United States · Finance

Advisor Discovery

How to read the rankings

How to read the rankings

Columns

Rank
Position in the ranking within the latest snapshot.
Mentions
Latest-snapshot AI responses that named this business.
Response mention rate (±margin)
Mentions ÷ latest-snapshot AI responses. The ± is the 95% confidence margin.
Per-AI columns
Responses from each assistant that named the business; together they sum to Mentions.

Full methodology →

The independent record of which businesses ChatGPT, Claude, Gemini, and Perplexity put on the shortlist when United States buyers describe what they need.

Current ranking Sep 7 All time
All time: 676 unique businesses ranked 2,240 responses analyzed v1.0
Latest ranking: 394 businesses published 1 month ago 560 responses used for ranking US-ADV-2026-09-v1.0
Model versions and response counts

openai/gpt-4o: 140 · perplexity/sonar: 140 · google/gemini-2.5-flash: 140 · anthropic/claude-sonnet-4.6: 140

Top professionals (named individuals) View on map

Viclaro Atlas

A Viclaro publication · viclaro.app

All-time Advisor Discovery results

AI responses, all time

2,240

of 64,422 across Atlas · 3.5%

Business mentions, all time

8,146

of 218,877 across Atlas · 3.7%

Unique businesses ranked, all time

676

of 24,531 across Atlas · 2.8%

Unique buyer questions, all time

70

of 1,616 across Atlas · 4.3%

Published ranking editions

3

of 143 across Atlas · 2.1%

Businesses in latest ranking

394

in the latest snapshot

These totals cover all published Advisor Discovery research; the highlighted count is only the latest edition. The latest ranking uses 560 eligible AI responses from Sep 7, 2026.

Filters this ranking only. Use Atlas search above to search every market.

