Top firms ranked
15
#1 firm's city score
345
Financial Synergies Wealth Advisors
Average city score
213.8
City scale — not the 0–100 national score
AI Visibility Report
See where your firm ranks
2
7
9
4Local Specialist
Ranks #1 here but #299 nationally — a genuinely local presence.
National rank
#299
National score
47.8/100
Avg. position here
5.3
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT9%
Claude32%
Perplexity41%
Gemini18%
Balanced visibility across 3 AI platforms — 22 total mentions across 4 platforms.
4825Local Specialist
Ranks #2 here but #139 nationally — a genuinely local presence.
National rank
#139
National score
52.1/100
Avg. position here
5.0
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT21%
Claude42%
Perplexity11%
Gemini26%
Balanced visibility across 3 AI platforms — 19 total mentions across 4 platforms.
1368Local Specialist
Ranks #3 here but #205 nationally — a genuinely local presence.
National rank
#205
National score
49.8/100
Avg. position here
5.6
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT6%
Claude17%
Perplexity33%
Gemini44%
Balanced visibility across 3 AI platforms — 18 total mentions across 4 platforms.
2229Local Specialist
Ranks #4 here but #173 nationally — a genuinely local presence.
National rank
#173
National score
50.6/100
Avg. position here
2.9
Excellent — typically in the top 3 when mentioned
AI platform breakdown · this metro
ChatGPT13%
Claude13%
Perplexity13%
Gemini60%
Mixed visibility across platforms — 15 total mentions across 4 platforms.
2084Local 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
5.5
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT14%
Claude0%
Perplexity57%
Gemini29%
Split between Perplexity (57%) and Gemini (29%) — 14 total mentions across 4 platforms.
2426Local 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
ChatGPT14%
Claude29%
Perplexity14%
Gemini43%
Mixed visibility across platforms — 14 total mentions across 4 platforms.
1264Local 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
3.9
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT8%
Claude15%
Perplexity46%
Gemini31%
Mixed visibility across platforms — 13 total mentions across 4 platforms.
0336Local 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
4.7
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude25%
Perplexity25%
Gemini50%
Balanced visibility across 3 AI platforms — 12 total mentions across 4 platforms.
2352Local Specialist
Ranks #9 here but #289 nationally — a genuinely local presence.
National rank
#289
National score
48.1/100
Avg. position here
4.7
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT17%
Claude25%
Perplexity42%
Gemini17%
Balanced visibility across 4 AI platforms — 12 total mentions across 4 platforms.
1091National Leader
Ranks #10 locally and #32 nationally — consistently high visibility across markets.
National rank
#32
National score
60.7/100
Avg. position here
5.3
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT9%
Claude0%
Perplexity82%
Gemini9%
Perplexity drives 82% of this firm's AI visibility in this city — 11 total mentions across 4 platforms.
2090Local 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
5.5
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT18%
Claude0%
Perplexity82%
Gemini0%
Perplexity drives 82% of this firm's AI visibility in this city — 11 total mentions across 4 platforms.
0263Local 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
5.7
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude18%
Perplexity55%
Gemini27%
Balanced visibility across 3 AI platforms — 11 total mentions across 4 platforms.
0335Local 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
5.8
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude27%
Perplexity27%
Gemini45%
Balanced visibility across 3 AI platforms — 11 total mentions across 4 platforms.
2180Local 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
6.0
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT18%
Claude9%
Perplexity73%
Gemini0%
Primarily visible on Perplexity (73%), with secondary presence on other platforms — 11 total mentions across 4 platforms.
5040Consistent Performer
Ranks #15 locally and #35 nationally — consistent visibility across markets.
National rank
#35
National score
60.1/100
Avg. position here
7.4
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT56%
Claude0%
Perplexity44%
Gemini0%
Split between ChatGPT (56%) and Perplexity (44%) — 9 total mentions across 4 platforms.
Showing Houston'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.