AI Visibility Rankings 201–300

Total firms ranked

300

Independent advisory firms, nationally

Graded A− or better

Consistently named across AI assistants

Average score / 100

53.8

Most firms are only intermittently surfaced

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About rank changes

Exact change — for firms in the top 25, we report the precise number of spots moved since the prior edition.

~40

Estimated change — below rank 25, movement is a point estimate (shown with a ~ and dimmed) because small score wobble can shift many places at once.

NEW

First appearance — the firm is being ranked for the first time this edition.

New markets

Coverage expansion — the firm entered the ranking because we expanded the metros we track, not because its visibility changed.

Platform sub-scores

#201

~47Arista Wealth ManagementC+49.9/10022 ChatGPT

Arista Wealth Management earns a C+ (49.9/100) for AI visibility, led by ChatGPT and Gemini, typically around position 4 when named. It ranks #201 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.

Platform breakdown

ChatGPT

51.7/100

0.2%

Query reach

4.0

Avg. position

Queries w/ mention

Gemini

48.3/100

0.6%

Query reach

5.5

Avg. position

Queries w/ mention

Claude

46.3/100

0.4%

Query reach

7.7

Avg. position

Queries w/ mention

Perplexity

35.5/100

0.2%

Query reach

3.0

Avg. position

Queries w/ mention

#202

NEWElser Financial PlanningC+49.9/10018 ChatGPT

Elser Financial Planning earns a C+ (49.9/100) for AI visibility, led by ChatGPT and Claude, typically around position 5 when named. It ranks #202 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.

Platform breakdown

ChatGPT

54.3/100

0.3%

Query reach

5.4

Avg. position

Queries w/ mention

Gemini

40.4/100

0.2%

Query reach

6.3

Avg. position

Queries w/ mention

Claude

45.6/100

0.2%

Query reach

5.3

Avg. position

Queries w/ mention

Perplexity

40.3/100

0.4%

Query reach

6.7

Avg. position

Queries w/ mention

#203

~524Independent Family Office, LLCC+49.9/10016 ChatGPT

Independent Family Office, LLC earns a C+ (49.9/100) for AI visibility, led by ChatGPT and Claude, typically around position 1 when named. It ranks #203 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.

Platform breakdown

ChatGPT

52.4/100

0.1%

Query reach

1.0

Avg. position

Queries w/ mention

Gemini

43.8/100

0.3%

Query reach

5.6

Avg. position

Queries w/ mention

Claude

49.5/100

0.4%

Query reach

4.7

Avg. position

Queries w/ mention

Perplexity

36.8/100

0.2%

Query reach

2.3

Avg. position

Queries w/ mention

#204

~438Occidental Asset ManagementC+49.9/10010 ChatGPT

Occidental Asset Management earns a C+ (49.9/100) for AI visibility, led by ChatGPT and Gemini, typically around position 3 when named. It ranks #204 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.

Platform breakdown

ChatGPT

53.6/100

0.2%

Query reach

3.0

Avg. position

Queries w/ mention

Gemini

44.2/100

0.2%

Query reach

3.7

Avg. position

Queries w/ mention

Claude

43.7/100

0.2%

Query reach

5.7

Avg. position

Queries w/ mention

Perplexity

33.1/100

0.1%

Query reach

4.0

Avg. position

Queries w/ mention

#205

~79Avidian Wealth SolutionsC+49.8/10030 ChatGPT

Avidian Wealth Solutions earns a C+ (49.8/100) for AI visibility, led by Gemini and Claude, typically around position 4 when named. It ranks #205 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 49/100), which carries 63% of the platform weighting.

Platform breakdown

ChatGPT

48.6/100

0.1%

Query reach

4.0

Avg. position

Queries w/ mention

Gemini

52.7/100

0.8%

Query reach

4.0

Avg. position

Queries w/ mention

Claude

51.8/100

0.6%

Query reach

5.4

Avg. position

Queries w/ mention

Perplexity

39.1/100

0.4%

Query reach

8.0

Avg. position

Queries w/ mention

#206

~155BR Wealth ManagementC+49.8/10026 ChatGPT

BR Wealth Management earns a C+ (49.8/100) for AI visibility, led by ChatGPT and Claude, typically around position 6 when named. It ranks #206 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.

Platform breakdown

ChatGPT

51.0/100

0.2%

Query reach

6.5

Avg. position

Queries w/ mention

Gemini

47.1/100

0.4%

Query reach

4.0

Avg. position

Queries w/ mention

Claude

49.1/100

0.4%

Query reach

4.8

Avg. position

Queries w/ mention

Perplexity

46.3/100

0.6%

Query reach

4.1

Avg. position

Queries w/ mention

#207

NEWKimery Wealth ManagementC+49.8/10020 ChatGPT

Kimery Wealth Management earns a C+ (49.8/100) for AI visibility, led by ChatGPT and Claude, typically around position 4 when named. It ranks #207 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.

Platform breakdown

ChatGPT

54.3/100

0.2%

Query reach

4.0

Avg. position

Queries w/ mention

Gemini

40.4/100

0.2%

Query reach

6.3

Avg. position

Queries w/ mention

Claude

44.7/100

0.2%

Query reach

6.3

Avg. position

Queries w/ mention

Perplexity

44.0/100

0.6%

Query reach

5.0

Avg. position

Queries w/ mention

#208

NEWPerspective Wealth PartnersC+49.8/10018 ChatGPT

Perspective Wealth Partners earns a C+ (49.8/100) for AI visibility, led by ChatGPT and Gemini, typically around position 6 when named. It ranks #208 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.

Platform breakdown

ChatGPT

53.7/100

0.3%

Query reach

6.0

Avg. position

Queries w/ mention

Gemini

47.0/100

0.3%

Query reach

3.6

Avg. position

Queries w/ mention

Claude

38.6/100

0.2%

Query reach

13.8

Avg. position

Queries w/ mention

Perplexity

35.9/100

0.2%

Query reach

10.5

Avg. position

Queries w/ mention

#209

~99Palisades Hudson Financial GroupC+49.8/10010 ChatGPT

Palisades Hudson Financial Group earns a C+ (49.8/100) for AI visibility, led by ChatGPT and Gemini, typically around position 3 when named. It ranks #209 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.

Platform breakdown

ChatGPT

53.6/100

0.2%

Query reach

3.0

Avg. position

Queries w/ mention

Gemini

44.8/100

0.2%

Query reach

3.3

Avg. position

Queries w/ mention

Claude

43.1/100

0.1%

Query reach

4.5

Avg. position

Queries w/ mention

Perplexity

29.2/100

0.1%

Query reach

7.5

Avg. position

Queries w/ mention

#210

~334PERIGON WEALTH MANAGEMENTC+49.7/10053 ChatGPT

PERIGON WEALTH MANAGEMENT earns a C+ (49.7/100) for AI visibility, led by Claude and ChatGPT, typically around position 10 when named. It ranks #210 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 50/100), which carries 63% of the platform weighting.

Platform breakdown

ChatGPT

50.4/100

0.3%

Query reach

10.0

Avg. position

Queries w/ mention

Gemini

43.2/100

0.3%

Query reach

6.2

Avg. position

Queries w/ mention

Claude

55.9/100

1.2%

Query reach

10.4

Avg. position

Queries w/ mention

Perplexity

49.0/100

1.5%

Query reach

6.6

Avg. position

Queries w/ mention

#211

~177The Welch GroupC+49.7/10016 ChatGPT

The Welch Group earns a C+ (49.7/100) for AI visibility, led by ChatGPT and Gemini, typically around position 4 when named. It ranks #211 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.

Platform breakdown

ChatGPT

52.3/100

0.2%

Query reach

3.7

Avg. position

Queries w/ mention

Gemini

51.2/100

0.6%

Query reach

3.7

Avg. position

Queries w/ mention

Claude

38.6/100

0.1%

Query reach

9.0

Avg. position

Queries w/ mention

Perplexity

28.4/100

0.1%

Query reach

8.0

Avg. position

Queries w/ mention

#212

~178Soesbe FinancialC+49.7/10013 ChatGPT

Soesbe Financial earns a C+ (49.7/100) for AI visibility, led by ChatGPT and Gemini, typically around position 2 when named. It ranks #212 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.

