Top firms ranked
15
#1 firm's city score
613
Tolleson Private Wealth Management
Average city score
166.0
City scale — not the 0–100 national score
AI Visibility Report
See where your firm ranks
2
15
7
11Local Specialist
Ranks #1 here but #65 nationally — a genuinely local presence.
National rank
#65
National score
50.1/100
Avg. position here
3.5
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT6%
Claude43%
Perplexity20%
Gemini31%
Balanced visibility across 3 AI platforms — 35 total mentions across 4 platforms.
0067Local Specialist
Ranks #2 here but #209 nationally — a genuinely local presence.
National rank
#209
National score
42.0/100
Avg. position here
3.9
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude0%
Perplexity46%
Gemini54%
Split between Gemini (54%) and Perplexity (46%) — 13 total mentions across 4 platforms.
0615Local Specialist
Ranks #3 here but #156 nationally — a genuinely local presence.
National rank
#156
National score
44.2/100
Avg. position here
5.7
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude50%
Perplexity8%
Gemini42%
Split between Claude (50%) and Gemini (42%) — 12 total mentions across 4 platforms.
0362National Leader
Ranks #4 locally and #1 nationally — consistently high visibility across markets.
National rank
#1
National score
87.5/100
Avg. position here
6.2
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude27%
Perplexity55%
Gemini18%
Balanced visibility across 3 AI platforms — 11 total mentions across 4 platforms.
01100Local 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
6.5
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 — 11 total mentions across 4 platforms.
00100Local 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
4.1
Very good — typically in the top 5 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.
0901National Leader
Ranks #7 locally and #10 nationally — consistently high visibility across markets.
National rank
#10
National score
67.6/100
Avg. position here
7.1
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude90%
Perplexity0%
Gemini10%
Claude drives 90% of this firm's AI visibility in this city — 10 total mentions across 4 platforms.
1053Local 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
4.3
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT11%
Claude0%
Perplexity56%
Gemini33%
Split between Perplexity (56%) and Gemini (33%) — 9 total mentions across 4 platforms.
0007Local 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
4.6
Very good — typically in the top 5 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.
0700Regional Player
Ranks #10 in this city and #55 nationally — moderate visibility beyond this market.
National rank
#55
National score
51.4/100
Avg. position here
6.9
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 — 7 total mentions across 4 platforms.
3003Regional Player
Ranks #11 in this city and #77 nationally — moderate visibility beyond this market.
National rank
#77
National score
49.3/100
Avg. position here
2.2
Excellent — typically in the top 3 when mentioned
AI platform breakdown · this metro
ChatGPT50%
Claude0%
Perplexity0%
Gemini50%
Split between ChatGPT (50%) and Gemini (50%) — 6 total mentions across 4 platforms.
1050Local 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
4.0
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT17%
Claude0%
Perplexity83%
Gemini0%
Perplexity drives 83% of this firm's AI visibility in this city — 6 total mentions across 4 platforms.
2040Consistent Performer
Ranks #13 locally and #6 nationally — consistent visibility across markets.
National rank
#6
National score
73.9/100
Avg. position here
6.3
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT33%
Claude0%
Perplexity67%
Gemini0%
Primarily visible on Perplexity (67%), with secondary presence on other platforms — 6 total mentions across 4 platforms.
3020Local 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
3.6
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT60%
Claude0%
Perplexity40%
Gemini0%
Split between ChatGPT (60%) and Perplexity (40%) — 5 total mentions across 4 platforms.
0005Local 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
3.8
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude0%
Perplexity0%
Gemini100%
Gemini drives 100% of this firm's AI visibility in this city — 5 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.
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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.