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 27 All time since Aug 21
941 businesses named over time 3,360 responses analyzed v1.0
Current ranking: 352 businesses published 1 week 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 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

923

across all eligible responses

These totals cover all published Advisor Discovery research. The all-time ranking uses 3,353 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 467 ChatGPT 120 Gemini 308 Perplexity 29
924 27.6% ±1.5
#2
XY Planning Network Unverified
Claude 379 ChatGPT 145 Gemini 285 Perplexity 44
853 25.4% ±1.5
#3
Wealthramp Unverified
Claude 167 ChatGPT 93 Gemini 224 Perplexity 130
614 18.3% ±1.3
#4
WiserAdvisor Unverified
Claude 116 ChatGPT 85 Gemini 58 Perplexity 120
379 11.3% ±1.1
#5
Facet Unverified
Claude 158 ChatGPT 82 Gemini 70 Perplexity 34
344 10.3% ±1.0
#6
Harness Wealth Unverified
Claude 181 ChatGPT 83 Gemini 10 Perplexity 22
296 8.8% ±1.0
#7
Paladin Registry Unverified
Claude 79 ChatGPT 66 Gemini 124 Perplexity 15
284 8.5% ±0.9
#8
feeonlynetwork.com Unverified
Claude 34 ChatGPT 36 Gemini 183 Perplexity 25
278 8.3% ±0.9
#9
NerdWallet Advisors Match Unverified
Claude 75 ChatGPT 23 Gemini 24 Perplexity 97
219 6.5% ±0.8
#10
Datalign Unverified
Claude 7 ChatGPT 12 Gemini 11 Perplexity 138
168 5.0% ±0.7
#11
Vanguard Personal Advisor Services Unverified
Claude 35 ChatGPT 39 Gemini 60 Perplexity 14
148 4.4% ±0.7
#12
Unbiased Unverified
Claude 0 ChatGPT 0 Gemini 1 Perplexity 139
140 4.2% ±0.7
#13
Pam Krueger Unverified
Claude 108 ChatGPT 0 Gemini 4 Perplexity 1
113 3.4% ±0.6
#14
Betterment Unverified
Claude 40 ChatGPT 25 Gemini 5 Perplexity 6
76 2.3% ±0.5
#15
Merrill Advisor Match Unverified
Claude 7 ChatGPT 1 Gemini 0 Perplexity 63
71 2.1% ±0.5
#16
Zacks AdvisorMatch Unverified
Claude 2 ChatGPT 0 Gemini 36 Perplexity 32
70 2.1% ±0.5
#17
Ellevest Unverified
Claude 27 ChatGPT 17 Gemini 10 Perplexity 10
64 1.9% ±0.5
#18
Wealthfront Unverified
Claude 22 ChatGPT 26 Gemini 15 Perplexity 0
63 1.9% ±0.5
#19
Warmer Unverified
Claude 0 ChatGPT 0 Gemini 0 Perplexity 52
52 1.6% ±0.4
#20
SmartAsset Advisor Matching Unverified
Claude 1 ChatGPT 4 Gemini 15 Perplexity 29
49 1.5% ±0.4
#21
Guardia Wealth Unverified
Claude 12 ChatGPT 12 Gemini 12 Perplexity 12
48 1.4% ±0.4
#22
xyplanningnetwork.com Unverified
Claude 46 ChatGPT 1 Gemini 1 Perplexity 0
48 1.4% ±0.4
#23
Mercer Advisors Unverified
Claude 1 ChatGPT 1 Gemini 2 Perplexity 41
45 1.3% ±0.4
#24
Savvy Ladies Unverified
Claude 25 ChatGPT 12 Gemini 0 Perplexity 2
39 1.2% ±0.4
#25
Vanguard Digital Advisor Unverified
Claude 29 ChatGPT 0 Gemini 0 Perplexity 6
35 1.0% ±0.3
Ranks #26–#100 (75 more businesses) click to expand
#26
Iconiq Capital Unverified 34 mentions · 1.0% · 2/4 AIs
#27
Fida Unverified 31 mentions · 0.9% · 3/4 AIs
#28
FeeOnlyNetwork Unverified 31 mentions · 0.9% · 3/4 AIs
#29
Creative Planning Unverified 30 mentions · 0.9% · 3/4 AIs
#30
Physician on FIRE Unverified 28 mentions · 0.8% · 3/4 AIs
#31
Fidelity Go Unverified 28 mentions · 0.8% · 3/4 AIs
#32
Physician Wealth Services Unverified 27 mentions · 0.8% · 2/4 AIs
#33
Advice-Only Network Unverified 25 mentions · 0.7% · 2/4 AIs
#34
Fisher Investments Unverified 24 mentions · 0.7% · 4/4 AIs
#35
Darrow Wealth Management Unverified 24 mentions · 0.7% · 2/4 AIs
#36
Morgan Stanley Wealth Management Unverified 23 mentions · 0.7% · 4/4 AIs
#37
CDFA Institute Unverified 23 mentions · 0.7% · 3/4 AIs
#38
Fidelity Wealth Management Unverified 23 mentions · 0.7% · 3/4 AIs
#39
Edward Jones advisor matching Unverified 23 mentions · 0.7% · 2/4 AIs
#40
FindAnAdvisor.com Unverified 23 mentions · 0.7% · 1/4 AIs
#41
Goldman Sachs Private Wealth Management Unverified 22 mentions · 0.7% · 3/4 AIs
