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
AI Visibility Report
See where your firm ranks
About rank changes
Exact change — for firms in the top 25, we report the precise number of spots moved since the prior edition.
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.
First appearance — the firm is being ranked for the first time this edition.
Coverage expansion — the firm entered the ranking because we expanded the metros we track, not because its visibility changed.
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41
26Guyasuta 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
ChatGPT0.1%
Query reach
5.0
Avg. position
1
Queries w/ mention
Gemini0.3%
Query reach
8.8
Avg. position
5
Queries w/ mention
0.3%
Query reach
8.4
Avg. position
5
Queries w/ mention
Perplexity0.1%
Query reach
11.0
Avg. position
1
Queries w/ mention
42
54
49Courier 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
ChatGPT0.1%
Query reach
6.0
Avg. position
1
Queries w/ mention
Gemini0.7%
Query reach
3.1
Avg. position
12
Queries w/ mention
0.1%
Query reach
10.0
Avg. position
1
Queries w/ mention
Perplexity0.9%
Query reach
3.6
Avg. position
14
Queries w/ mention
55
33
47Lifetime 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
ChatGPT0.3%
Query reach
4.8
Avg. position
5
Queries w/ mention
Gemini0.1%
Query reach
4.0
Avg. position
1
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.5%
Query reach
3.1
Avg. position
8
Queries w/ mention
57
0
32Schneider 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
ChatGPT0.4%
Query reach
7.0
Avg. position
7
Queries w/ mention
Gemini0.0%
Query reach
—
Avg. position
0
Queries w/ mention
0.2%
Query reach
9.5
Avg. position
4
Queries w/ mention
Perplexity0.1%
Query reach
5.0
Avg. position
2
Queries w/ mention
50
49
37Goodman 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
ChatGPT0.2%
Query reach
5.0
Avg. position
3
Queries w/ mention
Gemini0.4%
Query reach
2.8
Avg. position
6
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.1%
Query reach
2.0
Avg. position
2
Queries w/ mention
49
50
52The 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
ChatGPT0.2%
Query reach
8.5
Avg. position
4
Queries w/ mention
Gemini0.4%
Query reach
3.1
Avg. position
7
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity1.1%
Query reach
3.3
Avg. position
18
Queries w/ mention
45
28
35T. 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
ChatGPT0.1%
Query reach
7.0
Avg. position
2
Queries w/ mention
Gemini0.1%
Query reach
8.0
Avg. position
1
Queries w/ mention
0.3%
Query reach
3.4
Avg. position
5
Queries w/ mention
Perplexity0.1%
Query reach
3.0
Avg. position
1
Queries w/ mention
45
40
0EisnerAmper 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
ChatGPT0.1%
Query reach
4.0
Avg. position
1
Queries w/ mention
Gemini0.1%
Query reach
5.0
Avg. position
2
Queries w/ mention
0.1%
Query reach
9.5
Avg. position
2
Queries w/ mention
Perplexity0.0%
Query reach
—
Avg. position
0
Queries w/ mention
49
50
46True 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
ChatGPT0.2%
Query reach
6.0
Avg. position
3
Queries w/ mention
Gemini0.5%
Query reach
3.3
Avg. position
8
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.6%
Query reach
4.3
Avg. position
10
Queries w/ mention
53
37
58Prime 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
ChatGPT0.3%
Query reach
7.0
Avg. position
5
Queries w/ mention
Gemini0.1%
Query reach
2.0
Avg. position
1
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity3.1%
Query reach
5.6
Avg. position
50
Queries w/ mention
65
0
52GK 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
ChatGPT0.5%
Query reach
2.3
Avg. position
8
Queries w/ mention
Gemini0.0%
Query reach
—
Avg. position
0
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity1.2%
Query reach
3.5
Avg. position
19
Queries w/ mention
47
57
41Willis 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
ChatGPT0.1%
Query reach
3.0
Avg. position
1
Queries w/ mention
Gemini1.0%
Query reach
2.7
Avg. position
16
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.4%
Query reach
6.6
Avg. position
7
Queries w/ mention
46
30
31Badgley 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
ChatGPT0.1%
Query reach
6.0
Avg. position
2
Queries w/ mention
Gemini0.1%
Query reach
6.0
Avg. position
