Top firms ranked
15
#1 firm's city score
517
CAPTRUST
Average city score
291.5
City scale — not the 0–100 national score
AI Visibility Report
See where your firm ranks
12
3
8
9National Leader
Ranks #1 locally and #7 nationally — consistently high visibility across markets.
National rank
#7
National score
79.0/100
Avg. position here
4.8
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT38%
Claude9%
Perplexity25%
Gemini28%
Balanced visibility across 3 AI platforms — 32 total mentions across 4 platforms.
62914National Leader
Ranks #2 locally and #39 nationally — consistently high visibility across markets.
National rank
#39
National score
59.7/100
Avg. position here
3.0
Excellent — typically in the top 3 when mentioned
AI platform breakdown · this metro
ChatGPT19%
Claude6%
Perplexity29%
Gemini45%
Balanced visibility across 3 AI platforms — 31 total mentions across 4 platforms.
31166National Leader
Ranks #3 locally and #3 nationally — consistently high visibility across markets.
National rank
#3
National score
86.1/100
Avg. position here
5.3
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT12%
Claude4%
Perplexity62%
Gemini23%
Primarily visible on Perplexity (62%), with secondary presence on other platforms — 26 total mentions across 4 platforms.
6956National Leader
Ranks #4 locally and #1 nationally — consistently high visibility across markets.
National rank
#1
National score
89.7/100
Avg. position here
5.7
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT23%
Claude35%
Perplexity19%
Gemini23%
Balanced visibility across 4 AI platforms — 26 total mentions across 4 platforms.
35170Local 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
5.7
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT12%
Claude20%
Perplexity68%
Gemini0%
Primarily visible on Perplexity (68%), with secondary presence on other platforms — 25 total mentions across 4 platforms.
00173National Leader
Ranks #6 locally and #32 nationally — consistently high visibility across markets.
National rank
#32
National score
60.7/100
Avg. position here
5.5
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude0%
Perplexity85%
Gemini15%
Perplexity drives 85% of this firm's AI visibility in this city — 20 total mentions across 4 platforms.
7307Regional Player
Ranks #7 in this city and #60 nationally — moderate visibility beyond this market.
National rank
#60
National score
57.1/100
Avg. position here
3.1
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT41%
Claude18%
Perplexity0%
Gemini41%
Balanced visibility across 3 AI platforms — 17 total mentions across 4 platforms.
33100Local 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
4.9
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT19%
Claude19%
Perplexity63%
Gemini0%
Primarily visible on Perplexity (63%), with secondary presence on other platforms — 16 total mentions across 4 platforms.
21003Local 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
7.3
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT13%
Claude67%
Perplexity0%
Gemini20%
Primarily visible on Claude (67%), with secondary presence on other platforms — 15 total mentions across 4 platforms.
20111National Leader
Ranks #10 locally and #13 nationally — consistently high visibility across markets.
National rank
#13
National score
71.0/100
Avg. position here
7.1
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT14%
Claude0%
Perplexity79%
Gemini7%
Primarily visible on Perplexity (79%), with secondary presence on other platforms — 14 total mentions across 4 platforms.
0337Local 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
3.5
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude23%
Perplexity23%
Gemini54%
Balanced visibility across 3 AI platforms — 13 total mentions across 4 platforms.
1153Consistent Performer
Ranks #12 locally and #9 nationally — consistent visibility across markets.
National rank
#9
National score
75.9/100
Avg. position here
5.1
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT10%
Claude10%
Perplexity50%
Gemini30%
Mixed visibility across platforms — 10 total mentions across 4 platforms.
0153Local 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
3.4
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude11%
Perplexity56%
Gemini33%
Split between Perplexity (56%) and Gemini (33%) — 9 total mentions across 4 platforms.
0432Consistent Performer
Ranks #14 locally and #8 nationally — consistent visibility across markets.
National rank
#8
National score
76.1/100
Avg. position here
4.7
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude44%
Perplexity33%
Gemini22%
Balanced visibility across 3 AI platforms — 9 total mentions across 4 platforms.
1503Local 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
5.2
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT11%
Claude56%
Perplexity0%
Gemini33%
Split between Claude (56%) and Gemini (33%) — 9 total mentions across 4 platforms.
Showing Raleigh'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.