Platform breakdown

ChatGPT

54.8/100

0.2%

Query reach

2.3

Avg. position

Queries w/ mention

Gemini

45.9/100

0.4%

Query reach

4.7

Avg. position

Queries w/ mention

Claude

35.0/100

0.1%

Query reach

3.0

Avg. position

Queries w/ mention

Perplexity

30.9/100

0.2%

Query reach

6.0

Avg. position

Queries w/ mention

#213

~173Budros, Ruhlin & RoeC+49.7/1009 ChatGPT

Budros, Ruhlin & Roe earns a C+ (49.7/100) for AI visibility, led by ChatGPT and Claude, typically around position 5 when named. It ranks #213 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.

Platform breakdown

ChatGPT

52.4/100

0.2%

Query reach

5.0

Avg. position

Queries w/ mention

Gemini

44.1/100

0.1%

Query reach

3.0

Avg. position

Queries w/ mention

Claude

47.8/100

0.1%

Query reach

2.0

Avg. position

Queries w/ mention

Perplexity

36.9/100

0.1%

Query reach

2.0

Avg. position

Queries w/ mention

#214

~23Winthrop PartnersC+49.6/10036 ChatGPT

Winthrop Partners earns a C+ (49.6/100) for AI visibility, led by Claude and ChatGPT, typically around position 8 when named. It ranks #214 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 50/100), which carries 63% of the platform weighting.

Platform breakdown

ChatGPT

49.8/100

0.2%

Query reach

5.0

Avg. position

Queries w/ mention

Gemini

48.0/100

0.5%

Query reach

4.5

Avg. position

Queries w/ mention

Claude

51.8/100

0.7%

Query reach

7.5

Avg. position

Queries w/ mention

Perplexity

45.9/100

0.9%

Query reach

5.6

Avg. position

Queries w/ mention

#215

~9Capital Investment AdvisorsC+49.6/10013 ChatGPT

Capital Investment Advisors earns a C+ (49.6/100) for AI visibility, led by Gemini and ChatGPT, typically around position 2 when named. It ranks #215 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.

Platform breakdown

ChatGPT

51.1/100

0.2%

Query reach

4.3

Avg. position

Queries w/ mention

Gemini

51.5/100

0.4%

Query reach

2.1

Avg. position

Queries w/ mention

Claude

43.1/100

0.1%

Query reach

4.5

Avg. position

Queries w/ mention

Perplexity

28.4/100

0.1%

Query reach

8.0

Avg. position

Queries w/ mention

#216

~574Scottsdale Wealth AdvisoryC+49.6/10012 ChatGPT

Scottsdale Wealth Advisory earns a C+ (49.6/100) for AI visibility, led by ChatGPT and Claude, typically around position 6 when named. It ranks #216 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.

Platform breakdown

ChatGPT

53.7/100

0.3%

Query reach

6.0

Avg. position

Queries w/ mention

Gemini

41.1/100

0.2%

Query reach

5.7

Avg. position

Queries w/ mention

Claude

45.6/100

0.2%

Query reach

4.3

Avg. position

Queries w/ mention

Perplexity

33.1/100

0.1%

Query reach

4.0

Avg. position

Queries w/ mention

#217

~57Wilmington TrustC+49.5/10047 ChatGPT

Wilmington Trust earns a C+ (49.5/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 10 when named. It ranks #217 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.

Platform breakdown

ChatGPT

52.8/100

0.4%

Query reach

9.5

Avg. position

Queries w/ mention

Gemini

42.5/100

0.2%

Query reach

5.5

Avg. position

Queries w/ mention

Claude

45.0/100

0.2%

Query reach

4.7

Avg. position

Queries w/ mention

Perplexity

51.4/100

2.1%

Query reach

7.7

Avg. position

Queries w/ mention

#218

~226NPF Investment AdvisorsC+49.5/10031 ChatGPT

NPF Investment Advisors earns a C+ (49.5/100) for AI visibility, led by Claude and ChatGPT, typically around position 6 when named. It ranks #218 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 49/100), which carries 63% of the platform weighting.

Platform breakdown

ChatGPT

48.9/100

0.2%

Query reach

6.0

Avg. position

Queries w/ mention

Gemini

47.7/100

0.5%

Query reach

4.6

Avg. position

Queries w/ mention

Claude

55.5/100

0.8%

Query reach

5.5

Avg. position

Queries w/ mention

Perplexity

42.8/100

0.4%

Query reach

4.9

Avg. position

Queries w/ mention

#219

NEWPatriot Investment Management GroupC+49.4/10024 ChatGPT

Patriot Investment Management Group earns a C+ (49.4/100) for AI visibility, led by Gemini and ChatGPT, typically around position 3 when named. It ranks #219 of 10,997 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 50/100), which carries 63% of the platform weighting.

Platform breakdown

ChatGPT

49.6/100

0.1%

Query reach

3.5

Avg. position

Queries w/ mention

Gemini

53.4/100

0.7%

Query reach

3.3

Avg. position

Queries w/ mention

Claude

44.0/100

0.2%

Query reach

7.0

Avg. position

Queries w/ mention

Perplexity

39.7/100

0.4%

Query reach

7.3

Avg. position

Queries w/ mention

#220

~118PATHSTONEC+49.4/10022 ChatGPT

PATHSTONE earns a C+ (49.4/100) for AI visibility, led by ChatGPT and Gemini, typically around position 12 when named. It ranks #220 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.

Platform breakdown

ChatGPT

51.2/100

0.4%

Query reach

11.8

Avg. position

Queries w/ mention

Gemini

48.3/100

0.4%

Query reach

3.9

Avg. position

Queries w/ mention

Claude

44.0/100

0.1%

Query reach

4.0

Avg. position

Queries w/ mention

Perplexity

44.2/100

0.4%

Query reach

4.1

Avg. position

Queries w/ mention

#221

~689Good Life Private WealthC+49.4/10020 ChatGPT

Good Life Private Wealth earns a C+ (49.4/100) for AI visibility, led by ChatGPT and Gemini, typically around position 4 when named. It ranks #221 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.

Platform breakdown

ChatGPT

51.1/100

0.2%

Query reach

4.3

Avg. position

Queries w/ mention

Gemini

48.7/100

0.4%

Query reach

3.2

Avg. position

Queries w/ mention

Claude

43.4/100

0.2%

Query reach

7.6

Avg. position

Queries w/ mention

Perplexity

47.1/100

0.4%

Query reach

2.6

Avg. position

Queries w/ mention

#222

NEWPrivate Wealth Management, Inc.C+49.4/10014 ChatGPT

Private Wealth Management, Inc. earns a C+ (49.4/100) for AI visibility, led by ChatGPT and Claude, typically around position 3 when named. It ranks #222 of 10,997 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 59/100), which carries 63% of the platform weighting.

Platform breakdown

ChatGPT

58.8/100

0.3%

Query reach

2.8

Avg. position

Queries w/ mention

Gemini

24.7/100

0.1%

Query reach

13.0

Avg. position

Queries w/ mention

Claude

45.6/100

0.2%

Query reach

5.3

Avg. position

Queries w/ mention

Perplexity

37.9/100

0.2%

Query reach

7.8

Avg. position

Queries w/ mention

#223

~31Wilde Wealth Management GroupC+49.4/10014 ChatGPT

Wilde Wealth Management Group earns a C+ (49.4/100) for AI visibility, led by ChatGPT and Gemini, typically around position 5 when named. It ranks #223 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.

Platform breakdown

ChatGPT

58.1/100

0.4%

Query reach

5.4

Avg. position

Queries w/ mention

Gemini

40.4/100

0.2%

Query reach

6.3

Avg. position

Queries w/ mention

Claude

26.3/100

0.1%

Query reach

11.0

Avg. position

Queries w/ mention

Perplexity

31.2/100

0.2%

Query reach

5.7

Avg. position

Queries w/ mention

#224

~288Legend Financial Advisors, Inc.C+49.4/10013 ChatGPT

Legend Financial Advisors, Inc. earns a C+ (49.4/100) for AI visibility, led by ChatGPT and Gemini, typically around position 5 when named. It ranks #224 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.

Platform breakdown

ChatGPT

52.2/100

0.2%

Query reach

5.3

Avg. position

Queries w/ mention

Gemini

51.8/100

0.4%

Query reach

2.0

Avg. position

Queries w/ mention

Claude

39.8/100

0.1%

Query reach

7.5

Avg. position

Queries w/ mention

Perplexity

0.0/100

0.0%

Query reach

—

Avg. position

Queries w/ mention

#225

~271Open Window Financial Solutions, Ltd.C+49.4/10013 ChatGPT

Open Window Financial Solutions, Ltd. earns a C+ (49.4/100) for AI visibility, led by ChatGPT and Gemini, typically around position 4 when named. It ranks #225 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.

