Advisor Discovery · United States
NAPFA's Find an Advisor
How to read this firm's data
How to read this firm's data
Header tiles
- Rank
- Position among businesses named in the latest scan.
- Mention rate
- The share of eligible AI responses in the current ranking that named the business.
- Assistants, all time
- How many of the four AI assistants named this business.
Charts
- Rank trend
- Each dot is one published ranking, newest on the right. 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
- Mentions grouped by what the buyer was asking.
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Position
#16
latest snapshot only — 414 firms cited this week
Lifetime rank: unranked
Mention rate
4.5%
latest snapshot only — 25 of 560 eligible responses
Lifetime rate: — · 0 of 3,913 eligible responses
Assistants, all time
4/4
Rank vs mention rate
6 snapshots · 51 days
Rank ranged #2 to #16 · mention rate 4.5%–31.1%
How to read: each dot is one snapshot. The green line is where this firm ranked among peers on that day. The dashed amber line is the mention rate — the share of AI responses in that snapshot that named this firm at all.
Rank and mention rate use different scales, so the two lines are placed side-by-side, not on top of each other. A firm can hold rank while mention rate drifts (fewer responses named anyone) or improve rank without moving mention rate (peers dropped out).
Per-AI breakdown
Counts cover all published Atlas research for this market.
Claude
all published runs
360
mentions
ChatGPT
all published runs
126
mentions
Gemini
all published runs
402
mentions
Perplexity
all published runs
142
mentions
By question type
All-time mentions grouped by the type of question the buyer asked.
Measurement window
All-time results for this market
Observed Aug 21, 2026–Oct 11, 2026
Responses analyzed
3,920
Responses naming business
1,030
Lifetime mention rate
26.3%
Ranked snapshots
6
These totals cover all analyzed responses for this city and category. Current rank and confidence use the latest dated ranking.
Peer firms in United States advisor discovery
Other firms ChatGPT, Claude, Gemini, and Perplexity name in this category. Ranks and mention rates below are from the Oct 12, 2026 edition — directly comparable to the "Mention rate, this edition" number above.
#1
Smart Asset
38.0% current mention rate · 4/4 AI
#2
Zoe Financial
31.6% current mention rate · 4/4 AI
#3
XY Planning Network
30.9% current mention rate · 4/4 AI
#4
Garrett Planning Network
30.7% current mention rate · 4/4 AI
#5
Wealthramp
18.6% current mention rate · 4/4 AI
#6
WiserAdvisor
13.0% current mention rate · 4/4 AI
#7
Paladin Registry
10.2% current mention rate · 4/4 AI
#8
Harness Wealth
9.8% current mention rate · 4/4 AI
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...
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