Which advisor discovery does AI recommend most in United States?

SmartAsset's SmartAdvisor ranks #1 by AI response mention rate in United States (34.8% of eligible AI responses across ChatGPT, Claude, Gemini, and Perplexity). Full rankings and confidence intervals are published at https://viclaro.app/leaderboards/us/finance/advisor-discovery.

How is the AI ranking for advisor discovery in United States calculated?

Viclaro Atlas sends structured buyer-style prompts to ChatGPT, Claude, Gemini, and Perplexity, records which firms each assistant names, and computes response mention rates with 95% Wilson confidence intervals. The current snapshot analyzed 560 eligible AI responses. Full methodology at https://viclaro.app/leaderboards/methodology.

How many advisor discovery in United States are cited by AI assistants?

25 advisor discovery in United States were named at least once by ChatGPT, Claude, Gemini, or Perplexity in the current snapshot.

How often is the AI ranking updated?

Re-scans are scheduled weekly. The snapshot shown here was aggregated on August 21, 2026 — that date is published on every ranking so you can judge its freshness directly. Each snapshot is methodology-versioned and archived so historical changes remain auditable.

United States · Finance

Advisor Discovery

How to read the rankings

Columns

Rank: Position in the ranking within the latest snapshot.
Mentions: Latest-snapshot AI responses that named this business.
Mention share: Business mentions ÷ all business mentions in the latest snapshot.
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 →

Who AI recommends when United States buyers ask ChatGPT, Claude, Gemini, and Perplexity for advisor discovery.

Updated Aug 21, 2026 Methodology v1.0 560 all-time responses retained 560 eligible responses used for this ranking Snapshot US-ADV-2026-08-v1.0

Exact model variants and retained 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)

Viclaro Atlas

A Viclaro publication · viclaro.app

Advisor Discovery corpus

AI responses analyzed

560

of 23,122 across Atlas · 2.4%

Business mentions extracted

1,249

of 40,331 across Atlas · 3.1%

Businesses observed

292

of 7,890 across Atlas · 3.7%

Buyer prompts tested

of 1,616 across Atlas · 4.3%

Snapshots retained

of 110 across Atlas · 0.9%

Businesses ranked now

292

in the latest snapshot

The five totals count every retained Advisor Discovery scan response and extraction since inception; snapshot rebuilds do not duplicate them. The ranking and its mention rates use 560 eligible responses from the latest snapshot (Aug 21, 2026).

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

Rank	Business	Mentions	Mention share	Response mention rate	Clauden=140	ChatGPTn=140	Geminin=140	Perplexityn=140
#1	SmartAsset's SmartAdvisor	195	15.6%	34.8% ±3.9	82	46	22	45
#2	NAPFA's Find an Advisor	161	12.9%	28.8% ±3.7	49	20	66	26
#3	WiserAdvisor	59	4.7%	10.5% ±2.5	22	19	8	10
#4	CFP Board's Find a CFP Professional	58	4.6%	10.4% ±2.5	24	7	8	19
#5	Paladin Registry	50	4.0%	8.9% ±2.4	11	8	28	3
#6	Facet	50	4.0%	8.9% ±2.4	26	11	9	4
#7	FINRA BrokerCheck	35	2.8%	6.3% ±2.0	17	2	3	13
#8	feeonlynetwork.com	34	2.7%	6.1% ±2.0	2	3	20	9
#9	Datalign	19	1.5%	3.4% ±1.5	0	2	1	16
#10	Bankrate	17	1.4%	3.0% ±1.5	5	4	4	4
#11	Merrill Advisor Match	14	1.1%	2.5% ±1.3	1	0	0	13
#12	Unbiased	14	1.1%	2.5% ±1.3	0	0	0	14
#13	Zacks AdvisorMatch	13	1.0%	2.3% ±1.3	2	0	3	8
#14	Fee-Only Network	12	1.0%	2.1% ±1.2	3	1	8	0
#15	SEC's IAPD	12	1.0%	2.1% ±1.2	5	0	1	6
#16	NAPFA Advisor Search	12	1.0%	2.1% ±1.2	11	0	0	1
#17	garrettplanningnetwork.com	10	0.8%	1.8% ±1.1	10	0	0	0
#18	Savvy Ladies	9	0.7%	1.6% ±1.1	6	2	0	1
#19	Guardia Wealth	8	0.6%	1.4% ±1.0	2	2	2	2
#20	XYPN Advisor Search	8	0.6%	1.4% ±1.0	7	0	1	0
#21	Fida	8	0.6%	1.4% ±1.0	3	0	0	5
#22	SEC Investment Adviser Public Disclosure (IAPD)	7	0.6%	1.3% ±1.0	4	0	1	2
#23	SmartAsset Advisor Matching	7	0.6%	1.3% ±1.0	0	0	4	3
#24	CFP Board advisor search	6	0.5%	1.1% ±0.9	4	0	0	2
#25	SmartAdvisor Match	6	0.5%	1.1% ±0.9	0	0	0	6

