Where does NAPFA's Find an Advisor rank in AI search for advisor discovery in United States?

NAPFA's Find an Advisor ranks #2 of 292 advisor discovery firms measured in United States by AI response mention rate (28.8% across eligible ChatGPT, Claude, Gemini, and Perplexity responses), based on the August 2026 snapshot.

Which AI assistants cite NAPFA's Find an Advisor?

In the current snapshot, NAPFA's Find an Advisor was named by 4 of the 4 AI assistants tested (ChatGPT, Claude, Gemini, Perplexity). The per-assistant breakdown is published at https://viclaro.app/leaderboards/us/finance/advisor-discovery/napfas-find-an-advisor.

Is NAPFA's Find an Advisor recommended by ChatGPT?

AI recommendations vary by assistant and prompt. The Viclaro Atlas profile at https://viclaro.app/leaderboards/us/finance/advisor-discovery/napfas-find-an-advisor shows the per-assistant breakdown, every recorded citation, and the specific buyer scenarios where each AI named this firm.

United States · Advisor Discovery

NAPFA's Find an Advisor

How to read this firm's data

Header tiles

Rank: Position among firms named in the category's latest scan.
Named in: How many of the snapshot's AI responses named this business, out of how many were run. One response = one prompt put to one assistant once. The percentage is the same figure normalised so categories with different response counts can be compared; ±X is the 95% confidence margin.
Cited by: How many of the four AI assistants named this firm at least once.

Breakdowns + log

Rank trend: Each dot is one category snapshot, newest on the right. Shown once two or more snapshots exist; a flat line means this firm's rank didn't move.
Per-AI breakdown: Responses from each assistant that named this firm.
By question type: Citations grouped by what the buyer was asking.
Citation log: Every recorded instance where an AI named this firm.

Full methodology →

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Rank

of 292 firms

Named in

161 of 560

AI responses · 28.8% ±3.7%

Cited by

4/4

✓ Claude ✓ ChatGPT ✓ Gemini ✓ Perplexity

Per-AI breakdown

Counts show how many responses from each assistant named this firm.

Claude

of 140 responses

mentions

ChatGPT

of 140 responses

mentions

Gemini

of 140 responses

mentions

Perplexity

of 140 responses

mentions

By question type

Citations split by buyer-intent category. Empty rows = AI doesn't think of this firm when buyers ask that kind of question.

Advice

10 mentions

Crisis

12 mentions

Decision

61 mentions

Learning

5 mentions

Follow Up

2 mentions

Situation

34 mentions

Validation

16 mentions

Constraints

21 mentions

Longitudinal evidence · all retained runs

All-time Atlas record

Observed Aug 21, 2026–Aug 21, 2026

Responses analyzed

560

Responses naming firm

161

Lifetime mention rate

28.8%

Published snapshots ranked

These totals span every retained response for this exact city and category, including historical prompt-set versions. They describe accumulated evidence, not the firm's current rank. The cards above and per-AI breakdown use only the dated current snapshot; the history chart compares compatible published snapshots.

Citation log

161 distinct AI responses named this business in the current snapshot. This log is intentionally snapshot-scoped; the all-time record above summarizes the complete longitudinal corpus.

Where NAPFA's Find an Advisor is winning + missing, prompt-by-prompt

20 of 70 ranking-layer buyer prompts don't cite this firm. The table lists the three most-cited firms for each missing prompt. Prompt text is redacted (see prompt-set methodology).

20 missing prompts Sorted by competitor citation weight

P-001

Follow Up

Firms cited on this prompt:

Facet ×8 CFP Board's Find a CFP Professional ×1

P-002

Learning

Firms cited on this prompt:

FINRA BrokerCheck ×8 Advisor Matching Service ×2 SmartAsset's SmartAdvisor ×2

P-003

Follow Up

Firms cited on this prompt:

SmartAsset's SmartAdvisor ×8 Vanguard Personal Advisor Services ×1 Fidelity Wealth Services ×1

P-004

Follow Up

Firms cited on this prompt:

