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.
The independent record of which businesses ChatGPT, Claude, Gemini, and Perplexity put on the shortlist when United States buyers describe what they need.
Model versions and response counts
openai/gpt-4o: 140 · perplexity/sonar: 140 · google/gemini-2.5-flash: 140 · anthropic/claude-sonnet-4.6: 140
Viclaro Atlas
A Viclaro publication · viclaro.app
All-time Advisor Discovery results
AI responses analyzed
3,360
of 96,898 across Atlas · 3.5%
Business mentions
13,880
of 403,245 across Atlas · 3.4%
Businesses named over time
941
of 34,867 across Atlas · 2.7%
Buyer questions tested
70
of 1,616 across Atlas · 4.3%
Published snapshots
6
of 177 across Atlas · 3.4%
Businesses ranked
352
in the latest snapshot
These totals cover all published Advisor Discovery research. The current ranking uses 560 eligible AI responses from Sep 27, 2026.
Filters this ranking only. Use Atlas search above to search every market.
| #Rank | Business | HitsMentions | RateResponse mention rate | Clauden=140 | ChatGPTn=140 | Geminin=140 | Perplexityn=140 |
|---|---|---|---|---|---|---|---|
| #1 |
SmartAsset
Unverified
Claude 82
ChatGPT 48
Gemini 32
Perplexity 60
|
222 | 39.6% ±4.0 | 82 | 48 | 32 | 60 |
| #2 |
|
186 | 33.2% ±3.9 | 89 | 27 | 66 | 4 |
| #3 |
Zoe Financial
Claude 88
ChatGPT 41
Gemini 15
Perplexity 26
|
170 | 30.4% ±3.8 | 88 | 41 | 15 | 26 |
| #4 |
|
169 | 30.2% ±3.8 | 76 | 29 | 53 | 11 |
| #5 |
|
110 | 19.6% ±3.3 | 33 | 13 | 28 | 36 |
| #6 |
|
72 | 12.9% ±2.8 | 22 | 11 | 14 | 25 |
| #7 |
|
60 | 10.7% ±2.6 | 35 | 18 | 2 | 5 |
| #8 |
|
59 | 10.5% ±2.5 | 26 | 16 | 10 | 7 |
| #9 |
|
50 | 8.9% ±2.4 | 17 | 4 | 5 | 24 |
| #10 |
|
49 | 8.8% ±2.4 | 15 | 13 | 20 | 1 |
| #11 |
|
46 | 8.2% ±2.3 | 4 | 6 | 32 | 4 |
| #12 |
|
34 | 6.1% ±2.0 | 0 | 0 | 0 | 34 |
| #13 |
|
31 | 5.5% ±1.9 | 8 | 6 | 12 | 5 |
| #14 |
|
24 | 4.3% ±1.7 | 0 | 0 | 0 | 24 |
| #15 |
|
21 | 3.8% ±1.6 | 1 | 2 | 2 | 16 |
| #16 |
|
21 | 3.8% ±1.6 | 20 | 0 | 1 | 0 |
| #17 |
|
18 | 3.2% ±1.5 | 9 | 6 | 1 | 2 |
| #18 |
|
14 | 2.5% ±1.3 | 6 | 5 | 3 | 0 |
| #19 |
|
13 | 2.3% ±1.3 | 5 | 4 | 2 | 2 |
| #20 |
|
11 | 2.0% ±1.2 | 0 | 0 | 9 | 2 |
| #21 |
|
10 | 1.8% ±1.1 | 10 | 0 | 0 | 0 |
| #22 |
|
8 | 1.4% ±1.0 | 1 | 3 | 3 | 1 |
| #23 |
|
8 | 1.4% ±1.0 | 2 | 2 | 2 | 2 |
| #24 |
|
8 | 1.4% ±1.0 | 0 | 2 | 2 | 4 |
| #25 |
|
7 | 1.3% ±1.0 | 2 | 0 | 0 | 5 |
Ranks #26–#100 (75 more businesses) click to expand
| #26 | 7 mentions · 1.3% · 2/4 AIs | |
| #27 | 7 mentions · 1.3% · 2/4 AIs | |
| #28 | 6 mentions · 1.1% · 3/4 AIs | |
| #29 | 6 mentions · 1.1% · 2/4 AIs | |
| #30 | 6 mentions · 1.1% · 2/4 AIs | |
