Who do AI assistants recommend in Miami, FL?

    The top 15 firms AI assistants name for Miami — each a verified registered investment adviser — from 100 location-specific queries across the four major platforms.

    100 city queries1 of 64 covered metrosUpdated August 12, 2026 · Methodology

    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

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    📍

    Local 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

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    59%

    Mentions13
    PerplexityPerplexity

    0%

    Mentions0
    GeminiGemini

    41%

    Mentions9

    Split between Claude (59%) and Gemini (41%)22 total mentions across 4 platforms.

    🏠

    Local 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

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    52%

    Mentions11
    PerplexityPerplexity

    0%

    Mentions0
    GeminiGemini

    48%

    Mentions10

    Split between Claude (52%) and Gemini (48%)21 total mentions across 4 platforms.

    📍

    Local 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

    ChatGPTChatGPT

    10%

    Mentions1
    ClaudeClaude

    0%

    Mentions0
    PerplexityPerplexity

    30%

    Mentions3
    GeminiGemini

    60%

    Mentions6

    Split between Gemini (60%) and Perplexity (30%)10 total mentions across 4 platforms.

    🌎

    National 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

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    0%

    Mentions0
    PerplexityPerplexity

    89%

    Mentions8
    GeminiGemini

    11%

    Mentions1

    Perplexity drives 89% of this firm's AI visibility in this city9 total mentions across 4 platforms.

    📍

    Local 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

    ChatGPTChatGPT

    11%

    Mentions1
    ClaudeClaude

    0%

    Mentions0
    PerplexityPerplexity

    89%

    Mentions8
    GeminiGemini

    0%

    Mentions0

    Perplexity drives 89% of this firm's AI visibility in this city9 total mentions across 4 platforms.

    🌎

    National 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

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    0%

    Mentions0
    PerplexityPerplexity

    89%

    Mentions8
    GeminiGemini

    11%

    Mentions1

    Perplexity drives 89% of this firm's AI visibility in this city9 total mentions across 4 platforms.

    📍

    Local 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

    ChatGPTChatGPT

    25%

    Mentions2
    ClaudeClaude

    0%

    Mentions0
    PerplexityPerplexity

    38%

    Mentions3
    GeminiGemini

    38%

    Mentions3

    Balanced visibility across 3 AI platforms8 total mentions across 4 platforms.

    📍

    Local 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

    ChatGPTChatGPT

    14%

    Mentions1
    ClaudeClaude

    0%

    Mentions0
    PerplexityPerplexity

    86%

    Mentions6
    GeminiGemini

    0%

    Mentions0

    Perplexity drives 86% of this firm's AI visibility in this city7 total mentions across 4 platforms.

    🌎

    National 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

    ChatGPTChatGPT

    14%

    Mentions1
    ClaudeClaude

    0%

    Mentions0
    PerplexityPerplexity

    86%

    Mentions6
    GeminiGemini

    0%

    Mentions0

    Perplexity drives 86% of this firm's AI visibility in this city7 total mentions across 4 platforms.

    📍

    Local 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

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    0%

    Mentions0
    PerplexityPerplexity

    100%

    Mentions6
    GeminiGemini

    0%

    Mentions0

    Perplexity drives 100% of this firm's AI visibility in this city6 total mentions across 4 platforms.

    🏠

    Local 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

    ChatGPTChatGPT

    17%

    Mentions1
    ClaudeClaude

    67%

    Mentions4
    PerplexityPerplexity

    17%

    Mentions1
    GeminiGemini

    0%

    Mentions0

    Primarily visible on Claude (67%), with secondary presence on other platforms6 total mentions across 4 platforms.

    📊

    Consistent 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

    ChatGPTChatGPT

    100%

    Mentions5
    ClaudeClaude

    0%

    Mentions0
    PerplexityPerplexity

    0%

    Mentions0
    GeminiGemini

    0%

    Mentions0

    ChatGPT drives 100% of this firm's AI visibility in this city5 total mentions across 4 platforms.

    📍

    Local 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

    ChatGPTChatGPT

    40%

    Mentions2
    ClaudeClaude

    0%

    Mentions0
    PerplexityPerplexity

    60%

    Mentions3
    GeminiGemini

    0%

    Mentions0

    Split between Perplexity (60%) and ChatGPT (40%)5 total mentions across 4 platforms.

    📍

    Local 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

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    0%

    Mentions0
    PerplexityPerplexity

    100%

    Mentions5
    GeminiGemini

    0%

    Mentions0

    Perplexity drives 100% of this firm's AI visibility in this city5 total mentions across 4 platforms.

    🏠

    Local 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

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    0%

    Mentions0
    PerplexityPerplexity

    0%

    Mentions0
    GeminiGemini

    100%

    Mentions5

    Gemini drives 100% of this firm's AI visibility in this city5 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.

    How to read a grade

    AConsistently recommendedBFrequently visibleCEmerging visibilityDRarely surfacedFEffectively invisible

    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.