Top firms ranked
15
#1 firm's city score
344
Evergreen Wealth Management
Average city score
187.2
City scale — not the 0–100 national score
AI Visibility Report
See where your firm ranks
5
3
5
6Local Specialist
Ranks #1 here but #79 nationally — a genuinely local presence.
National rank
#79
National score
55.4/100
Avg. position here
2.9
Excellent — typically in the top 3 when mentioned
AI platform breakdown · this metro
ChatGPT26%
Claude16%
Perplexity26%
Gemini32%
Balanced visibility across 4 AI platforms — 19 total mentions across 4 platforms.
03510Local Specialist
Ranks #2 here but #136 nationally — a genuinely local presence.
National rank
#136
National score
52.2/100
Avg. position here
5.0
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude17%
Perplexity28%
Gemini56%
Balanced visibility across 3 AI platforms — 18 total mentions across 4 platforms.
3239Local Specialist
Ranks #3 here but #121 nationally — a genuinely local presence.
National rank
#121
National score
52.7/100
Avg. position here
3.2
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT18%
Claude12%
Perplexity18%
Gemini53%
Balanced visibility across 3 AI platforms — 17 total mentions across 4 platforms.
2354Local 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
6.4
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT14%
Claude21%
Perplexity36%
Gemini29%
Balanced visibility across 3 AI platforms — 14 total mentions across 4 platforms.
0247Local 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
3.9
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude15%
Perplexity31%
Gemini54%
Split between Gemini (54%) and Perplexity (31%) — 13 total mentions across 4 platforms.
1255Local 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
6.2
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT8%
Claude15%
Perplexity38%
Gemini38%
Mixed visibility across platforms — 13 total mentions across 4 platforms.
1127National Leader
Ranks #7 locally and #19 nationally — consistently high visibility across markets.
National rank
#19
National score
64.4/100
Avg. position here
5.4
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT9%
Claude9%
Perplexity18%
Gemini64%
Primarily visible on Gemini (64%), with secondary presence on other platforms — 11 total mentions across 4 platforms.
1307Local 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
5.5
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT9%
Claude27%
Perplexity0%
Gemini64%
Primarily visible on Gemini (64%), with secondary presence on other platforms — 11 total mentions across 4 platforms.
0253Local 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
4.9
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude20%
Perplexity50%
Gemini30%
Balanced visibility across 3 AI platforms — 10 total mentions across 4 platforms.
0514Local 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
5.3
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude50%
Perplexity10%
Gemini40%
Split between Claude (50%) and Gemini (40%) — 10 total mentions across 4 platforms.
0135Local 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
6.9
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude11%
Perplexity33%
Gemini56%
Split between Gemini (56%) and Perplexity (33%) — 9 total mentions across 4 platforms.
0405Local 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
8.9
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude44%
Perplexity0%
Gemini56%
Split between Gemini (56%) and Claude (44%) — 9 total mentions across 4 platforms.
0053Local 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
4.4
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude0%
Perplexity63%
Gemini38%
Primarily visible on Perplexity (63%), with secondary presence on other platforms — 8 total mentions across 4 platforms.
0133Consistent Performer
Ranks #14 locally and #9 nationally — consistent visibility across markets.
National rank
#9
National score
75.9/100
Avg. position here
4.7
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude14%
Perplexity43%
Gemini43%
Split between Perplexity (43%) and Gemini (43%) — 7 total mentions across 4 platforms.
0061Consistent Performer
Ranks #15 locally and #5 nationally — consistent visibility across markets.
National rank
#5
National score
80.6/100
Avg. position here
5.0
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude0%
Perplexity86%
Gemini14%
Perplexity drives 86% of this firm's AI visibility in this city — 7 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 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.