# Business Hits Rate
#1
SmartAsset Unverified
Claude 78 ChatGPT 45 Gemini 26 Perplexity 49
198 35.4% ±3.9
#2
Zoe Financial
Claude 84 ChatGPT 39 Gemini 18 Perplexity 42
183 32.7% ±3.9
#3
Garrett Planning Network Unverified
Claude 93 ChatGPT 28 Gemini 56 Perplexity 4
181 32.3% ±3.9
#4
XY Planning Network Unverified
Claude 79 ChatGPT 32 Gemini 63 Perplexity 5
179 32.0% ±3.9
#5
Wealthramp Unverified
Claude 26 ChatGPT 19 Gemini 44 Perplexity 18
107 19.1% ±3.3
#6
WiserAdvisor Unverified
Claude 21 ChatGPT 11 Gemini 10 Perplexity 19
61 10.9% ±2.6
#7
Facet Unverified
Claude 24 ChatGPT 15 Gemini 12 Perplexity 6
57 10.2% ±2.5
#8
Harness Wealth Unverified
Claude 35 ChatGPT 14 Gemini 2 Perplexity 3
54 9.6% ±2.5
#9
feeonlynetwork.com Unverified
Claude 6 ChatGPT 6 Gemini 36 Perplexity 4
52 9.3% ±2.4
#10
Paladin Registry Unverified
Claude 17 ChatGPT 10 Gemini 18 Perplexity 3
48 8.6% ±2.3
#11
NerdWallet Advisors Match Unverified
Claude 16 ChatGPT 5 Gemini 4 Perplexity 18
43 7.7% ±2.2
#12
Datalign Unverified
Claude 1 ChatGPT 2 Gemini 2 Perplexity 33
38 6.8% ±2.1
#13
Unbiased Unverified
Claude 0 ChatGPT 0 Gemini 1 Perplexity 26
27 4.8% ±1.8
#14
Vanguard Personal Advisor Services Unverified
Claude 6 ChatGPT 6 Gemini 9 Perplexity 3
24 4.3% ±1.7
#15
Pam Krueger Unverified
Claude 16 ChatGPT 0 Gemini 0 Perplexity 0
16 2.9% ±1.4
#16
Betterment Unverified
Claude 8 ChatGPT 4 Gemini 0 Perplexity 2
14 2.5% ±1.3
#17
Merrill Advisor Match Unverified
Claude 0 ChatGPT 0 Gemini 0 Perplexity 14
14 2.5% ±1.3
#18
Wealthfront Unverified
Claude 6 ChatGPT 5 Gemini 2 Perplexity 0
13 2.3% ±1.3
#19
Ellevest Unverified
Claude 5 ChatGPT 3 Gemini 2 Perplexity 2
12 2.1% ±1.2
#20
Zacks AdvisorMatch Unverified
Claude 0 ChatGPT 0 Gemini 6 Perplexity 3
9 1.6% ±1.1
#21
Guardia Wealth Unverified
Claude 2 ChatGPT 2 Gemini 2 Perplexity 2
8 1.4% ±1.0
#22
Savvy Ladies Unverified
Claude 5 ChatGPT 2 Gemini 0 Perplexity 1
8 1.4% ±1.0
#23
Vanguard Digital Advisor Unverified
Claude 5 ChatGPT 0 Gemini 0 Perplexity 3
8 1.4% ±1.0
#24
xyplanningnetwork.com Unverified
Claude 8 ChatGPT 0 Gemini 0 Perplexity 0
8 1.4% ±1.0
#25
Fidelity Wealth Services Unverified
Claude 4 ChatGPT 1 Gemini 0 Perplexity 2
7 1.3% ±1.0
Ranks #26–#100 (75 more businesses) click to expand
#26
Iconiq Capital Unverified 7 mentions · 1.3% · 2/4 AIs
#27
Advice-Only Network Unverified 7 mentions · 1.3% · 2/4 AIs
#28
Physician Wealth Services Unverified 7 mentions · 1.3% · 2/4 AIs
#29
FeeOnlyNetwork Unverified 7 mentions · 1.3% · 2/4 AIs
#30
Fida Unverified 7 mentions · 1.3% · 1/4 AIs
#31
Mercer Advisors Unverified 7 mentions · 1.3% · 1/4 AIs
#32
Morgan Stanley Wealth Management Unverified 6 mentions · 1.1% · 3/4 AIs
#33
Cerity Partners Unverified 6 mentions · 1.1% · 3/4 AIs
#34
ConsumerAffairs Unverified 6 mentions · 1.1% · 2/4 AIs
#35
WealthKeel Unverified 6 mentions · 1.1% · 2/4 AIs
#36
BenFi Unverified 6 mentions · 1.1% · 2/4 AIs
#37
Willow Unverified 6 mentions · 1.1% · 1/4 AIs
#38
adviceonlynetwork.com Unverified 5 mentions · 0.9% · 2/4 AIs
#39
Worthy.com Unverified 5 mentions · 0.9% · 2/4 AIs
#40
Empower Wealth Management Unverified 5 mentions · 0.9% · 2/4 AIs
#41
Goldman Sachs Private Wealth Management Unverified 4 mentions · 0.7% · 3/4 AIs
#42
FPA PlannerSearch Unverified 4 mentions · 0.7% · 3/4 AIs
#43
Fidelity Wealth Management Unverified 4 mentions · 0.7% · 3/4 AIs
#44
Fidelity Go Unverified 4 mentions · 0.7% · 3/4 AIs
#45
