGPT
    49.6/100

    0.1%

    Query reach

    3.5

    Avg. position

    2

    Queries w/ mention

    GeminiGemini
    48.0/100

    0.4%

    Query reach

    4.0

    Avg. position

    7

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    West Wealth Management earns a C (41.2/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 6 when named. It ranks #243 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.

    Platform breakdown

    ChatGPTChatGPT
    53.5/100

    0.3%

    Query reach

    6.2

    Avg. position

    5

    Queries w/ mention

    GeminiGemini
    33.1/100

    0.1%

    Query reach

    4.0

    Avg. position

    1

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    37.4/100

    0.2%

    Query reach

    2.0

    Avg. position

    3

    Queries w/ mention

    Rowling & Associates earns a C (41.2/100) for AI visibility, led by ChatGPT and Gemini, typically around position 4 when named. It ranks #244 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.

    Platform breakdown

    ChatGPTChatGPT
    52.3/100

    0.2%

    Query reach

    3.7

    Avg. position

    3

    Queries w/ mention

    GeminiGemini
    36.9/100

    0.1%

    Query reach

    2.0

    Avg. position

    1

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    35.0/100

    0.1%

    Query reach

    3.0

    Avg. position

    1

    Queries w/ mention

    Faubourg Private Wealth earns a C (41.1/100) for AI visibility, led by Gemini and ChatGPT, typically around position 3 when named. It ranks #245 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.

    Platform breakdown

    ChatGPTChatGPT
    46.6/100

    0.2%

    Query reach

    8.7

    Avg. position

    3

    Queries w/ mention

    GeminiGemini
    54.3/100

    0.8%

    Query reach

    3.1

    Avg. position

    13

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    28.7/100

    0.2%

    Query reach

    8.3

    Avg. position

    3

    Queries w/ mention

    Stonebridge Financial Planning Group, LLC earns a C (41.1/100) for AI visibility, led by ChatGPT and Claude, typically around position 4 when named. It ranks #246 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.

    Platform breakdown

    ChatGPTChatGPT
    53.8/100

    0.2%

    Query reach

    4.3

    Avg. position

    4

    Queries w/ mention

    GeminiGemini
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    ClaudeClaude
    45.0/100

    0.1%

    Query reach

    3.5

    Avg. position

    2

    Queries w/ mention

    PerplexityPerplexity
    42.9/100

    0.6%

    Query reach

    6.1

    Avg. position

    9

    Queries w/ mention

    Dogwood Financial Planning earns a C (41.1/100) for AI visibility, led by ChatGPT, typically around position 4 when named. It ranks #247 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.

    Platform breakdown

    ChatGPTChatGPT
    65.3/100

    0.6%

    Query reach

    3.7

    Avg. position

    10

    Queries w/ mention

    GeminiGemini
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    Carolina Wealth Management earns a C (41.1/100) for AI visibility, led by ChatGPT and Claude, typically around position 3 when named. It ranks #248 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.

    Platform breakdown

    ChatGPTChatGPT
    46.5/100

    0.1%

    Query reach

    3.0

    Avg. position

    1

    Queries w/ mention

    GeminiGemini
    25.6/100

    0.1%

    Query reach

    12.0

    Avg. position

    1

    Queries w/ mention

    ClaudeClaude
    45.0/100

    0.2%

    Query reach

    4.7

    Avg. position

    3

    Queries w/ mention

    PerplexityPerplexity
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    Castle Wealth Management earns a C (41.0/100) for AI visibility, led by ChatGPT and Gemini, typically around position 5 when named. It ranks #249 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.

    Platform breakdown

    ChatGPTChatGPT
    52.9/100

    0.2%

    Query reach

    4.8

    Avg. position

    4

    Queries w/ mention

    GeminiGemini
    36.9/100

    0.1%

    Query reach

    1.0

    Avg. position

    1

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    WealthPoint Advisors earns a C (41.0/100) for AI visibility, led by ChatGPT and Claude, typically around position 3 when named. It ranks #250 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.

    Platform breakdown

    ChatGPTChatGPT
    56.6/100

    0.2%

    Query reach

    2.8

    Avg. position

    4

    Queries w/ mention

    GeminiGemini
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    ClaudeClaude
    36.9/100

    0.1%

    Query reach

    2.0

    Avg. position

    1

    Queries w/ mention

    PerplexityPerplexity
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    Artemis Financial Advisors earns a C (41.0/100) for AI visibility, led by ChatGPT and Gemini, typically around position 2 when named. It ranks #251 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.

