United States · Finance

Advisor Discovery

How to read the rankings

How to read the rankings

Columns

Rank
Position across all eligible AI responses for this market.
Mentions
AI responses that named this business.
Response mention rate (±margin)
Mentions divided by eligible 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 since Aug 21
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 all-time ranking

720

across all eligible responses

These totals cover all published Advisor Discovery research. Unique businesses are counted once across all editions. The all-time ranking uses 2,233 eligible AI responses collected since Aug 21, 2026.

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

# Business Hits Rate
#1
Garrett Planning Network Unverified
Claude 261 ChatGPT 65 Gemini 162 Perplexity 19
507 22.7% ±1.7
#2
XY Planning Network Unverified
Claude 206 ChatGPT 78 Gemini 157 Perplexity 25
466 20.9% ±1.7
#3
Wealthramp Unverified
Claude 96 ChatGPT 61 Gemini 151 Perplexity 63
371 16.6% ±1.5
#4
WiserAdvisor Unverified
Claude 72 ChatGPT 64 Gemini 29 Perplexity 61
226 10.1% ±1.3
#5
Facet Unverified
Claude 98 ChatGPT 46 Gemini 44 Perplexity 21
209 9.4% ±1.2
#6
Paladin Registry Unverified
Claude 48 ChatGPT 40 Gemini 85 Perplexity 12
185 8.3% ±1.1
#7
feeonlynetwork.com Unverified
Claude 20 ChatGPT 19 Gemini 112 Perplexity 20
171 7.7% ±1.1
#8
Harness Wealth Unverified
Claude 99 ChatGPT 45 Gemini 4 Perplexity 10
158 7.1% ±1.1
#9
NerdWallet Advisors Match Unverified
Claude 40 ChatGPT 13 Gemini 12 Perplexity 60
125 5.6% ±1.0
#10
Datalign Unverified
Claude 4 ChatGPT 8 Gemini 7 Perplexity 85
104 4.7% ±0.9
#11
Vanguard Personal Advisor Services Unverified
Claude 18 ChatGPT 23 Gemini 32 Perplexity 7
80 3.6% ±0.8
#12
Unbiased Unverified
Claude 0 ChatGPT 0 Gemini 1 Perplexity 72
73 3.3% ±0.7
#13
Pam Krueger Unverified
Claude 65 ChatGPT 0 Gemini 0 Perplexity 1
66 3.0% ±0.7
#14
Merrill Advisor Match Unverified
Claude 2 ChatGPT 0 Gemini 0 Perplexity 51
53 2.4% ±0.6
#15
Zacks AdvisorMatch Unverified
Claude 2 ChatGPT 0 Gemini 22 Perplexity 16
40 1.8% ±0.6
#16
Betterment Unverified
Claude 22 ChatGPT 11 Gemini 2 Perplexity 3
38 1.7% ±0.5
#17
Wealthfront Unverified
Claude 14 ChatGPT 14 Gemini 9 Perplexity 0
37 1.7% ±0.5
#18
Ellevest Unverified
Claude 13 ChatGPT 9 Gemini 6 Perplexity 6
34 1.5% ±0.5
#19
SmartAsset Advisor Matching Unverified
Claude 1 ChatGPT 3 Gemini 9 Perplexity 20
33 1.5% ±0.5
#20
FeeOnlyNetwork Unverified
Claude 0 ChatGPT 2 Gemini 10 Perplexity 19
31 1.4% ±0.5
#21
Mercer Advisors Unverified
Claude 0 ChatGPT 0 Gemini 1 Perplexity 27
28 1.3% ±0.5
#22
Fida Unverified
Claude 3 ChatGPT 0 Gemini 1 Perplexity 22
26 1.2% ±0.5
#23
Savvy Ladies Unverified
Claude 18 ChatGPT 6 Gemini 0 Perplexity 2
26 1.2% ±0.5
#24
Guardia Wealth Unverified
Claude 6 ChatGPT 6 Gemini 6 Perplexity 6
24 1.1% ±0.4
#25
Iconiq Capital Unverified
Claude 14 ChatGPT 0 Gemini 9 Perplexity 0
23 1.0% ±0.4
Ranks #26–#100 (75 more businesses) click to expand
#26
Vanguard Digital Advisor Unverified 22 mentions · 1.0% · 2/4 AIs
#27
xyplanningnetwork.com Unverified 20 mentions · 0.9% · 3/4 AIs
#28
Warmer Unverified 19 mentions · 0.9% · 1/4 AIs
#29
Creative Planning Unverified 17 mentions · 0.8% · 3/4 AIs
#30
Physician on FIRE Unverified 17 mentions · 0.8% · 2/4 AIs
#31
Physician Wealth Services Unverified 17 mentions · 0.8% · 2/4 AIs
#32
TrueAdvisor Unverified 17 mentions · 0.8% · 1/4 AIs
#33
Advice-Only Network Unverified 16 mentions · 0.7% · 2/4 AIs
#34
Institute for Divorce Financial Analysts (IDFA) Unverified 16 mentions · 0.7% · 2/4 AIs
#35
Darrow Wealth Management Unverified 16 mentions · 0.7% · 1/4 AIs
#36
Willow Unverified 16 mentions · 0.7% · 1/4 AIs
#37
Goldman Sachs Private Wealth Management Unverified 15 mentions · 0.7% · 3/4 AIs
#38
Fidelity Wealth Services Unverified 15 mentions · 0.7% · 3/4 AIs
#39
Habits Unverified 15 mentions · 0.7% · 1/4 AIs
#40
Northern Trust Wealth Management Unverified 14 mentions · 0.6% · 4/4 AIs
#41
Morgan Stanley Wealth Management Unverified 14 mentions · 0.6% · 3/4 AIs