Daim Unverified 4 mentions · 0.7% · 3/4 AIs
#46
Creative Planning Unverified 4 mentions · 0.7% · 2/4 AIs
#47
Secfi Unverified 4 mentions · 0.7% · 2/4 AIs
#48
Edward Jones Unverified 4 mentions · 0.7% · 2/4 AIs
#49
SmartAsset AMP Unverified 4 mentions · 0.7% · 2/4 AIs
#50
SmartAsset Advisor Matching Unverified 4 mentions · 0.7% · 2/4 AIs
#51
Physician on FIRE Unverified 4 mentions · 0.7% · 2/4 AIs
#52
Advisor Matching Service Unverified 4 mentions · 0.7% · 2/4 AIs
#53
AdvisorMatch (Schwab) Unverified 4 mentions · 0.7% · 2/4 AIs
#54
CDFA Institute Unverified 4 mentions · 0.7% · 2/4 AIs
#55
UBS Wealth Management Unverified 4 mentions · 0.7% · 2/4 AIs
#56
Edward Jones advisor matching Unverified 4 mentions · 0.7% · 2/4 AIs
#57
Larson Financial Unverified 4 mentions · 0.7% · 2/4 AIs
#58
Warmer Unverified 4 mentions · 0.7% · 1/4 AIs
#59
MD Financial Advisors Unverified 4 mentions · 0.7% · 1/4 AIs
#60
AMA Insurance’s Physicians Financial Partners (PFP) Unverified 4 mentions · 0.7% · 1/4 AIs
#61
Carta Unverified 4 mentions · 0.7% · 1/4 AIs
#62
RIA Match Unverified 4 mentions · 0.7% · 1/4 AIs
#63
Habits Unverified 4 mentions · 0.7% · 1/4 AIs
#64
Edward Jones Match Unverified 4 mentions · 0.7% · 1/4 AIs
#65
BNY Advisor Match Unverified 4 mentions · 0.7% · 1/4 AIs
#66
Physician Advisor Match Unverified 4 mentions · 0.7% · 1/4 AIs
#67
Advisa Unverified 4 mentions · 0.7% · 1/4 AIs
#68
Natural Investments Unverified 3 mentions · 0.5% · 3/4 AIs
#69
Fiduciary Trust Unverified 3 mentions · 0.5% · 3/4 AIs
#70
As You Sow Unverified 3 mentions · 0.5% · 2/4 AIs
#71
fiduciary advisors Unverified 3 mentions · 0.5% · 2/4 AIs
#72
Certified Divorce Financial Analyst Unverified 3 mentions · 0.5% · 2/4 AIs
#73
divorce financial advisor Unverified 3 mentions · 0.5% · 2/4 AIs
#74
Out & Equal Unverified 3 mentions · 0.5% · 2/4 AIs
#75
Park Unverified 3 mentions · 0.5% · 2/4 AIs
#76
Northern Trust Wealth Management Unverified 3 mentions · 0.5% · 2/4 AIs
#77
LegalMatch Unverified 3 mentions · 0.5% · 2/4 AIs
#78
Personal Capital Unverified 3 mentions · 0.5% · 2/4 AIs
#79
Trustpilot Unverified 3 mentions · 0.5% · 2/4 AIs
#80
Ayco (Goldman Sachs) Unverified 3 mentions · 0.5% · 2/4 AIs
#81
Lambda Legal Unverified 3 mentions · 0.5% · 2/4 AIs
#82
Charles Schwab Intelligent Portfolios Unverified 3 mentions · 0.5% · 2/4 AIs
#83
Trillium Asset Management Unverified 3 mentions · 0.5% · 2/4 AIs
#84
Darrow Wealth Management Unverified 3 mentions · 0.5% · 1/4 AIs
#85
Cerebral Wealth Unverified 3 mentions · 0.5% · 1/4 AIs
#86
Money Pickle Unverified 3 mentions · 0.5% · 1/4 AIs
#87
SmartAdvisor Match Unverified 3 mentions · 0.5% · 1/4 AIs
#88
Cerebral Wealth Advisors Unverified 3 mentions · 0.5% · 1/4 AIs
#89
Savant Wealth Unverified 3 mentions · 0.5% · 1/4 AIs
#90
Indyfin Unverified 3 mentions · 0.5% · 1/4 AIs
#91
Paladin Research & Registry Unverified 3 mentions · 0.5% · 1/4 AIs
#92
Institute for Divorce Financial Analysts (IDFA) Unverified 3 mentions · 0.5% · 1/4 AIs
#93
AngelList Unverified 3 mentions · 0.5% · 1/4 AIs
#94
Bogdahn Group Unverified 3 mentions · 0.5% · 1/4 AIs
#95
finra.org Unverified 3 mentions · 0.5% · 1/4 AIs
#96
Compound Unverified 3 mentions · 0.5% · 1/4 AIs
#97
Keystone Global Partners Unverified 3 mentions · 0.5% · 1/4 AIs
#98
Respond.com Unverified 3 mentions · 0.5% · 1/4 AIs
#99
FindAnAdvisor.com Unverified 3 mentions · 0.5% · 1/4 AIs
#100
Physicians Thrive Unverified 3 mentions · 0.5% · 1/4 AIs