1
Queries w/ mention
0.3%
Query reach
10.2
Avg. position
5
Queries w/ mention
Perplexity0.2%
Query reach
5.7
Avg. position
3
Queries w/ mention
67
0
0Tiras 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
ChatGPT0.7%
Query reach
3.7
Avg. position
11
Queries w/ mention
Gemini0.0%
Query reach
—
Avg. position
0
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.0%
Query reach
—
Avg. position
0
Queries w/ mention
65
0
55Armbruster 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
ChatGPT0.7%
Query reach
4.5
Avg. position
11
Queries w/ mention
Gemini0.0%
Query reach
—
Avg. position
0
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity1.7%
Query reach
3.4
Avg. position
28
Queries w/ mention
48
50
52KB 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
ChatGPT0.1%
Query reach
1.0
Avg. position
1
Queries w/ mention
Gemini0.4%
Query reach
2.3
Avg. position
6
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity1.7%
Query reach
5.2
Avg. position
28
Queries w/ mention
56
28
50BCR 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
ChatGPT0.4%
Query reach
6.0
Avg. position
6
Queries w/ mention
Gemini0.1%
Query reach
9.0
Avg. position
1
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity1.5%
Query reach
6.1
Avg. position
24
Queries w/ mention
65
0
37Centerline 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
ChatGPT0.7%
Query reach
5.1
Avg. position
12
Queries w/ mention
Gemini0.0%
Query reach
—
Avg. position
0
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.2%
Query reach
1.3
Avg. position
3
Queries w/ mention
50
26
43Legacy 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
ChatGPT0.1%
Query reach
3.5
Avg. position
2
Queries w/ mention
Gemini0.1%
Query reach
12.0
Avg. position
1
Queries w/ mention
0.1%
Query reach
5.0
Avg. position
1
Queries w/ mention
Perplexity0.7%
Query reach
7.3
Avg. position
11
Queries w/ mention
40
44
0Tanglewood 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
ChatGPT0.1%
Query reach
8.0
Avg. position
1
Queries w/ mention
Gemini0.2%
Query reach
4.3
Avg. position
4
Queries w/ mention
0.4%
Query reach
3.8
Avg. position
6
Queries w/ mention
Perplexity0.0%
Query reach
—
Avg. position
0
Queries w/ mention
51
42
36JNBA 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
ChatGPT0.1%
Query reach
2.5
Avg. position
2
Queries w/ mention
Gemini0.2%
Query reach
4.7
Avg. position
3
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.1%
Query reach
2.5
Avg. position
2
Queries w/ mention
55
35
0Endeavor 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
ChatGPT0.2%
Query reach
2.3
Avg. position
3
Queries w/ mention
Gemini0.1%
Query reach
3.0
Avg. position
1
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.0%
Query reach
—
Avg. position
0
Queries w/ mention
65
0
31Carriere 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
ChatGPT0.6%
Query reach
2.9
Avg. position
9
Queries w/ mention
Gemini0.0%
Query reach
—
Avg. position
0
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.1%
Query reach
5.0
Avg. position
1
Queries w/ mention
42
50
45Capital 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
ChatGPT0.1%
Query reach
6.0
Avg. position
1
Queries w/ mention
Gemini0.6%
Query reach
4.1
Avg. position
9
Queries w/ mention
0.1%
Query reach
8.0
Avg. position
1
Queries w/ mention
Perplexity0.7%
Query reach
5.8
Avg. position
12
Queries w/ mention
65
0
51Oasis 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
ChatGPT0.7%
Query reach
4.7
Avg. position
11
Queries w/ mention
Gemini0.0%
Query reach
—
Avg. position
0
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.7%
Query reach
2.2
Avg. position
12
Queries w/ mention
65
0
41Storehouse 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
ChatGPT0.5%
Query reach
2.4
Avg. position
8
Queries w/ mention
Gemini0.0%
Query reach
—
Avg. position
0
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.4%
Query reach
6.5
Avg. position
6
Queries w/ mention
65
0
37Simplified 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
ChatGPT0.6%
Query reach
3.1
Avg. position
9
Queries w/ mention
Gemini0.0%
Query reach
—
Avg. position
0
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.1%
Query reach
2.0
Avg. position
1
Queries w/ mention
52
37
48THE 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
