Top firms ranked
15
#1 firm's city score
702
Ulin & Co. Wealth Management
Average city score
258.7
City scale — not the 0–100 national score
AI Visibility Report
See where your firm ranks
2
13
18
12Local Specialist
Ranks #1 here but #237 nationally — a genuinely local presence.
National rank
#237
National score
49.1/100
Avg. position here
5.4
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT4%
Claude29%
Perplexity40%
Gemini27%
Balanced visibility across 3 AI platforms — 45 total mentions across 4 platforms.
34149National Leader
Ranks #2 locally and #13 nationally — consistently high visibility across markets.
National rank
#13
National score
71.0/100
Avg. position here
6.3
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT10%
Claude13%
Perplexity47%
Gemini30%
Mixed visibility across platforms — 30 total mentions across 4 platforms.
5938Local Specialist
Ranks #3 here but #98 nationally — a genuinely local presence.
National rank
#98
National score
53.8/100
Avg. position here
5.7
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT20%
Claude36%
Perplexity12%
Gemini32%
Balanced visibility across 3 AI platforms — 25 total mentions across 4 platforms.
10165Local Focus
Ranks #4 in this city with no national ranking — AI visibility concentrated in local markets.
National rank
Not in top 300
National score
—
Avg. position here
5.1
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT5%
Claude0%
Perplexity73%
Gemini23%
Primarily visible on Perplexity (73%), with secondary presence on other platforms — 22 total mentions across 4 platforms.
34113National Leader
Ranks #5 locally and #1 nationally — consistently high visibility across markets.
National rank
#1
National score
89.7/100
Avg. position here
4.9
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT14%
Claude19%
Perplexity5%
Gemini62%
Primarily visible on Gemini (62%), with secondary presence on other platforms — 21 total mentions across 4 platforms.
4466National Leader
Ranks #6 locally and #31 nationally — consistently high visibility across markets.
National rank
#31
National score
60.8/100
Avg. position here
3.9
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT20%
Claude20%
Perplexity30%
Gemini30%
Balanced visibility across 4 AI platforms — 20 total mentions across 4 platforms.
3028Local 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
3.1
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT23%
Claude0%
Perplexity15%
Gemini62%
Primarily visible on Gemini (62%), with secondary presence on other platforms — 13 total mentions across 4 platforms.
5025National Leader
Ranks #8 locally and #14 nationally — consistently high visibility across markets.
National rank
#14
National score
70.4/100
Avg. position here
4.1
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT42%
Claude0%
Perplexity17%
Gemini42%
Balanced visibility across 3 AI platforms — 12 total mentions across 4 platforms.
0506Local 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%
Claude45%
Perplexity0%
Gemini55%
Split between Gemini (55%) and Claude (45%) — 11 total mentions across 4 platforms.
0082National Leader
Ranks #10 locally and #5 nationally — consistently high visibility across markets.
National rank
#5
National score
80.6/100
Avg. position here
4.3
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude0%
Perplexity80%
Gemini20%
Primarily visible on Perplexity (80%), with secondary presence on other platforms — 10 total mentions across 4 platforms.
2223Regional Player
Ranks #11 in this city and #66 nationally — moderate visibility beyond this market.
National rank
#66
National score
56.5/100
Avg. position here
5.6
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT22%
Claude22%
Perplexity22%
Gemini33%
Balanced visibility across 4 AI platforms — 9 total mentions across 4 platforms.
0710Local Specialist
Ranks #12 here but #155 nationally — a genuinely local presence.
National rank
#155
National score
51.3/100
Avg. position here
9.9
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude88%
Perplexity13%
Gemini0%
Claude drives 88% of this firm's AI visibility in this city — 8 total mentions across 4 platforms.
1402Local 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
4.6
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT14%
Claude57%
Perplexity0%
Gemini29%
Split between Claude (57%) and Gemini (29%) — 7 total mentions across 4 platforms.
1005Consistent Performer
Ranks #14 locally and #2 nationally — consistent visibility across markets.
National rank
#2
National score
87.2/100
Avg. position here
4.3
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.
0312Local Specialist
Ranks #15 here but #285 nationally — a genuinely local presence.
National rank
#285
National score
48.1/100
Avg. position here
5.2
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude50%
Perplexity17%
Gemini33%
Balanced visibility across 3 AI platforms — 6 total mentions across 4 platforms.
Showing Boca Raton'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.