Your AI-search ROI
AI visibility — Advisor
Which advisory firms get named when prospects ask AI for an advisor, alongside Form ADV AUM and the 401(k) plans they advise. Where AI voice outruns assets is where visibility is being won; where it lags, there's a gap to close.
| Firm | Metro | AI share of voice | AUM | 401(k) plans | Advisor comp |
|---|---|---|---|---|---|
| Bessemer Trust | newyork | 35% | – | – | $0 |
| Caprock | austin | 34% | $12.5B | – | $0 |
| Venturi Private Wealth | austin | 32% | $3.6B | – | $0 |
| Rockefeller Capital Management | newyork | 29% | $99.6B | 71 | $2M |
| EP Wealth Advisors | losangeles | 26% | $45.1B | 39 | $1M |
| Austin Asset | austin | 25% | $1.9B | – | $0 |
| Aspiriant | losangeles | 23% | $18.0B | 1 | $38k |
| Kayne Anderson Rudnick | losangeles | 22% | $39.4B | – | $0 |
| Lido Advisors | losangeles | 20% | $42.5B | – | $0 |
| Brown Brothers Harrimanfee-only | newyork | 18% | $7.2B | 5 | $366k |
| Silvercrest Asset Management Group | newyork | 12% | $28.3B | 2 | $2M |
| Mission Wealth | austin | 9% | $13.9B | 4 | $11k |
| AlTi Tiedemann Global | newyork | 6% | $31.0B | – | $0 |
| Evoke Advisors | losangeles | 5% | $17.3B | – | $0 |
| Signature Estate & Investment Advisors | losangeles | 3% | $22.5B | – | $0 |
| Waverly Advisors | austin | 0% | $29.8B | 113 | $5M |
| Summit Rock Advisors | newyork | 0% | $26.2B | – | $0 |
| Lake Hills Wealth Management | austin | 0% | $207M | – | $0 |
| CAPTRUST | raleigh | not yet scored | $1236.7B | 164 | $10M |
| Creative Planning | kansascity | not yet scored | $295.6B | 2027 | $87M |
| Hightower Advisors | chicago | not yet scored | $198.6B | 83 | $3M |
| Brown Advisory | baltimore | not yet scored | $124.3B | 24 | $968k |
| Wealth Enhancement Group | minneapolis | not yet scored | $122.2B | 75 | $2M |
| Mercer Advisors | denver | not yet scored | $84.4B | 8 | $329k |
| Cresset | chicago | not yet scored | $78.9B | – | $0 |
AI scored for 18 firms so far. AUM from Form ADV; 401(k) book from Form 5500 Schedule C.