Advisor Discovery · United States
Wealthramp
How to read this firm's data
How to read this firm's data
Header tiles
- Rank
- Position across all eligible AI responses in this market.
- Mention rate
- The share of eligible AI responses that named the business.
- Assistants, all time
- How many of the four AI assistants named this business.
Charts
- Rank trend
- Each dot is one week of analyzed responses, 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
#3
pooled across every snapshot — 917 firms ever cited in this market
Latest snapshot (Sep 27, 2026): #6 of 385
Mention rate
18.3%
pooled across every snapshot — 614 of 3,353 eligible responses
Latest snapshot (Sep 27, 2026): 19.6%
Assistants, all time
4/4
Rank vs mention rate
6 weeks · 35 days
Rank ranged #3 to #5 · mention rate 15.5%–19.6%
How to read: each dot is one week of analyzed responses. The green line shows the business's rank that week. The dashed amber line shows the share of responses that named it.
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
140
mentions
ChatGPT
all published runs
75
mentions
Gemini
all published runs
182
mentions
Perplexity
all published runs
116
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 26, 2026–Sep 27, 2026
Responses analyzed
3,360
Responses naming business
513
Lifetime mention rate
15.3%
Ranked snapshots
5
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 Sep 27, 2026 edition — directly comparable to the "Mention rate, this edition" number above.
#1
Garrett Planning Network
26.4% current mention rate · 4/4 AI
#2
XY Planning Network
25.4% current mention rate · 4/4 AI
#4
WiserAdvisor
11.3% current mention rate · 4/4 AI
#5
Facet
10.3% current mention rate · 4/4 AI
#6
Harness Wealth
8.8% current mention rate · 4/4 AI
#7
Paladin Registry
8.5% current mention rate · 4/4 AI
#8
feeonlynetwork.com
8.3% current mention rate · 4/4 AI
#9
NerdWallet Advisors Match
6.5% 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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