Platform breakdown

ChatGPT

53.8/100

0.2%

Query reach

4.3

Avg. position

Queries w/ mention

Gemini

45.4/100

0.2%

Query reach

3.0

Avg. position

Queries w/ mention

Claude

38.1/100

0.2%

Query reach

12.7

Avg. position

Queries w/ mention

Perplexity

29.3/100

0.2%

Query reach

7.7

Avg. position

Queries w/ mention

#226

~377Hamilton Financial PlanningC+49.3/10014 ChatGPT

Hamilton Financial Planning earns a C+ (49.3/100) for AI visibility, led by ChatGPT and Gemini, typically around position 1 when named. It ranks #226 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.

Platform breakdown

ChatGPT

52.4/100

0.1%

Query reach

1.0

Avg. position

Queries w/ mention

Gemini

47.3/100

0.5%

Query reach

4.9

Avg. position

Queries w/ mention

Claude

39.8/100

0.1%

Query reach

7.5

Avg. position

Queries w/ mention

Perplexity

37.1/100

0.1%

Query reach

1.0

Avg. position

Queries w/ mention

#227

~115Fiduciary Financial GroupC+49.3/10012 ChatGPT

Fiduciary Financial Group earns a C+ (49.3/100) for AI visibility, led by ChatGPT and Gemini, typically around position 3 when named. It ranks #227 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.

Platform breakdown

ChatGPT

55.7/100

0.2%

Query reach

3.3

Avg. position

Queries w/ mention

Gemini

48.3/100

0.4%

Query reach

3.9

Avg. position

Queries w/ mention

Claude

28.4/100

0.1%

Query reach

8.0

Avg. position

Queries w/ mention

Perplexity

0.0/100

0.0%

Query reach

—

Avg. position

Queries w/ mention

#228

~4178Washington Trust Wealth ManagementC+49.3/1009 ChatGPT

Washington Trust Wealth Management earns a C+ (49.3/100) for AI visibility, led by ChatGPT and Claude, typically around position 3 when named. It ranks #228 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.

Platform breakdown

ChatGPT

56.2/100

0.2%

Query reach

3.0

Avg. position

Queries w/ mention

Gemini

37.9/100

0.2%

Query reach

9.3

Avg. position

Queries w/ mention

Claude

41.2/100

0.1%

Query reach

6.0

Avg. position

Queries w/ mention

Perplexity

0.0/100

0.0%

Query reach

—

Avg. position

Queries w/ mention

#229

~1997Serenity Wealth ManagementC+49.2/10029 ChatGPT

Serenity Wealth Management earns a C+ (49.2/100) for AI visibility, led by Gemini and ChatGPT, typically around position 3 when named. It ranks #229 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 49/100), which carries 63% of the platform weighting.

Platform breakdown

ChatGPT

48.9/100

0.2%

Query reach

6.0

Avg. position

Queries w/ mention

Gemini

53.9/100

0.8%

Query reach

3.4

Avg. position

Queries w/ mention

Claude

44.8/100

0.4%

Query reach

9.7

Avg. position

Queries w/ mention

Perplexity

41.1/100

0.4%

Query reach

6.6

Avg. position

Queries w/ mention

#230

NEWBradley, Foster & Sargent, Inc.C+49.2/10026 ChatGPT

Bradley, Foster & Sargent, Inc. earns a C+ (49.2/100) for AI visibility, led by Claude and Gemini, typically around position 4 when named. It ranks #230 of 10,997 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 46/100), which carries 63% of the platform weighting.

Platform breakdown

ChatGPT

46.5/100

0.1%

Query reach

3.0

Avg. position

Queries w/ mention

Gemini

51.8/100

0.4%

Query reach

1.7

Avg. position

Queries w/ mention

Claude

58.2/100

0.8%

Query reach

3.9

Avg. position

Queries w/ mention

Perplexity

41.0/100

0.3%

Query reach

5.2

Avg. position

Queries w/ mention

#231

NEWBuffalo First Wealth Management, LLCC+49.2/10021 ChatGPT

Buffalo First Wealth Management, LLC earns a C+ (49.2/100) for AI visibility, led by ChatGPT and Gemini, typically around position 7 when named. It ranks #231 of 10,997 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 50/100), which carries 63% of the platform weighting.

Platform breakdown

ChatGPT

50.5/100

0.2%

Query reach

7.0

Avg. position

Queries w/ mention

Gemini

49.0/100

0.6%

Query reach

4.9

Avg. position

Queries w/ mention

Claude

45.8/100

0.4%

Query reach

8.3

Avg. position

Queries w/ mention

Perplexity

31.2/100

0.1%

Query reach

5.0

Avg. position

Queries w/ mention

#232

~642Corient Private WealthC+49.2/10020 ChatGPT

Corient Private Wealth earns a C+ (49.2/100) for AI visibility, led by ChatGPT and Claude, typically around position 6 when named. It ranks #232 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.

Platform breakdown

ChatGPT

51.7/100

0.2%

Query reach

5.8

Avg. position

Queries w/ mention

Gemini

44.0/100

0.3%

Query reach

5.4

Avg. position

Queries w/ mention

Claude

47.5/100

0.5%

Query reach

9.1

Avg. position

Queries w/ mention

Perplexity

34.9/100

0.2%

Query reach

3.3

Avg. position

Queries w/ mention

#233

~303Harbor Investment AdvisoryC+49.2/10017 ChatGPT

Harbor Investment Advisory earns a C+ (49.2/100) for AI visibility, led by ChatGPT and Claude, typically around position 6 when named. It ranks #233 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.

Platform breakdown

ChatGPT

51.7/100

0.2%

Query reach

5.8

Avg. position

Queries w/ mention

Gemini

44.9/100

0.4%

Query reach

5.3

Avg. position

Queries w/ mention

Claude

45.6/100

0.2%

Query reach

4.3

Avg. position

Queries w/ mention

Perplexity

38.6/100

0.2%

Query reach

7.0

Avg. position

Queries w/ mention

#234

~192Polley Wealth ManagementC+49.2/10013 ChatGPT

Polley Wealth Management earns a C+ (49.2/100) for AI visibility, led by ChatGPT and Gemini, typically around position 5 when named. It ranks #234 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.

Platform breakdown

ChatGPT

52.2/100

0.2%

Query reach

5.3

Avg. position

Queries w/ mention

Gemini

48.6/100

0.2%

Query reach

1.8

Avg. position

Queries w/ mention

Claude

39.0/100

0.1%

Query reach

8.5

Avg. position

Queries w/ mention

Perplexity

31.5/100

0.2%

Query reach

5.3

Avg. position

Queries w/ mention

#235

~256SGH Wealth ManagementC+49.2/10010 ChatGPT

SGH Wealth Management earns a C+ (49.2/100) for AI visibility, led by ChatGPT and Gemini, typically around position 3 when named. It ranks #235 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.

Platform breakdown

ChatGPT

56.6/100

0.2%

Query reach

2.8

Avg. position

Queries w/ mention

Gemini

47.7/100

0.3%

Query reach

3.2

Avg. position

Queries w/ mention

Claude

24.7/100

0.1%

Query reach

13.0

Avg. position

Queries w/ mention

Perplexity

0.0/100

0.0%

Query reach

—

Avg. position

Queries w/ mention

#236

~543Gordian AdvisorsC+49.2/1008 ChatGPT

Gordian Advisors earns a C+ (49.2/100) for AI visibility, led by ChatGPT and Gemini, typically around position 2 when named. It ranks #236 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.

Platform breakdown

ChatGPT

52.4/100

0.1%

Query reach

2.0

Avg. position

Queries w/ mention

Gemini

47.3/100

0.2%

Query reach

2.0

Avg. position

Queries w/ mention

Claude

39.8/100

0.1%

Query reach

7.5

Avg. position

Queries w/ mention

Perplexity

35.0/100

0.1%

Query reach

3.0

Avg. position

Queries w/ mention

#237

~7098Ulin & Co. Wealth ManagementC+49.1/10041 ChatGPT

Ulin & Co. Wealth Management earns a C+ (49.1/100) for AI visibility, led by Claude and Gemini, typically around position 8 when named. It ranks #237 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.

Platform breakdown

ChatGPT

47.7/100

0.1%

Query reach

4.5

Avg. position

Queries w/ mention

Gemini

51.6/100

0.7%

Query reach

4.3

Avg. position

Queries w/ mention

Claude

51.6/100

0.7%

Query reach

7.8

Avg. position

Queries w/ mention

Perplexity

49.4/100

1.0%

Query reach

3.9

Avg. position

Queries w/ mention

#238

NEWSuttle Crossland Wealth AdvisorsC+49.1/10020 ChatGPT

Suttle Crossland Wealth Advisors earns a C+ (49.1/100) for AI visibility, led by ChatGPT and Gemini, typically around position 4 when named. It ranks #238 of 10,997 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 52/100), which carries 63% of the platform weighting.