    Platform breakdown

    ChatGPTChatGPT
    52.4/100

    0.1%

    Query reach

    2.0

    Avg. position

    2

    Queries w/ mention

    GeminiGemini
    38.5/100

    0.1%

    Query reach

    7.0

    Avg. position

    2

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    Renaissance Financial earns a C (40.9/100) for AI visibility, led by ChatGPT and Gemini, typically around position 1 when named. It ranks #252 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.

    Platform breakdown

    ChatGPTChatGPT
    48.4/100

    0.1%

    Query reach

    1.0

    Avg. position

    1

    Queries w/ mention

    GeminiGemini
    47.7/100

    0.8%

    Query reach

    8.5

    Avg. position

    13

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    30.1/100

    0.1%

    Query reach

    6.5

    Avg. position

    2

    Queries w/ mention

    Silverleaf Wealth Management earns a C (40.9/100) for AI visibility, led by ChatGPT and Gemini, typically around position 6 when named. It ranks #253 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.

    Platform breakdown

    ChatGPTChatGPT
    51.7/100

    0.2%

    Query reach

    5.8

    Avg. position

    4

    Queries w/ mention

    GeminiGemini
    39.9/100

    0.1%

    Query reach

    5.5

    Avg. position

    2

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    Prosperity Planning earns a C (40.8/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 3 when named. It ranks #254 of 9,742 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 64/100), which carries 63% of the platform weighting.

    Platform breakdown

    ChatGPTChatGPT
    63.5/100

    0.5%

    Query reach

    3.1

    Avg. position

    8

    Queries w/ mention

    GeminiGemini
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    48.0/100

    0.8%

    Query reach

    3.9

    Avg. position

    13

    Queries w/ mention

    Alpha Financial Advisors earns a C (40.8/100) for AI visibility, led by ChatGPT and Gemini, typically around position 4 when named. It ranks #255 of 9,742 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 49/100), which carries 63% of the platform weighting.

    Platform breakdown

    ChatGPTChatGPT
    48.6/100

    0.1%

    Query reach

    4.0

    Avg. position

    2

    Queries w/ mention

    GeminiGemini
    45.4/100

    0.2%

    Query reach

    3.8

    Avg. position

    4

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    41.4/100

    0.2%

    Query reach

    4.5

    Avg. position

    4

    Queries w/ mention

    Bluegrass Financial Planning, LLC earns a C (40.8/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 3 when named. It ranks #256 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.

    Platform breakdown

    ChatGPTChatGPT
    63.9/100

    0.5%

    Query reach

    2.9

    Avg. position

    8

    Queries w/ mention

    GeminiGemini
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    34.3/100

    0.1%

    Query reach

    3.5

    Avg. position

    2

    Queries w/ mention

    Lee Financial earns a C (40.8/100) for AI visibility, led by ChatGPT and Gemini, typically around position 3 when named. It ranks #257 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.

    Platform breakdown

    ChatGPTChatGPT
    50.5/100

    0.1%

    Query reach

    3.0

    Avg. position

    2

    Queries w/ mention

    GeminiGemini
    43.2/100

    0.1%

    Query reach

    3.5

    Avg. position

    2

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    Beacon Financial Advisors earns a C (40.7/100) for AI visibility, led by ChatGPT and Claude, typically around position 2 when named. It ranks #258 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.

    Platform breakdown

    ChatGPTChatGPT
    52.4/100

    0.1%

    Query reach

    2.0

    Avg. position

    2

    Queries w/ mention

    GeminiGemini
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    ClaudeClaude
    49.4/100

    0.2%

    Query reach

    2.3

    Avg. position

    3

    Queries w/ mention

    PerplexityPerplexity
    31.5/100

    0.1%

    Query reach

    5.0

    Avg. position

    2

    Queries w/ mention

    Divorce Financial Solutions, LLC earns a C (40.7/100) for AI visibility, led by ChatGPT and Gemini, typically around position 1 when named. It ranks #259 of 9,742 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 48/100), which carries 63% of the platform weighting.