Ranks #26–#100 (75 more firms) click to expand

#26	TrueAdvisor	6 mentions · 0.5% mention share · 1/4 AIs
#27	Habits	6 mentions · 0.5% mention share · 1/4 AIs
#28	RiaFin	5 mentions · 0.4% mention share · 2/4 AIs
#29	Physician on FIRE	5 mentions · 0.4% mention share · 2/4 AIs
#30	RIA Match	5 mentions · 0.4% mention share · 2/4 AIs
#31	AdvisorFinder	5 mentions · 0.4% mention share · 2/4 AIs
#32	Green America's Financial Planning Directory	4 mentions · 0.3% mention share · 2/4 AIs
#33	Northern Trust Wealth Management	4 mentions · 0.3% mention share · 2/4 AIs
#34	Vanguard Digital Advisor	4 mentions · 0.3% mention share · 1/4 AIs
#35	Warmer	4 mentions · 0.3% mention share · 1/4 AIs
#36	Family Advisor Match	4 mentions · 0.3% mention share · 1/4 AIs
#37	Barron’s Top 100 RIA Firms	4 mentions · 0.3% mention share · 1/4 AIs
#38	Willow	4 mentions · 0.3% mention share · 1/4 AIs
#39	Advisers Give Back	4 mentions · 0.3% mention share · 1/4 AIs
#40	Divorce Advisor Match	4 mentions · 0.3% mention share · 1/4 AIs
#41	AARP Financial Helpline	3 mentions · 0.2% mention share · 2/4 AIs
#42	Advice-Only Network	3 mentions · 0.2% mention share · 2/4 AIs
#43	eHarmony	3 mentions · 0.2% mention share · 2/4 AIs
#44	Carta	3 mentions · 0.2% mention share · 2/4 AIs
#45	CDFA Institute	3 mentions · 0.2% mention share · 2/4 AIs
#46	Divorce Financial Planning Association	3 mentions · 0.2% mention share · 2/4 AIs
#47	SmartAsset AMP	3 mentions · 0.2% mention share · 1/4 AIs
#48	Cerebral Wealth Advisors	3 mentions · 0.2% mention share · 1/4 AIs
#49	MD Financial Advisors	3 mentions · 0.2% mention share · 1/4 AIs
#50	Physician Advisors	3 mentions · 0.2% mention share · 1/4 AIs
#51	Equity Bee	3 mentions · 0.2% mention share · 1/4 AIs
#52	AMA Insurance’s Physicians Financial Partners (PFP)	3 mentions · 0.2% mention share · 1/4 AIs
#53	Physician Side Gigs financial advisors database	3 mentions · 0.2% mention share · 1/4 AIs
#54	Savant Wealth	3 mentions · 0.2% mention share · 1/4 AIs
#55	BGM CPA / Wealth Management	3 mentions · 0.2% mention share · 1/4 AIs
#56	fiduciary advisors	3 mentions · 0.2% mention share · 1/4 AIs
#57	FPA PlannerSearch	3 mentions · 0.2% mention share · 1/4 AIs
#58	RIA Database	2 mentions · 0.2% mention share · 2/4 AIs
#59	Wrenne Financial	2 mentions · 0.2% mention share · 2/4 AIs
#60	Investopedia	2 mentions · 0.2% mention share · 2/4 AIs
#61	Worthy.com	2 mentions · 0.2% mention share · 2/4 AIs
#62	DivorceForce	2 mentions · 0.2% mention share · 2/4 AIs
#63	Certified Divorce Financial Analyst	2 mentions · 0.2% mention share · 2/4 AIs
#64	Institute for Divorce Financial Analysts (IDFA)	2 mentions · 0.2% mention share · 2/4 AIs
#65	Lavender Law directory	2 mentions · 0.2% mention share · 2/4 AIs
#66	Inclusive Therapists	2 mentions · 0.2% mention share · 2/4 AIs
#67	Pride Counseling	2 mentions · 0.2% mention share · 2/4 AIs
#68	US SIF Member Directory	2 mentions · 0.2% mention share · 1/4 AIs