| #31 | 6 mentions · 1.1% · 2/4 AIs | |
| #32 | 6 mentions · 1.1% · 1/4 AIs | |
| #33 | 6 mentions · 1.1% · 1/4 AIs | |
| #34 | 5 mentions · 0.9% · 3/4 AIs | |
| #35 | 5 mentions · 0.9% · 2/4 AIs | |
| #36 | 5 mentions · 0.9% · 2/4 AIs | |
| #37 | 5 mentions · 0.9% · 2/4 AIs | |
| #38 | 5 mentions · 0.9% · 2/4 AIs | |
| #39 | 5 mentions · 0.9% · 2/4 AIs | |
| #40 | 5 mentions · 0.9% · 2/4 AIs | |
| #41 | 4 mentions · 0.7% · 3/4 AIs | |
| #42 | 4 mentions · 0.7% · 3/4 AIs | |
| #43 | 4 mentions · 0.7% · 2/4 AIs | |
| #44 | 4 mentions · 0.7% · 2/4 AIs | |
| #45 | 4 mentions · 0.7% · 2/4 AIs | |
| #46 | 4 mentions · 0.7% · 2/4 AIs | |
| #47 | 4 mentions · 0.7% · 2/4 AIs | |
| #48 | 4 mentions · 0.7% · 2/4 AIs | |
| #49 | 4 mentions · 0.7% · 2/4 AIs | |
| #50 | 4 mentions · 0.7% · 2/4 AIs | |
| #51 | 4 mentions · 0.7% · 2/4 AIs | |
| #52 | 4 mentions · 0.7% · 2/4 AIs | |
| #53 | 4 mentions · 0.7% · 1/4 AIs | |
| #54 | 4 mentions · 0.7% · 1/4 AIs | |
| #55 | 4 mentions · 0.7% · 1/4 AIs | |
| #56 | 4 mentions · 0.7% · 1/4 AIs | |
| #57 | 4 mentions · 0.7% · 1/4 AIs | |
| #58 | 4 mentions · 0.7% · 1/4 AIs | |
| #59 | 4 mentions · 0.7% · 1/4 AIs | |
| #60 | 4 mentions · 0.7% · 1/4 AIs | |
| #61 | 3 mentions · 0.5% · 3/4 AIs | |
| #62 | 3 mentions · 0.5% · 2/4 AIs | |
| #63 | 3 mentions · 0.5% · 2/4 AIs | |
| #64 | 3 mentions · 0.5% · 2/4 AIs | |
| #65 | 3 mentions · 0.5% · 2/4 AIs | |
| #66 | 3 mentions · 0.5% · 2/4 AIs | |
| #67 | 3 mentions · 0.5% · 2/4 AIs | |
| #68 | 3 mentions · 0.5% · 2/4 AIs | |
| #69 | 3 mentions · 0.5% · 2/4 AIs | |
| #70 | 3 mentions · 0.5% · 2/4 AIs | |
| #71 | 3 mentions · 0.5% · 2/4 AIs | |
| #72 | 3 mentions · 0.5% · 2/4 AIs | |
| #73 | 3 mentions · 0.5% · 2/4 AIs | |
| #74 | 3 mentions · 0.5% · 2/4 AIs | |
| #75 | 3 mentions · 0.5% · 2/4 AIs | |
| #76 | 3 mentions · 0.5% · 2/4 AIs | |
| #77 | 3 mentions · 0.5% · 2/4 AIs | |
| #78 | 3 mentions · 0.5% · 2/4 AIs | |
| #79 | 3 mentions · 0.5% · 2/4 AIs | |
| #80 | 3 mentions · 0.5% · 2/4 AIs | |
| #81 | 3 mentions · 0.5% · 1/4 AIs | |
| #82 | 3 mentions · 0.5% · 1/4 AIs | |
| #83 | 3 mentions · 0.5% · 1/4 AIs | |
| #84 | 3 mentions · 0.5% · 1/4 AIs | |
| #85 | 3 mentions · 0.5% · 1/4 AIs | |
| #86 | 3 mentions · 0.5% · 1/4 AIs | |
| #87 | 3 mentions · 0.5% · 1/4 AIs | |
| #88 | 3 mentions · 0.5% · 1/4 AIs | |
| #89 | 3 mentions · 0.5% · 1/4 AIs | |
| #90 | 3 mentions · 0.5% · 1/4 AIs | |
| #91 | 3 mentions · 0.5% · 1/4 AIs | |
| #92 | 3 mentions · 0.5% · 1/4 AIs | |
| #93 | 2 mentions · 0.4% · 2/4 AIs | |
| #94 | 2 mentions · 0.4% · 2/4 AIs | |
| #95 | 2 mentions · 0.4% · 2/4 AIs | |
