Top firms ranked
15
#1 firm's city score
724
Waverly Advisors
Average city score
210.3
City scale — not the 0–100 national score
AI Visibility Report
See where your firm ranks
3
12
16
11National Leader
Ranks #1 locally and #18 nationally — consistently high visibility across markets.
National rank
#18
National score
68.0/100
Avg. position here
3.8
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT7%
Claude29%
Perplexity38%
Gemini26%
Balanced visibility across 3 AI platforms — 42 total mentions across 4 platforms.
4759National Leader
Ranks #2 locally and #4 nationally — consistently high visibility across markets.
National rank
#4
National score
85.0/100
Avg. position here
5.8
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT16%
Claude28%
Perplexity20%
Gemini36%
Balanced visibility across 4 AI platforms — 25 total mentions across 4 platforms.
33110Local Specialist
Ranks #3 here but #211 nationally — a genuinely local presence.
National rank
#211
National score
49.7/100
Avg. position here
4.9
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT18%
Claude18%
Perplexity6%
Gemini59%
Balanced visibility across 3 AI platforms — 17 total mentions across 4 platforms.
3155Local Specialist
Ranks #4 here but #135 nationally — a genuinely local presence.
National rank
#135
National score
52.3/100
Avg. position here
3.0
Excellent — typically in the top 3 when mentioned
AI platform breakdown · this metro
ChatGPT21%
Claude7%
Perplexity36%
Gemini36%
Balanced visibility across 3 AI platforms — 14 total mentions across 4 platforms.
10101Local Focus
Ranks #5 in this city with no national ranking — AI visibility concentrated in local markets.
National rank
Not in top 300
National score
—
Avg. position here
5.3
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT8%
Claude0%
Perplexity83%
Gemini8%
Perplexity drives 83% of this firm's AI visibility in this city — 12 total mentions across 4 platforms.
2406Local Specialist
Ranks #6 here but #279 nationally — a genuinely local presence.
National rank
#279
National score
48.2/100
Avg. position here
5.8
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT17%
Claude33%
Perplexity0%
Gemini50%
Balanced visibility across 3 AI platforms — 12 total mentions across 4 platforms.
10100National Leader
Ranks #7 locally and #6 nationally — consistently high visibility across markets.
National rank
#6
National score
79.6/100
Avg. position here
4.0
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT9%
Claude0%
Perplexity91%
Gemini0%
Perplexity drives 91% of this firm's AI visibility in this city — 11 total mentions across 4 platforms.
3205Local 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
6.4
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT30%
Claude20%
Perplexity0%
Gemini50%
Balanced visibility across 3 AI platforms — 10 total mentions across 4 platforms.
0405Local 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
4.2
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude44%
Perplexity0%
Gemini56%
Split between Gemini (56%) and Claude (44%) — 9 total mentions across 4 platforms.
0306National Leader
Ranks #10 locally and #3 nationally — consistently high visibility across markets.
National rank
#3
National score
86.1/100
Avg. position here
9.2
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude33%
Perplexity0%
Gemini67%
Primarily visible on Gemini (67%), with secondary presence on other platforms — 9 total mentions across 4 platforms.
0521Regional Player
Ranks #11 in this city and #69 nationally — moderate visibility beyond this market.
National rank
#69
National score
56.3/100
Avg. position here
5.5
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude63%
Perplexity25%
Gemini13%
Primarily visible on Claude (63%), with secondary presence on other platforms — 8 total mentions across 4 platforms.
3113Local Focus
Ranks #12 in this city with no national ranking — AI visibility concentrated in local markets.
National rank
Not in top 300
National score
—
Avg. position here
6.9
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT38%
Claude13%
Perplexity13%
Gemini38%
Mixed visibility across platforms — 8 total mentions across 4 platforms.
1502Local 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
8.5
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT13%
Claude63%
Perplexity0%
Gemini25%
Primarily visible on Claude (63%), with secondary presence on other platforms — 8 total mentions across 4 platforms.
0124Local 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
4.0
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude14%
Perplexity29%
Gemini57%
Split between Gemini (57%) and Perplexity (29%) — 7 total mentions across 4 platforms.
1005Local 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
3.3
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT17%
Claude0%
Perplexity0%
Gemini83%
Gemini drives 83% of this firm's AI visibility in this city — 6 total mentions across 4 platforms.
Showing Birmingham'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 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.