#69	OpenInvest	2 mentions · 0.2% mention share · 1/4 AIs
#70	Form ADV Part 2A	2 mentions · 0.2% mention share · 1/4 AIs
#71	AdvisoryHQ	2 mentions · 0.2% mention share · 1/4 AIs
#72	Green America’s Socially Responsible Financial Planners & Investment Consultants	2 mentions · 0.2% mention share · 1/4 AIs
#73	LetsMakeAPlan.org	2 mentions · 0.2% mention share · 1/4 AIs
#74	Range Financial	2 mentions · 0.2% mention share · 1/4 AIs
#75	Foliyo	2 mentions · 0.2% mention share · 1/4 AIs
#76	Hinge	2 mentions · 0.2% mention share · 1/4 AIs
#77	Curbside Real Estate	2 mentions · 0.2% mention share · 1/4 AIs
#78	Advisor Matching Service	2 mentions · 0.2% mention share · 1/4 AIs
#79	Bogdan & Frasco	2 mentions · 0.2% mention share · 1/4 AIs
#80	MoneyTrack	2 mentions · 0.2% mention share · 1/4 AIs
#81	White Coat Planning	2 mentions · 0.2% mention share · 1/4 AIs
#82	Lawyer.com	2 mentions · 0.2% mention share · 1/4 AIs
#83	Find Your Independent Advisor	2 mentions · 0.2% mention share · 1/4 AIs
#84	Kitces	2 mentions · 0.2% mention share · 1/4 AIs
#85	RFG Advisory	2 mentions · 0.2% mention share · 1/4 AIs
#86	Woven by FiduciaryNet	2 mentions · 0.2% mention share · 1/4 AIs
#87	AICPA's PFP Directory	2 mentions · 0.2% mention share · 1/4 AIs
#88	Alliance of Comprehensive Planners	2 mentions · 0.2% mention share · 1/4 AIs
#89	Savology	2 mentions · 0.2% mention share · 1/4 AIs
#90	World Investment Advisors	2 mentions · 0.2% mention share · 1/4 AIs
#91	Part D Advisors	2 mentions · 0.2% mention share · 1/4 AIs
#92	Hightouch	2 mentions · 0.2% mention share · 1/4 AIs
#93	Matched	2 mentions · 0.2% mention share · 1/4 AIs
#94	Startup Founder Advisor Match	2 mentions · 0.2% mention share · 1/4 AIs
#95	Indyfin	2 mentions · 0.2% mention share · 1/4 AIs
#96	Couplr	2 mentions · 0.2% mention share · 1/4 AIs
#97	Invested Better	2 mentions · 0.2% mention share · 1/4 AIs
#98	DPL Financial Partners	2 mentions · 0.2% mention share · 1/4 AIs
#99	Annuity.org	2 mentions · 0.2% mention share · 1/4 AIs
#100	Tara Wealth	2 mentions · 0.2% mention share · 1/4 AIs

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

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...

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AI-friendly content

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Research design

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

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Methodology v1.0 · latest snapshot: 560 AI responses and 1,249 business mentions · all-time corpus: 560 responses and 1,249 business mentions · Aug 21, 2026. 95% confidence intervals. Full methodology: viclaro.app/leaderboards/methodology.

Further reading

Field notes on reading these rankings

How to Read AI Search Rankings (Beyond Vanity Metrics)

How to Write Content That AI Assistants Actually Cite

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

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