Top firms ranked
15
#1 firm's city score
423
Modera Wealth Management
Average city score
186.1
City scale — not the 0–100 national score
AI Visibility Report
See where your firm ranks
0
5
16
6National Leader
Ranks #1 locally and #19 nationally — consistently high visibility across markets.
National rank
#19
National score
60.0/100
Avg. position here
5.3
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude19%
Perplexity59%
Gemini22%
Balanced visibility across 3 AI platforms — 27 total mentions across 4 platforms.
21608National Leader
Ranks #2 locally and #43 nationally — consistently high visibility across markets.
National rank
#43
National score
53.1/100
Avg. position here
4.4
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT8%
Claude62%
Perplexity0%
Gemini31%
Primarily visible on Claude (62%), with secondary presence on other platforms — 26 total mentions across 4 platforms.
1059Local Specialist
Ranks #3 here but #140 nationally — a genuinely local presence.
National rank
#140
National score
45.1/100
Avg. position here
2.4
Excellent — typically in the top 3 when mentioned
AI platform breakdown · this metro
ChatGPT7%
Claude0%
Perplexity33%
Gemini60%
Split between Gemini (60%) and Perplexity (33%) — 15 total mentions across 4 platforms.
01020National Leader
Ranks #4 locally and #13 nationally — consistently high visibility across markets.
National rank
#13
National score
61.9/100
Avg. position here
6.5
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude83%
Perplexity17%
Gemini0%
Claude drives 83% of this firm's AI visibility in this city — 12 total mentions across 4 platforms.
1136Local Specialist
Ranks #5 here but #112 nationally — a genuinely local presence.
National rank
#112
National score
47.3/100
Avg. position here
5.6
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT9%
Claude9%
Perplexity27%
Gemini55%
Split between Gemini (55%) and Perplexity (27%) — 11 total mentions across 4 platforms.
1244Local Focus
Ranks #6 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
ChatGPT9%
Claude18%
Perplexity36%
Gemini36%
Balanced visibility across 3 AI platforms — 11 total mentions across 4 platforms.
2017National Leader
Ranks #7 locally and #2 nationally — consistently high visibility across markets.
National rank
#2
National score
80.0/100
Avg. position here
5.0
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT20%
Claude0%
Perplexity10%
Gemini70%
Primarily visible on Gemini (70%), with secondary presence on other platforms — 10 total mentions across 4 platforms.
0703Local 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
8.8
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude70%
Perplexity0%
Gemini30%
Primarily visible on Claude (70%), with secondary presence on other platforms — 10 total mentions across 4 platforms.
0900Local 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
6.2
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 — 9 total mentions across 4 platforms.
3006Local 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
7.0
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT33%
Claude0%
Perplexity0%
Gemini67%
Primarily visible on Gemini (67%), with secondary presence on other platforms — 9 total mentions across 4 platforms.
0810Local 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
7.1
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude89%
Perplexity11%
Gemini0%
Claude drives 89% of this firm's AI visibility in this city — 9 total mentions across 4 platforms.
1070Local 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
5.3
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT13%
Claude0%
Perplexity88%
Gemini0%
Perplexity drives 88% of this firm's AI visibility in this city — 8 total mentions across 4 platforms.
0080Consistent Performer
Ranks #13 locally and #1 nationally — consistent visibility across markets.
National rank
#1
National score
87.5/100
Avg. position here
5.4
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.
1070Local 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
5.9
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT13%
Claude0%
Perplexity88%
Gemini0%
Perplexity drives 88% of this firm's AI visibility in this city — 8 total mentions across 4 platforms.
1061Consistent Performer
Ranks #15 locally and #5 nationally — consistent visibility across markets.
National rank
#5
National score
73.9/100
Avg. position here
6.3
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT13%
Claude0%
Perplexity75%
Gemini13%
Primarily visible on Perplexity (75%), with secondary presence on other platforms — 8 total mentions across 4 platforms.
Showing Boston'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.