294 additional firms beyond rank 100 available via the JSON API (requires atlas API token).

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Sources cited by AI

Directories, associations, and other sources

These sources appeared in AI answers as places to research, verify, or compare businesses. We show them here because they helped shape the answers.

How sources are classified

1. NAPFA

cited source

205 source · 0 verification · 0 comparison mentions

2. NAPFA's Find an Advisor

napfa.org

cited source

172 source · 0 verification · 0 comparison mentions

3. CFP Board's Find a CFP Professional

cfp.net

cited source

50 source · 0 verification · 0 comparison mentions

4. FINRA BrokerCheck

cited source

45 source · 0 verification · 0 comparison mentions

5. SEC Investment Adviser Public Disclosure (IAPD)

cited source

37 source · 0 verification · 0 comparison mentions

6. NerdWallet

cited source

32 source · 0 verification · 0 comparison mentions

7. CFP Board

cited source

32 source · 0 verification · 0 comparison mentions

8. Bankrate

bankrate.com

cited source

22 source · 0 verification · 0 comparison mentions

9. Wealthtender

cited source

21 source · 0 verification · 0 comparison mentions

10. SEC

cited source

17 source · 0 verification · 0 comparison mentions

11. White Coat Investor

cited source

13 source · 0 verification · 0 comparison mentions

12. XYPN Advisor Search

xyplanningnetwork.com

cited source

13 source · 0 verification · 0 comparison mentions

13. FINRA

finra.org

cited source

10 source · 0 verification · 0 comparison mentions

14. Fidelity Charitable’s Sustainable and Impact Investing Advisor Firms

cited source

9 source · 0 verification · 0 comparison mentions

15. Certified Financial Planner Board of Standards

cfp.net

cited source

7 source · 0 verification · 0 comparison mentions

16. CFP Board advisor search

cited source

7 source · 0 verification · 0 comparison mentions

17. Reddit

cited source

6 source · 0 verification · 0 comparison mentions

18. CFP.net

cited source

5 source · 0 verification · 0 comparison mentions

19. Divorce Financial Planning Association

cited source

3 source · 0 verification · 0 comparison mentions

20. adviserinfo.sec.gov

cited source

3 source · 0 verification · 0 comparison mentions

21. LGBTQ+ Bar Association

cited source

2 source · 0 verification · 0 comparison mentions

22. Financial Planning Association

financial planning association

cited source

2 source · 0 verification · 0 comparison mentions

23. Zocdoc

cited source

1 source · 0 verification · 0 comparison mentions

24. Avvo

cited source

1 source · 0 verification · 0 comparison mentions

25. Financial Planning Association’s PlannerSearch

cited source

1 source · 0 verification · 0 comparison mentions

26. Digital Asset Council of Professionals

cited source

1 source · 0 verification · 0 comparison mentions

27. Green America's Financial Planning Association

cited source

1 source · 0 verification · 0 comparison mentions

28. 1% for the Planet

cited source

1 source · 0 verification · 0 comparison mentions

29. Green America's Financial Planning Association list

green america's financial planning association list

cited source

1 source · 0 verification · 0 comparison mentions

These sources can reveal where buyers and AI assistants research the market. Source mentions are reported separately from business rankings.

Further reading

Pillar guide

AI Search Rankings: A 2026 Guide

How AI search rankings work and how to read a response-mention-rate leaderboard.

Playbook

How to Rank in ChatGPT

The exact structure and language that makes an AI reuse your firm as an answer.

Concepts

Generative Engine Optimization (GEO)

GEO vs AEO vs SEO — definitions, metrics, and limitations.

Field notes on reading these rankings

All notes →
AI search rankings

How to Read AI Search Rankings (Beyond Vanity Metrics)

AI search rankings measure how often assistants like ChatGPT, Claude, Gemini, and Perplexity name a business when a buyer asks who to hire. Read for share of vo...

Read note
AI-friendly content

How to Write Content That AI Assistants Actually Cite

Content that AI assistants cite looks different from content designed for humans or Google. It answers the buyer's exact question in a single quotable sentence,...

Read note
Research design

Why AI Recommendations Change Between Runs (and When a Change Is Real)

An assistant is not a laminated directory. Search results move, generated wording varies, and a tiny prompt edit can change the shortlist. The answer is not to...

Read note

Don't see your business? Or ranked low?

See which prompts and assistants omit your business, then measure the effect of site changes.

Get a free AI visibility audit →

Methodology v1.0 · latest snapshot: 560 AI responses and 2,064 business mentions · all-time corpus: 2,240 responses and 8,146 business mentions · Sep 7, 2026. 95% confidence intervals. Full methodology: viclaro.app/leaderboards/methodology.

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