Which RIAs do AI assistants actually recommend?

Burney Wealth Management earns a B- (53.7/100) for AI visibility, led by ChatGPT and Gemini, typically around position 2 when named. It ranks #101 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.

Chicago Partners Wealth Advisors earns a B- (53.7/100) for AI visibility, led by ChatGPT and Gemini, typically around position 2 when named. It ranks #102 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.

Bonfire Financial earns a B- (53.7/100) for AI visibility, led by ChatGPT and Gemini, typically around position 3 when named. It ranks #103 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.

RTD Financial Advisors earns a B- (53.6/100) for AI visibility, led by ChatGPT and Gemini, typically around position 2 when named. It ranks #104 of 10,997 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 58/100), which carries 63% of the platform weighting.

CWC Advisors earns a B- (53.6/100) for AI visibility, led by ChatGPT and Gemini, typically around position 4 when named. It ranks #105 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.

Ferguson Wellman Capital Management earns a B- (53.5/100) for AI visibility, led by Claude and ChatGPT, typically around position 4 when named. It ranks #106 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 54/100), which carries 63% of the platform weighting.

THE MATHER GROUP earns a B- (53.4/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 5 when named. It ranks #107 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.

Venturi Private Wealth earns a B- (53.3/100) for AI visibility, led by Claude and ChatGPT, typically around position 9 when named. It ranks #108 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 54/100), which carries 63% of the platform weighting.

Global View Investment Advisors earns a B- (53.3/100) for AI visibility, led by ChatGPT and Claude, typically around position 4 when named. It ranks #109 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.

KB Financial Advisors earns a B- (53.3/100) for AI visibility, led by ChatGPT and Claude, typically around position 2 when named. It ranks #110 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.

Wealthway Financial Advisors earns a B- (53.3/100) for AI visibility, led by Gemini and ChatGPT, typically around position 2 when named. It ranks #111 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.

The Investment Counsel Company earns a B- (53.3/100) for AI visibility, led by ChatGPT and Gemini, typically around position 3 when named. It ranks #112 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 56/100), which carries 63% of the platform weighting.

STEWARD PARTNERS INVESTMENT ADVISORY, LLC earns a B- (53.2/100) for AI visibility, led by ChatGPT and Claude, typically around position 8 when named. It ranks #113 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.

Courier Capital earns a B- (53.2/100) for AI visibility, led by Claude and ChatGPT, typically around position 3 when named. It ranks #114 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 54/100), which carries 63% of the platform weighting.

Cove Financial Planning earns a B- (53.1/100) for AI visibility, led by ChatGPT and Gemini, typically around position 1 when named. It ranks #115 of 10,997 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 56/100), which carries 63% of the platform weighting.

Denver Private Wealth Management earns a B- (53.0/100) for AI visibility, led by ChatGPT and Gemini, typically around position 4 when named. It ranks #116 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 54/100), which carries 63% of the platform weighting.

Grand Wealth Management earns a B- (52.9/100) for AI visibility, led by Gemini and Claude, typically around position 2 when named. It ranks #117 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 52/100), which carries 63% of the platform weighting.

Albion Financial Group earns a B- (52.8/100) for AI visibility, led by Claude and Gemini, typically around position 3 when named. It ranks #118 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 51/100), which carries 63% of the platform weighting.

Francis Financial earns a B- (52.8/100) for AI visibility, led by ChatGPT and Gemini, typically around position 4 when named. It ranks #119 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 56/100), which carries 63% of the platform weighting.

Palermo Wealth Management, LLC earns a B- (52.8/100) for AI visibility, led by ChatGPT and Claude, typically around position 3 when named. It ranks #120 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.

Darrow Wealth Management earns a B- (52.7/100) for AI visibility, led by Claude and Gemini, typically around position 10 when named. It ranks #121 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 52/100), which carries 63% of the platform weighting.

Prime Capital Financial earns a B- (52.6/100) for AI visibility, led by Perplexity and Claude, typically around position 5 when named. It ranks #122 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 51/100), which carries 63% of the platform weighting.

