Top firms ranked
15
#1 firm's city score
370
Modera Wealth Management
Average city score
201.0
City scale — not the 0–100 national score
AI Visibility Report
See where your firm ranks
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15
7National Leader
Ranks #1 locally and #19 nationally — consistently high visibility across markets.
National rank
#19
National score
60.0/100
Avg. position here
4.9
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT4%
Claude0%
Perplexity65%
Gemini30%
Primarily visible on Perplexity (65%), with secondary presence on other platforms — 23 total mentions across 4 platforms.
02119Local Focus
Ranks #2 in this city with no national ranking — AI visibility concentrated in local markets.
National rank
Not in top 300
National score
—
Avg. position here
4.3
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude9%
Perplexity50%
Gemini41%
Split between Perplexity (50%) and Gemini (41%) — 22 total mentions across 4 platforms.
0786National Leader
Ranks #3 locally and #5 nationally — consistently high visibility across markets.
National rank
#5
National score
73.9/100
Avg. position here
6.0
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude33%
Perplexity38%
Gemini29%
Balanced visibility across 3 AI platforms — 21 total mentions across 4 platforms.
12105National Leader
Ranks #4 locally and #1 nationally — consistently high visibility across markets.
National rank
#1
National score
87.5/100
Avg. position here
6.1
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT6%
Claude11%
Perplexity56%
Gemini28%
Split between Perplexity (56%) and Gemini (28%) — 18 total mentions across 4 platforms.
1094Local Specialist
Ranks #5 here but #274 nationally — a genuinely local presence.
National rank
#274
National score
40.4/100
Avg. position here
4.6
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT7%
Claude0%
Perplexity64%
Gemini29%
Primarily visible on Perplexity (64%), with secondary presence on other platforms — 14 total mentions across 4 platforms.
10103National Leader
Ranks #6 locally and #3 nationally — consistently high visibility across markets.
National rank
#3
National score
76.2/100
Avg. position here
7.1
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT7%
Claude0%
Perplexity71%
Gemini21%
Primarily visible on Perplexity (71%), with secondary presence on other platforms — 14 total mentions across 4 platforms.
0029Regional Player
Ranks #7 in this city and #62 nationally — moderate visibility beyond this market.
National rank
#62
National score
50.7/100
Avg. position here
5.3
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude0%
Perplexity18%
Gemini82%
Gemini drives 82% of this firm's AI visibility in this city — 11 total mentions across 4 platforms.
0803National Leader
Ranks #8 locally and #13 nationally — consistently high visibility across markets.
National rank
#13
National score
61.9/100
Avg. position here
8.0
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude73%
Perplexity0%
Gemini27%
Primarily visible on Claude (73%), with secondary presence on other platforms — 11 total mentions across 4 platforms.
00100Local 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
5.2
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 — 10 total mentions across 4 platforms.
0073National Leader
Ranks #10 locally and #29 nationally — consistently high visibility across markets.
National rank
#29
National score
56.8/100
Avg. position here
7.8
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude0%
Perplexity70%
Gemini30%
Primarily visible on Perplexity (70%), with secondary presence on other platforms — 10 total mentions across 4 platforms.
1044Local Specialist
Ranks #11 here but #255 nationally — a genuinely local presence.
National rank
#255
National score
40.8/100
Avg. position here
3.8
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT11%
Claude0%
Perplexity44%
Gemini44%
Split between Perplexity (44%) and Gemini (44%) — 9 total mentions across 4 platforms.
3050Local 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
4.3
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT38%
Claude0%
Perplexity63%
Gemini0%
Primarily visible on Perplexity (63%), with secondary presence on other platforms — 8 total mentions across 4 platforms.
0161Consistent Performer
Ranks #13 locally and #4 nationally — consistent visibility across markets.
National rank
#4
National score
75.8/100
Avg. position here
5.4
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude13%
Perplexity75%
Gemini13%
Primarily visible on Perplexity (75%), with secondary presence on other platforms — 8 total mentions across 4 platforms.
0007Consistent Performer
Ranks #14 locally and #23 nationally — consistent visibility across markets.
National rank
#23
National score
57.7/100
Avg. position here
2.6
Excellent — typically in the top 3 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude0%
Perplexity0%
Gemini100%
Gemini drives 100% of this firm's AI visibility in this city — 7 total mentions across 4 platforms.
7000Regional Player
Ranks #15 in this city and #148 nationally — moderate visibility beyond this market.
National rank
#148
National score
45.0/100
Avg. position here
4.0
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT100%
Claude0%
Perplexity0%
Gemini0%
ChatGPT drives 100% of this firm's AI visibility in this city — 7 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.
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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.