ChatGPT0.1%
Query reach
2.0
Avg. position
2
Queries w/ mention
Gemini0.1%
Query reach
1.0
Avg. position
1
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity1.4%
Query reach
7.3
Avg. position
22
Queries w/ mention
65
0
37Lifetime 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
ChatGPT0.5%
Query reach
2.4
Avg. position
8
Queries w/ mention
Gemini0.0%
Query reach
—
Avg. position
0
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.1%
Query reach
1.0
Avg. position
1
Queries w/ mention
47
37
0Carroll 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
ChatGPT0.1%
Query reach
3.0
Avg. position
1
Queries w/ mention
Gemini0.1%
Query reach
2.0
Avg. position
1
Queries w/ mention
0.1%
Query reach
5.0
Avg. position
1
Queries w/ mention
Perplexity0.0%
Query reach
—
Avg. position
0
Queries w/ mention
50
42
70MISSION 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
ChatGPT0.2%
Query reach
5.0
Avg. position
3
Queries w/ mention
Gemini0.3%
Query reach
7.2
Avg. position
5
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity6.8%
Query reach
4.2
Avg. position
109
Queries w/ mention
49
52
0Capital 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
ChatGPT0.1%
Query reach
4.0
Avg. position
2
Queries w/ mention
Gemini0.5%
Query reach
2.5
Avg. position
8
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.0%
Query reach
—
Avg. position
0
Queries w/ mention
53
0
0Physician 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
ChatGPT0.2%
Query reach
3.3
Avg. position
3
Queries w/ mention
Gemini0.0%
Query reach
—
Avg. position
0
Queries w/ mention
0.4%
Query reach
1.7
Avg. position
6
Queries w/ mention
Perplexity0.0%
Query reach
—
Avg. position
0
Queries w/ mention
40
46
0Moss 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
ChatGPT0.1%
Query reach
8.0
Avg. position
1
Queries w/ mention
Gemini0.1%
Query reach
1.5
Avg. position
2
Queries w/ mention
0.2%
Query reach
5.3
Avg. position
4
Queries w/ mention
Perplexity0.0%
Query reach
—
Avg. position
0
Queries w/ mention
50
43
45Signature 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
ChatGPT0.2%
Query reach
7.5
Avg. position
4
Queries w/ mention
Gemini0.4%
Query reach
7.3
Avg. position
6
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.7%
Query reach
4.9
Avg. position
11
Queries w/ mention
48
48
43Duncan 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
ChatGPT0.1%
Query reach
1.0
Avg. position
1
Queries w/ mention
Gemini0.5%
Query reach
4.3
Avg. position
8
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.4%
Query reach
5.0
Avg. position
7
Queries w/ mention
66
0
0FP 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
ChatGPT0.7%
Query reach
4.2
Avg. position
11
Queries w/ mention
Gemini0.0%
Query reach
—
Avg. position
0
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.0%
Query reach
—
Avg. position
0
Queries w/ mention
66
0
0Iron 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
ChatGPT0.6%
Query reach
3.5
Avg. position
10
Queries w/ mention
Gemini0.0%
Query reach
—
Avg. position
0
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.0%
Query reach
—
Avg. position
0
Queries w/ mention
48
0
41Brightworth 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
ChatGPT0.1%
Query reach
4.5
Avg. position
2
Queries w/ mention
Gemini0.0%
Query reach
—
Avg. position
0
Queries w/ mention
2.4%
Query reach
4.0
Avg. position
38
Queries w/ mention
Perplexity0.3%
Query reach
5.0
Avg. position
5
Queries w/ mention
47
54
41Heritage 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
ChatGPT0.1%
Query reach
3.0
Avg. position
1
Queries w/ mention
Gemini0.8%
Query reach
3.4
Avg. position
13
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.4%
Query reach
6.2
Avg. position
6
Queries w/ mention
64
0
42Horizons 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
ChatGPT0.6%
Query reach
3.4
Avg. position
9
Queries w/ mention
Gemini0.0%
Query reach
—
Avg. position
0
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.3%
Query reach
4.8
Avg. position
5
Queries w/ mention
50
48
0San 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
ChatGPT0.1%
Query reach
3.5
Avg. position
2
Queries w/ mention
Gemini0.4%
Query reach
4.0
Avg. position
7
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.0%
Query reach
—
Avg. position
0
Queries w/ mention
