Top firms ranked
15
#1 firm's city score
421
HB Wealth
Average city score
222.5
City scale — not the 0–100 national score
AI Visibility Report
See where your firm ranks
3
11
5
9National Leader
Ranks #1 locally and #11 nationally — consistently high visibility across markets.
National rank
#11
National score
73.8/100
Avg. position here
6.0
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT11%
Claude39%
Perplexity18%
Gemini32%
Balanced visibility across 3 AI platforms — 28 total mentions across 4 platforms.
57210National Leader
Ranks #2 locally and #19 nationally — consistently high visibility across markets.
National rank
#19
National score
64.4/100
Avg. position here
6.1
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT21%
Claude29%
Perplexity8%
Gemini42%
Balanced visibility across 3 AI platforms — 24 total mentions across 4 platforms.
2478Local Specialist
Ranks #3 here but #245 nationally — a genuinely local presence.
National rank
#245
National score
49.0/100
Avg. position here
4.1
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT10%
Claude19%
Perplexity33%
Gemini38%
Balanced visibility across 3 AI platforms — 21 total mentions across 4 platforms.
1463National Leader
Ranks #4 locally and #9 nationally — consistently high visibility across markets.
National rank
#9
National score
75.9/100
Avg. position here
3.6
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT7%
Claude29%
Perplexity43%
Gemini21%
Balanced visibility across 3 AI platforms — 14 total mentions across 4 platforms.
2633National Leader
Ranks #5 locally and #1 nationally — consistently high visibility across markets.
National rank
#1
National score
89.7/100
Avg. position here
5.5
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT14%
Claude43%
Perplexity21%
Gemini21%
Balanced visibility across 3 AI platforms — 14 total mentions across 4 platforms.
1184Local 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
5.9
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT7%
Claude7%
Perplexity57%
Gemini29%
Split between Perplexity (57%) and Gemini (29%) — 14 total mentions across 4 platforms.
5106Local Specialist
Ranks #7 here but #182 nationally — a genuinely local presence.
National rank
#182
National score
50.4/100
Avg. position here
3.5
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT42%
Claude8%
Perplexity0%
Gemini50%
Split between Gemini (50%) and ChatGPT (42%) — 12 total mentions across 4 platforms.
0183Local 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
5.0
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude8%
Perplexity67%
Gemini25%
Primarily visible on Perplexity (67%), with secondary presence on other platforms — 12 total mentions across 4 platforms.
0660Regional Player
Ranks #9 in this city and #69 nationally — moderate visibility beyond this market.
National rank
#69
National score
56.3/100
Avg. position here
5.4
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude50%
Perplexity50%
Gemini0%
Split between Claude (50%) and Perplexity (50%) — 12 total mentions across 4 platforms.
0182Local 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
5.5
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude9%
Perplexity73%
Gemini18%
Primarily visible on Perplexity (73%), with secondary presence on other platforms — 11 total mentions across 4 platforms.
1307Consistent Performer
Ranks #11 locally and #18 nationally — consistent visibility across markets.
National rank
#18
National score
68.0/100
Avg. position here
8.3
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.
2206Local Specialist
Ranks #12 here but #239 nationally — a genuinely local presence.
National rank
#239
National score
49.1/100
Avg. position here
3.3
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT20%
Claude20%
Perplexity0%
Gemini60%
Balanced visibility across 3 AI platforms — 10 total mentions across 4 platforms.
0334Local 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
ChatGPT0%
Claude30%
Perplexity30%
Gemini40%
Balanced visibility across 3 AI platforms — 10 total mentions across 4 platforms.
0136Consistent Performer
Ranks #14 locally and #3 nationally — consistent visibility across markets.
National rank
#3
National score
86.1/100
Avg. position here
6.2
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude10%
Perplexity30%
Gemini60%
Split between Gemini (60%) and Perplexity (30%) — 10 total mentions across 4 platforms.
1081Consistent Performer
Ranks #15 locally and #13 nationally — consistent visibility across markets.
National rank
#13
National score
71.0/100
Avg. position here
6.6
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT10%
Claude0%
Perplexity80%
Gemini10%
Primarily visible on Perplexity (80%), with secondary presence on other platforms — 10 total mentions across 4 platforms.
Showing Charlotte'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.