    Platform breakdown

    ChatGPTChatGPT
    48.4/100

    0.1%

    Query reach

    1.0

    Avg. position

    1

    Queries w/ mention

    GeminiGemini
    46.1/100

    0.2%

    Query reach

    2.7

    Avg. position

    3

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    36.2/100

    0.1%

    Query reach

    2.5

    Avg. position

    2

    Queries w/ mention

    Communitas Financial Planning earns a C (40.7/100) for AI visibility, led by ChatGPT and Gemini, typically around position 3 when named. It ranks #260 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.

    Platform breakdown

    ChatGPTChatGPT
    53.6/100

    0.2%

    Query reach

    3.0

    Avg. position

    3

    Queries w/ mention

    GeminiGemini
    33.1/100

    0.1%

    Query reach

    4.0

    Avg. position

    1

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    St. Johns Asset Management earns a C (40.7/100) for AI visibility, led by ChatGPT and Gemini, typically around position 1 when named. It ranks #261 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.

    Platform breakdown

    ChatGPTChatGPT
    52.4/100

    0.1%

    Query reach

    1.0

    Avg. position

    2

    Queries w/ mention

    GeminiGemini
    36.8/100

    0.1%

    Query reach

    9.0

    Avg. position

    2

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    Sovereign Wealth Advisors LLC earns a C (40.6/100) for AI visibility, led by ChatGPT and Gemini, typically around position 2 when named. It ranks #262 of 9,742 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 48/100), which carries 63% of the platform weighting.

    Platform breakdown

    ChatGPTChatGPT
    48.4/100

    0.1%

    Query reach

    2.0

    Avg. position

    1

    Queries w/ mention

    GeminiGemini
    45.1/100

    0.3%

    Query reach

    4.6

    Avg. position

    5

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    40.8/100

    0.5%

    Query reach

    7.6

    Avg. position

    8

    Queries w/ mention

    Moneta earns a C (40.6/100) for AI visibility, led by Gemini and ChatGPT, typically around position 6 when named. It ranks #263 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.

    Platform breakdown

    ChatGPTChatGPT
    48.4/100

    0.1%

    Query reach

    1.0

    Avg. position

    1

    Queries w/ mention

    GeminiGemini
    48.8/100

    0.7%

    Query reach

    6.4

    Avg. position

    12

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    Waymaker Financial Planning earns a C (40.6/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 3 when named. It ranks #264 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.

    Platform breakdown

    ChatGPTChatGPT
    63.7/100

    0.5%

    Query reach

    3.0

    Avg. position

    8

    Queries w/ mention

    GeminiGemini
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    28.5/100

    0.2%

    Query reach

    8.7

    Avg. position

    3

    Queries w/ mention

    Consolidated Planning earns a C (40.6/100) for AI visibility, led by ChatGPT and Gemini, typically around position 2 when named. It ranks #265 of 9,742 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 48/100), which carries 63% of the platform weighting.

    Platform breakdown

    ChatGPTChatGPT
    48.4/100

    0.1%

    Query reach

    2.0

    Avg. position

    1

    Queries w/ mention

    GeminiGemini
    45.0/100

    0.1%

    Query reach

    2.5

    Avg. position

    2

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    43.1/100

    0.4%

    Query reach

    4.7

    Avg. position

    7

    Queries w/ mention

    Dakota Wealth Management earns a C (40.6/100) for AI visibility, led by ChatGPT and Gemini, typically around position 6 when named. It ranks #266 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.

    Platform breakdown

    ChatGPTChatGPT
    49.2/100

    0.2%

    Query reach

    5.7

    Avg. position

    3

    Queries w/ mention

    GeminiGemini
    43.6/100

    0.2%

    Query reach

    4.0

    Avg. position

    3

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    30.2/100

    0.2%

    Query reach

    6.7

    Avg. position

    3

    Queries w/ mention

    Kelly Financial Planning, LLC earns a C (40.6/100) for AI visibility, led by ChatGPT, typically around position 3 when named. It ranks #267 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.

    Platform breakdown

    ChatGPTChatGPT
    64.5/100

    0.6%

    Query reach

    3.3

    Avg. position

    9

    Queries w/ mention

    GeminiGemini
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    Hyre Personal Wealth Advisors earns a C (40.6/100) for AI visibility, led by Gemini and ChatGPT, typically around position 4 when named. It ranks #268 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.

    Platform breakdown

    ChatGPTChatGPT
    48.4/100

    0.1%

    Query reach

    2.0

    Avg. position

    1

    Queries w/ mention

    GeminiGemini
    48.6/100

    0.4%

    Query reach

    3.7

    Avg. position

    7

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    Cornerstone Wealth Management earns a C (40.5/100) for AI visibility, led by Claude and Gemini, typically around position 10 when named. It ranks #269 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 34/100), which carries 63% of the platform weighting.

