Top firms ranked
15
#1 firm's city score
433
Quotient Wealth Partners
Average city score
188.7
City scale — not the 0–100 national score
AI Visibility Report
See where your firm ranks
1
8
13
5Local Specialist
Ranks #1 here but #248 nationally — a genuinely local presence.
National rank
#248
National score
48.9/100
Avg. position here
5.0
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT4%
Claude30%
Perplexity48%
Gemini19%
Balanced visibility across 3 AI platforms — 27 total mentions across 4 platforms.
4647Local Specialist
Ranks #2 here but #130 nationally — a genuinely local presence.
National rank
#130
National score
52.4/100
Avg. position here
3.5
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT19%
Claude29%
Perplexity19%
Gemini33%
Balanced visibility across 4 AI platforms — 21 total mentions across 4 platforms.
1389Local Specialist
Ranks #3 here but #291 nationally — a genuinely local presence.
National rank
#291
National score
48.0/100
Avg. position here
4.3
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT5%
Claude14%
Perplexity38%
Gemini43%
Split between Gemini (43%) and Perplexity (38%) — 21 total mentions across 4 platforms.
1249Local Specialist
Ranks #4 here but #138 nationally — a genuinely local presence.
National rank
#138
National score
52.1/100
Avg. position here
4.1
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT6%
Claude13%
Perplexity25%
Gemini56%
Split between Gemini (56%) and Perplexity (25%) — 16 total mentions across 4 platforms.
00111National Leader
Ranks #5 locally and #4 nationally — consistently high visibility across markets.
National rank
#4
National score
85.0/100
Avg. position here
4.2
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude0%
Perplexity92%
Gemini8%
Perplexity drives 92% of this firm's AI visibility in this city — 12 total mentions across 4 platforms.
2135Local 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
6.0
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT18%
Claude9%
Perplexity27%
Gemini45%
Balanced visibility across 3 AI platforms — 11 total mentions across 4 platforms.
1206Local 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
3.6
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT11%
Claude22%
Perplexity0%
Gemini67%
Primarily visible on Gemini (67%), with secondary presence on other platforms — 9 total mentions across 4 platforms.
1620Regional Player
Ranks #8 in this city and #69 nationally — moderate visibility beyond this market.
National rank
#69
National score
56.3/100
Avg. position here
6.3
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT11%
Claude67%
Perplexity22%
Gemini0%
Primarily visible on Claude (67%), with secondary presence on other platforms — 9 total mentions across 4 platforms.
3103Local 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
3.7
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT43%
Claude14%
Perplexity0%
Gemini43%
Split between ChatGPT (43%) and Gemini (43%) — 7 total mentions across 4 platforms.
0061Local 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
4.1
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.
2113Consistent Performer
Ranks #11 locally and #15 nationally — consistent visibility across markets.
National rank
#15
National score
69.0/100
Avg. position here
4.9
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT29%
Claude14%
Perplexity14%
Gemini43%
Mixed visibility across platforms — 7 total mentions across 4 platforms.
0601Local 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
6.1
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude86%
Perplexity0%
Gemini14%
Claude drives 86% of this firm's AI visibility in this city — 7 total mentions across 4 platforms.
0205Local 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
7.4
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude29%
Perplexity0%
Gemini71%
Primarily visible on Gemini (71%), with secondary presence on other platforms — 7 total mentions across 4 platforms.
0160Local 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
7.4
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude14%
Perplexity86%
Gemini0%
Perplexity drives 86% of this firm's AI visibility in this city — 7 total mentions across 4 platforms.
1113Local Focus
Ranks #15 in this city with no national ranking — AI visibility concentrated in local markets.
National rank
Not in top 300
National score
—
Avg. position here
3.0
Excellent — typically in the top 3 when mentioned
AI platform breakdown · this metro
ChatGPT17%
Claude17%
Perplexity17%
Gemini50%
Balanced visibility across 4 AI platforms — 6 total mentions across 4 platforms.
Showing Dallas'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.