Top firms ranked
15
#1 firm's city score
381
Waverly Advisors
Average city score
218.9
City scale — not the 0–100 national score
AI Visibility Report
See where your firm ranks
0
9
4
11National Leader
Ranks #1 locally and #18 nationally — consistently high visibility across markets.
National rank
#18
National score
68.0/100
Avg. position here
5.1
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude38%
Perplexity17%
Gemini46%
Balanced visibility across 3 AI platforms — 24 total mentions across 4 platforms.
3386Local 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
5.6
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT15%
Claude15%
Perplexity40%
Gemini30%
Mixed visibility across platforms — 20 total mentions across 4 platforms.
02143Local Focus
Ranks #3 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%
Claude11%
Perplexity74%
Gemini16%
Primarily visible on Perplexity (74%), with secondary presence on other platforms — 19 total mentions across 4 platforms.
1772Local Focus
Ranks #4 in this city with no national ranking — AI visibility concentrated in local markets.
National rank
Not in top 300
National score
—
Avg. position here
7.9
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT6%
Claude41%
Perplexity41%
Gemini12%
Split between Claude (41%) and Perplexity (41%) — 17 total mentions across 4 platforms.
0169Local 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
4.3
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude6%
Perplexity38%
Gemini56%
Split between Gemini (56%) and Perplexity (38%) — 16 total mentions across 4 platforms.
13110National Leader
Ranks #6 locally and #2 nationally — consistently high visibility across markets.
National rank
#2
National score
87.2/100
Avg. position here
4.7
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT7%
Claude20%
Perplexity7%
Gemini67%
Primarily visible on Gemini (67%), with secondary presence on other platforms — 15 total mentions across 4 platforms.
2634National Leader
Ranks #7 locally and #1 nationally — consistently high visibility across markets.
National rank
#1
National score
89.7/100
Avg. position here
4.9
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT13%
Claude40%
Perplexity20%
Gemini27%
Balanced visibility across 3 AI platforms — 15 total mentions across 4 platforms.
1047Local 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
5.9
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT8%
Claude0%
Perplexity33%
Gemini58%
Split between Gemini (58%) and Perplexity (33%) — 12 total mentions across 4 platforms.
1344Local 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
6.6
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT8%
Claude25%
Perplexity33%
Gemini33%
Balanced visibility across 3 AI platforms — 12 total mentions across 4 platforms.
00110National Leader
Ranks #10 locally and #6 nationally — consistently high visibility across markets.
National rank
#6
National score
79.6/100
Avg. position here
4.7
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 — 11 total mentions across 4 platforms.
2153Local 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
5.0
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT18%
Claude9%
Perplexity45%
Gemini27%
Balanced visibility across 3 AI platforms — 11 total mentions across 4 platforms.
00110Consistent Performer
Ranks #12 locally and #13 nationally — consistent visibility across markets.
National rank
#13
National score
71.0/100
Avg. position here
5.5
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 — 11 total mentions across 4 platforms.
3133Local 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
4.9
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT30%
Claude10%
Perplexity30%
Gemini30%
Balanced visibility across 3 AI platforms — 10 total mentions across 4 platforms.
0307Consistent Performer
Ranks #14 locally and #41 nationally — consistent visibility across markets.
National rank
#41
National score
59.4/100
Avg. position here
6.8
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude30%
Perplexity0%
Gemini70%
Primarily visible on Gemini (70%), with secondary presence on other platforms — 10 total mentions across 4 platforms.
1324Local 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
7.0
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT10%
Claude30%
Perplexity20%
Gemini40%
Balanced visibility across 3 AI platforms — 10 total mentions across 4 platforms.
Showing Jacksonville'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.