54
33
37West 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
ChatGPT0.3%
Query reach
6.2
Avg. position
5
Queries w/ mention
Gemini0.1%
Query reach
4.0
Avg. position
1
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.2%
Query reach
2.0
Avg. position
3
Queries w/ mention
52
37
35Rowling & 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
ChatGPT0.2%
Query reach
3.7
Avg. position
3
Queries w/ mention
Gemini0.1%
Query reach
2.0
Avg. position
1
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.1%
Query reach
3.0
Avg. position
1
Queries w/ mention
47
54
29Faubourg 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
ChatGPT0.2%
Query reach
8.7
Avg. position
3
Queries w/ mention
Gemini0.8%
Query reach
3.1
Avg. position
13
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.2%
Query reach
8.3
Avg. position
3
Queries w/ mention
54
0
43Stonebridge 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
ChatGPT0.2%
Query reach
4.3
Avg. position
4
Queries w/ mention
Gemini0.0%
Query reach
—
Avg. position
0
Queries w/ mention
0.1%
Query reach
3.5
Avg. position
2
Queries w/ mention
Perplexity0.6%
Query reach
6.1
Avg. position
9
Queries w/ mention
65
0
0Dogwood 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
ChatGPT0.6%
Query reach
3.7
Avg. position
10
Queries w/ mention
Gemini0.0%
Query reach
—
Avg. position
0
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.0%
Query reach
—
Avg. position
0
Queries w/ mention
47
26
0Carolina 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
ChatGPT0.1%
Query reach
3.0
Avg. position
1
Queries w/ mention
Gemini0.1%
Query reach
12.0
Avg. position
1
Queries w/ mention
0.2%
Query reach
4.7
Avg. position
3
Queries w/ mention
Perplexity0.0%
Query reach
—
Avg. position
0
Queries w/ mention
53
37
0Castle 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
ChatGPT0.2%
Query reach
4.8
Avg. position
4
Queries w/ mention
Gemini0.1%
Query reach
1.0
Avg. position
1
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.0%
Query reach
—
Avg. position
0
Queries w/ mention
57
0
0WealthPoint 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
ChatGPT0.2%
Query reach
2.8
Avg. position
4
Queries w/ mention
Gemini0.0%
Query reach
—
Avg. position
0
Queries w/ mention
0.1%
Query reach
2.0
Avg. position
1
Queries w/ mention
Perplexity0.0%
Query reach
—
Avg. position
0
Queries w/ mention
52
39
0Artemis 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
ChatGPT0.1%
Query reach
2.0
Avg. position
2
Queries w/ mention
Gemini0.1%
Query reach
7.0
Avg. position
2
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.0%
Query reach
—
Avg. position
0
Queries w/ mention
48
48
30Renaissance 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
ChatGPT0.1%
Query reach
1.0
Avg. position
1
Queries w/ mention
Gemini0.8%
Query reach
8.5
Avg. position
13
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.1%
Query reach
6.5
Avg. position
2
Queries w/ mention
52
40
0Silverleaf 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
ChatGPT0.2%
Query reach
5.8
Avg. position
4
Queries w/ mention
Gemini0.1%
Query reach
5.5
Avg. position
2
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.0%
Query reach
—
Avg. position
0
Queries w/ mention
64
0
48Prosperity 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
ChatGPT0.5%
Query reach
3.1
Avg. position
8
Queries w/ mention
Gemini0.0%
Query reach
—
Avg. position
0
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.8%
Query reach
3.9
Avg. position
13
Queries w/ mention
49
45
41Alpha 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
ChatGPT0.1%
Query reach
4.0
Avg. position
2
Queries w/ mention
Gemini0.2%
Query reach
3.8
Avg. position
4
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.2%
Query reach
4.5
Avg. position
4
Queries w/ mention
64
0
34Bluegrass 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
ChatGPT0.5%
Query reach
2.9
Avg. position
8
Queries w/ mention
Gemini0.0%
Query reach
—
Avg. position
0
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.1%
Query reach
3.5
Avg. position
2
Queries w/ mention
51
43
0Lee 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
ChatGPT0.1%
Query reach
3.0
Avg. position
2
Queries w/ mention
Gemini0.1%
Query reach
3.5
Avg. position
2
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.0%
