Top firms ranked
15
#1 firm's city score
817
Towerpoint Wealth
Average city score
234.7
City scale — not the 0–100 national score
AI Visibility Report
See where your firm ranks
8
0
22
13National Leader
Ranks #1 locally and #26 nationally — consistently high visibility across markets.
National rank
#26
National score
57.3/100
Avg. position here
2.0
Excellent — typically in the top 3 when mentioned
AI platform breakdown · this metro
ChatGPT19%
Claude0%
Perplexity51%
Gemini30%
Balanced visibility across 3 AI platforms — 43 total mentions across 4 platforms.
50120Local Focus
Ranks #2 in this city with no national ranking — AI visibility concentrated in local markets.
National rank
Not in top 300
National score
—
Avg. position here
4.9
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT29%
Claude0%
Perplexity71%
Gemini0%
Primarily visible on Perplexity (71%), with secondary presence on other platforms — 17 total mentions across 4 platforms.
01106National Leader
Ranks #3 locally and #1 nationally — consistently high visibility across markets.
National rank
#1
National score
87.5/100
Avg. position here
6.6
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude6%
Perplexity59%
Gemini35%
Split between Perplexity (59%) and Gemini (35%) — 17 total mentions across 4 platforms.
11320National Leader
Ranks #4 locally and #3 nationally — consistently high visibility across markets.
National rank
#3
National score
76.2/100
Avg. position here
3.4
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT6%
Claude81%
Perplexity13%
Gemini0%
Claude drives 81% of this firm's AI visibility in this city — 16 total mentions across 4 platforms.
6090Local Focus
Ranks #5 in this city with no national ranking — AI visibility concentrated in local markets.
National rank
Not in top 300
National score
—
Avg. position here
4.7
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT40%
Claude0%
Perplexity60%
Gemini0%
Split between Perplexity (60%) and ChatGPT (40%) — 15 total mentions across 4 platforms.
5090Local Focus
Ranks #6 in this city with no national ranking — AI visibility concentrated in local markets.
National rank
Not in top 300
National score
—
Avg. position here
6.7
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT36%
Claude0%
Perplexity64%
Gemini0%
Primarily visible on Perplexity (64%), with secondary presence on other platforms — 14 total mentions across 4 platforms.
00130National Leader
Ranks #7 locally and #4 nationally — consistently high visibility across markets.
National rank
#4
National score
75.8/100
Avg. position here
4.1
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude0%
Perplexity100%
Gemini0%
Perplexity drives 100% of this firm's AI visibility in this city — 13 total mentions across 4 platforms.
00011Local Specialist
Ranks #8 here but #281 nationally — a genuinely local presence.
National rank
#281
National score
40.2/100
Avg. position here
3.3
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude0%
Perplexity0%
Gemini100%
Gemini drives 100% of this firm's AI visibility in this city — 11 total mentions across 4 platforms.
2900National Leader
Ranks #9 locally and #2 nationally — consistently high visibility across markets.
National rank
#2
National score
80.0/100
Avg. position here
3.7
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT18%
Claude82%
Perplexity0%
Gemini0%
Claude drives 82% of this firm's AI visibility in this city — 11 total mentions across 4 platforms.
10000Local Specialist
Ranks #10 here but #295 nationally — a genuinely local presence.
National rank
#295
National score
39.8/100
Avg. position here
4.8
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT100%
Claude0%
Perplexity0%
Gemini0%
ChatGPT drives 100% of this firm's AI visibility in this city — 10 total mentions across 4 platforms.
4050Local Focus
Ranks #11 in this city with no national ranking — AI visibility concentrated in local markets.
National rank
Not in top 300
National score
—
Avg. position here
3.8
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT44%
Claude0%
Perplexity56%
Gemini0%
Split between Perplexity (56%) and ChatGPT (44%) — 9 total mentions across 4 platforms.
1017Consistent Performer
Ranks #12 locally and #5 nationally — consistent visibility across markets.
National rank
#5
National score
73.9/100
Avg. position here
5.8
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT11%
Claude0%
Perplexity11%
Gemini78%
Primarily visible on Gemini (78%), with secondary presence on other platforms — 9 total mentions across 4 platforms.
1080Local Focus
Ranks #13 in this city with no national ranking — AI visibility concentrated in local markets.
National rank
Not in top 300
National score
—
Avg. position here
5.9
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT11%
Claude0%
Perplexity89%
Gemini0%
Perplexity drives 89% of this firm's AI visibility in this city — 9 total mentions across 4 platforms.
1080Local Focus
Ranks #14 in this city with no national ranking — AI visibility concentrated in local markets.
National rank
Not in top 300
National score
—
Avg. position here
6.7
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT11%
Claude0%
Perplexity89%
Gemini0%
Perplexity drives 89% of this firm's AI visibility in this city — 9 total mentions across 4 platforms.
0008Local Focus
Ranks #15 in this city with no national ranking — AI visibility concentrated in local markets.
National rank
Not in top 300
National score
—
Avg. position here
4.3
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude0%
Perplexity0%
Gemini100%
Gemini drives 100% of this firm's AI visibility in this city — 8 total mentions across 4 platforms.
Showing Sacramento's top 15 — every listed firm is a registered investment adviser, verified against the SEC/state Form ADV registry. Firms below the cutoff are still tracked: search any firm name above.
How to read a grade
Disclaimer
This is independent research, not investment advice or an endorsement. Scores measure how often and how prominently AI assistants surface a firm as of 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.