#42
Fidelity Wealth Services Unverified 22 mentions · 0.7% · 3/4 AIs
#43
AdvisorFinder Unverified 22 mentions · 0.7% · 2/4 AIs
#44
BenFi Unverified 22 mentions · 0.7% · 2/4 AIs
#45
TrueAdvisor Unverified 22 mentions · 0.7% · 1/4 AIs
#46
Willow Unverified 22 mentions · 0.7% · 1/4 AIs
#47
MD Financial Advisors Unverified 21 mentions · 0.6% · 3/4 AIs
#48
Personal Capital Unverified 21 mentions · 0.6% · 3/4 AIs
#49
SmartAsset AMP Unverified 21 mentions · 0.6% · 2/4 AIs
#50
RIA Match Unverified 21 mentions · 0.6% · 2/4 AIs
#51
Worthy.com Unverified 21 mentions · 0.6% · 2/4 AIs
#52
WealthKeel Unverified 21 mentions · 0.6% · 2/4 AIs
#53
Northern Trust Wealth Management Unverified 20 mentions · 0.6% · 4/4 AIs
#54
Cerity Partners Unverified 20 mentions · 0.6% · 3/4 AIs
#55
UBS Wealth Management Unverified 19 mentions · 0.6% · 3/4 AIs
#56
Institute for Divorce Financial Analysts (IDFA) Unverified 19 mentions · 0.6% · 2/4 AIs
#57
Fiduciary Check Unverified 19 mentions · 0.6% · 1/4 AIs
#58
Merrill Lynch Wealth Management Unverified 18 mentions · 0.5% · 3/4 AIs
#59
AdvisorMatch (Schwab) Unverified 18 mentions · 0.5% · 3/4 AIs
#60
Trustpilot Unverified 18 mentions · 0.5% · 3/4 AIs
#61
AMA Insurance’s Physicians Financial Partners (PFP) Unverified 18 mentions · 0.5% · 2/4 AIs
#62
Charles Schwab Intelligent Portfolios Unverified 18 mentions · 0.5% · 2/4 AIs
#63
Carta Unverified 17 mentions · 0.5% · 2/4 AIs
#64
Bessemer Trust Unverified 16 mentions · 0.5% · 3/4 AIs
#65
Advisor Matching Service Unverified 16 mentions · 0.5% · 2/4 AIs
#66
adviceonlynetwork.com Unverified 16 mentions · 0.5% · 2/4 AIs
#67
ConsumerAffairs Unverified 16 mentions · 0.5% · 2/4 AIs
#68
Habits Unverified 16 mentions · 0.5% · 1/4 AIs
#69
Keystone Global Partners Unverified 16 mentions · 0.5% · 1/4 AIs
#70
FPA PlannerSearch Unverified 15 mentions · 0.4% · 3/4 AIs
#71
Larson Financial Unverified 15 mentions · 0.4% · 3/4 AIs
#72
Form ADV Part 2A Unverified 15 mentions · 0.4% · 2/4 AIs
#73
Savant Wealth Unverified 15 mentions · 0.4% · 2/4 AIs
#74
White Coat Planning Unverified 15 mentions · 0.4% · 1/4 AIs
#75
AngelList Unverified 15 mentions · 0.4% · 1/4 AIs
#76
Compound Unverified 15 mentions · 0.4% · 1/4 AIs
#77
Empower Wealth Management Unverified 14 mentions · 0.4% · 3/4 AIs
#78
RiaFin Unverified 14 mentions · 0.4% · 2/4 AIs
#79
Onramp Invest Unverified 14 mentions · 0.4% · 2/4 AIs
#80
Curbside Real Estate Unverified 14 mentions · 0.4% · 1/4 AIs
#81
Retiree Advisor Match Unverified 14 mentions · 0.4% · 1/4 AIs
#82
AICPA PFS directory Unverified 14 mentions · 0.4% · 1/4 AIs
#83
Divorce Advisor Match Unverified 14 mentions · 0.4% · 1/4 AIs
#84
Edward Jones Unverified 13 mentions · 0.4% · 2/4 AIs
#85
eHarmony Unverified 13 mentions · 0.4% · 2/4 AIs
#86
WCI Financial Advisor Network Unverified 13 mentions · 0.4% · 2/4 AIs
#87
Lambda Legal Unverified 13 mentions · 0.4% · 2/4 AIs
#88
SmartAdvisor Match Unverified 13 mentions · 0.4% · 1/4 AIs
#89
Alliance of Comprehensive Planners Unverified 13 mentions · 0.4% · 1/4 AIs
#90
finra.org Unverified 13 mentions · 0.4% · 1/4 AIs
#91
First Affirmative Financial Network Unverified 12 mentions · 0.4% · 3/4 AIs
#92
Wrenne Financial Unverified 12 mentions · 0.4% · 3/4 AIs
#93
US SIF Member Directory Unverified 12 mentions · 0.4% · 2/4 AIs
#94
Green America's Financial Planning Directory Unverified 12 mentions · 0.4% · 2/4 AIs
#95
As You Sow Unverified 12 mentions · 0.4% · 2/4 AIs
#96
Investopedia Unverified 12 mentions · 0.4% · 2/4 AIs
#97
Physicians Thrive Unverified 12 mentions · 0.4% · 2/4 AIs
#98
OpenInvest Unverified 12 mentions · 0.4% · 1/4 AIs
#99
Range Financial Unverified 12 mentions · 0.4% · 1/4 AIs
#100
Equity Bee Unverified 12 mentions · 0.4% · 1/4 AIs

