Top firms ranked
15
#1 firm's city score
1031
Towerpoint Wealth
Average city score
271.6
City scale — not the 0–100 national score
AI Visibility Report
See where your firm ranks
4
14
21
16National Leader
Ranks #1 locally and #48 nationally — consistently high visibility across markets.
National rank
#48
National score
57.9/100
Avg. position here
2.3
Excellent — typically in the top 3 when mentioned
AI platform breakdown · this metro
ChatGPT7%
Claude25%
Perplexity38%
Gemini29%
Balanced visibility across 3 AI platforms — 55 total mentions across 4 platforms.
00197National Leader
Ranks #2 locally and #13 nationally — consistently high visibility across markets.
National rank
#13
National score
71.0/100
Avg. position here
4.8
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude0%
Perplexity73%
Gemini27%
Primarily visible on Perplexity (73%), with secondary presence on other platforms — 26 total mentions across 4 platforms.
5867Local Specialist
Ranks #3 here but #152 nationally — a genuinely local presence.
National rank
#152
National score
51.5/100
Avg. position here
5.7
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT19%
Claude31%
Perplexity23%
Gemini27%
Balanced visibility across 4 AI platforms — 26 total mentions across 4 platforms.
1547National Leader
Ranks #4 locally and #16 nationally — consistently high visibility across markets.
National rank
#16
National score
68.7/100
Avg. position here
4.7
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT6%
Claude29%
Perplexity24%
Gemini41%
Balanced visibility across 3 AI platforms — 17 total mentions across 4 platforms.
0736National Leader
Ranks #5 locally and #1 nationally — consistently high visibility across markets.
National rank
#1
National score
89.7/100
Avg. position here
6.9
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude44%
Perplexity19%
Gemini38%
Balanced visibility across 3 AI platforms — 16 total mentions across 4 platforms.
3163Local Specialist
Ranks #6 here but #174 nationally — a genuinely local presence.
National rank
#174
National score
50.6/100
Avg. position here
3.2
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT23%
Claude8%
Perplexity46%
Gemini23%
Balanced visibility across 3 AI platforms — 13 total mentions across 4 platforms.
3136Local Specialist
Ranks #7 here but #212 nationally — a genuinely local presence.
National rank
#212
National score
49.7/100
Avg. position here
4.3
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT23%
Claude8%
Perplexity23%
Gemini46%
Balanced visibility across 3 AI platforms — 13 total mentions across 4 platforms.
3271Local Focus
Ranks #8 in this city with no national ranking — AI visibility concentrated in local markets.
National rank
Not in top 300
National score
—
Avg. position here
4.5
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT23%
Claude15%
Perplexity54%
Gemini8%
Mixed visibility across platforms — 13 total mentions across 4 platforms.
1552Local Focus
Ranks #9 in this city with no national ranking — AI visibility concentrated in local markets.
National rank
Not in top 300
National score
—
Avg. position here
6.5
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT8%
Claude38%
Perplexity38%
Gemini15%
Mixed visibility across platforms — 13 total mentions across 4 platforms.
5104Local Specialist
Ranks #10 here but #143 nationally — a genuinely local presence.
National rank
#143
National score
52.0/100
Avg. position here
2.6
Excellent — typically in the top 3 when mentioned
AI platform breakdown · this metro
ChatGPT50%
Claude10%
Perplexity0%
Gemini40%
Split between ChatGPT (50%) and Gemini (40%) — 10 total mentions across 4 platforms.
0226Local Focus
Ranks #11 in this city with no national ranking — AI visibility concentrated in local markets.
National rank
Not in top 300
National score
—
Avg. position here
5.0
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude20%
Perplexity20%
Gemini60%
Balanced visibility across 3 AI platforms — 10 total mentions across 4 platforms.
1207Consistent Performer
Ranks #12 locally and #3 nationally — consistent visibility across markets.
National rank
#3
National score
86.1/100
Avg. position here
6.0
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT10%
Claude20%
Perplexity0%
Gemini70%
Primarily visible on Gemini (70%), with secondary presence on other platforms — 10 total mentions across 4 platforms.
2413Consistent Performer
Ranks #13 locally and #7 nationally — consistent visibility across markets.
National rank
#7
National score
79.0/100
Avg. position here
6.8
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT20%
Claude40%
Perplexity10%
Gemini30%
Balanced visibility across 3 AI platforms — 10 total mentions across 4 platforms.
0224Consistent Performer
Ranks #14 locally and #8 nationally — consistent visibility across markets.
National rank
#8
National score
76.1/100
Avg. position here
5.8
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude25%
Perplexity25%
Gemini50%
Balanced visibility across 3 AI platforms — 8 total mentions across 4 platforms.
2014Local Focus
Ranks #15 in this city with no national ranking — AI visibility concentrated in local markets.
National rank
Not in top 300
National score
—
Avg. position here
4.9
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT29%
Claude0%
Perplexity14%
Gemini57%
Split between Gemini (57%) and ChatGPT (29%) — 7 total mentions across 4 platforms.
Showing Sacramento's top 15 — every listed firm is a registered investment adviser, verified against the SEC/state Form ADV registry. Firms below the cutoff are still tracked: search any firm name above.
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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.