Top firms ranked
15
#1 firm's city score
474
Aspiriant
Average city score
220.6
City scale — not the 0–100 national score
AI Visibility Report
See where your firm ranks
3
14
3
10National Leader
Ranks #1 locally and #10 nationally — consistently high visibility across markets.
National rank
#10
National score
67.6/100
Avg. position here
5.2
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT10%
Claude47%
Perplexity10%
Gemini33%
Mixed visibility across platforms — 30 total mentions across 4 platforms.
21637Local 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
ChatGPT7%
Claude57%
Perplexity11%
Gemini25%
Split between Claude (57%) and Gemini (25%) — 28 total mentions across 4 platforms.
01530National Leader
Ranks #3 locally and #38 nationally — consistently high visibility across markets.
National rank
#38
National score
53.7/100
Avg. position here
5.7
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude83%
Perplexity17%
Gemini0%
Claude drives 83% of this firm's AI visibility in this city — 18 total mentions across 4 platforms.
0808Local Specialist
Ranks #4 here but #57 nationally — a genuinely local presence.
National rank
#57
National score
51.2/100
Avg. position here
4.9
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude50%
Perplexity0%
Gemini50%
Split between Claude (50%) and Gemini (50%) — 16 total mentions across 4 platforms.
01300Local 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
4.2
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude100%
Perplexity0%
Gemini0%
Claude drives 100% of this firm's AI visibility in this city — 13 total mentions across 4 platforms.
00121National Leader
Ranks #6 locally and #1 nationally — consistently high visibility across markets.
National rank
#1
National score
87.5/100
Avg. position here
4.9
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude0%
Perplexity92%
Gemini8%
Perplexity drives 92% of this firm's AI visibility in this city — 13 total mentions across 4 platforms.
5070Local 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
5.6
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT42%
Claude0%
Perplexity58%
Gemini0%
Split between Perplexity (58%) and ChatGPT (42%) — 12 total mentions across 4 platforms.
0434Local Specialist
Ranks #8 here but #109 nationally — a genuinely local presence.
National rank
#109
National score
47.5/100
Avg. position here
4.5
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude36%
Perplexity27%
Gemini36%
Balanced visibility across 3 AI platforms — 11 total mentions across 4 platforms.
00100Local Specialist
Ranks #9 here but #231 nationally — a genuinely local presence.
National rank
#231
National score
41.4/100
Avg. position here
5.6
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude0%
Perplexity100%
Gemini0%
Perplexity drives 100% of this firm's AI visibility in this city — 10 total mentions across 4 platforms.
0046National Leader
Ranks #10 locally and #25 nationally — consistently high visibility across markets.
National rank
#25
National score
57.5/100
Avg. position here
6.2
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude0%
Perplexity40%
Gemini60%
Split between Gemini (60%) and Perplexity (40%) — 10 total mentions across 4 platforms.
0190Consistent Performer
Ranks #11 locally and #4 nationally — consistent visibility across markets.
National rank
#4
National score
75.8/100
Avg. position here
6.2
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude10%
Perplexity90%
Gemini0%
Perplexity drives 90% of this firm's AI visibility in this city — 10 total mentions across 4 platforms.
2080Local 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
6.2
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT20%
Claude0%
Perplexity80%
Gemini0%
Primarily visible on Perplexity (80%), with secondary presence on other platforms — 10 total mentions across 4 platforms.
1044Local Specialist
Ranks #13 here but #216 nationally — a genuinely local presence.
National rank
#216
National score
41.8/100
Avg. position here
1.9
Excellent — typically in the top 3 when mentioned
AI platform breakdown · this metro
ChatGPT11%
Claude0%
Perplexity44%
Gemini44%
Split between Perplexity (44%) and Gemini (44%) — 9 total mentions across 4 platforms.
0009Local 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
3.8
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 — 9 total mentions across 4 platforms.
1404Regional Player
Ranks #15 in this city and #126 nationally — moderate visibility beyond this market.
National rank
#126
National score
46.1/100
Avg. position here
6.4
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT11%
Claude44%
Perplexity0%
Gemini44%
Split between Claude (44%) and Gemini (44%) — 9 total mentions across 4 platforms.
Showing San Francisco'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.