Which RIAs do AI assistants actually recommend?

SAVANT WEALTH MANAGEMENT earns an A (85.0/100) for AI visibility, led by Gemini and Claude, typically around position 5 when named. It ranks #4 of 10,997 nationally, up 3 spots vs last cycle (like-for-like markets). The biggest lever is ChatGPT (sub-score 83/100), which carries 63% of the platform weighting.

Cresset earns an A (80.6/100) for AI visibility, led by ChatGPT and Claude, typically around position 8 when named. It ranks #5 of 10,997 nationally, up 1 spot vs last cycle (like-for-like markets). The biggest lever is ChatGPT (sub-score 86/100), which carries 63% of the platform weighting.

Focus Partners Wealth earns an A- (79.6/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 6 when named. It ranks #6 of 10,997 nationally, down 4 spots vs last cycle (like-for-like markets). Visibility is strong across all four platforms — the play is defending reach, not fixing gaps.

CAPTRUST earns an A- (79.0/100) for AI visibility, led by ChatGPT and Claude, typically around position 8 when named. It ranks #7 of 10,997 nationally, down 2 spots vs last cycle (like-for-like markets). The biggest lever is ChatGPT (sub-score 87/100), which carries 63% of the platform weighting.

Creative Planning earns an A- (76.1/100) for AI visibility, led by Gemini and Claude, typically around position 5 when named. It ranks #8 of 10,997 nationally, down 4 spots vs last cycle (like-for-like markets). The biggest lever is ChatGPT (sub-score 69/100), which carries 63% of the platform weighting.

Wealth Enhancement Group earns an A- (75.9/100) for AI visibility, led by Claude and Gemini, typically around position 6 when named. It ranks #9 of 10,997 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 72/100), which carries 63% of the platform weighting.

EP Wealth Advisors earns an A- (74.0/100) for AI visibility, led by Claude and Gemini, typically around position 8 when named. It ranks #10 of 10,997 nationally, up 14 spots vs last cycle (like-for-like markets). The biggest lever is ChatGPT (sub-score 73/100), which carries 63% of the platform weighting.

HB Wealth earns an A- (73.8/100) for AI visibility, led by Claude and ChatGPT, typically around position 6 when named. It ranks #11 of 10,997 nationally, down 2 spots vs last cycle (like-for-like markets). The biggest lever is ChatGPT (sub-score 75/100), which carries 63% of the platform weighting.

ROCKEFELLER CAPITAL MANAGEMENT earns a B+ (72.2/100) for AI visibility, led by ChatGPT and Claude, typically around position 7 when named. It ranks #12 of 10,997 nationally, down 4 spots vs last cycle (like-for-like markets). The biggest lever is Gemini (sub-score 45/100), which carries 21% of the platform weighting.

Lido Advisors earns a B+ (71.0/100) for AI visibility, led by Perplexity and ChatGPT, typically around position 6 when named. It ranks #13 of 10,997 nationally, up 36 spots vs last cycle (like-for-like markets). The biggest lever is ChatGPT (sub-score 77/100), which carries 63% of the platform weighting.

Moisand Fitzgerald Tamayo, LLC earns a B+ (70.4/100) for AI visibility, led by ChatGPT and Gemini, typically around position 3 when named. It ranks #14 of 10,997 nationally, up 6 spots vs last cycle (like-for-like markets). The biggest lever is ChatGPT (sub-score 79/100), which carries 63% of the platform weighting.

Beacon Pointe Advisors earns a B+ (69.0/100) for AI visibility, led by ChatGPT and Gemini, typically around position 6 when named. It ranks #15 of 10,997 nationally, down 2 spots vs last cycle (like-for-like markets). The biggest lever is ChatGPT (sub-score 71/100), which carries 63% of the platform weighting.

Allworth Financial earns a B+ (68.7/100) for AI visibility, led by ChatGPT and Claude, typically around position 4 when named. It ranks #16 of 10,997 nationally, up 265 spots vs last cycle (like-for-like markets). The biggest lever is ChatGPT (sub-score 73/100), which carries 63% of the platform weighting.