NerdWallet ×8 Bankrate ×8 NAPFA.org ×2

P-005

Validation

Firms cited on this prompt:

Guardia Wealth ×8 FINRA BrokerCheck ×2 Guardian Wealth Advisors ×2

P-006

Validation

Firms cited on this prompt:

Bankrate ×8 NAPFA.org ×2 XY Planning Network ×2

P-007

Advice

Firms cited on this prompt:

SmartAsset's SmartAdvisor ×7 FINRA BrokerCheck ×4 SEC's IAPD ×3

P-008

Validation

Firms cited on this prompt:

SmartAsset's SmartAdvisor ×6 NAPFA.org ×2 SmartAsset Advisor Matching ×2

P-009

Decision

Firms cited on this prompt:

SmartAsset's SmartAdvisor ×6 WiserAdvisor ×5 Paladin Registry ×2

P-010

Advice

Firms cited on this prompt:

SmartAsset's SmartAdvisor ×5 Unbiased ×2 WiserAdvisor ×2

P-011

Validation

Firms cited on this prompt:

Datalign ×5 NAPFA.org ×2 Garrett Planning Network ×2

P-012

Follow Up

Firms cited on this prompt:

SmartAsset's SmartAdvisor ×5 NerdWallet ×3 WiserAdvisor ×2

P-013

Decision

Firms cited on this prompt:

Iconiq ×4 Goldman Sachs ×4 Morgan Stanley Wealth Management ×3

P-014

Crisis

Firms cited on this prompt:

Ayco ×3 SmartAsset's SmartAdvisor ×2 Facet ×2

P-015

Learning

Firms cited on this prompt:

SmartAsset's SmartAdvisor ×2

+ 5 more missing prompts. The full list — with the verbatim prompt text and every cited firm — is part of a Viclaro audit.

50 winning prompts Prompts where AI cited this firm

W-001

Situation

Also cited on this prompt:

Garrett Planning Network ×8 NAPFA's Find an Advisor ×7 XY Planning Network ×7

W-002

Decision

Also cited on this prompt:

NAPFA's Find an Advisor ×8 Garrett Planning Network ×6 XY Planning Network ×6

W-003

Constraints

Also cited on this prompt:

NAPFA's Find an Advisor ×8 Garrett Planning Network ×6 XY Planning Network ×6

W-004

Validation

Also cited on this prompt:

Facet ×8 XY Planning Network ×5 Garrett Planning Network ×4

W-005

Situation

Also cited on this prompt:

White Coat Investor ×8 NAPFA's Find an Advisor ×3 Physician on FIRE ×2

W-006

Decision

Also cited on this prompt:

SmartAsset's SmartAdvisor ×8 Paladin Registry ×5 WiserAdvisor ×5

W-007

Validation

Also cited on this prompt:

NerdWallet ×8 SmartAsset's SmartAdvisor ×2 NAPFA's Find an Advisor ×2

W-008

Decision

Also cited on this prompt:

Garrett Planning Network ×8 XY Planning Network ×7 NAPFA's Find an Advisor ×6

W-009

Decision

Also cited on this prompt:

Garrett Planning Network ×8 XY Planning Network ×6 CFP Board's Find a CFP Professional ×6

W-010

Decision

Also cited on this prompt:

White Coat Investor ×7 Physician Wealth Services ×4 XY Planning Network ×3

Peer firms in United States advisor discovery

Other firms ChatGPT, Claude, Gemini, and Perplexity name in this category.

SmartAsset's SmartAdvisor

34.8% response mention rate · 4/4 AI

WiserAdvisor

10.5% response mention rate · 4/4 AI

CFP Board's Find a CFP Professional

10.4% response mention rate · 4/4 AI

Paladin Registry

8.9% response mention rate · 4/4 AI

Facet

8.9% response mention rate · 4/4 AI

FINRA BrokerCheck

6.3% response mention rate · 4/4 AI

feeonlynetwork.com

6.1% response mention rate · 4/4 AI

Datalign

3.4% response mention rate · 3/4 AI

See the full Advisor Discovery ranking →

Field notes on reading these rankings

All notes →

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