    Platform breakdown

    ChatGPTChatGPT
    34.4/100

    0.1%

    Query reach

    15.0

    Avg. position

    1

    Queries w/ mention

    GeminiGemini
    46.1/100

    0.7%

    Query reach

    8.8

    Avg. position

    11

    Queries w/ mention

    ClaudeClaude
    58.9/100

    1.4%

    Query reach

    9.6

    Avg. position

    23

    Queries w/ mention

    PerplexityPerplexity
    43.7/100

    0.6%

    Query reach

    6.0

    Avg. position

    10

    Queries w/ mention

    Bridges Investment Management earns a C (40.5/100) for AI visibility, led by Claude and ChatGPT, typically around position 4 when named. It ranks #270 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.

    Platform breakdown

    ChatGPTChatGPT
    51.4/100

    0.1%

    Query reach

    2.5

    Avg. position

    2

    Queries w/ mention

    GeminiGemini
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    ClaudeClaude
    51.6/100

    0.4%

    Query reach

    4.1

    Avg. position

    7

    Queries w/ mention

    PerplexityPerplexity
    36.9/100

    0.1%

    Query reach

    2.0

    Avg. position

    1

    Queries w/ mention

    D.A. Davidson & Co. earns a C (40.5/100) for AI visibility, led by ChatGPT and Claude, typically around position 12 when named. It ranks #271 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 42/100), which carries 63% of the platform weighting.

    Platform breakdown

    ChatGPTChatGPT
    41.5/100

    0.1%

    Query reach

    11.5

    Avg. position

    2

    Queries w/ mention

    GeminiGemini
    40.5/100

    0.3%

    Query reach

    9.4

    Avg. position

    5

    Queries w/ mention

    ClaudeClaude
    40.6/100

    0.2%

    Query reach

    9.3

    Avg. position

    3

    Queries w/ mention

    PerplexityPerplexity
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    Squire Wealth Advisors earns a C (40.5/100) for AI visibility, led by ChatGPT and Gemini, typically around position 2 when named. It ranks #272 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.

    Platform breakdown

    ChatGPTChatGPT
    48.4/100

    0.1%

    Query reach

    2.0

    Avg. position

    1

    Queries w/ mention

    GeminiGemini
    45.9/100

    0.4%

    Query reach

    5.3

    Avg. position

    7

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    27.7/100

    0.1%

    Query reach

    9.0

    Avg. position

    1

    Queries w/ mention

    Harness Wealth earns a C (40.5/100) for AI visibility, led by ChatGPT and Gemini, typically around position 9 when named. It ranks #273 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.

    Platform breakdown

    ChatGPTChatGPT
    46.3/100

    0.2%

    Query reach

    9.0

    Avg. position

    3

    Queries w/ mention

    GeminiGemini
    34.7/100

    0.1%

    Query reach

    12.0

    Avg. position

    2

    Queries w/ mention

    ClaudeClaude
    28.4/100

    0.1%

    Query reach

    8.0

    Avg. position

    1

    Queries w/ mention

    PerplexityPerplexity
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    Colony Family Offices earns a C (40.4/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 2 when named. It ranks #274 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.

    Platform breakdown

    ChatGPTChatGPT
    48.4/100

    0.1%

    Query reach

    2.0

    Avg. position

    1

    Queries w/ mention

    GeminiGemini
    43.9/100

    0.2%

    Query reach

    4.5

    Avg. position

    4

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    44.2/100

    0.6%

    Query reach

    4.9

    Avg. position

    9

    Queries w/ mention

    Dowling & Yahnke earns a C (40.4/100) for AI visibility, led by ChatGPT and Claude, typically around position 5 when named. It ranks #275 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.

    Platform breakdown

    ChatGPTChatGPT
    54.3/100

    0.3%

    Query reach

    5.4

    Avg. position

    5

    Queries w/ mention

    GeminiGemini
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    ClaudeClaude
    42.5/100

    0.2%

    Query reach

    8.8

    Avg. position

    4

    Queries w/ mention

    PerplexityPerplexity
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    Joss Brown Wealth Advisors earns a C (40.4/100) for AI visibility, led by ChatGPT, typically around position 2 when named. It ranks #276 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.