TCI Wealth Advisors earns a B+ (68.5/100) for AI visibility, led by Claude and ChatGPT, typically around position 6 when named. It ranks #17 of 10,997 nationally, up 15 spots vs last cycle (like-for-like markets). The biggest lever is ChatGPT (sub-score 70/100), which carries 63% of the platform weighting.

Waverly Advisors earns a B+ (68.0/100) for AI visibility, led by Claude and Gemini, typically around position 7 when named. It ranks #18 of 10,997 nationally, up 718 spots vs last cycle (like-for-like markets). The biggest lever is ChatGPT (sub-score 63/100), which carries 63% of the platform weighting.

MODERA WEALTH MANAGEMENT earns a B (64.4/100) for AI visibility, led by ChatGPT and Gemini, typically around position 4 when named. It ranks #19 of 10,997 nationally, unchanged vs last cycle (like-for-like markets). The biggest lever is ChatGPT (sub-score 67/100), which carries 63% of the platform weighting.

Oasis Wealth Planning Advisors earns a B (63.5/100) for AI visibility, led by ChatGPT and Gemini, typically around position 4 when named. It ranks #20 of 10,997 nationally, up 329 spots vs last cycle (like-for-like markets). The biggest lever is ChatGPT (sub-score 69/100), which carries 63% of the platform weighting.

Legacy Wealth Management earns a B (62.9/100) for AI visibility, led by ChatGPT and Claude, typically around position 5 when named. It ranks #21 of 10,997 nationally, up 1 spot vs last cycle (like-for-like markets). The biggest lever is ChatGPT (sub-score 69/100), which carries 63% of the platform weighting.

Bedel Financial Consulting earns a B (62.4/100) for AI visibility, led by ChatGPT and Gemini, typically around position 3 when named. It ranks #22 of 10,997 nationally, down 8 spots vs last cycle (like-for-like markets). The biggest lever is ChatGPT (sub-score 67/100), which carries 63% of the platform weighting.

Covenant Wealth Advisors earns a B (61.9/100) for AI visibility, led by ChatGPT and Claude, typically around position 4 when named. It ranks #23 of 10,997 nationally, up 31 spots vs last cycle (like-for-like markets). The biggest lever is ChatGPT (sub-score 69/100), which carries 63% of the platform weighting.

Godsey & Gibb Wealth Management earns a B (61.6/100) for AI visibility, led by ChatGPT and Claude, typically around position 5 when named. It ranks #24 of 10,997 nationally, up 453 spots vs last cycle (like-for-like markets). The biggest lever is ChatGPT (sub-score 65/100), which carries 63% of the platform weighting.

BROWN ADVISORY earns a B (61.6/100) for AI visibility, led by ChatGPT and Claude, typically around position 9 when named. It ranks #25 of 10,997 nationally, down 4 spots vs last cycle (like-for-like markets). The biggest lever is ChatGPT (sub-score 66/100), which carries 63% of the platform weighting.

Wescott Financial Advisory Group earns a B (61.3/100) for AI visibility, led by ChatGPT and Claude, typically around position 2 when named. It ranks #26 of 10,997 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 67/100), which carries 63% of the platform weighting.

AIO Financial earns a B (61.2/100) for AI visibility, led by ChatGPT and Gemini, typically around position 3 when named. It ranks #27 of 10,997 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 68/100), which carries 63% of the platform weighting.

Aspen Wealth Management earns a B (61.0/100) for AI visibility, led by ChatGPT and Gemini, typically around position 4 when named. It ranks #28 of 10,997 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 64/100), which carries 63% of the platform weighting.

Eudaimonia Wealth earns a B (60.9/100) for AI visibility, led by ChatGPT and Gemini, typically around position 3 when named. It ranks #29 of 10,997 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 68/100), which carries 63% of the platform weighting.