Advance Capital Management earns a B- (52.6/100) for AI visibility, led by ChatGPT and Claude, typically around position 8 when named. It ranks #123 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 54/100), which carries 63% of the platform weighting.

Rather & Kittrell earns a B- (52.6/100) for AI visibility, led by ChatGPT and Gemini, typically around position 4 when named. It ranks #124 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 53/100), which carries 63% of the platform weighting.

Retirement Investment Advisors, Inc. earns a B- (52.6/100) for AI visibility, led by ChatGPT and Gemini, typically around position 5 when named. It ranks #125 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 54/100), which carries 63% of the platform weighting.

Peace of Mind Financial Planning, Inc. earns a B- (52.6/100) for AI visibility, led by ChatGPT and Gemini, typically around position 2 when named. It ranks #126 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.

WestPac Wealth Partners earns a B- (52.5/100) for AI visibility, led by ChatGPT and Gemini, typically around position 6 when named. It ranks #127 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.

PYA Waltman Capital earns a B- (52.5/100) for AI visibility, led by ChatGPT and Gemini, typically around position 5 when named. It ranks #128 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.

REDW Wealth earns a B- (52.4/100) for AI visibility, led by ChatGPT and Claude, typically around position 5 when named. It ranks #129 of 10,997 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 53/100), which carries 63% of the platform weighting.

Tolleson Wealth Management earns a B- (52.4/100) for AI visibility, led by ChatGPT and Claude, typically around position 7 when named. It ranks #130 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 53/100), which carries 63% of the platform weighting.

Fragasso Financial Advisors earns a B- (52.4/100) for AI visibility, led by ChatGPT and Claude, typically around position 4 when named. It ranks #131 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.

Afton Advisors earns a B- (52.4/100) for AI visibility, led by ChatGPT and Gemini, typically around position 3 when named. It ranks #132 of 10,997 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 56/100), which carries 63% of the platform weighting.

Platt Wealth Management earns a B- (52.3/100) for AI visibility, led by Claude and ChatGPT, typically around position 4 when named. It ranks #133 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 54/100), which carries 63% of the platform weighting.

American Wealth Management earns a B- (52.3/100) for AI visibility, led by ChatGPT and Claude, typically around position 4 when named. It ranks #134 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 56/100), which carries 63% of the platform weighting.

BCR Wealth Strategies earns a B- (52.3/100) for AI visibility, led by ChatGPT and Gemini, typically around position 6 when named. It ranks #135 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 56/100), which carries 63% of the platform weighting.

Bouchey Financial Group earns a B- (52.2/100) for AI visibility, led by Gemini and Perplexity, typically around position 4 when named. It ranks #136 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 48/100), which carries 63% of the platform weighting.

Johnson Investment Counsel earns a B- (52.2/100) for AI visibility, led by Gemini and ChatGPT, typically around position 2 when named. It ranks #137 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 53/100), which carries 63% of the platform weighting.

True North Advisors earns a B- (52.1/100) for AI visibility, led by Gemini and ChatGPT, typically around position 4 when named. It ranks #138 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 52/100), which carries 63% of the platform weighting.

Post Oak Private Wealth Advisors earns a B- (52.1/100) for AI visibility, led by ChatGPT and Claude, typically around position 3 when named. It ranks #139 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 56/100), which carries 63% of the platform weighting.

TFO Family Office Partners earns a B- (52.1/100) for AI visibility, led by ChatGPT and Gemini, typically around position 4 when named. It ranks #140 of 10,997 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 57/100), which carries 63% of the platform weighting.

Waymaker Financial Planning earns a B- (52.0/100) for AI visibility, led by ChatGPT and Gemini, typically around position 6 when named. It ranks #141 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 54/100), which carries 63% of the platform weighting.

TrueWealth Financial Partners earns a B- (52.0/100) for AI visibility, led by ChatGPT and Claude, typically around position 3 when named. It ranks #142 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.

