Top firms ranked
15
#1 firm's city score
386
Aspiriant
Average city score
182.0
City scale — not the 0–100 national score
AI Visibility Report
See where your firm ranks
1
6
8
9National Leader
Ranks #1 locally and #34 nationally — consistently high visibility across markets.
National rank
#34
National score
60.2/100
Avg. position here
4.9
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT4%
Claude25%
Perplexity33%
Gemini38%
Balanced visibility across 3 AI platforms — 24 total mentions across 4 platforms.
02132National Leader
Ranks #2 locally and #2 nationally — consistently high visibility across markets.
National rank
#2
National score
87.2/100
Avg. position here
7.3
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude12%
Perplexity76%
Gemini12%
Primarily visible on Perplexity (76%), with secondary presence on other platforms — 17 total mentions across 4 platforms.
2734Local Specialist
Ranks #3 here but #267 nationally — a genuinely local presence.
National rank
#267
National score
48.6/100
Avg. position here
3.3
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT13%
Claude44%
Perplexity19%
Gemini25%
Balanced visibility across 3 AI platforms — 16 total mentions across 4 platforms.
3435National Leader
Ranks #4 locally and #1 nationally — consistently high visibility across markets.
National rank
#1
National score
89.7/100
Avg. position here
7.1
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT20%
Claude27%
Perplexity20%
Gemini33%
Balanced visibility across 4 AI platforms — 15 total mentions across 4 platforms.
3424Local Specialist
Ranks #5 here but #210 nationally — a genuinely local presence.
National rank
#210
National score
49.7/100
Avg. position here
4.6
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT23%
Claude31%
Perplexity15%
Gemini31%
Balanced visibility across 3 AI platforms — 13 total mentions across 4 platforms.
2164Local 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
7.0
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT15%
Claude8%
Perplexity46%
Gemini31%
Mixed visibility across platforms — 13 total mentions across 4 platforms.
1252National Leader
Ranks #7 locally and #48 nationally — consistently high visibility across markets.
National rank
#48
National score
57.9/100
Avg. position here
4.9
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT10%
Claude20%
Perplexity50%
Gemini20%
Balanced visibility across 3 AI platforms — 10 total mentions across 4 platforms.
0073Local 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
4.9
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude0%
Perplexity70%
Gemini30%
Primarily visible on Perplexity (70%), with secondary presence on other platforms — 10 total mentions across 4 platforms.
0703Local 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
5.3
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude70%
Perplexity0%
Gemini30%
Primarily visible on Claude (70%), with secondary presence on other platforms — 10 total mentions across 4 platforms.
2223Local Specialist
Ranks #10 here but #110 nationally — a genuinely local presence.
National rank
#110
National score
53.3/100
Avg. position here
6.9
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT22%
Claude22%
Perplexity22%
Gemini33%
Balanced visibility across 4 AI platforms — 9 total mentions across 4 platforms.
2213Local 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
4.0
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT25%
Claude25%
Perplexity13%
Gemini38%
Balanced visibility across 3 AI platforms — 8 total mentions across 4 platforms.
0107Local 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
5.8
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude13%
Perplexity0%
Gemini88%
Gemini drives 88% of this firm's AI visibility in this city — 8 total mentions across 4 platforms.
1303Local 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
3.6
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT14%
Claude43%
Perplexity0%
Gemini43%
Split between Claude (43%) and Gemini (43%) — 7 total mentions across 4 platforms.
1051Local 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
3.7
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT14%
Claude0%
Perplexity71%
Gemini14%
Primarily visible on Perplexity (71%), with secondary presence on other platforms — 7 total mentions across 4 platforms.
0151Local 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%
Claude14%
Perplexity71%
Gemini14%
Primarily visible on Perplexity (71%), with secondary presence on other platforms — 7 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 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.