Top firms ranked
15
#1 firm's city score
820
Savant Wealth Management
Average city score
227.6
City scale — not the 0–100 national score
AI Visibility Report
See where your firm ranks
5
7
19
16National Leader
Ranks #1 locally and #4 nationally — consistently high visibility across markets.
National rank
#4
National score
85.0/100
Avg. position here
3.6
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT11%
Claude15%
Perplexity40%
Gemini34%
Mixed visibility across platforms — 47 total mentions across 4 platforms.
3111711National Leader
Ranks #2 locally and #38 nationally — consistently high visibility across markets.
National rank
#38
National score
59.7/100
Avg. position here
5.4
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT7%
Claude26%
Perplexity40%
Gemini26%
Balanced visibility across 3 AI platforms — 42 total mentions across 4 platforms.
00145Local Focus
Ranks #3 in this city with no national ranking — AI visibility concentrated in local markets.
National rank
Not in top 300
National score
—
Avg. position here
5.0
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude0%
Perplexity74%
Gemini26%
Primarily visible on Perplexity (74%), with secondary presence on other platforms — 19 total mentions across 4 platforms.
0637Local Focus
Ranks #4 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
ChatGPT0%
Claude38%
Perplexity19%
Gemini44%
Balanced visibility across 3 AI platforms — 16 total mentions across 4 platforms.
5802Local Specialist
Ranks #5 here but #247 nationally — a genuinely local presence.
National rank
#247
National score
49.0/100
Avg. position here
7.9
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT33%
Claude53%
Perplexity0%
Gemini13%
Split between Claude (53%) and ChatGPT (33%) — 15 total mentions across 4 platforms.
1480Local Specialist
Ranks #6 here but #113 nationally — a genuinely local presence.
National rank
#113
National score
53.2/100
Avg. position here
7.5
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT8%
Claude31%
Perplexity62%
Gemini0%
Primarily visible on Perplexity (62%), with secondary presence on other platforms — 13 total mentions across 4 platforms.
3134Local Specialist
Ranks #7 here but #164 nationally — a genuinely local presence.
National rank
#164
National score
50.9/100
Avg. position here
4.5
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT27%
Claude9%
Perplexity27%
Gemini36%
Balanced visibility across 3 AI platforms — 11 total mentions across 4 platforms.
1342Local Specialist
Ranks #8 here but #122 nationally — a genuinely local presence.
National rank
#122
National score
52.6/100
Avg. position here
6.4
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT10%
Claude30%
Perplexity40%
Gemini20%
Balanced visibility across 3 AI platforms — 10 total mentions across 4 platforms.
3105Local 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
3.8
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT33%
Claude11%
Perplexity0%
Gemini56%
Split between Gemini (56%) and ChatGPT (33%) — 9 total mentions across 4 platforms.
0503Local Focus
Ranks #10 in this city with no national ranking — AI visibility concentrated in local markets.
National rank
Not in top 300
National score
—
Avg. position here
6.6
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude63%
Perplexity0%
Gemini38%
Primarily visible on Claude (63%), with secondary presence on other platforms — 8 total mentions across 4 platforms.
3400Local 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
5.9
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT43%
Claude57%
Perplexity0%
Gemini0%
Split between Claude (57%) and ChatGPT (43%) — 7 total mentions across 4 platforms.
1004Local 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
3.6
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT20%
Claude0%
Perplexity0%
Gemini80%
Primarily visible on Gemini (80%), with secondary presence on other platforms — 5 total mentions across 4 platforms.
0131Consistent Performer
Ranks #13 locally and #1 nationally — consistent visibility across markets.
National rank
#1
National score
89.7/100
Avg. position here
4.6
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude20%
Perplexity60%
Gemini20%
Balanced visibility across 3 AI platforms — 5 total mentions across 4 platforms.
0050Consistent Performer
Ranks #14 locally and #8 nationally — consistent visibility across markets.
National rank
#8
National score
76.1/100
Avg. position here
6.2
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 — 5 total mentions across 4 platforms.
0050Local 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
8.0
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 — 5 total mentions across 4 platforms.
Showing Stamford'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.