Top firms ranked
15
#1 firm's city score
926
HB Wealth
Average city score
269.7
City scale — not the 0–100 national score
AI Visibility Report
See where your firm ranks
5
18
13
15National Leader
Ranks #1 locally and #9 nationally — consistently high visibility across markets.
National rank
#9
National score
70.2/100
Avg. position here
2.8
Excellent — typically in the top 3 when mentioned
AI platform breakdown · this metro
ChatGPT10%
Claude35%
Perplexity25%
Gemini29%
Balanced visibility across 3 AI platforms — 51 total mentions across 4 platforms.
35414Local Specialist
Ranks #2 here but #62 nationally — a genuinely local presence.
National rank
#62
National score
50.7/100
Avg. position here
3.7
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT12%
Claude19%
Perplexity15%
Gemini54%
Mixed visibility across platforms — 26 total mentions across 4 platforms.
11850Local Focus
Ranks #3 in this city with no national ranking — AI visibility concentrated in local markets.
National rank
Not in top 300
National score
—
Avg. position here
3.0
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT4%
Claude75%
Perplexity21%
Gemini0%
Primarily visible on Claude (75%), with secondary presence on other platforms — 24 total mentions across 4 platforms.
12142National Leader
Ranks #4 locally and #19 nationally — consistently high visibility across markets.
National rank
#19
National score
60.0/100
Avg. position here
4.4
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT5%
Claude11%
Perplexity74%
Gemini11%
Primarily visible on Perplexity (74%), with secondary presence on other platforms — 19 total mentions across 4 platforms.
0198Local Specialist
Ranks #5 here but #224 nationally — a genuinely local presence.
National rank
#224
National score
41.6/100
Avg. position here
4.4
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude6%
Perplexity50%
Gemini44%
Split between Perplexity (50%) and Gemini (44%) — 18 total mentions across 4 platforms.
2916Regional Player
Ranks #6 in this city and #55 nationally — moderate visibility beyond this market.
National rank
#55
National score
51.4/100
Avg. position here
5.5
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT11%
Claude50%
Perplexity6%
Gemini33%
Split between Claude (50%) and Gemini (33%) — 18 total mentions across 4 platforms.
01121National Leader
Ranks #7 locally and #1 nationally — consistently high visibility across markets.
National rank
#1
National score
87.5/100
Avg. position here
5.1
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude7%
Perplexity86%
Gemini7%
Perplexity drives 86% of this firm's AI visibility in this city — 14 total mentions across 4 platforms.
10111National Leader
Ranks #8 locally and #4 nationally — consistently high visibility across markets.
National rank
#4
National score
75.8/100
Avg. position here
5.2
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT8%
Claude0%
Perplexity85%
Gemini8%
Perplexity drives 85% of this firm's AI visibility in this city — 13 total mentions across 4 platforms.
4052National Leader
Ranks #9 locally and #6 nationally — consistently high visibility across markets.
National rank
#6
National score
73.9/100
Avg. position here
6.6
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT36%
Claude0%
Perplexity45%
Gemini18%
Balanced visibility across 3 AI platforms — 11 total mentions across 4 platforms.
01100Local Focus
Ranks #10 in this city with no national ranking — AI visibility concentrated in local markets.
National rank
Not in top 300
National score
—
Avg. position here
6.6
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude100%
Perplexity0%
Gemini0%
Claude drives 100% of this firm's AI visibility in this city — 11 total mentions across 4 platforms.
2080Local Focus
Ranks #11 in this city with no national ranking — AI visibility concentrated in local markets.
National rank
Not in top 300
National score
—
Avg. position here
6.5
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT20%
Claude0%
Perplexity80%
Gemini0%
Primarily visible on Perplexity (80%), with secondary presence on other platforms — 10 total mentions across 4 platforms.
0080Consistent Performer
Ranks #12 locally and #7 nationally — consistent visibility across markets.
National rank
#7
National score
71.9/100
Avg. position here
5.3
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude0%
Perplexity100%
Gemini0%
Perplexity drives 100% of this firm's AI visibility in this city — 8 total mentions across 4 platforms.
0700Local Focus
Ranks #13 in this city with no national ranking — AI visibility concentrated in local markets.
National rank
Not in top 300
National score
—
Avg. position here
3.9
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude100%
Perplexity0%
Gemini0%
Claude drives 100% of this firm's AI visibility in this city — 7 total mentions across 4 platforms.
1060Local Focus
Ranks #14 in this city with no national ranking — AI visibility concentrated in local markets.
National rank
Not in top 300
National score
—
Avg. position here
5.7
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT14%
Claude0%
Perplexity86%
Gemini0%
Perplexity drives 86% of this firm's AI visibility in this city — 7 total mentions across 4 platforms.
0043Local Focus
Ranks #15 in this city with no national ranking — AI visibility concentrated in local markets.
National rank
Not in top 300
National score
—
Avg. position here
6.4
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude0%
Perplexity57%
Gemini43%
Split between Perplexity (57%) and Gemini (43%) — 7 total mentions across 4 platforms.
Showing Atlanta's top 15 — every listed firm is a registered investment adviser, verified against the SEC/state Form ADV registry. Firms below the cutoff are still tracked: search any firm name above.
How to read a grade
Disclaimer
This is independent research, not investment advice or an endorsement. Scores measure how often and how prominently AI assistants surface a firm as of August 12, 2026 — not its competence, credentials, performance, or fit for any client. Rankings reflect clean, non-personalized queries and may differ from what any individual user sees. AdvisorFinder is not affiliated with, sponsored by, or endorsed by OpenAI, Anthropic, Google, or Perplexity; their names and logos identify the tools we test.
This board ranks independent RIA firms only. National wirehouses, banks, broker-dealers, and asset managers — Morgan Stanley, Merrill, Charles Schwab, Fidelity, Vanguard, and similar — are out of scope by design: they compete in a different category, and their household-brand ubiquity in AI answers would turn an independent-advisor ranking into a big-brand recognition contest. Independent advisor teams affiliated with those institutions are evaluated as their own firms.
Scores and ranks are recomputed each edition from a fixed query library. Because assistant outputs vary run to run, small movement between editions is expected — rank changes outside the top 25 are shown as approximate. See the full methodology, or request a correction.