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Study: Traditional Wealth Management Rankings Don't Predict AI Visibility

91% of AI-recommended firms fall outside Top 200 RIAs by AUM. First comprehensive study of AI visibility in wealth management reveals that firm size shows little correlation with AI recommendations.

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Study: Traditional Wealth Management Rankings Don't Predict AI Visibility

VIRGINIA BEACH, VA – November 25, 2025 – AdvisorFinder today released findings from the first comprehensive study of AI visibility in wealth management, revealing that firm size shows little correlation with AI recommendations.

The analysis of 1,635 queries across ChatGPT, Claude, and Perplexity found that 91.7% of firm mentions went to organizations outside the Top 200 RIAs by assets under management.

AI recommends based on content quality, not necessarily firm size. This changes the competitive dynamics completely.

— Jason Friedman, Founder and CEO of AdvisorFinder

The study identified 3,824 unique firms across all queries. Anthropic's Claude mentioned nearly twice as many firms as OpenAI's ChatGPT.

The full leaderboard and methodology are available at leaderboard.AdvisorFinder.com.

Media contact

Hannah Dixon

Media Relations, StreetCred PR

hannah@streetcredpr.com317-590-0915

About AdvisorFinder

AdvisorFinder is the organic growth platform for financial advisors. The company operates AdvisorFinder Marketplace, where consumers research and connect with financial advisors, and AdvisorFinder Intelligence, which helps advisors understand how they appear across AI platforms, including ChatGPT, Claude, Gemini and Perplexity, and what they can do to improve their visibility. Drawing on years of observed consumer search behavior in wealth management, AdvisorFinder is helping shape the future of advisor discovery while making it easier for consumers to find trusted financial advice.

For more information, follow AdvisorFinder on LinkedIn or visit advisorfinder.com.

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