Top firms ranked
15
#1 firm's city score
492
Mercer Advisors
Average city score
220.9
City scale — not the 0–100 national score
AI Visibility Report
See where your firm ranks
5
1
19
2National Leader
Ranks #1 locally and #1 nationally — consistently high visibility across markets.
National rank
#1
National score
89.7/100
Avg. position here
2.8
Excellent — typically in the top 3 when mentioned
AI platform breakdown · this metro
ChatGPT19%
Claude4%
Perplexity70%
Gemini7%
Primarily visible on Perplexity (70%), with secondary presence on other platforms — 27 total mentions across 4 platforms.
21166National Leader
Ranks #2 locally and #13 nationally — consistently high visibility across markets.
National rank
#13
National score
71.0/100
Avg. position here
4.8
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT8%
Claude4%
Perplexity64%
Gemini24%
Primarily visible on Perplexity (64%), with secondary presence on other platforms — 25 total mentions across 4 platforms.
36011Local Specialist
Ranks #3 here but #115 nationally — a genuinely local presence.
National rank
#115
National score
53.1/100
Avg. position here
4.5
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT15%
Claude30%
Perplexity0%
Gemini55%
Split between Gemini (55%) and Claude (30%) — 20 total mentions across 4 platforms.
2546National Leader
Ranks #4 locally and #9 nationally — consistently high visibility across markets.
National rank
#9
National score
75.9/100
Avg. position here
5.2
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT12%
Claude29%
Perplexity24%
Gemini35%
Balanced visibility across 3 AI platforms — 17 total mentions across 4 platforms.
20120National Leader
Ranks #5 locally and #6 nationally — consistently high visibility across markets.
National rank
#6
National score
79.6/100
Avg. position here
4.1
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT14%
Claude0%
Perplexity86%
Gemini0%
Perplexity drives 86% of this firm's AI visibility in this city — 14 total mentions across 4 platforms.
1309National Leader
Ranks #6 locally and #34 nationally — consistently high visibility across markets.
National rank
#34
National score
60.2/100
Avg. position here
4.0
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT8%
Claude23%
Perplexity0%
Gemini69%
Primarily visible on Gemini (69%), with secondary presence on other platforms — 13 total mentions across 4 platforms.
2900Local 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
5.5
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT18%
Claude82%
Perplexity0%
Gemini0%
Claude drives 82% of this firm's AI visibility in this city — 11 total mentions across 4 platforms.
0344Local 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
7.7
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude27%
Perplexity36%
Gemini36%
Balanced visibility across 3 AI platforms — 11 total mentions across 4 platforms.
1207Local 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
3.9
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT10%
Claude20%
Perplexity0%
Gemini70%
Primarily visible on Gemini (70%), with secondary presence on other platforms — 10 total mentions across 4 platforms.
2314Local 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
5.6
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT20%
Claude30%
Perplexity10%
Gemini40%
Balanced visibility across 3 AI platforms — 10 total mentions across 4 platforms.
0235Consistent Performer
Ranks #11 locally and #8 nationally — consistent visibility across markets.
National rank
#8
National score
76.1/100
Avg. position here
5.7
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude20%
Perplexity30%
Gemini50%
Balanced visibility across 3 AI platforms — 10 total mentions across 4 platforms.
0451Regional Player
Ranks #12 in this city and #69 nationally — moderate visibility beyond this market.
National rank
#69
National score
56.3/100
Avg. position here
5.7
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude40%
Perplexity50%
Gemini10%
Split between Perplexity (50%) and Claude (40%) — 10 total mentions across 4 platforms.
1404Local 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
4.6
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT11%
Claude44%
Perplexity0%
Gemini44%
Split between Claude (44%) and Gemini (44%) — 9 total mentions across 4 platforms.
0333Local 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
6.0
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude33%
Perplexity33%
Gemini33%
Balanced visibility across 3 AI platforms — 9 total mentions across 4 platforms.
0009Local 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
6.2
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude0%
Perplexity0%
Gemini100%
Gemini drives 100% of this firm's AI visibility in this city — 9 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.
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.