#42
Cerity Partners Unverified 14 mentions · 0.6% · 3/4 AIs
#43
Personal Capital Unverified 14 mentions · 0.6% · 3/4 AIs
#44
Fidelity Go Unverified 14 mentions · 0.6% · 3/4 AIs
#45
MD Financial Advisors Unverified 14 mentions · 0.6% · 2/4 AIs
#46
AdvisorFinder Unverified 14 mentions · 0.6% · 2/4 AIs
#47
Worthy.com Unverified 14 mentions · 0.6% · 2/4 AIs
#48
CDFA Institute Unverified 14 mentions · 0.6% · 2/4 AIs
#49
WealthKeel Unverified 14 mentions · 0.6% · 2/4 AIs
#50
BenFi Unverified 14 mentions · 0.6% · 2/4 AIs
#51
Fidelity Wealth Management Unverified 13 mentions · 0.6% · 3/4 AIs
#52
Edward Jones Unverified 13 mentions · 0.6% · 2/4 AIs
#53
RiaFin Unverified 13 mentions · 0.6% · 2/4 AIs
#54
SmartAdvisor Match Unverified 13 mentions · 0.6% · 1/4 AIs
#55
FindAnAdvisor.com Unverified 13 mentions · 0.6% · 1/4 AIs
#56
UBS Wealth Management Unverified 12 mentions · 0.5% · 3/4 AIs
#57
Fisher Investments Unverified 12 mentions · 0.5% · 2/4 AIs
#58
SmartAsset AMP Unverified 12 mentions · 0.5% · 2/4 AIs
#59
AMA Insurance’s Physicians Financial Partners (PFP) Unverified 12 mentions · 0.5% · 2/4 AIs
#60
RIA Match Unverified 12 mentions · 0.5% · 2/4 AIs
#61
Divorce Advisor Match Unverified 12 mentions · 0.5% · 1/4 AIs
#62
Advisor Matching Service Unverified 11 mentions · 0.5% · 2/4 AIs
#63
Savant Wealth Unverified 11 mentions · 0.5% · 2/4 AIs
#64
Edward Jones advisor matching Unverified 11 mentions · 0.5% · 2/4 AIs
#65
Fiduciary Check Unverified 11 mentions · 0.5% · 1/4 AIs
#66
AdvisorMatch (Schwab) Unverified 10 mentions · 0.4% · 3/4 AIs
#67
Empower Wealth Management Unverified 10 mentions · 0.4% · 3/4 AIs
#68
Carta Unverified 10 mentions · 0.4% · 2/4 AIs
#69
Trustpilot Unverified 10 mentions · 0.4% · 2/4 AIs
#70
Charles Schwab Intelligent Portfolios Unverified 10 mentions · 0.4% · 2/4 AIs
#71
White Coat Planning Unverified 10 mentions · 0.4% · 1/4 AIs
#72
Keystone Global Partners Unverified 10 mentions · 0.4% · 1/4 AIs
#73
Edward Jones Match Unverified 10 mentions · 0.4% · 1/4 AIs
#74
fiduciary advisors Unverified 9 mentions · 0.4% · 3/4 AIs
#75
Certified Divorce Financial Analyst Unverified 9 mentions · 0.4% · 3/4 AIs
#76
FPA PlannerSearch Unverified 9 mentions · 0.4% · 3/4 AIs
#77
eHarmony Unverified 9 mentions · 0.4% · 2/4 AIs
#78
ConsumerAffairs Unverified 9 mentions · 0.4% · 2/4 AIs
#79
Onramp Invest Unverified 9 mentions · 0.4% · 2/4 AIs
#80
WCI Financial Advisor Network Unverified 9 mentions · 0.4% · 2/4 AIs
#81
finra.org Unverified 9 mentions · 0.4% · 1/4 AIs
#82
CERTIFIED FINANCIAL PLANNER (CFP) Unverified 8 mentions · 0.4% · 4/4 AIs
#83
Bessemer Trust Unverified 8 mentions · 0.4% · 3/4 AIs
#84
Merrill Lynch Wealth Management Unverified 8 mentions · 0.4% · 2/4 AIs
#85
Range Financial Unverified 8 mentions · 0.4% · 1/4 AIs
#86
Cerebral Wealth Advisors Unverified 8 mentions · 0.4% · 1/4 AIs
#87
Curbside Real Estate Unverified 8 mentions · 0.4% · 1/4 AIs
#88
Physician Advisors Unverified 8 mentions · 0.4% · 1/4 AIs
#89
Alliance of Comprehensive Planners Unverified 8 mentions · 0.4% · 1/4 AIs
#90
BGM CPA / Wealth Management Unverified 8 mentions · 0.4% · 1/4 AIs
#91
Annuity.org Unverified 8 mentions · 0.4% · 1/4 AIs
#92
SilverSingles Unverified 8 mentions · 0.4% · 1/4 AIs
#93
LGBTQ Advisor Match Unverified 8 mentions · 0.4% · 1/4 AIs
#94
AngelList Unverified 8 mentions · 0.4% · 1/4 AIs
#95
Bogdahn Group Unverified 8 mentions · 0.4% · 1/4 AIs
#96
GuideVine Unverified 8 mentions · 0.4% · 1/4 AIs
#97
William Blair Private Wealth Unverified 8 mentions · 0.4% · 1/4 AIs
#98
BNY Advisor Match Unverified 8 mentions · 0.4% · 1/4 AIs
#99
Secfi Unverified 7 mentions · 0.3% · 2/4 AIs
#100
Wrenne Financial Unverified 7 mentions · 0.3% · 2/4 AIs

620 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.

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Methodology v1.0 · latest snapshot: 560 AI responses and 5,456 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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