FOR IMMEDIATE RELEASE
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.