SK Wealth Management, LLC earns a B (60.8/100) for AI visibility, led by ChatGPT and Gemini, typically around position 3 when named. It ranks #30 of 10,997 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 65/100), which carries 63% of the platform weighting.

Advise Financial earns a B (60.8/100) for AI visibility, led by ChatGPT and Gemini, typically around position 3 when named. It ranks #31 of 10,997 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 68/100), which carries 63% of the platform weighting.

MISSION WEALTH earns a B (60.7/100) for AI visibility, led by Perplexity and Gemini, typically around position 5 when named. It ranks #32 of 10,997 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 59/100), which carries 63% of the platform weighting.

Schultz Financial Group earns a B (60.7/100) for AI visibility, led by ChatGPT and Gemini, typically around position 2 when named. It ranks #33 of 10,997 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 67/100), which carries 63% of the platform weighting.

Aspiriant earns a B (60.2/100) for AI visibility, led by ChatGPT and Gemini, typically around position 6 when named. It ranks #34 of 10,997 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 61/100), which carries 63% of the platform weighting.

Heritage Wealth Management earns a B (60.1/100) for AI visibility, led by ChatGPT and Claude, typically around position 4 when named. It ranks #35 of 10,997 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 65/100), which carries 63% of the platform weighting.

Bienvenue Wealth earns a B (60.1/100) for AI visibility, led by ChatGPT and Gemini, typically around position 3 when named. It ranks #36 of 10,997 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 65/100), which carries 63% of the platform weighting.

Carson Wealth earns a B (59.8/100) for AI visibility, led by Claude and Gemini, typically around position 7 when named. It ranks #37 of 10,997 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 57/100), which carries 63% of the platform weighting.

NewEdge Wealth earns a B (59.7/100) for AI visibility, led by ChatGPT and Claude, typically around position 4 when named. It ranks #38 of 10,997 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 62/100), which carries 63% of the platform weighting.

Financial Symmetry earns a B (59.7/100) for AI visibility, led by ChatGPT and Gemini, typically around position 2 when named. It ranks #39 of 10,997 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 64/100), which carries 63% of the platform weighting.

Plante Moran Financial Advisors earns a B (59.5/100) for AI visibility, led by ChatGPT and Claude, typically around position 4 when named. It ranks #40 of 10,997 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 64/100), which carries 63% of the platform weighting.

Florida Financial Advisors earns a B (59.4/100) for AI visibility, led by ChatGPT and Claude, typically around position 3 when named. It ranks #41 of 10,997 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 62/100), which carries 63% of the platform weighting.

Greenbush Financial Group earns a B (59.4/100) for AI visibility, led by ChatGPT and Gemini, typically around position 2 when named. It ranks #42 of 10,997 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 64/100), which carries 63% of the platform weighting.

Oasis Wealth Planning earns a B (59.1/100) for AI visibility, led by ChatGPT and Claude, typically around position 3 when named. It ranks #43 of 10,997 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 63/100), which carries 63% of the platform weighting.

Sanderson Wealth Management earns a B (58.9/100) for AI visibility, led by ChatGPT and Claude, typically around position 4 when named. It ranks #44 of 10,997 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 62/100), which carries 63% of the platform weighting.

GK Wealth Management earns a B (58.5/100) for AI visibility, led by ChatGPT and Claude, typically around position 2 when named. It ranks #45 of 10,997 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 60/100), which carries 63% of the platform weighting.

Provenance Wealth Advisors earns a B (58.2/100) for AI visibility, led by ChatGPT and Claude, typically around position 5 when named. It ranks #46 of 10,997 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 62/100), which carries 63% of the platform weighting.

Summit Financial Strategies earns a B- (58.0/100) for AI visibility, led by ChatGPT and Gemini, typically around position 6 when named. It ranks #47 of 10,997 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 62/100), which carries 63% of the platform weighting.

