Top firms ranked
15
#1 firm's city score
389
Evensky & Katz
Average city score
146.4
City scale — not the 0–100 national score
AI Visibility Report
See where your firm ranks
0
0
9Local Focus
Ranks #1 in this city with no national ranking — AI visibility concentrated in local markets.
National rank
Not in top 300
National score
—
Avg. position here
3.3
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
59%
Perplexity0%
Gemini41%
Split between Claude (59%) and Gemini (41%) — 22 total mentions across 4 platforms.
0
0
10Local Specialist
Ranks #2 here but #58 nationally — a genuinely local presence.
National rank
#58
National score
51.2/100
Avg. position here
4.0
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
52%
Perplexity0%
Gemini48%
Split between Claude (52%) and Gemini (48%) — 21 total mentions across 4 platforms.
1
3
6Local 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
4.9
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT10%
0%
Perplexity30%
Gemini60%
Split between Gemini (60%) and Perplexity (30%) — 10 total mentions across 4 platforms.
0
8
1National Leader
Ranks #4 locally and #4 nationally — consistently high visibility across markets.
National rank
#4
National score
75.8/100
Avg. position here
4.2
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
0%
Perplexity89%
Gemini11%
Perplexity drives 89% of this firm's AI visibility in this city — 9 total mentions across 4 platforms.
1
8
0Local 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
4.9
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT11%
0%
Perplexity89%
Gemini0%
Perplexity drives 89% of this firm's AI visibility in this city — 9 total mentions across 4 platforms.
0
8
1National Leader
Ranks #6 locally and #1 nationally — consistently high visibility across markets.
National rank
#1
National score
87.5/100
Avg. position here
5.8
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
0%
Perplexity89%
Gemini11%
Perplexity drives 89% of this firm's AI visibility in this city — 9 total mentions across 4 platforms.
2
3
3Local 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
8.1
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT25%
0%
Perplexity38%
Gemini38%
Balanced visibility across 3 AI platforms — 8 total mentions across 4 platforms.
1
6
0Local 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
4.4
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT14%
0%
Perplexity86%
Gemini0%
Perplexity drives 86% of this firm's AI visibility in this city — 7 total mentions across 4 platforms.
1
6
0National Leader
Ranks #9 locally and #5 nationally — consistently high visibility across markets.
National rank
#5
National score
73.9/100
Avg. position here
5.1
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT14%
0%
Perplexity86%
Gemini0%
Perplexity drives 86% of this firm's AI visibility in this city — 7 total mentions across 4 platforms.
0
6
0Local 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
3.0
Excellent — typically in the top 3 when mentioned
AI platform breakdown · this metro
ChatGPT0%
0%
Perplexity100%
Gemini0%
Perplexity drives 100% of this firm's AI visibility in this city — 6 total mentions across 4 platforms.
1
1
0Local Specialist
Ranks #11 here but #124 nationally — a genuinely local presence.
National rank
#124
National score
46.2/100
Avg. position here
6.5
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT17%
67%
Perplexity17%
Gemini0%
Primarily visible on Claude (67%), with secondary presence on other platforms — 6 total mentions across 4 platforms.
5
0
0Consistent Performer
Ranks #12 locally and #12 nationally — consistent visibility across markets.
National rank
#12
National score
64.1/100
Avg. position here
1.0
Excellent — typically in the top 3 when mentioned
AI platform breakdown · this metro
ChatGPT100%
0%
Perplexity0%
Gemini0%
ChatGPT drives 100% of this firm's AI visibility in this city — 5 total mentions across 4 platforms.
2
3
0Local 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
3.6
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT40%
0%
Perplexity60%
Gemini0%
Split between Perplexity (60%) and ChatGPT (40%) — 5 total mentions across 4 platforms.
0
5
0Local 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
4.4
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
0%
Perplexity100%
Gemini0%
Perplexity drives 100% of this firm's AI visibility in this city — 5 total mentions across 4 platforms.
0
0
5Local Specialist
Ranks #15 here but #153 nationally — a genuinely local presence.
National rank
#153
National score
44.3/100
Avg. position here
9.0
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
0%
Perplexity0%
Gemini100%
Gemini drives 100% of this firm's AI visibility in this city — 5 total mentions across 4 platforms.
Showing Miami'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.