    Platform breakdown

    ChatGPTChatGPT
    64.1/100

    0.4%

    Query reach

    2.0

    Avg. position

    7

    Queries w/ mention

    GeminiGemini
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    Archer Investment Management earns a C (40.3/100) for AI visibility, led by Gemini and ChatGPT, typically around position 2 when named. It ranks #277 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.

    Platform breakdown

    ChatGPTChatGPT
    46.8/100

    0.2%

    Query reach

    8.3

    Avg. position

    3

    Queries w/ mention

    GeminiGemini
    48.6/100

    0.2%

    Query reach

    1.8

    Avg. position

    4

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    42.2/100

    0.7%

    Query reach

    8.0

    Avg. position

    11

    Queries w/ mention

    Francis Financial earns a C (40.3/100) for AI visibility, led by Gemini and ChatGPT, typically around position 3 when named. It ranks #278 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.

    Platform breakdown

    ChatGPTChatGPT
    46.7/100

    0.1%

    Query reach

    5.0

    Avg. position

    2

    Queries w/ mention

    GeminiGemini
    48.5/100

    0.3%

    Query reach

    2.8

    Avg. position

    5

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    45.0/100

    0.6%

    Query reach

    4.4

    Avg. position

    9

    Queries w/ mention

    BOK Financial Private Wealth earns a C (40.3/100) for AI visibility, led by Claude and Gemini, typically around position 2 when named. It ranks #279 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.

    Platform breakdown

    ChatGPTChatGPT
    39.3/100

    0.1%

    Query reach

    9.0

    Avg. position

    1

    Queries w/ mention

    GeminiGemini
    39.8/100

    0.2%

    Query reach

    7.0

    Avg. position

    3

    Queries w/ mention

    ClaudeClaude
    46.8/100

    0.1%

    Query reach

    2.5

    Avg. position

    2

    Queries w/ mention

    PerplexityPerplexity
    30.5/100

    0.2%

    Query reach

    6.3

    Avg. position

    3

    Queries w/ mention

    Mana Financial Life Design earns a C (40.3/100) for AI visibility, led by ChatGPT and Gemini, typically around position 1 when named. It ranks #280 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.

    Platform breakdown

    ChatGPTChatGPT
    48.4/100

    0.1%

    Query reach

    1.0

    Avg. position

    1

    Queries w/ mention

    GeminiGemini
    47.3/100

    0.2%

    Query reach

    2.0

    Avg. position

    3

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    Allworth Financial earns a C (40.2/100) for AI visibility, led by Gemini and ChatGPT, typically around position 5 when named. It ranks #281 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.

    Platform breakdown

    ChatGPTChatGPT
    45.9/100

    0.2%

    Query reach

    9.7

    Avg. position

    3

    Queries w/ mention

    GeminiGemini
    51.6/100

    0.9%

    Query reach

    4.9

    Avg. position

    14

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    33.4/100

    0.1%

    Query reach

    4.0

    Avg. position

    2

    Queries w/ mention

    Summit Asset Management earns a C (40.2/100) for AI visibility, led by Gemini and ChatGPT, typically around position 4 when named. It ranks #282 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.

    Platform breakdown

    ChatGPTChatGPT
    46.5/100

    0.1%

    Query reach

    3.0

    Avg. position

    1

    Queries w/ mention

    GeminiGemini
    50.0/100

    0.6%

    Query reach

    3.9

    Avg. position

    9

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    31.5/100

    0.1%

    Query reach

    5.0

    Avg. position

    2

    Queries w/ mention

    Sendero Wealth Management earns a C (40.1/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 2 when named. It ranks #283 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.

    Platform breakdown

    ChatGPTChatGPT
    52.4/100

    0.1%

    Query reach

    1.5

    Avg. position

    2

    Queries w/ mention

    GeminiGemini
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    ClaudeClaude
    43.4/100

    0.3%

    Query reach

    9.6

    Avg. position

    5

    Queries w/ mention

    PerplexityPerplexity
    45.2/100

    0.6%

    Query reach

    4.3

    Avg. position

    9

    Queries w/ mention

    Avidian Wealth Solutions earns a C (40.1/100) for AI visibility, led by Gemini and ChatGPT, typically around position 3 when named. It ranks #284 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.

