Top firms ranked
15
#1 firm's city score
495
EP Wealth Advisors
Average city score
187.5
City scale — not the 0–100 national score
AI Visibility Report
See where your firm ranks
3
5
11
11National Leader
Ranks #1 locally and #10 nationally — consistently high visibility across markets.
National rank
#10
National score
74.0/100
Avg. position here
4.5
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT10%
Claude17%
Perplexity37%
Gemini37%
Balanced visibility across 3 AI platforms — 30 total mentions across 4 platforms.
10106National Leader
Ranks #2 locally and #13 nationally — consistently high visibility across markets.
National rank
#13
National score
71.0/100
Avg. position here
6.9
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT6%
Claude0%
Perplexity59%
Gemini35%
Split between Perplexity (59%) and Gemini (35%) — 17 total mentions across 4 platforms.
1293National Leader
Ranks #3 locally and #49 nationally — consistently high visibility across markets.
National rank
#49
National score
57.9/100
Avg. position here
4.1
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT7%
Claude13%
Perplexity60%
Gemini20%
Mixed visibility across platforms — 15 total mentions across 4 platforms.
1644National Leader
Ranks #4 locally and #8 nationally — consistently high visibility across markets.
National rank
#8
National score
76.1/100
Avg. position here
6.1
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT7%
Claude40%
Perplexity27%
Gemini27%
Balanced visibility across 3 AI platforms — 15 total mentions across 4 platforms.
0807Local 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
6.7
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude53%
Perplexity0%
Gemini47%
Split between Claude (53%) and Gemini (47%) — 15 total mentions across 4 platforms.
3207National Leader
Ranks #6 locally and #34 nationally — consistently high visibility across markets.
National rank
#34
National score
60.2/100
Avg. position here
7.2
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT25%
Claude17%
Perplexity0%
Gemini58%
Balanced visibility across 3 AI platforms — 12 total mentions across 4 platforms.
1713National Leader
Ranks #7 locally and #1 nationally — consistently high visibility across markets.
National rank
#1
National score
89.7/100
Avg. position here
7.6
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT8%
Claude58%
Perplexity8%
Gemini25%
Split between Claude (58%) and Gemini (25%) — 12 total mentions across 4 platforms.
0443National Leader
Ranks #8 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
ChatGPT0%
Claude36%
Perplexity36%
Gemini27%
Balanced visibility across 3 AI platforms — 11 total mentions across 4 platforms.
0551Local 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
6.2
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude45%
Perplexity45%
Gemini9%
Split between Claude (45%) and Perplexity (45%) — 11 total mentions across 4 platforms.
2233National Leader
Ranks #10 locally and #3 nationally — consistently high visibility across markets.
National rank
#3
National score
86.1/100
Avg. position here
6.0
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT20%
Claude20%
Perplexity30%
Gemini30%
Balanced visibility across 4 AI platforms — 10 total mentions across 4 platforms.
2502Consistent Performer
Ranks #11 locally and #5 nationally — consistent visibility across markets.
National rank
#5
National score
80.6/100
Avg. position here
6.1
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT22%
Claude56%
Perplexity0%
Gemini22%
Balanced visibility across 3 AI platforms — 9 total mentions across 4 platforms.
0513Local 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
12.0
Moderate — typically positions 10–20
AI platform breakdown · this metro
ChatGPT0%
Claude56%
Perplexity11%
Gemini33%
Split between Claude (56%) and Gemini (33%) — 9 total mentions across 4 platforms.
0215Consistent Performer
Ranks #13 locally and #2 nationally — consistent visibility across markets.
National rank
#2
National score
87.2/100
Avg. position here
6.3
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude25%
Perplexity13%
Gemini63%
Primarily visible on Gemini (63%), with secondary presence on other platforms — 8 total mentions across 4 platforms.
0115Local 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
3.4
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude14%
Perplexity14%
Gemini71%
Primarily visible on Gemini (71%), with secondary presence on other platforms — 7 total mentions across 4 platforms.
0250Local 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
4.1
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude29%
Perplexity71%
Gemini0%
Primarily visible on Perplexity (71%), with secondary presence on other platforms — 7 total mentions across 4 platforms.
Showing Los Angeles'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.