Top firms ranked
15
#1 firm's city score
632
Platt Wealth Management
Average city score
259.7
City scale — not the 0–100 national score
AI Visibility Report
See where your firm ranks
3
8
18
7Local Specialist
Ranks #1 here but #133 nationally — a genuinely local presence.
National rank
#133
National score
52.3/100
Avg. position here
3.4
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT8%
Claude22%
Perplexity50%
Gemini19%
Balanced visibility across 3 AI platforms — 36 total mentions across 4 platforms.
27109Local Specialist
Ranks #2 here but #200 nationally — a genuinely local presence.
National rank
#200
National score
49.9/100
Avg. position here
4.5
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT7%
Claude25%
Perplexity36%
Gemini32%
Balanced visibility across 3 AI platforms — 28 total mentions across 4 platforms.
251110National Leader
Ranks #3 locally and #49 nationally — consistently high visibility across markets.
National rank
#49
National score
57.9/100
Avg. position here
5.2
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT7%
Claude18%
Perplexity39%
Gemini36%
Balanced visibility across 3 AI platforms — 28 total mentions across 4 platforms.
01151National Leader
Ranks #4 locally and #32 nationally — consistently high visibility across markets.
National rank
#32
National score
60.7/100
Avg. position here
4.3
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude6%
Perplexity88%
Gemini6%
Perplexity drives 88% of this firm's AI visibility in this city — 17 total mentions across 4 platforms.
1934National Leader
Ranks #5 locally and #1 nationally — consistently high visibility across markets.
National rank
#1
National score
89.7/100
Avg. position here
8.2
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT6%
Claude53%
Perplexity18%
Gemini24%
Balanced visibility across 3 AI platforms — 17 total mentions across 4 platforms.
6334Local Specialist
Ranks #6 here but #77 nationally — a genuinely local presence.
National rank
#77
National score
55.6/100
Avg. position here
4.9
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT38%
Claude19%
Perplexity19%
Gemini25%
Balanced visibility across 4 AI platforms — 16 total mentions across 4 platforms.
1816Local Specialist
Ranks #7 here but #293 nationally — a genuinely local presence.
National rank
#293
National score
48.0/100
Avg. position here
5.3
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT6%
Claude50%
Perplexity6%
Gemini38%
Split between Claude (50%) and Gemini (38%) — 16 total mentions across 4 platforms.
10113National Leader
Ranks #8 locally and #15 nationally — consistently high visibility across markets.
National rank
#15
National score
69.0/100
Avg. position here
6.3
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT7%
Claude0%
Perplexity73%
Gemini20%
Primarily visible on Perplexity (73%), with secondary presence on other platforms — 15 total mentions across 4 platforms.
0543Local Focus
Ranks #9 in this city with no national ranking — AI visibility concentrated in local markets.
National rank
Not in top 300
National score
—
Avg. position here
4.8
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude42%
Perplexity33%
Gemini25%
Balanced visibility across 3 AI platforms — 12 total mentions across 4 platforms.
1704National Leader
Ranks #10 locally and #35 nationally — consistently high visibility across markets.
National rank
#35
National score
60.1/100
Avg. position here
6.0
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT8%
Claude58%
Perplexity0%
Gemini33%
Split between Claude (58%) and Gemini (33%) — 12 total mentions across 4 platforms.
3233Local 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
5.4
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT27%
Claude18%
Perplexity27%
Gemini27%
Balanced visibility across 4 AI platforms — 11 total mentions across 4 platforms.
4033Local Focus
Ranks #12 in this city with no national ranking — AI visibility concentrated in local markets.
National rank
Not in top 300
National score
—
Avg. position here
4.5
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT40%
Claude0%
Perplexity30%
Gemini30%
Balanced visibility across 3 AI platforms — 10 total mentions across 4 platforms.
2007Local 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
2.0
Excellent — typically in the top 3 when mentioned
AI platform breakdown · this metro
ChatGPT22%
Claude0%
Perplexity0%
Gemini78%
Primarily visible on Gemini (78%), with secondary presence on other platforms — 9 total mentions across 4 platforms.
3051Consistent Performer
Ranks #14 locally and #13 nationally — consistent visibility across markets.
National rank
#13
National score
71.0/100
Avg. position here
6.0
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT33%
Claude0%
Perplexity56%
Gemini11%
Split between Perplexity (56%) and ChatGPT (33%) — 9 total mentions across 4 platforms.
2312Local 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
7.4
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT25%
Claude38%
Perplexity13%
Gemini25%
Balanced visibility across 3 AI platforms — 8 total mentions across 4 platforms.
Showing San Diego'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 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.