Who do AI assistants recommend in San Antonio, TX?

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

    100 city queries1 of 64 covered metrosUpdated September 15, 2026 · Methodology

    Top firms ranked

    15

    #1 firm's city score

    524

    Savant Wealth Management

    Average city score

    251.5

    City scale — not the 0–100 national score

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    🌎

    National Leader

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

    National rank

    #4

    National score

    85.0/100

    Avg. position here

    4.1

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    10%

    Mentions3
    PerplexityPerplexity

    61%

    Mentions19
    GeminiGemini

    29%

    Mentions9

    Primarily visible on Perplexity (61%), with secondary presence on other platforms — 31 total mentions across 4 platforms.

    🏠

    Local Specialist

    Ranks #2 here but #160 nationally — a genuinely local presence.

    National rank

    #160

    National score

    51.1/100

    Avg. position here

    3.9

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    10%

    Mentions3
    ClaudeClaude

    10%

    Mentions3
    PerplexityPerplexity

    47%

    Mentions14
    GeminiGemini

    33%

    Mentions10

    Mixed visibility across platforms — 30 total mentions across 4 platforms.

    🌎

    National Leader

    Ranks #3 locally and #50 nationally — consistently high visibility across markets.

    National rank

    #50

    National score

    57.8/100

    Avg. position here

    3.8

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    36%

    Mentions9
    ClaudeClaude

    20%

    Mentions5
    PerplexityPerplexity

    16%

    Mentions4
    GeminiGemini

    28%

    Mentions7

    Balanced visibility across 4 AI platforms — 25 total mentions across 4 platforms.

    🏠

    Local Specialist

    Ranks #4 here but #248 nationally — a genuinely local presence.

    National rank

    #248

    National score

    48.9/100

    Avg. position here

    6.0

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    0%

    Mentions0
    PerplexityPerplexity

    68%

    Mentions13
    GeminiGemini

    32%

    Mentions6

    Primarily visible on Perplexity (68%), with secondary presence on other platforms — 19 total mentions across 4 platforms.

    🌎

    National Leader

    Ranks #5 locally and #1 nationally — consistently high visibility across markets.

    National rank

    #1

    National score

    89.7/100

    Avg. position here

    5.3

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    12%

    Mentions2
    ClaudeClaude

    29%

    Mentions5
    PerplexityPerplexity

    12%

    Mentions2
    GeminiGemini

    47%

    Mentions8

    Mixed visibility across platforms — 17 total mentions across 4 platforms.

    📍

    Local 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

    4.9

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    6%

    Mentions1
    ClaudeClaude

    6%

    Mentions1
    PerplexityPerplexity

    13%

    Mentions2
    GeminiGemini

    75%

    Mentions12

    Primarily visible on Gemini (75%), with secondary presence on other platforms — 16 total mentions across 4 platforms.

    📍

    Local Focus

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

    National rank

    Not in top 300

    National score

    —

    Avg. position here

    3.1

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    8%

    Mentions1
    ClaudeClaude

    8%

    Mentions1
    PerplexityPerplexity

    8%

    Mentions1
    GeminiGemini

    77%

    Mentions10

    Primarily visible on Gemini (77%), with secondary presence on other platforms — 13 total mentions across 4 platforms.

    📍

    Local Focus

    Ranks #8 in this city with no national ranking — AI visibility concentrated in local markets.

    National rank

    Not in top 300

    National score

    —

    Avg. position here

    3.3

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    38%

    Mentions5
    ClaudeClaude

    0%

    Mentions0
    PerplexityPerplexity

    15%

    Mentions2
    GeminiGemini

    46%

    Mentions6

    Split between Gemini (46%) and ChatGPT (38%) — 13 total mentions across 4 platforms.

    🏠

    Local Specialist

    Ranks #9 here but #258 nationally — a genuinely local presence.

    National rank

    #258

    National score

    48.8/100

    Avg. position here

    3.5

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    9%

    Mentions1
    PerplexityPerplexity

    18%

    Mentions2
    GeminiGemini

    73%

    Mentions8

    Primarily visible on Gemini (73%), with secondary presence on other platforms — 11 total mentions across 4 platforms.

    🏠

    Local Specialist

    Ranks #10 here but #162 nationally — a genuinely local presence.

    National rank

    #162

    National score

    51.0/100

    Avg. position here

    5.0

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    30%

    Mentions3
    PerplexityPerplexity

    30%

    Mentions3
    GeminiGemini

    40%

    Mentions4

    Balanced visibility across 3 AI platforms — 10 total mentions across 4 platforms.

    🏠

    Local Specialist

    Ranks #11 here but #120 nationally — a genuinely local presence.

    National rank

    #120

    National score

    52.8/100

    Avg. position here

    3.3

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    67%

    Mentions6
    ClaudeClaude

    11%

    Mentions1
    PerplexityPerplexity

    0%

    Mentions0
    GeminiGemini

    22%

    Mentions2

    Primarily visible on ChatGPT (67%), with secondary presence on other platforms — 9 total mentions across 4 platforms.

    📊

    Consistent Performer

    Ranks #12 locally and #7 nationally — consistent visibility across markets.

    National rank

    #7

    National score

    79.0/100

    Avg. position here

    4.8

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    44%

    Mentions4
    PerplexityPerplexity

    33%

    Mentions3
    GeminiGemini

    22%

    Mentions2

    Balanced visibility across 3 AI platforms — 9 total mentions across 4 platforms.

    🗺️

    Regional Player

    Ranks #13 in this city and #69 nationally — moderate visibility beyond this market.

    National rank

    #69

    National score

    56.3/100

    Avg. position here

    4.5

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    75%

    Mentions6
    PerplexityPerplexity

    25%

    Mentions2
    GeminiGemini

    0%

    Mentions0

    Primarily visible on Claude (75%), with secondary presence on other platforms — 8 total mentions across 4 platforms.

    📍

    Local Focus

    Ranks #14 in this city with no national ranking — AI visibility concentrated in local markets.

    National rank

    Not in top 300

    National score

    —

    Avg. position here

    5.8

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    13%

    Mentions1
    ClaudeClaude

    25%

    Mentions2
    PerplexityPerplexity

    25%

    Mentions2
    GeminiGemini

    38%

    Mentions3

    Balanced visibility across 3 AI platforms — 8 total mentions across 4 platforms.

    📊

    Consistent Performer

    Ranks #15 locally and #55 nationally — consistent visibility across markets.

    National rank

    #55

    National score

    57.3/100

    Avg. position here

    5.9

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    0%

    Mentions0
    PerplexityPerplexity

    75%

    Mentions6
    GeminiGemini

    25%

    Mentions2

    Primarily visible on Perplexity (75%), with secondary presence on other platforms — 8 total mentions across 4 platforms.

    Showing San Antonio's top 15 — every listed firm is a registered investment adviser, verified against the SEC/state Form ADV registry. Firms below the cutoff are still tracked: search any firm name above.

    How to read a grade

    AConsistently recommendedBFrequently visibleCEmerging visibilityDRarely surfacedFEffectively invisible

    Disclaimer

    This is independent research, not investment advice or an endorsement. Scores measure how often and how prominently AI assistants surface a firm as of September 15, 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.