Platform breakdown

ChatGPT

52.3/100

0.2%

Query reach

3.7

Avg. position

Queries w/ mention

Gemini

49.2/100

0.7%

Query reach

6.0

Avg. position

Queries w/ mention

Claude

41.1/100

0.3%

Query reach

12.7

Avg. position

Queries w/ mention

Perplexity

0.0/100

0.0%

Query reach

—

Avg. position

Queries w/ mention

#239

~16Alpha Financial AdvisorsC+49.1/10012 ChatGPT

Alpha Financial Advisors earns a C+ (49.1/100) for AI visibility, led by ChatGPT and Gemini, typically around position 1 when named. It ranks #239 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.

Platform breakdown

ChatGPT

52.4/100

0.1%

Query reach

1.0

Avg. position

Queries w/ mention

Gemini

47.1/100

0.4%

Query reach

4.0

Avg. position

Queries w/ mention

Claude

43.3/100

0.2%

Query reach

7.8

Avg. position

Queries w/ mention

Perplexity

0.0/100

0.0%

Query reach

—

Avg. position

Queries w/ mention

#240

~141Arrivity Financial PlanningC+49.1/10010 ChatGPT

Arrivity Financial Planning earns a C+ (49.1/100) for AI visibility, led by ChatGPT and Gemini, typically around position 3 when named. It ranks #240 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.

Platform breakdown

ChatGPT

53.0/100

0.2%

Query reach

3.3

Avg. position

Queries w/ mention

Gemini

43.9/100

0.2%

Query reach

4.5

Avg. position

Queries w/ mention

Claude

41.7/100

0.1%

Query reach

5.5

Avg. position

Queries w/ mention

Perplexity

33.1/100

0.1%

Query reach

4.0

Avg. position

Queries w/ mention

#241

NEWINVSTC+49.1/10010 ChatGPT

INVST earns a C+ (49.1/100) for AI visibility, led by ChatGPT and Claude, typically around position 4 when named. It ranks #241 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.

Platform breakdown

ChatGPT

54.3/100

0.2%

Query reach

4.0

Avg. position

Queries w/ mention

Gemini

41.1/100

0.2%

Query reach

5.7

Avg. position

Queries w/ mention

Claude

41.2/100

0.1%

Query reach

6.0

Avg. position

Queries w/ mention

Perplexity

22.8/100

0.1%

Query reach

15.0

Avg. position

Queries w/ mention

#242

NEWAlexis AdvisorsC+49.1/1009 ChatGPT

Alexis Advisors earns a C+ (49.1/100) for AI visibility, led by ChatGPT and Gemini, typically around position 4 when named. It ranks #242 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.

Platform breakdown

ChatGPT

57.9/100

0.4%

Query reach

4.3

Avg. position

Queries w/ mention

Gemini

42.2/100

0.1%

Query reach

4.0

Avg. position

Queries w/ mention

Claude

26.3/100

0.1%

Query reach

11.0

Avg. position

Queries w/ mention

Perplexity

0.0/100

0.0%

Query reach

—

Avg. position

Queries w/ mention

#243

NEWRetire Sensibly LLCC+49.1/1008 ChatGPT

Retire Sensibly LLC earns a C+ (49.1/100) for AI visibility, led by ChatGPT and Gemini, typically around position 2 when named. It ranks #243 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.

Platform breakdown

ChatGPT

55.5/100

0.2%

Query reach

1.7

Avg. position

Queries w/ mention

Gemini

44.1/100

0.1%

Query reach

3.0

Avg. position

Queries w/ mention

Claude

34.2/100

0.2%

Query reach

18.0

Avg. position

Queries w/ mention

Perplexity

0.0/100

0.0%

Query reach

—

Avg. position

Queries w/ mention

#244

~2951WealthPlan GroupC+49.0/10031 ChatGPT

WealthPlan Group earns a C+ (49.0/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 5 when named. It ranks #244 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.

Platform breakdown

ChatGPT

54.5/100

0.3%

Query reach

5.2

Avg. position

Queries w/ mention

Gemini

41.7/100

0.2%

Query reach

5.0

Avg. position

Queries w/ mention

Claude

35.0/100

0.1%

Query reach

3.0

Avg. position

Queries w/ mention

Perplexity

52.5/100

1.4%

Query reach

3.6

Avg. position

Queries w/ mention

#245

~4000Bragg Financial AdvisorsC+49.0/10024 ChatGPT

Bragg Financial Advisors earns a C+ (49.0/100) for AI visibility, led by ChatGPT and Gemini, typically around position 8 when named. It ranks #245 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 50/100), which carries 63% of the platform weighting.

Platform breakdown

ChatGPT

50.1/100

0.2%

Query reach

7.5

Avg. position

Queries w/ mention

Gemini

49.8/100

0.5%

Query reach

3.5

Avg. position

Queries w/ mention

Claude

43.2/100

0.2%

Query reach

6.3

Avg. position

Queries w/ mention

Perplexity

47.5/100

0.6%

Query reach

3.1

Avg. position

Queries w/ mention

#246

~100The Planning CenterC+49.0/10022 ChatGPT

The Planning Center earns a C+ (49.0/100) for AI visibility, led by Gemini and ChatGPT, typically around position 4 when named. It ranks #246 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 50/100), which carries 63% of the platform weighting.

Platform breakdown

ChatGPT

49.8/100

0.2%

Query reach

5.0

Avg. position

Queries w/ mention

Gemini

53.9/100

0.9%

Query reach

4.1

Avg. position

Queries w/ mention

Claude

44.2/100

0.2%

Query reach

6.8

Avg. position

Queries w/ mention

Perplexity

0.0/100

0.0%

Query reach

—

Avg. position

Queries w/ mention

#247

~2369Holbrook Wealth AdvisorsC+49.0/10013 ChatGPT

Holbrook Wealth Advisors earns a C+ (49.0/100) for AI visibility, led by ChatGPT and Claude, typically around position 5 when named. It ranks #247 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.

Platform breakdown

ChatGPT

54.3/100

0.3%

Query reach

5.4

Avg. position

Queries w/ mention

Gemini

40.3/100

0.1%

Query reach

5.0

Avg. position

Queries w/ mention

Claude

44.5/100

0.4%

Query reach

10.1

Avg. position

Queries w/ mention

Perplexity

0.0/100

0.0%

Query reach

—

Avg. position

Queries w/ mention

#248

~7092Quotient Wealth PartnersC+48.9/10057 ChatGPT

Quotient Wealth Partners earns a C+ (48.9/100) for AI visibility, led by Perplexity and Claude, typically around position 4 when named. It ranks #248 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.

Platform breakdown

ChatGPT

48.4/100

0.1%

Query reach

1.0

Avg. position

Queries w/ mention

Gemini

48.7/100

0.8%

Query reach

7.3

Avg. position

Queries w/ mention

Claude

50.6/100

0.5%

Query reach

5.6

Avg. position

Queries w/ mention

Perplexity

55.6/100

2.2%

Query reach

4.3

Avg. position

Queries w/ mention

#249

~222Valeo Financial AdvisorsC+48.9/10018 ChatGPT

Valeo Financial Advisors earns a C+ (48.9/100) for AI visibility, led by Gemini and ChatGPT, typically around position 4 when named. It ranks #249 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 50/100), which carries 63% of the platform weighting.

Platform breakdown

ChatGPT

49.8/100

0.2%

Query reach

5.0

Avg. position

Queries w/ mention

Gemini

51.1/100

0.6%

Query reach

3.8

Avg. position

Queries w/ mention

Claude

44.0/100

0.2%

Query reach

7.0

Avg. position

Queries w/ mention

Perplexity

28.4/100

0.1%

Query reach

8.0

Avg. position

Queries w/ mention

#250

~1Castle Wealth ManagementC+48.9/10014 ChatGPT

Castle Wealth Management earns a C+ (48.9/100) for AI visibility, led by ChatGPT and Gemini, typically around position 2 when named. It ranks #250 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.