    Platform breakdown

    ChatGPTChatGPT
    45.8/100

    0.1%

    Query reach

    6.0

    Avg. position

    2

    Queries w/ mention

    GeminiGemini
    50.8/100

    0.5%

    Query reach

    3.0

    Avg. position

    8

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    39.7/100

    0.3%

    Query reach

    6.6

    Avg. position

    5

    Queries w/ mention

    Beacon Wealthcare earns a C (40.1/100) for AI visibility, led by ChatGPT and Claude, typically around position 4 when named. It ranks #285 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.

    Platform breakdown

    ChatGPTChatGPT
    51.7/100

    0.2%

    Query reach

    4.0

    Avg. position

    3

    Queries w/ mention

    GeminiGemini
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    ClaudeClaude
    46.9/100

    0.2%

    Query reach

    3.7

    Avg. position

    3

    Queries w/ mention

    PerplexityPerplexity
    42.0/100

    0.5%

    Query reach

    6.4

    Avg. position

    8

    Queries w/ mention

    Jacksonville Wealth Management earns a C (40.0/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 5 when named. It ranks #286 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 62/100), which carries 63% of the platform weighting.

    Platform breakdown

    ChatGPTChatGPT
    62.3/100

    0.6%

    Query reach

    4.6

    Avg. position

    9

    Queries w/ mention

    GeminiGemini
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    45.0/100

    0.8%

    Query reach

    6.1

    Avg. position

    13

    Queries w/ mention

    WestPac Wealth Partners earns a C (40.0/100) for AI visibility, led by ChatGPT and Gemini, typically around position 7 when named. It ranks #287 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.

    Platform breakdown

    ChatGPTChatGPT
    47.7/100

    0.2%

    Query reach

    7.3

    Avg. position

    3

    Queries w/ mention

    GeminiGemini
    44.8/100

    0.4%

    Query reach

    5.5

    Avg. position

    6

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    34.3/100

    0.1%

    Query reach

    3.5

    Avg. position

    2

    Queries w/ mention

    Private Wealth Asset Management earns a C (40.0/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 2 when named. It ranks #288 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.

    Platform breakdown

    ChatGPTChatGPT
    51.4/100

    0.1%

    Query reach

    2.5

    Avg. position

    2

    Queries w/ mention

    GeminiGemini
    33.1/100

    0.1%

    Query reach

    4.0

    Avg. position

    1

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    41.8/100

    0.4%

    Query reach

    5.9

    Avg. position

    7

    Queries w/ mention

    Planning Across the Spectrum earns a C (40.0/100) for AI visibility, led by ChatGPT and Gemini, typically around position 2 when named. It ranks #289 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.

    Platform breakdown

    ChatGPTChatGPT
    48.4/100

    0.1%

    Query reach

    2.0

    Avg. position

    1

    Queries w/ mention

    GeminiGemini
    45.8/100

    0.3%

    Query reach

    4.2

    Avg. position

    5

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    Bentham Wealth Advisors earns a C (39.9/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 4 when named. It ranks #290 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 62/100), which carries 63% of the platform weighting.

    Platform breakdown

    ChatGPTChatGPT
    62.5/100

    0.5%

    Query reach

    3.6

    Avg. position

    8

    Queries w/ mention

    GeminiGemini
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    31.2/100

    0.1%

    Query reach

    5.0

    Avg. position

    1

    Queries w/ mention

    Cornerstone Financial Advisory earns a C (39.9/100) for AI visibility, led by ChatGPT and Claude, typically around position 6 when named. It ranks #291 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.

    Platform breakdown

    ChatGPTChatGPT
    51.2/100

    0.2%

    Query reach

    6.3

    Avg. position

    4

    Queries w/ mention

    GeminiGemini
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    ClaudeClaude
    49.4/100

    0.2%

    Query reach

    2.3

    Avg. position

    3

    Queries w/ mention

    PerplexityPerplexity
    27.7/100

    0.1%

    Query reach

    9.0

    Avg. position

    1

    Queries w/ mention

    Rayburn West Financial Services earns a C (39.9/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 3 when named. It ranks #292 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 62/100), which carries 63% of the platform weighting.

    Platform breakdown

    ChatGPTChatGPT
    62.3/100

    0.4%

    Query reach

    3.0

    Avg. position

    7

    Queries w/ mention

    GeminiGemini
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    36.9/100

    0.1%

    Query reach

    1.0

    Avg. position

    1

    Queries w/ mention

    Cardinal Point Wealth Management earns a C (39.8/100) for AI visibility, led by Gemini and ChatGPT, typically around position 3 when named. It ranks #293 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.