| #96 | 2 mentions · 0.4% · 2/4 AIs | |
| #97 | 2 mentions · 0.4% · 2/4 AIs | |
| #98 | 2 mentions · 0.4% · 2/4 AIs | |
| #99 | 2 mentions · 0.4% · 2/4 AIs | |
| #100 | 2 mentions · 0.4% · 2/4 AIs |
252 additional firms beyond rank 100 available via the JSON API (requires atlas API token).
No firms in this ranking match that search.
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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.
1. NAPFA's Find an Advisor
napfa.org
163 source · 0 verification · 0 comparison mentions
2. NAPFA
89 source · 0 verification · 0 comparison mentions
3. CFP Board's Find a CFP Professional
cfp.net
43 source · 0 verification · 0 comparison mentions
4. FINRA BrokerCheck
40 source · 0 verification · 0 comparison mentions
5. SEC Investment Adviser Public Disclosure (IAPD)
33 source · 0 verification · 0 comparison mentions
6. Bankrate
bankrate.com
19 source · 0 verification · 0 comparison mentions
7. XYPN Advisor Search
xyplanningnetwork.com
15 source · 0 verification · 0 comparison mentions
8. White Coat Investor
12 source · 0 verification · 0 comparison mentions
9. Certified Financial Planner Board of Standards
cfp.net
9 source · 0 verification · 0 comparison mentions
10. Fidelity Charitable’s Sustainable and Impact Investing Advisor Firms
7 source · 0 verification · 0 comparison mentions
11. Reddit
6 source · 0 verification · 0 comparison mentions
12. Forbes
4 source · 0 verification · 0 comparison mentions
13. Divorce Financial Planning Association
3 source · 0 verification · 0 comparison mentions
14. Avvo
3 source · 0 verification · 0 comparison mentions
15. Martindale
2 source · 0 verification · 0 comparison mentions
16. CFP.net
2 source · 0 verification · 0 comparison mentions
17. CFP Board advisor search
2 source · 0 verification · 0 comparison mentions
18. 1% for the Planet
2 source · 0 verification · 0 comparison mentions
19. National Association of Enrolled Agents
1 source · 0 verification · 0 comparison mentions
20. LGBTQ+ Bar Association
1 source · 0 verification · 0 comparison mentions
21. Association of Women in Finance
1 source · 0 verification · 0 comparison mentions
22. adviserinfo.sec.gov
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 →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...
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,...
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...
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 2,037 business mentions · all-time corpus: 3,360 responses and 13,880 business mentions · Sep 27, 2026. 95% confidence intervals. Full methodology: viclaro.app/leaderboards/methodology.