Query reach
—
Avg. position
0
Queries w/ mention
52
0
32Beacon 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
ChatGPT0.1%
Query reach
2.0
Avg. position
2
Queries w/ mention
Gemini0.0%
Query reach
—
Avg. position
0
Queries w/ mention
0.2%
Query reach
2.3
Avg. position
3
Queries w/ mention
Perplexity0.1%
Query reach
5.0
Avg. position
2
Queries w/ mention
48
46
36Divorce 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
ChatGPT0.1%
Query reach
1.0
Avg. position
1
Queries w/ mention
Gemini0.2%
Query reach
2.7
Avg. position
3
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.1%
Query reach
2.5
Avg. position
2
Queries w/ mention
54
33
0Communitas 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
ChatGPT0.2%
Query reach
3.0
Avg. position
3
Queries w/ mention
Gemini0.1%
Query reach
4.0
Avg. position
1
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.0%
Query reach
—
Avg. position
0
Queries w/ mention
52
37
0St. 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
ChatGPT0.1%
Query reach
1.0
Avg. position
2
Queries w/ mention
Gemini0.1%
Query reach
9.0
Avg. position
2
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.0%
Query reach
—
Avg. position
0
Queries w/ mention
48
45
41Sovereign 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
ChatGPT0.1%
Query reach
2.0
Avg. position
1
Queries w/ mention
Gemini0.3%
Query reach
4.6
Avg. position
5
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.5%
Query reach
7.6
Avg. position
8
Queries w/ mention
48
49
0Moneta 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
ChatGPT0.1%
Query reach
1.0
Avg. position
1
Queries w/ mention
Gemini0.7%
Query reach
6.4
Avg. position
12
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.0%
Query reach
—
Avg. position
0
Queries w/ mention
64
0
29Waymaker 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
ChatGPT0.5%
Query reach
3.0
Avg. position
8
Queries w/ mention
Gemini0.0%
Query reach
—
Avg. position
0
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.2%
Query reach
8.7
Avg. position
3
Queries w/ mention
48
45
43Consolidated 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
ChatGPT0.1%
Query reach
2.0
Avg. position
1
Queries w/ mention
Gemini0.1%
Query reach
2.5
Avg. position
2
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.4%
Query reach
4.7
Avg. position
7
Queries w/ mention
49
44
30Dakota 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
ChatGPT0.2%
Query reach
5.7
Avg. position
3
Queries w/ mention
Gemini0.2%
Query reach
4.0
Avg. position
3
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.2%
Query reach
6.7
Avg. position
3
Queries w/ mention
65
0
0Kelly 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
ChatGPT0.6%
Query reach
3.3
Avg. position
9
Queries w/ mention
Gemini0.0%
Query reach
—
Avg. position
0
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.0%
Query reach
—
Avg. position
0
Queries w/ mention
48
49
0Hyre 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
ChatGPT0.1%
Query reach
2.0
Avg. position
1
Queries w/ mention
Gemini0.4%
Query reach
3.7
Avg. position
7
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.0%
Query reach
—
Avg. position
0
Queries w/ mention
34
46
44Cornerstone 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
ChatGPT0.1%
Query reach
15.0
Avg. position
1
Queries w/ mention
Gemini0.7%
Query reach
8.8
Avg. position
11
Queries w/ mention
1.4%
Query reach
9.6
Avg. position
23
Queries w/ mention
Perplexity0.6%
Query reach
6.0
Avg. position
10
Queries w/ mention
51
0
37Bridges 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
ChatGPT0.1%
Query reach
2.5
Avg. position
2
Queries w/ mention
Gemini0.0%
Query reach
—
Avg. position
0
Queries w/ mention
0.4%
Query reach
4.1
Avg. position
7
Queries w/ mention
Perplexity0.1%
Query reach
2.0
Avg. position
1
Queries w/ mention
42
41
0D.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
ChatGPT0.1%
Query reach
11.5
Avg. position
2
Queries w/ mention
Gemini0.3%
Query reach
9.4
Avg. position
5
Queries w/ mention
0.2%
Query reach
9.3
Avg. position
3
Queries w/ mention
Perplexity0.0%
Query reach
—
Avg. position
0
Queries w/ mention
48
46
28Squire 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
ChatGPT0.1%
Query reach
2.0
Avg. position
1
Queries w/ mention
Gemini0.4%