Platform breakdown

ChatGPT

52.4/100

0.1%

Query reach

2.0

Avg. position

Queries w/ mention

Gemini

48.5/100

0.6%

Query reach

4.7

Avg. position

Queries w/ mention

Claude

40.1/100

0.2%

Query reach

10.0

Avg. position

Queries w/ mention

Perplexity

0.0/100

0.0%

Query reach

—

Avg. position

Queries w/ mention

#251

~7418Lawley Retirement AdvisorsC+48.9/10013 ChatGPT

Lawley Retirement Advisors earns a C+ (48.9/100) for AI visibility, led by ChatGPT and Claude, typically around position 2 when named. It ranks #251 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.

Platform breakdown

ChatGPT

54.8/100

0.2%

Query reach

2.3

Avg. position

Queries w/ mention

Gemini

38.0/100

0.1%

Query reach

7.5

Avg. position

Queries w/ mention

Claude

40.3/100

0.1%

Query reach

7.0

Avg. position

Queries w/ mention

Perplexity

38.2/100

0.4%

Query reach

9.3

Avg. position

Queries w/ mention

#252

~510Vector Wealth ManagementC+48.9/10012 ChatGPT

Vector Wealth Management earns a C+ (48.9/100) for AI visibility, led by ChatGPT and Gemini, typically around position 4 when named. It ranks #252 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.

Platform breakdown

ChatGPT

53.8/100

0.2%

Query reach

4.3

Avg. position

Queries w/ mention

Gemini

41.7/100

0.2%

Query reach

5.0

Avg. position

Queries w/ mention

Claude

40.8/100

0.2%

Query reach

9.0

Avg. position

Queries w/ mention

Perplexity

26.2/100

0.1%

Query reach

11.5

Avg. position

Queries w/ mention

#253

NEWEquilibrium Financial PlanningC+48.9/10010 ChatGPT

Equilibrium Financial Planning earns a C+ (48.9/100) for AI visibility, led by ChatGPT and Gemini, typically around position 5 when named. It ranks #253 of 10,997 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 55/100), which carries 63% of the platform weighting.

Platform breakdown

ChatGPT

55.4/100

0.3%

Query reach

4.6

Avg. position

Queries w/ mention

Gemini

40.4/100

0.2%

Query reach

6.3

Avg. position

Queries w/ mention

Claude

38.6/100

0.1%

Query reach

9.0

Avg. position

Queries w/ mention

Perplexity

0.0/100

0.0%

Query reach

—

Avg. position

Queries w/ mention

#254

~4998Atlas BrownC+48.9/1009 ChatGPT

Atlas Brown earns a C+ (48.9/100) for AI visibility, led by ChatGPT and Claude, typically around position 2 when named. It ranks #254 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.

Platform breakdown

ChatGPT

52.4/100

0.1%

Query reach

2.0

Avg. position

Queries w/ mention

Gemini

41.1/100

0.2%

Query reach

5.7

Avg. position

Queries w/ mention

Claude

47.8/100

0.1%

Query reach

2.0

Avg. position

Queries w/ mention

Perplexity

25.4/100

0.1%

Query reach

12.5

Avg. position

Queries w/ mention

#255

~7261Holland Capital ManagementC+48.8/10043 ChatGPT

Holland Capital Management earns a C+ (48.8/100) for AI visibility, led by Claude and Gemini, typically around position 10 when named. It ranks #255 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 46/100), which carries 63% of the platform weighting.

Platform breakdown

ChatGPT

46.5/100

0.1%

Query reach

3.0

Avg. position

Queries w/ mention

Gemini

50.0/100

0.8%

Query reach

5.8

Avg. position

Queries w/ mention

Claude

57.7/100

1.3%

Query reach

9.5

Avg. position

Queries w/ mention

Perplexity

42.6/100

0.5%

Query reach

5.8

Avg. position

Queries w/ mention

#256

~89Oak Wealth AdvisorsC+48.8/10039 ChatGPT

Oak Wealth Advisors earns a C+ (48.8/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 4 when named. It ranks #256 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.

Platform breakdown

ChatGPT

60.9/100

0.4%

Query reach

3.7

Avg. position

Queries w/ mention

Gemini

46.0/100

0.1%

Query reach

1.5

Avg. position

Queries w/ mention

Claude

0.0/100

0.0%

Query reach

—

Avg. position

Queries w/ mention

Perplexity

51.9/100

1.9%

Query reach

5.8

Avg. position

Queries w/ mention

#257

NEWAllSquare Wealth ManagementC+48.8/10021 ChatGPT

AllSquare Wealth Management earns a C+ (48.8/100) for AI visibility, led by Claude and ChatGPT, typically around position 5 when named. It ranks #257 of 10,997 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 50/100), which carries 63% of the platform weighting.

Platform breakdown

ChatGPT

49.5/100

0.2%

Query reach

5.3

Avg. position

Queries w/ mention

Gemini

47.7/100

0.5%

Query reach

4.6

Avg. position

Queries w/ mention

Claude

49.6/100

0.4%

Query reach

5.4

Avg. position

Queries w/ mention

Perplexity

29.9/100

0.2%

Query reach

7.0

Avg. position

Queries w/ mention

#258

~771Genesis Wealth ManagementC+48.8/10020 ChatGPT

Genesis Wealth Management earns a C+ (48.8/100) for AI visibility, led by Gemini and ChatGPT, typically around position 3 when named. It ranks #258 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.

Platform breakdown

ChatGPT

48.4/100

0.1%

Query reach

2.0

Avg. position

Queries w/ mention

Gemini

53.9/100

0.8%

Query reach

3.4

Avg. position

Queries w/ mention

Claude

45.0/100

0.1%

Query reach

3.5

Avg. position

Queries w/ mention

Perplexity

36.4/100

0.2%

Query reach

9.8

Avg. position

Queries w/ mention

#259

~159Hamilton CapitalC+48.8/10015 ChatGPT

Hamilton Capital earns a C+ (48.8/100) for AI visibility, led by ChatGPT and Gemini, typically around position 4 when named. It ranks #259 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.

Platform breakdown

ChatGPT

51.7/100

0.2%

Query reach

4.0

Avg. position

Queries w/ mention

Gemini

50.1/100

0.5%

Query reach

3.4

Avg. position

Queries w/ mention

Claude

36.9/100

0.1%

Query reach

1.0

Avg. position

Queries w/ mention

Perplexity

28.0/100

0.2%

Query reach

9.3

Avg. position

Queries w/ mention

#260

~1456ARQ Wealth AdvisorsC+48.7/10033 ChatGPT

ARQ Wealth Advisors earns a C+ (48.7/100) for AI visibility, led by Gemini and Claude, typically around position 4 when named. It ranks #260 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.

Platform breakdown

ChatGPT

48.0/100

0.2%

Query reach

7.0

Avg. position

Queries w/ mention

Gemini

50.4/100

0.6%

Query reach

3.7

Avg. position

Queries w/ mention

Claude

50.0/100

0.6%

Query reach

7.3

Avg. position

Queries w/ mention

Perplexity

43.6/100

0.7%

Query reach

7.1

Avg. position

Queries w/ mention

#261

~130Foster & MotleyC+48.7/10033 ChatGPT

Foster & Motley earns a C+ (48.7/100) for AI visibility, led by Gemini and ChatGPT, typically around position 4 when named. It ranks #261 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 49/100), which carries 63% of the platform weighting.

Platform breakdown

ChatGPT

48.6/100

0.2%

Query reach

6.3

Avg. position

Queries w/ mention

Gemini

52.2/100

0.7%

Query reach

3.9

Avg. position

Queries w/ mention

Claude

44.4/100

0.2%

Query reach

5.0

Avg. position

Queries w/ mention

Perplexity

47.7/100

0.9%

Query reach

4.6

Avg. position

Queries w/ mention

#262

NEWStrategicPoint Investment AdvisorsC+48.7/10031 ChatGPT

StrategicPoint Investment Advisors earns a C+ (48.7/100) for AI visibility, led by Gemini and Claude, typically around position 4 when named. It ranks #262 of 10,997 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 47/100), which carries 63% of the platform weighting.

Platform breakdown

ChatGPT

46.8/100

0.2%

Query reach

8.3

Avg. position

Queries w/ mention

Gemini

52.7/100

0.7%

Query reach

3.7

Avg. position

Queries w/ mention

Claude

52.1/100

0.6%

Query reach

5.1

Avg. position

Queries w/ mention

Perplexity

43.6/100

0.4%

Query reach

4.4

Avg. position

Queries w/ mention

#263

~7094Goldstone Financial GroupC+48.7/10028 ChatGPT

Goldstone Financial Group earns a C+ (48.7/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 3 when named. It ranks #263 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 50/100), which carries 63% of the platform weighting.