Endeavor Financial Planning earns a B- (52.0/100) for AI visibility, led by ChatGPT and Gemini, typically around position 1 when named. It ranks #143 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.

Sandhill Investment Management earns a B- (51.9/100) for AI visibility, led by ChatGPT and Gemini, typically around position 2 when named. It ranks #144 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 56/100), which carries 63% of the platform weighting.

JNBA Financial Advisors earns a B- (51.8/100) for AI visibility, led by ChatGPT and Claude, typically around position 3 when named. It ranks #145 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.

William Blair earns a B- (51.7/100) for AI visibility, led by ChatGPT and Gemini, typically around position 5 when named. It ranks #146 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.

Windsor Advisory Group earns a B- (51.7/100) for AI visibility, led by ChatGPT and Gemini, typically around position 3 when named. It ranks #147 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.

Ironwood Financial earns a B- (51.6/100) for AI visibility, led by Gemini and Perplexity, typically around position 4 when named. It ranks #148 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 52/100), which carries 63% of the platform weighting.

Broadway Advisor Group earns a B- (51.6/100) for AI visibility, led by ChatGPT and Claude, typically around position 2 when named. It ranks #149 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.

Capitol Wealth Management Group earns a B- (51.6/100) for AI visibility, led by ChatGPT and Claude, typically around position 5 when named. It ranks #150 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.

ClientFirst Wealth Management earns a B- (51.6/100) for AI visibility, led by ChatGPT and Gemini, typically around position 3 when named. It ranks #151 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.

Boyd Wealth Management earns a B- (51.5/100) for AI visibility, led by ChatGPT and Claude, typically around position 6 when named. It ranks #152 of 10,997 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 54/100), which carries 63% of the platform weighting.

Austin Wealth Management earns a B- (51.5/100) for AI visibility, led by ChatGPT and Gemini, typically around position 5 when named. It ranks #153 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.

Cassaday & Company earns a B- (51.4/100) for AI visibility, led by ChatGPT and Claude, typically around position 7 when named. It ranks #154 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.

MERIT FINANCIAL ADVISORS earns a B- (51.3/100) for AI visibility, led by Claude and Perplexity, typically around position 8 when named. It ranks #155 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 47/100), which carries 63% of the platform weighting.

Rockefeller Global Family Office earns a B- (51.3/100) for AI visibility, led by ChatGPT and Gemini, typically around position 8 when named. It ranks #156 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.

CIBC PRIVATE WEALTH ADVISORS, INC. earns a B- (51.2/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 7 when named. It ranks #157 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.

Parsons Capital Management earns a B- (51.2/100) for AI visibility, led by Gemini and ChatGPT, typically around position 2 when named. It ranks #158 of 10,997 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 51/100), which carries 63% of the platform weighting.

SKY Investment Group earns a B- (51.1/100) for AI visibility, led by ChatGPT and Gemini, typically around position 5 when named. It ranks #159 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 53/100), which carries 63% of the platform weighting.

PAX Financial Group earns a B- (51.1/100) for AI visibility, led by ChatGPT and Gemini, typically around position 3 when named. It ranks #160 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 54/100), which carries 63% of the platform weighting.

Carriere Financial Planning earns a B- (51.1/100) for AI visibility, led by ChatGPT and Claude, typically around position 4 when named. It ranks #161 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 54/100), which carries 63% of the platform weighting.

Trajan Wealth earns a B- (51.0/100) for AI visibility, led by Claude and Gemini, typically around position 5 when named. It ranks #162 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 47/100), which carries 63% of the platform weighting.

Blue Ridge Wealth Planners earns a B- (50.9/100) for AI visibility, led by ChatGPT and Claude, typically around position 5 when named. It ranks #163 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.

Carnegie Investment Counsel earns a B- (50.9/100) for AI visibility, led by ChatGPT and Gemini, typically around position 2 when named. It ranks #164 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 56/100), which carries 63% of the platform weighting.

Northbrook Financial earns a B- (50.9/100) for AI visibility, led by ChatGPT and Gemini, typically around position 4 when named. It ranks #165 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.