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

Request a scan

Don't see your firm above?

Most firms are tracked below the top 25 shown here — try the search bar at the top of the page first (Cmd+K). If your firm hasn't been scanned yet, tell us who you are and we'll add it. Result lands in your inbox, no account required.

By submitting you agree we can email you the results. We won't sell your address.

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's Find an Advisor

napfa.org

cited source

163 source · 0 verification · 0 comparison mentions

2. NAPFA

cited source

89 source · 0 verification · 0 comparison mentions

3. CFP Board's Find a CFP Professional

cfp.net

cited source

43 source · 0 verification · 0 comparison mentions

4. FINRA BrokerCheck

cited source

40 source · 0 verification · 0 comparison mentions

5. SEC Investment Adviser Public Disclosure (IAPD)

cited source

33 source · 0 verification · 0 comparison mentions

6. Bankrate

bankrate.com

cited source

19 source · 0 verification · 0 comparison mentions

7. XYPN Advisor Search

xyplanningnetwork.com

cited source

15 source · 0 verification · 0 comparison mentions

8. White Coat Investor

cited source

12 source · 0 verification · 0 comparison mentions

9. Certified Financial Planner Board of Standards

cfp.net

cited source

9 source · 0 verification · 0 comparison mentions

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

cited source

7 source · 0 verification · 0 comparison mentions

11. Reddit

cited source

6 source · 0 verification · 0 comparison mentions

12. Forbes

cited source

4 source · 0 verification · 0 comparison mentions

13. Divorce Financial Planning Association

cited source

3 source · 0 verification · 0 comparison mentions

14. Avvo

cited source

3 source · 0 verification · 0 comparison mentions

15. Martindale

cited source

2 source · 0 verification · 0 comparison mentions

16. CFP.net

cited source

2 source · 0 verification · 0 comparison mentions

17. CFP Board advisor search

cited source

2 source · 0 verification · 0 comparison mentions

18. 1% for the Planet

cited source

2 source · 0 verification · 0 comparison mentions

19. National Association of Enrolled Agents

cited source

1 source · 0 verification · 0 comparison mentions

20. LGBTQ+ Bar Association

cited source

1 source · 0 verification · 0 comparison mentions

21. Association of Women in Finance

cited source

1 source · 0 verification · 0 comparison mentions

22. adviserinfo.sec.gov

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 9,179 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.

Rank-change alerts

Watch this firm

Get an email when this firm moves in the ChatGPT / Claude / Gemini / Perplexity leaderboard. Weekly at most; usually less.

We only email you when the ranking actually changes. One-click unsubscribe on every message. We won't add you to any other list — this is the alert, not a funnel.