Towerpoint Wealth earns a B- (57.9/100) for AI visibility, led by Gemini and Claude, typically around position 3 when named. It ranks #48 of 10,997 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 58/100), which carries 63% of the platform weighting.

Pure Financial Advisors earns a B- (57.9/100) for AI visibility, led by ChatGPT and Gemini, typically around position 3 when named. It ranks #49 of 10,997 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 61/100), which carries 63% of the platform weighting.

Sendero Wealth Management earns a B- (57.8/100) for AI visibility, led by ChatGPT and Claude, typically around position 4 when named. It ranks #50 of 10,997 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 64/100), which carries 63% of the platform weighting.

Dynamic Financial Planning earns a B- (57.7/100) for AI visibility, led by ChatGPT and Gemini, typically around position 3 when named. It ranks #51 of 10,997 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 64/100), which carries 63% of the platform weighting.

Midwest Capital Advisors earns a B- (57.7/100) for AI visibility, led by ChatGPT and Claude, typically around position 3 when named. It ranks #52 of 10,997 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 64/100), which carries 63% of the platform weighting.

Edelman Financial Engines earns a B- (57.4/100) for AI visibility, led by ChatGPT and Claude, typically around position 9 when named. It ranks #53 of 10,997 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 62/100), which carries 63% of the platform weighting.

Plancorp earns a B- (57.4/100) for AI visibility, led by ChatGPT and Gemini, typically around position 5 when named. It ranks #54 of 10,997 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 61/100), which carries 63% of the platform weighting.

Brighton Jones earns a B- (57.3/100) for AI visibility, led by Gemini and Claude, typically around position 3 when named. It ranks #55 of 10,997 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 55/100), which carries 63% of the platform weighting.

Centerline Wealth Advisors earns a B- (57.3/100) for AI visibility, led by ChatGPT and Gemini, typically around position 5 when named. It ranks #56 of 10,997 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 62/100), which carries 63% of the platform weighting.

Albany Financial Group earns a B- (57.2/100) for AI visibility, led by ChatGPT and Gemini, typically around position 2 when named. It ranks #57 of 10,997 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 61/100), which carries 63% of the platform weighting.

Consolidated Planning Group earns a B- (57.2/100) for AI visibility, led by ChatGPT and Gemini, typically around position 3 when named. It ranks #58 of 10,997 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 64/100), which carries 63% of the platform weighting.

Coats Financial Planning, Inc. earns a B- (57.1/100) for AI visibility, led by ChatGPT and Gemini, typically around position 3 when named. It ranks #59 of 10,997 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 65/100), which carries 63% of the platform weighting.

Beacon Financial Strategies earns a B- (57.1/100) for AI visibility, led by ChatGPT and Gemini, typically around position 3 when named. It ranks #60 of 10,997 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 64/100), which carries 63% of the platform weighting.

Baltimore-Washington Financial Advisors earns a B- (57.0/100) for AI visibility, led by ChatGPT and Claude, typically around position 4 when named. It ranks #61 of 10,997 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 61/100), which carries 63% of the platform weighting.

Aspen Capital Management earns a B- (56.7/100) for AI visibility, led by ChatGPT and Gemini, typically around position 2 when named. It ranks #62 of 10,997 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 62/100), which carries 63% of the platform weighting.

Prosperity Planning, Inc. earns a B- (56.7/100) for AI visibility, led by ChatGPT and Claude, typically around position 3 when named. It ranks #63 of 10,997 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 62/100), which carries 63% of the platform weighting.

Glenmede earns a B- (56.6/100) for AI visibility, led by ChatGPT and Gemini, typically around position 5 when named. It ranks #64 of 10,997 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 60/100), which carries 63% of the platform weighting.

Allodium Investment Consultants earns a B- (56.6/100) for AI visibility, led by ChatGPT and Gemini, typically around position 3 when named. It ranks #65 of 10,997 independent firms nationally — a point estimate: ranks in this range vary meaningfully month to month. The biggest lever is ChatGPT (sub-score 63/100), which carries 63% of the platform weighting.