Who do AI assistants recommend in Baltimore, MD?

    The top 15 firms AI assistants name for Baltimore — each a verified registered investment adviser — from 100 location-specific queries across the four major platforms.

    100 city queries1 of 64 covered metrosUpdated September 15, 2026 · Methodology

    Top firms ranked

    15

    #1 firm's city score

    561

    Baltimore-Washington Financial Advisors

    Average city score

    253.8

    City scale — not the 0–100 national score

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    🏠

    Local Specialist

    Ranks #1 here but #61 nationally — a genuinely local presence.

    National rank

    #61

    National score

    57.0/100

    Avg. position here

    4.0

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    18%

    Mentions6
    ClaudeClaude

    24%

    Mentions8
    PerplexityPerplexity

    30%

    Mentions10
    GeminiGemini

    27%

    Mentions9

    Balanced visibility across 4 AI platforms — 33 total mentions across 4 platforms.

    🌎

    National Leader

    Ranks #2 locally and #18 nationally — consistently high visibility across markets.

    National rank

    #18

    National score

    68.0/100

    Avg. position here

    4.2

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    28%

    Mentions8
    PerplexityPerplexity

    45%

    Mentions13
    GeminiGemini

    28%

    Mentions8

    Balanced visibility across 3 AI platforms — 29 total mentions across 4 platforms.

    📍

    Local 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

    5.0

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    5%

    Mentions1
    ClaudeClaude

    26%

    Mentions5
    PerplexityPerplexity

    11%

    Mentions2
    GeminiGemini

    58%

    Mentions11

    Split between Gemini (58%) and Claude (26%) — 19 total mentions across 4 platforms.

    🌎

    National Leader

    Ranks #4 locally and #25 nationally — consistently high visibility across markets.

    National rank

    #25

    National score

    61.6/100

    Avg. position here

    3.3

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    28%

    Mentions5
    ClaudeClaude

    33%

    Mentions6
    PerplexityPerplexity

    11%

    Mentions2
    GeminiGemini

    28%

    Mentions5

    Balanced visibility across 3 AI platforms — 18 total mentions across 4 platforms.

    🏠

    Local Specialist

    Ranks #5 here but #284 nationally — a genuinely local presence.

    National rank

    #284

    National score

    48.1/100

    Avg. position here

    6.4

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    11%

    Mentions2
    ClaudeClaude

    17%

    Mentions3
    PerplexityPerplexity

    33%

    Mentions6
    GeminiGemini

    39%

    Mentions7

    Balanced visibility across 3 AI platforms — 18 total mentions across 4 platforms.

    🏠

    Local Specialist

    Ranks #6 here but #233 nationally — a genuinely local presence.

    National rank

    #233

    National score

    49.2/100

    Avg. position here

    5.7

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    24%

    Mentions4
    ClaudeClaude

    18%

    Mentions3
    PerplexityPerplexity

    24%

    Mentions4
    GeminiGemini

    35%

    Mentions6

    Balanced visibility across 4 AI platforms — 17 total mentions across 4 platforms.

    📍

    Local Focus

    Ranks #7 in this city with no national ranking — AI visibility concentrated in local markets.

    National rank

    Not in top 300

    National score

    —

    Avg. position here

    3.7

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    6%

    Mentions1
    ClaudeClaude

    19%

    Mentions3
    PerplexityPerplexity

    38%

    Mentions6
    GeminiGemini

    38%

    Mentions6

    Balanced visibility across 3 AI platforms — 16 total mentions across 4 platforms.

    📍

    Local Focus

    Ranks #8 in this city with no national ranking — AI visibility concentrated in local markets.

    National rank

    Not in top 300

    National score

    —

    Avg. position here

    4.7

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    8%

    Mentions1
    ClaudeClaude

    8%

    Mentions1
    PerplexityPerplexity

    69%

    Mentions9
    GeminiGemini

    15%

    Mentions2

    Primarily visible on Perplexity (69%), with secondary presence on other platforms — 13 total mentions across 4 platforms.

    📍

    Local Focus

    Ranks #9 in this city with no national ranking — AI visibility concentrated in local markets.

    National rank

    Not in top 300

    National score

    —

    Avg. position here

    4.3

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    33%

    Mentions4
    ClaudeClaude

    33%

    Mentions4
    PerplexityPerplexity

    0%

    Mentions0
    GeminiGemini

    33%

    Mentions4

    Balanced visibility across 3 AI platforms — 12 total mentions across 4 platforms.

    📍

    Local 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

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    42%

    Mentions5
    PerplexityPerplexity

    17%

    Mentions2
    GeminiGemini

    42%

    Mentions5

    Balanced visibility across 3 AI platforms — 12 total mentions across 4 platforms.

    📍

    Local 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

    5.7

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    18%

    Mentions2
    ClaudeClaude

    27%

    Mentions3
    PerplexityPerplexity

    45%

    Mentions5
    GeminiGemini

    9%

    Mentions1

    Balanced visibility across 3 AI platforms — 11 total mentions across 4 platforms.

    📊

    Consistent Performer

    Ranks #12 locally and #2 nationally — consistent visibility across markets.

    National rank

    #2

    National score

    87.2/100

    Avg. position here

    6.0

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    18%

    Mentions2
    ClaudeClaude

    18%

    Mentions2
    PerplexityPerplexity

    18%

    Mentions2
    GeminiGemini

    45%

    Mentions5

    Balanced visibility across 4 AI platforms — 11 total mentions across 4 platforms.

    📍

    Local 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

    6.1

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    10%

    Mentions1
    ClaudeClaude

    30%

    Mentions3
    PerplexityPerplexity

    60%

    Mentions6
    GeminiGemini

    0%

    Mentions0

    Split between Perplexity (60%) and Claude (30%) — 10 total mentions across 4 platforms.

    🗺️

    Regional Player

    Ranks #14 in this city and #85 nationally — moderate visibility beyond this market.

    National rank

    #85

    National score

    54.8/100

    Avg. position here

    4.0

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    75%

    Mentions6
    PerplexityPerplexity

    13%

    Mentions1
    GeminiGemini

    13%

    Mentions1

    Primarily visible on Claude (75%), with secondary presence on other platforms — 8 total mentions across 4 platforms.

    📊

    Consistent Performer

    Ranks #15 locally and #11 nationally — consistent visibility across markets.

    National rank

    #11

    National score

    73.8/100

    Avg. position here

    4.4

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    0%

    Mentions0
    PerplexityPerplexity

    50%

    Mentions4
    GeminiGemini

    50%

    Mentions4

    Split between Perplexity (50%) and Gemini (50%) — 8 total mentions across 4 platforms.

    Showing Baltimore'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

    AConsistently recommendedBFrequently visibleCEmerging visibilityDRarely surfacedFEffectively invisible

    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 September 15, 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.