Platform breakdown

ChatGPT

50.5/100

0.1%

Query reach

3.0

Avg. position

Queries w/ mention

Gemini

46.2/100

0.3%

Query reach

4.0

Avg. position

Queries w/ mention

Claude

44.4/100

0.2%

Query reach

5.0

Avg. position

Queries w/ mention

Perplexity

47.6/100

1.1%

Query reach

5.8

Avg. position

Queries w/ mention

#264

~228One Bridge Wealth ManagementC+48.7/10010 ChatGPT

One Bridge Wealth Management earns a C+ (48.7/100) for AI visibility, led by ChatGPT and Claude, typically around position 3 when named. It ranks #264 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.

Platform breakdown

ChatGPT

53.6/100

0.2%

Query reach

3.0

Avg. position

Queries w/ mention

Gemini

40.1/100

0.2%

Query reach

6.7

Avg. position

Queries w/ mention

Claude

41.2/100

0.1%

Query reach

6.0

Avg. position

Queries w/ mention

Perplexity

33.4/100

0.1%

Query reach

4.0

Avg. position

Queries w/ mention

#265

~273Gunder Wealth ManagementC+48.6/10014 ChatGPT

Gunder Wealth Management earns a C+ (48.6/100) for AI visibility, led by ChatGPT and Gemini, typically around position 6 when named. It ranks #265 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.

Platform breakdown

ChatGPT

51.5/100

0.2%

Query reach

6.0

Avg. position

Queries w/ mention

Gemini

46.7/100

0.2%

Query reach

2.3

Avg. position

Queries w/ mention

Claude

44.2/100

0.4%

Query reach

12.1

Avg. position

Queries w/ mention

Perplexity

0.0/100

0.0%

Query reach

—

Avg. position

Queries w/ mention

#266

~111WealthquestC+48.6/10013 ChatGPT

Wealthquest earns a C+ (48.6/100) for AI visibility, led by ChatGPT and Gemini, typically around position 2 when named. It ranks #266 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.

Platform breakdown

ChatGPT

51.4/100

0.1%

Query reach

2.5

Avg. position

Queries w/ mention

Gemini

45.9/100

0.4%

Query reach

5.3

Avg. position

Queries w/ mention

Claude

43.1/100

0.2%

Query reach

6.3

Avg. position

Queries w/ mention

Perplexity

22.8/100

0.1%

Query reach

15.0

Avg. position

Queries w/ mention

#267

NEWCitrine CapitalC+48.6/10011 ChatGPT

Citrine Capital earns a C+ (48.6/100) for AI visibility, led by ChatGPT and Claude, typically around position 4 when named. It ranks #267 of 10,997 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 50/100), which carries 63% of the platform weighting.

Platform breakdown

ChatGPT

49.6/100

0.1%

Query reach

3.5

Avg. position

Queries w/ mention

Gemini

46.8/100

0.2%

Query reach

3.0

Avg. position

Queries w/ mention

Claude

48.4/100

0.2%

Query reach

3.7

Avg. position

Queries w/ mention

Perplexity

36.9/100

0.1%

Query reach

1.0

Avg. position

Queries w/ mention

#268

~9Archer Investment ManagementC+48.5/10016 ChatGPT

Archer Investment Management earns a C+ (48.5/100) for AI visibility, led by ChatGPT and Gemini, typically around position 3 when named. It ranks #268 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.

Platform breakdown

ChatGPT

53.6/100

0.2%

Query reach

3.0

Avg. position

Queries w/ mention

Gemini

48.2/100

0.2%

Query reach

2.3

Avg. position

Queries w/ mention

Claude

27.0/100

0.1%

Query reach

10.0

Avg. position

Queries w/ mention

Perplexity

45.4/100

0.5%

Query reach

3.9

Avg. position

Queries w/ mention

#269

~197Becker Capital ManagementC+48.5/10012 ChatGPT

Becker Capital Management earns a C+ (48.5/100) for AI visibility, led by Gemini and Claude, typically around position 3 when named. It ranks #269 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.

Platform breakdown

ChatGPT

48.4/100

0.1%

Query reach

2.0

Avg. position

Queries w/ mention

Gemini

49.6/100

0.4%

Query reach

2.7

Avg. position

Queries w/ mention

Claude

48.7/100

0.2%

Query reach

2.7

Avg. position

Queries w/ mention

Perplexity

37.1/100

0.1%

Query reach

2.0

Avg. position

Queries w/ mention

#270

~35Signature Estate & Investment AdvisorsC+48.4/10037 ChatGPT

Signature Estate & Investment Advisors earns a C+ (48.4/100) for AI visibility, led by Gemini and ChatGPT, typically around position 8 when named. It ranks #270 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 49/100), which carries 63% of the platform weighting.

Platform breakdown

ChatGPT

49.2/100

0.2%

Query reach

5.7

Avg. position

Queries w/ mention

Gemini

51.9/100

1.2%

Query reach

7.8

Avg. position

Queries w/ mention

Claude

40.4/100

0.2%

Query reach

9.7

Avg. position

Queries w/ mention

Perplexity

45.2/100

0.7%

Query reach

5.3

Avg. position

Queries w/ mention

#271

NEWKelman LazarovC+48.4/10011 ChatGPT

Kelman Lazarov earns a C+ (48.4/100) for AI visibility, led by ChatGPT and Gemini, typically around position 3 when named. It ranks #271 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.

Platform breakdown

ChatGPT

53.6/100

0.2%

Query reach

3.0

Avg. position

Queries w/ mention

Gemini

44.6/100

0.4%

Query reach

5.7

Avg. position

Queries w/ mention

Claude

33.1/100

0.1%

Query reach

4.0

Avg. position

Queries w/ mention

Perplexity

30.3/100

0.1%

Query reach

6.0

Avg. position

Queries w/ mention

#272

NEWGW Financial, Inc.C+48.4/1008 ChatGPT

GW Financial, Inc. earns a C+ (48.4/100) for AI visibility, led by ChatGPT and Gemini, typically around position 3 when named. It ranks #272 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.

Platform breakdown

ChatGPT

56.2/100

0.2%

Query reach

3.0

Avg. position

Queries w/ mention

Gemini

41.3/100

0.1%

Query reach

4.5

Avg. position

Queries w/ mention

Claude

26.3/100

0.1%

Query reach

11.0

Avg. position

Queries w/ mention

Perplexity

33.1/100

0.1%

Query reach

4.0

Avg. position

Queries w/ mention

#273

~15Private Wealth Asset ManagementC+48.3/10030 ChatGPT

Private Wealth Asset Management earns a C+ (48.3/100) for AI visibility, led by Claude and Gemini, typically around position 3 when named. It ranks #273 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 46/100), which carries 63% of the platform weighting.

Platform breakdown

ChatGPT

45.8/100

0.1%

Query reach

6.0

Avg. position

Queries w/ mention

Gemini

52.8/100

1.1%

Query reach

6.3

Avg. position

Queries w/ mention

Claude

54.4/100

0.5%

Query reach

3.3

Avg. position

Queries w/ mention

Perplexity

34.3/100

0.1%

Query reach

3.5

Avg. position

Queries w/ mention

#274

~4115Wilbanks, Smith & Thomas Asset ManagementC+48.3/10011 ChatGPT

Wilbanks, Smith & Thomas Asset Management earns a C+ (48.3/100) for AI visibility, led by Claude and Gemini, typically around position 3 when named. It ranks #274 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.

Platform breakdown

ChatGPT

48.4/100

0.1%

Query reach

2.0

Avg. position

Queries w/ mention

Gemini

48.6/100

0.2%

Query reach

1.5

Avg. position

Queries w/ mention

Claude

49.2/100

0.2%

Query reach

3.3

Avg. position

Queries w/ mention

Perplexity

30.6/100

0.1%

Query reach

6.0

Avg. position

Queries w/ mention

#275

~318A Special Needs PlanC+48.3/1008 ChatGPT

A Special Needs Plan earns a C+ (48.3/100) for AI visibility, led by ChatGPT and Gemini, typically around position 3 when named. It ranks #275 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 50/100), which carries 63% of the platform weighting.

Platform breakdown

ChatGPT

50.5/100

0.1%

Query reach

3.0

Avg. position

Queries w/ mention

Gemini

46.0/100

0.1%

Query reach

1.0

Avg. position

Queries w/ mention

Claude

43.7/100

0.2%

Query reach

5.7

Avg. position

Queries w/ mention

Perplexity

36.9/100

0.1%

Query reach

1.0

Avg. position

Queries w/ mention

#276

~72Schneider Downs Wealth Management AdvisorsC+48.2/10024 ChatGPT

Schneider Downs Wealth Management Advisors earns a C+ (48.2/100) for AI visibility, led by Gemini and ChatGPT, typically around position 5 when named. It ranks #276 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.