    Platform breakdown

    ChatGPTChatGPT
    45.8/100

    0.1%

    Query reach

    6.0

    Avg. position

    2

    Queries w/ mention

    GeminiGemini
    49.6/100

    0.4%

    Query reach

    2.7

    Avg. position

    6

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    37.4/100

    0.2%

    Query reach

    1.3

    Avg. position

    3

    Queries w/ mention

    Millennial Wealth LLC earns a C (39.8/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 4 when named. It ranks #294 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 62/100), which carries 63% of the platform weighting.

    Platform breakdown

    ChatGPTChatGPT
    62.3/100

    0.5%

    Query reach

    3.8

    Avg. position

    8

    Queries w/ mention

    GeminiGemini
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    32.4/100

    0.2%

    Query reach

    4.7

    Avg. position

    3

    Queries w/ mention

    Archer Pointe Wealth Management earns a C (39.8/100) for AI visibility, led by ChatGPT, typically around position 5 when named. It ranks #295 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 63/100), which carries 63% of the platform weighting.

    Platform breakdown

    ChatGPTChatGPT
    63.2/100

    0.6%

    Query reach

    4.8

    Avg. position

    10

    Queries w/ mention

    GeminiGemini
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    Wealth Advisors of Iowa earns a C (39.8/100) for AI visibility, led by ChatGPT and Gemini, typically around position 4 when named. It ranks #296 of 9,742 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 50/100), which carries 63% of the platform weighting.

    Platform breakdown

    ChatGPTChatGPT
    49.6/100

    0.1%

    Query reach

    3.5

    Avg. position

    2

    Queries w/ mention

    GeminiGemini
    38.0/100

    0.1%

    Query reach

    7.5

    Avg. position

    2

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    35.7/100

    0.3%

    Query reach

    11.8

    Avg. position

    5

    Queries w/ mention

    NDS Wealth Advisors earns a C (39.8/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 2 when named. It ranks #297 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 62/100), which carries 63% of the platform weighting.

    Platform breakdown

    ChatGPTChatGPT
    62.3/100

    0.4%

    Query reach

    1.5

    Avg. position

    6

    Queries w/ mention

    GeminiGemini
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    33.1/100

    0.1%

    Query reach

    4.0

    Avg. position

    1

    Queries w/ mention

    Prepared Financial Planning LLC earns a C (39.8/100) for AI visibility, led by ChatGPT, typically around position 3 when named. It ranks #298 of 9,742 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 63/100), which carries 63% of the platform weighting.

    Platform breakdown

    ChatGPTChatGPT
    63.1/100

    0.4%

    Query reach

    2.6

    Avg. position

    7

    Queries w/ mention

    GeminiGemini
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    ClaudeClaude
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    PerplexityPerplexity
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    Forvis Mazars earns a C (39.8/100) for AI visibility, led by ChatGPT and Gemini, typically around position 5 when named. It ranks #299 of 9,742 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 43/100), which carries 63% of the platform weighting.

    Platform breakdown

    ChatGPTChatGPT
    42.8/100

    0.1%

    Query reach

    5.0

    Avg. position

    1

    Queries w/ mention

    GeminiGemini
    40.7/100

    0.2%

    Query reach

    6.0

    Avg. position

    3

    Queries w/ mention

    ClaudeClaude
    30.3/100

    0.1%

    Query reach

    6.0

    Avg. position

    1

    Queries w/ mention

    PerplexityPerplexity
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    Southeastern Asset Management earns a C (39.8/100) for AI visibility, led by ChatGPT and Gemini, typically around position 9 when named. It ranks #300 of 9,742 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 43/100), which carries 63% of the platform weighting.

    Platform breakdown

    ChatGPTChatGPT
    43.2/100

    0.1%

    Query reach

    9.0

    Avg. position

    2

    Queries w/ mention

    GeminiGemini
    39.4/100

    0.1%

    Query reach

    6.0

    Avg. position

    2

    Queries w/ mention

    ClaudeClaude
    30.3/100

    0.1%

    Query reach

    6.0

    Avg. position

    1

    Queries w/ mention

    PerplexityPerplexity
    0.0/100

    0.0%

    Query reach

    Avg. position

    0

    Queries w/ mention

    Showing 201300 of 300 firms

    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.