Query reach
5.3
Avg. position
7
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.1%
Query reach
9.0
Avg. position
1
Queries w/ mention
46
35
0Harness 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
ChatGPT0.2%
Query reach
9.0
Avg. position
3
Queries w/ mention
Gemini0.1%
Query reach
12.0
Avg. position
2
Queries w/ mention
0.1%
Query reach
8.0
Avg. position
1
Queries w/ mention
Perplexity0.0%
Query reach
—
Avg. position
0
Queries w/ mention
48
44
44Colony 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
ChatGPT0.1%
Query reach
2.0
Avg. position
1
Queries w/ mention
Gemini0.2%
Query reach
4.5
Avg. position
4
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.6%
Query reach
4.9
Avg. position
9
Queries w/ mention
54
0
0Dowling & 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
ChatGPT0.3%
Query reach
5.4
Avg. position
5
Queries w/ mention
Gemini0.0%
Query reach
—
Avg. position
0
Queries w/ mention
0.2%
Query reach
8.8
Avg. position
4
Queries w/ mention
Perplexity0.0%
Query reach
—
Avg. position
0
Queries w/ mention
64
0
0Joss 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
ChatGPT0.4%
Query reach
2.0
Avg. position
7
Queries w/ mention
Gemini0.0%
Query reach
—
Avg. position
0
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.0%
Query reach
—
Avg. position
0
Queries w/ mention
47
49
42Archer 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
ChatGPT0.2%
Query reach
8.3
Avg. position
3
Queries w/ mention
Gemini0.2%
Query reach
1.8
Avg. position
4
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.7%
Query reach
8.0
Avg. position
11
Queries w/ mention
47
49
45Francis 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
ChatGPT0.1%
Query reach
5.0
Avg. position
2
Queries w/ mention
Gemini0.3%
Query reach
2.8
Avg. position
5
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.6%
Query reach
4.4
Avg. position
9
Queries w/ mention
39
40
31BOK 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
ChatGPT0.1%
Query reach
9.0
Avg. position
1
Queries w/ mention
Gemini0.2%
Query reach
7.0
Avg. position
3
Queries w/ mention
0.1%
Query reach
2.5
Avg. position
2
Queries w/ mention
Perplexity0.2%
Query reach
6.3
Avg. position
3
Queries w/ mention
48
47
0Mana 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
ChatGPT0.1%
Query reach
1.0
Avg. position
1
Queries w/ mention
Gemini0.2%
Query reach
2.0
Avg. position
3
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.0%
Query reach
—
Avg. position
0
Queries w/ mention
46
52
33Allworth 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
ChatGPT0.2%
Query reach
9.7
Avg. position
3
Queries w/ mention
Gemini0.9%
Query reach
4.9
Avg. position
14
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.1%
Query reach
4.0
Avg. position
2
Queries w/ mention
47
50
32Summit 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
ChatGPT0.1%
Query reach
3.0
Avg. position
1
Queries w/ mention
Gemini0.6%
Query reach
3.9
Avg. position
9
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.1%
Query reach
5.0
Avg. position
2
Queries w/ mention
52
0
45Sendero 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
ChatGPT0.1%
Query reach
1.5
Avg. position
2
Queries w/ mention
Gemini0.0%
Query reach
—
Avg. position
0
Queries w/ mention
0.3%
Query reach
9.6
Avg. position
5
Queries w/ mention
Perplexity0.6%
Query reach
4.3
Avg. position
9
Queries w/ mention
46
51
40Avidian 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
ChatGPT0.1%
Query reach
6.0
Avg. position
2
Queries w/ mention
Gemini0.5%
Query reach
3.0
Avg. position
8
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.3%
Query reach
6.6
Avg. position
5
Queries w/ mention
52
0
42Beacon 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
ChatGPT0.2%
Query reach
4.0
Avg. position
3
Queries w/ mention
Gemini0.0%
Query reach
—
Avg. position
0
Queries w/ mention
0.2%
Query reach
3.7
Avg. position
3
Queries w/ mention
Perplexity0.5%
Query reach
6.4
Avg. position
8
Queries w/ mention
62
0
45Jacksonville 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
ChatGPT0.6%
Query reach
4.6
Avg. position
9
Queries w/ mention
Gemini0.0%
Query reach
—
Avg. position
0
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.8%
Query reach
6.1
Avg. position
13
Queries w/ mention
48
45