Platform breakdown

ChatGPT

48.4/100

0.1%

Query reach

2.0

Avg. position

Queries w/ mention

Gemini

49.8/100

0.7%

Query reach

4.8

Avg. position

Queries w/ mention

Claude

46.2/100

0.3%

Query reach

6.2

Avg. position

Queries w/ mention

Perplexity

39.7/100

0.4%

Query reach

8.1

Avg. position

Queries w/ mention

#277

~107Fort Washington Investment AdvisorsC+48.2/10019 ChatGPT

Fort Washington Investment Advisors earns a C+ (48.2/100) for AI visibility, led by Claude and ChatGPT, typically around position 4 when named. It ranks #277 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.

Platform breakdown

ChatGPT

48.4/100

0.1%

Query reach

1.0

Avg. position

Queries w/ mention

Gemini

43.6/100

0.3%

Query reach

5.8

Avg. position

Queries w/ mention

Claude

56.5/100

0.7%

Query reach

4.3

Avg. position

Queries w/ mention

Perplexity

27.0/100

0.1%

Query reach

10.0

Avg. position

Queries w/ mention

#278

~1446Gryphon Financial PartnersC+48.2/10017 ChatGPT

Gryphon Financial Partners earns a C+ (48.2/100) for AI visibility, led by Claude and ChatGPT, typically around position 7 when named. It ranks #278 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.

Platform breakdown

ChatGPT

48.4/100

0.1%

Query reach

1.0

Avg. position

Queries w/ mention

Gemini

48.0/100

0.4%

Query reach

4.0

Avg. position

Queries w/ mention

Claude

49.4/100

0.5%

Query reach

6.8

Avg. position

Queries w/ mention

Perplexity

33.1/100

0.1%

Query reach

4.0

Avg. position

Queries w/ mention

#279

~521Timberchase FinancialC+48.2/10013 ChatGPT

Timberchase Financial earns a C+ (48.2/100) for AI visibility, led by ChatGPT and Claude, typically around position 4 when named. It ranks #279 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.

Platform breakdown

ChatGPT

51.7/100

0.2%

Query reach

4.0

Avg. position

Queries w/ mention

Gemini

44.2/100

0.4%

Query reach

6.2

Avg. position

Queries w/ mention

Claude

44.5/100

0.2%

Query reach

6.5

Avg. position

Queries w/ mention

Perplexity

0.0/100

0.0%

Query reach

—

Avg. position

Queries w/ mention

#280

~854Godfrey Financial AssociatesC+48.2/10010 ChatGPT

Godfrey Financial Associates earns a C+ (48.2/100) for AI visibility, led by ChatGPT and Gemini, typically around position 3 when named. It ranks #280 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.

Platform breakdown

ChatGPT

53.6/100

0.2%

Query reach

3.0

Avg. position

Queries w/ mention

Gemini

44.3/100

0.3%

Query reach

5.0

Avg. position

Queries w/ mention

Claude

36.0/100

0.1%

Query reach

12.5

Avg. position

Queries w/ mention

Perplexity

0.0/100

0.0%

Query reach

—

Avg. position

Queries w/ mention

#281

~7173Sterneck Capital ManagementC+48.2/1009 ChatGPT

Sterneck Capital Management earns a C+ (48.2/100) for AI visibility, led by Claude and ChatGPT, typically around position 2 when named. It ranks #281 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 50/100), which carries 63% of the platform weighting.

Platform breakdown

ChatGPT

49.6/100

0.1%

Query reach

3.5

Avg. position

Queries w/ mention

Gemini

46.1/100

0.2%

Query reach

2.7

Avg. position

Queries w/ mention

Claude

50.6/100

0.2%

Query reach

2.5

Avg. position

Queries w/ mention

Perplexity

0.0/100

0.0%

Query reach

—

Avg. position

Queries w/ mention

#282

~56Storehouse Financial LLCC+48.2/1009 ChatGPT

Storehouse Financial LLC earns a C+ (48.2/100) for AI visibility, led by ChatGPT and Claude, typically around position 2 when named. It ranks #282 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.

Platform breakdown

ChatGPT

52.4/100

0.1%

Query reach

1.5

Avg. position

Queries w/ mention

Gemini

42.2/100

0.1%

Query reach

4.0

Avg. position

Queries w/ mention

Claude

44.5/100

0.3%

Query reach

8.0

Avg. position

Queries w/ mention

Perplexity

0.0/100

0.0%

Query reach

—

Avg. position

Queries w/ mention

#283

~7189Kingsview PartnersC+48.1/10026 ChatGPT

Kingsview Partners earns a C+ (48.1/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 2 when named. It ranks #283 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.

Platform breakdown

ChatGPT

54.8/100

0.2%

Query reach

2.3

Avg. position

Queries w/ mention

Gemini

31.2/100

0.1%

Query reach

5.0

Avg. position

Queries w/ mention

Claude

43.3/100

0.2%

Query reach

7.8

Avg. position

Queries w/ mention

Perplexity

47.0/100

1.1%

Query reach

6.4

Avg. position

Queries w/ mention

#284

~169Facet WealthC+48.1/10020 ChatGPT

Facet Wealth earns a C+ (48.1/100) for AI visibility, led by ChatGPT and Perplexity, typically around position 4 when named. It ranks #284 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.

Platform breakdown

ChatGPT

57.3/100

0.3%

Query reach

3.6

Avg. position

Queries w/ mention

Gemini

26.3/100

0.1%

Query reach

11.0

Avg. position

Queries w/ mention

Claude

40.0/100

0.2%

Query reach

12.3

Avg. position

Queries w/ mention

Perplexity

45.7/100

0.6%

Query reach

4.4

Avg. position

Queries w/ mention

#285

~4310Team HewinsC+48.1/10016 ChatGPT

Team Hewins earns a C+ (48.1/100) for AI visibility, led by Gemini and ChatGPT, typically around position 4 when named. It ranks #285 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.

Platform breakdown

ChatGPT

48.4/100

0.1%

Query reach

1.0

Avg. position

Queries w/ mention

Gemini

49.8/100

0.5%

Query reach

3.5

Avg. position

Queries w/ mention

Claude

46.8/100

0.4%

Query reach

7.2

Avg. position

Queries w/ mention

Perplexity

26.3/100

0.1%

Query reach

11.0

Avg. position

Queries w/ mention

#286

~142Altfest Personal Wealth ManagementC+48.1/10015 ChatGPT

Altfest Personal Wealth Management earns a C+ (48.1/100) for AI visibility, led by ChatGPT and Gemini, typically around position 6 when named. It ranks #286 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 49/100), which carries 63% of the platform weighting.

Platform breakdown

ChatGPT

48.9/100

0.2%

Query reach

6.0

Avg. position

Queries w/ mention

Gemini

48.2/100

0.2%

Query reach

2.3

Avg. position

Queries w/ mention

Claude

45.2/100

0.2%

Query reach

5.8

Avg. position

Queries w/ mention

Perplexity

39.5/100

0.2%

Query reach

6.0

Avg. position

Queries w/ mention

#287

~2326Castlepoint Wealth AdvisorsC+48.1/10015 ChatGPT

Castlepoint Wealth Advisors earns a C+ (48.1/100) for AI visibility, led by ChatGPT and Claude, typically around position 1 when named. It ranks #287 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.

Platform breakdown

ChatGPT

52.4/100

0.1%

Query reach

1.0

Avg. position

Queries w/ mention

Gemini

38.4/100

0.2%

Query reach

8.7

Avg. position

Queries w/ mention

Claude

44.3/100

0.3%

Query reach

8.4

Avg. position

Queries w/ mention

Perplexity

41.0/100

0.3%

Query reach

5.2

Avg. position

Queries w/ mention

#288

~2283Hartford Financial Management, Inc.C+48.1/10013 ChatGPT

Hartford Financial Management, Inc. earns a C+ (48.1/100) for AI visibility, led by ChatGPT and Gemini, typically around position 4 when named. It ranks #288 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 50/100), which carries 63% of the platform weighting.

