Where does SmartAsset's SmartAdvisor rank in AI search for advisor discovery in United States?

SmartAsset's SmartAdvisor ranks #1 of 292 advisor discovery firms measured in United States by AI response mention rate (34.8% across eligible ChatGPT, Claude, Gemini, and Perplexity responses), based on the August 2026 snapshot.

Which AI assistants cite SmartAsset's SmartAdvisor?

In the current snapshot, SmartAsset's SmartAdvisor 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/smartassets-smartadvisor.

Is SmartAsset's SmartAdvisor recommended by ChatGPT?

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

United States · Advisor Discovery

SmartAsset's SmartAdvisor

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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Unverified listing

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Rank

of 292 firms

Named in

195 of 560

AI responses · 34.8% ±3.9%

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

25 mentions

Crisis

17 mentions

Decision

56 mentions

Learning

17 mentions

Follow Up

23 mentions

Situation

19 mentions

Validation

24 mentions

Constraints

14 mentions

Longitudinal evidence · all retained runs

All-time Atlas record

Observed Aug 21, 2026–Aug 21, 2026

Responses analyzed

560

Responses naming firm

195

Lifetime mention rate

34.8%

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

195 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 SmartAsset's SmartAdvisor is winning + missing, prompt-by-prompt

17 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).

17 missing prompts Sorted by competitor citation weight

P-001

Situation

Firms cited on this prompt:

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

P-002

Follow Up

Firms cited on this prompt:

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

P-003

Validation

Firms cited on this prompt:

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

P-004

Situation

Firms cited on this prompt:

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

P-005

Validation

Firms cited on this prompt:

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

P-006

Decision

Firms cited on this prompt:

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

P-007

Decision

Firms cited on this prompt:

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

P-008

Situation

Firms cited on this prompt:

XY Planning Network ×7 NAPFA.org ×2 Onramp Invest ×2

P-009

Situation

Firms cited on this prompt:

Garrett Planning Network ×6 XY Planning Network ×5 CFP Board's Find a CFP Professional ×4

P-010

Decision

Firms cited on this prompt:

Garrett Planning Network ×6 CFP Board's Find a CFP Professional ×5 XY Planning Network ×5

P-011

Situation

Firms cited on this prompt:

Betterment ×5 XY Planning Network ×4 Wealthfront ×3

P-012

Decision

Firms cited on this prompt:

NAPFA's Find an Advisor ×5 Garrett Planning Network ×2 Savvy Ladies ×2

P-013

Constraints

Firms cited on this prompt:

Green America's Financial Planning Directory ×4 Garrett Planning Network ×3 Betterment ×3

P-014

Decision

Firms cited on this prompt:

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

P-015

Advice

Firms cited on this prompt:

Hinge ×2 Zacks AdvisorMatch ×2 Bumble ×1

+ 2 more missing prompts. The full list — with the verbatim prompt text and every cited firm — is part of a Viclaro audit.

53 winning prompts Prompts where AI cited this firm

W-001

Decision

Also cited on this prompt:

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

W-002

Constraints

Also cited on this prompt:

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

W-003

Learning

Also cited on this prompt:

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

W-004

Follow Up

Also cited on this prompt:

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

W-005

Follow Up

Also cited on this prompt:

NerdWallet ×8 Bankrate ×8 NAPFA.org ×2

W-006

Validation

Also cited on this prompt:

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

W-007

Decision

Also cited on this prompt:

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

W-008

Validation

Also cited on this prompt:

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

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

Advice

Also cited on this prompt:

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

Peer firms in United States advisor discovery

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

NAPFA's Find an Advisor

28.8% 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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