34WestPac 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
ChatGPT0.2%
Query reach
7.3
Avg. position
3
Queries w/ mention
Gemini0.4%
Query reach
5.5
Avg. position
6
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.1%
Query reach
3.5
Avg. position
2
Queries w/ mention
51
33
42Private 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
ChatGPT0.1%
Query reach
2.5
Avg. position
2
Queries w/ mention
Gemini0.1%
Query reach
4.0
Avg. position
1
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.4%
Query reach
5.9
Avg. position
7
Queries w/ mention
48
46
0Planning 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
ChatGPT0.1%
Query reach
2.0
Avg. position
1
Queries w/ mention
Gemini0.3%
Query reach
4.2
Avg. position
5
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.0%
Query reach
—
Avg. position
0
Queries w/ mention
63
0
31Bentham 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
ChatGPT0.5%
Query reach
3.6
Avg. position
8
Queries w/ mention
Gemini0.0%
Query reach
—
Avg. position
0
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.1%
Query reach
5.0
Avg. position
1
Queries w/ mention
51
0
28Cornerstone 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
ChatGPT0.2%
Query reach
6.3
Avg. position
4
Queries w/ mention
Gemini0.0%
Query reach
—
Avg. position
0
Queries w/ mention
0.2%
Query reach
2.3
Avg. position
3
Queries w/ mention
Perplexity0.1%
Query reach
9.0
Avg. position
1
Queries w/ mention
62
0
37Rayburn 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
ChatGPT0.4%
Query reach
3.0
Avg. position
7
Queries w/ mention
Gemini0.0%
Query reach
—
Avg. position
0
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.1%
Query reach
1.0
Avg. position
1
Queries w/ mention
46
50
37Cardinal 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
ChatGPT0.1%
Query reach
6.0
Avg. position
2
Queries w/ mention
Gemini0.4%
Query reach
2.7
Avg. position
6
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.2%
Query reach
1.3
Avg. position
3
Queries w/ mention
62
0
32Millennial 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
ChatGPT0.5%
Query reach
3.8
Avg. position
8
Queries w/ mention
Gemini0.0%
Query reach
—
Avg. position
0
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.2%
Query reach
4.7
Avg. position
3
Queries w/ mention
63
0
0Archer 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
ChatGPT0.6%
Query reach
4.8
Avg. position
10
Queries w/ mention
Gemini0.0%
Query reach
—
Avg. position
0
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.0%
Query reach
—
Avg. position
0
Queries w/ mention
50
38
36Wealth 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
ChatGPT0.1%
Query reach
3.5
Avg. position
2
Queries w/ mention
Gemini0.1%
Query reach
7.5
Avg. position
2
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.3%
Query reach
11.8
Avg. position
5
Queries w/ mention
62
0
33NDS 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
ChatGPT0.4%
Query reach
1.5
Avg. position
6
Queries w/ mention
Gemini0.0%
Query reach
—
Avg. position
0
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.1%
Query reach
4.0
Avg. position
1
Queries w/ mention
63
0
0Prepared 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
ChatGPT0.4%
Query reach
2.6
Avg. position
7
Queries w/ mention
Gemini0.0%
Query reach
—
Avg. position
0
Queries w/ mention
0.0%
Query reach
—
Avg. position
0
Queries w/ mention
Perplexity0.0%
Query reach
—
Avg. position
0
Queries w/ mention
43
41
0Forvis 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
ChatGPT0.1%
Query reach
5.0
Avg. position
1
Queries w/ mention
Gemini0.2%
Query reach
6.0
Avg. position
3
Queries w/ mention
0.1%
Query reach
6.0
Avg. position
1
Queries w/ mention
Perplexity0.0%
Query reach
—
Avg. position
0
Queries w/ mention
43
39
0Southeastern 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
ChatGPT0.1%
Query reach
9.0
Avg. position
2
Queries w/ mention
Gemini0.1%
Query reach
6.0
Avg. position
2
Queries w/ mention
0.1%
Query reach
6.0
Avg. position
1
Queries w/ mention
Perplexity0.0%
Query reach
—
Avg. position
0
Queries w/ mention
How to read a grade
Disclaimer
This is independent research, not investment advice or an endorsement. Scores measure how often and how prominently AI assistants surface a firm as of 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.