Platform breakdown

ChatGPT

49.6/100

0.1%

Query reach

3.5

Avg. position

Queries w/ mention

Gemini

46.7/100

0.2%

Query reach

2.3

Avg. position

Queries w/ mention

Claude

45.9/100

0.3%

Query reach

6.6

Avg. position

Queries w/ mention

Perplexity

28.7/100

0.2%

Query reach

8.3

Avg. position

Queries w/ mention

#289

NEWThe Goff Financial GroupC+48.1/10013 ChatGPT

The Goff Financial Group earns a C+ (48.1/100) for AI visibility, led by ChatGPT and Claude, typically around position 3 when named. It ranks #289 of 10,997 independent firms nationally — new to the board this cycle. The biggest lever is ChatGPT (sub-score 50/100), which carries 63% of the platform weighting.

Platform breakdown

ChatGPT

50.5/100

0.1%

Query reach

3.0

Avg. position

Queries w/ mention

Gemini

43.2/100

0.1%

Query reach

3.5

Avg. position

Queries w/ mention

Claude

45.6/100

0.2%

Query reach

5.3

Avg. position

Queries w/ mention

Perplexity

40.1/100

0.3%

Query reach

6.2

Avg. position

Queries w/ mention

#290

~430San Francisco Wealth PlanningC+48.1/10011 ChatGPT

San Francisco Wealth Planning earns a C+ (48.1/100) for AI visibility, led by Gemini and ChatGPT, typically around position 3 when named. It ranks #290 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 49/100), which carries 63% of the platform weighting.

Platform breakdown

ChatGPT

48.6/100

0.1%

Query reach

4.0

Avg. position

Queries w/ mention

Gemini

48.8/100

0.3%

Query reach

2.6

Avg. position

Queries w/ mention

Claude

46.2/100

0.2%

Query reach

4.0

Avg. position

Queries w/ mention

Perplexity

35.0/100

0.1%

Query reach

3.0

Avg. position

Queries w/ mention

#291

~812Vaquero Private WealthC+48.0/10024 ChatGPT

Vaquero Private Wealth earns a C+ (48.0/100) for AI visibility, led by Gemini and ChatGPT, typically around position 4 when named. It ranks #291 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.

Platform breakdown

ChatGPT

48.4/100

0.1%

Query reach

2.0

Avg. position

Queries w/ mention

Gemini

49.4/100

0.6%

Query reach

4.2

Avg. position

Queries w/ mention

Claude

44.7/100

0.2%

Query reach

6.3

Avg. position

Queries w/ mention

Perplexity

44.0/100

0.6%

Query reach

5.6

Avg. position

Queries w/ mention

#292

~188Versant Capital ManagementC+48.0/10018 ChatGPT

Versant Capital Management earns a C+ (48.0/100) for AI visibility, led by Gemini and ChatGPT, typically around position 3 when named. It ranks #292 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.

Platform breakdown

ChatGPT

48.4/100

0.1%

Query reach

2.0

Avg. position

Queries w/ mention

Gemini

49.4/100

0.4%

Query reach

3.3

Avg. position

Queries w/ mention

Claude

45.2/100

0.2%

Query reach

5.8

Avg. position

Queries w/ mention

Perplexity

39.7/100

0.4%

Query reach

7.3

Avg. position

Queries w/ mention

#293

~158Pacific Wealth ManagementC+48.0/10017 ChatGPT

Pacific Wealth Management earns a C+ (48.0/100) for AI visibility, led by Claude and ChatGPT, typically around position 7 when named. It ranks #293 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.

Platform breakdown

ChatGPT

48.4/100

0.1%

Query reach

2.0

Avg. position

Queries w/ mention

Gemini

47.5/100

0.4%

Query reach

4.3

Avg. position

Queries w/ mention

Claude

49.2/100

0.5%

Query reach

7.0

Avg. position

Queries w/ mention

Perplexity

31.2/100

0.1%

Query reach

5.0

Avg. position

Queries w/ mention

#294

~73Clarity Capital ManagementC+48.0/10012 ChatGPT

Clarity Capital Management earns a C+ (48.0/100) for AI visibility, led by ChatGPT and Gemini, typically around position 2 when named. It ranks #294 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.

Platform breakdown

ChatGPT

52.4/100

0.1%

Query reach

2.0

Avg. position

Queries w/ mention

Gemini

43.0/100

0.2%

Query reach

5.0

Avg. position

Queries w/ mention

Claude

37.8/100

0.2%

Query reach

13.0

Avg. position

Queries w/ mention

Perplexity

33.0/100

0.2%

Query reach

4.3

Avg. position

Queries w/ mention

#295

~7470Bauer HeitzmannC+48.0/1007 ChatGPT

Bauer Heitzmann earns a C+ (48.0/100) for AI visibility, led by ChatGPT and Claude, typically around position 4 when named. It ranks #295 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.

Platform breakdown

ChatGPT

52.3/100

0.2%

Query reach

3.7

Avg. position

Queries w/ mention

Gemini

36.9/100

0.1%

Query reach

1.0

Avg. position

Queries w/ mention

Claude

46.8/100

0.1%

Query reach

2.5

Avg. position

Queries w/ mention

Perplexity

36.9/100

0.1%

Query reach

1.0

Avg. position

Queries w/ mention

#296

~113CORIENTC+47.9/10040 ChatGPT

CORIENT earns a C+ (47.9/100) for AI visibility, led by Perplexity and ChatGPT, typically around position 5 when named. It ranks #296 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.

Platform breakdown

ChatGPT

50.8/100

0.2%

Query reach

6.8

Avg. position

Queries w/ mention

Gemini

43.7/100

0.4%

Query reach

7.6

Avg. position

Queries w/ mention

Claude

41.2/100

0.1%

Query reach

6.0

Avg. position

Queries w/ mention

Perplexity

51.6/100

1.7%

Query reach

5.0

Avg. position

Queries w/ mention

#297

~352Laurel Wealth PlanningC+47.9/10019 ChatGPT

Laurel Wealth Planning earns a C+ (47.9/100) for AI visibility, led by Gemini and ChatGPT, typically around position 3 when named. It ranks #297 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.

Platform breakdown

ChatGPT

48.4/100

0.1%

Query reach

1.0

Avg. position

Queries w/ mention

Gemini

51.2/100

0.5%

Query reach

2.8

Avg. position

Queries w/ mention

Claude

41.7/100

0.1%

Query reach

5.5

Avg. position

Queries w/ mention

Perplexity

43.3/100

0.5%

Query reach

5.0

Avg. position

Queries w/ mention

#298

~265Truepoint Wealth CounselC+47.8/10028 ChatGPT

Truepoint Wealth Counsel earns a C+ (47.8/100) for AI visibility, led by Gemini and Claude, typically around position 3 when named. It ranks #298 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 44/100), which carries 63% of the platform weighting.

Platform breakdown

ChatGPT

43.9/100

0.1%

Query reach

8.0

Avg. position

Queries w/ mention

Gemini

55.3/100

0.8%

Query reach

2.6

Avg. position

Queries w/ mention

Claude

55.1/100

0.5%

Query reach

2.9

Avg. position

Queries w/ mention

Perplexity

38.4/100

0.3%

Query reach

8.0

Avg. position

Queries w/ mention

#299

~341Financial Synergies Wealth AdvisorsC+47.8/10022 ChatGPT

Financial Synergies Wealth Advisors earns a C+ (47.8/100) for AI visibility, led by Claude and ChatGPT, typically around position 4 when named. It ranks #299 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 49/100), which carries 63% of the platform weighting.

Platform breakdown

ChatGPT

48.6/100

0.1%

Query reach

4.0

Avg. position

Queries w/ mention

Gemini

43.5/100

0.2%

Query reach

4.8

Avg. position

Queries w/ mention

Claude

51.0/100

0.4%

Query reach

4.4

Avg. position

Queries w/ mention

Perplexity

42.5/100

0.6%

Query reach

6.6

Avg. position

Queries w/ mention

#300

~504Tom Johnson Investment ManagementC+47.8/10017 ChatGPT

Tom Johnson Investment Management earns a C+ (47.8/100) for AI visibility, led by ChatGPT and Gemini, typically around position 6 when named. It ranks #300 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 49/100), which carries 63% of the platform weighting.

Platform breakdown

ChatGPT

48.6/100

0.2%

Query reach

6.3

Avg. position

Queries w/ mention

Gemini

47.3/100

0.3%

Query reach

3.4

Avg. position

Queries w/ mention

Claude

47.2/100

0.4%

Query reach

6.7

Avg. position

Queries w/ mention

Perplexity

31.8/100

0.2%

Query reach

5.0

Avg. position

Queries w/ mention

Showing 201–300 of 300 firms

1 2 3

How to read a grade

AConsistently recommendedBFrequently visibleCEmerging visibilityDRarely surfacedFEffectively invisible

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.

Which RIAs do AI assistants actually recommend?