Top firms ranked
15
#1 firm's city score
398
Annex Wealth Management
Average city score
193.5
City scale — not the 0–100 national score
AI Visibility Report
See where your firm ranks
3
4
2
16Local Specialist
Ranks #1 here but #63 nationally — a genuinely local presence.
National rank
#63
National score
50.4/100
Avg. position here
5.1
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT12%
Claude16%
Perplexity8%
Gemini64%
Primarily visible on Gemini (64%), with secondary presence on other platforms — 25 total mentions across 4 platforms.
0609National Leader
Ranks #2 locally and #7 nationally — consistently high visibility across markets.
National rank
#7
National score
71.9/100
Avg. position here
5.3
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude40%
Perplexity0%
Gemini60%
Split between Gemini (60%) and Claude (40%) — 15 total mentions across 4 platforms.
00113National Leader
Ranks #3 locally and #4 nationally — consistently high visibility across markets.
National rank
#4
National score
75.8/100
Avg. position here
2.9
Excellent — typically in the top 3 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude0%
Perplexity79%
Gemini21%
Primarily visible on Perplexity (79%), with secondary presence on other platforms — 14 total mentions across 4 platforms.
00014Local 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
4.0
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude0%
Perplexity0%
Gemini100%
Gemini drives 100% of this firm's AI visibility in this city — 14 total mentions across 4 platforms.
11110Local 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
3.8
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT8%
Claude85%
Perplexity8%
Gemini0%
Claude drives 85% of this firm's AI visibility in this city — 13 total mentions across 4 platforms.
10120National Leader
Ranks #6 locally and #1 nationally — consistently high visibility across markets.
National rank
#1
National score
87.5/100
Avg. position here
4.2
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT8%
Claude0%
Perplexity92%
Gemini0%
Perplexity drives 92% of this firm's AI visibility in this city — 13 total mentions across 4 platforms.
0328Local 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
6.1
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude23%
Perplexity15%
Gemini62%
Primarily visible on Gemini (62%), with secondary presence on other platforms — 13 total mentions across 4 platforms.
1361Local Specialist
Ranks #8 here but #88 nationally — a genuinely local presence.
National rank
#88
National score
48.7/100
Avg. position here
4.1
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT9%
Claude27%
Perplexity55%
Gemini9%
Split between Perplexity (55%) and Claude (27%) — 11 total mentions across 4 platforms.
0280National Leader
Ranks #9 locally and #29 nationally — consistently high visibility across markets.
National rank
#29
National score
56.8/100
Avg. position here
4.1
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude20%
Perplexity80%
Gemini0%
Primarily visible on Perplexity (80%), with secondary presence on other platforms — 10 total mentions across 4 platforms.
0900Local 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
3.4
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude100%
Perplexity0%
Gemini0%
Claude drives 100% of this firm's AI visibility in this city — 9 total mentions across 4 platforms.
1521Local 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
5.8
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT11%
Claude56%
Perplexity22%
Gemini11%
Mixed visibility across platforms — 9 total mentions across 4 platforms.
1070Local 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
5.1
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT13%
Claude0%
Perplexity88%
Gemini0%
Perplexity drives 88% of this firm's AI visibility in this city — 8 total mentions across 4 platforms.
0035Local 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%
Claude0%
Perplexity38%
Gemini63%
Primarily visible on Gemini (63%), with secondary presence on other platforms — 8 total mentions across 4 platforms.
7000Local Specialist
Ranks #14 here but #298 nationally — a genuinely local presence.
National rank
#298
National score
39.8/100
Avg. position here
2.6
Excellent — typically in the top 3 when mentioned
AI platform breakdown · this metro
ChatGPT100%
Claude0%
Perplexity0%
Gemini0%
ChatGPT drives 100% of this firm's AI visibility in this city — 7 total mentions across 4 platforms.
6000Regional Player
Ranks #15 in this city and #103 nationally — moderate visibility beyond this market.
National rank
#103
National score
47.9/100
Avg. position here
2.2
Excellent — typically in the top 3 when mentioned
AI platform breakdown · this metro
ChatGPT100%
Claude0%
Perplexity0%
Gemini0%
ChatGPT drives 100% of this firm's AI visibility in this city — 6 total mentions across 4 platforms.
Showing Milwaukee'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.