Top firms ranked
15
#1 firm's city score
662
CAPTRUST
Average city score
216.4
City scale — not the 0–100 national score
AI Visibility Report
See where your firm ranks
9
1
15
11National Leader
Ranks #1 locally and #5 nationally — consistently high visibility across markets.
National rank
#5
National score
73.9/100
Avg. position here
2.6
Excellent — typically in the top 3 when mentioned
AI platform breakdown · this metro
ChatGPT25%
Claude3%
Perplexity42%
Gemini31%
Balanced visibility across 3 AI platforms — 36 total mentions across 4 platforms.
9074National Leader
Ranks #2 locally and #44 nationally — consistently high visibility across markets.
National rank
#44
National score
53.0/100
Avg. position here
4.0
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT45%
Claude0%
Perplexity35%
Gemini20%
Balanced visibility across 3 AI platforms — 20 total mentions across 4 platforms.
01163National Leader
Ranks #3 locally and #1 nationally — consistently high visibility across markets.
National rank
#1
National score
87.5/100
Avg. position here
4.3
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude5%
Perplexity80%
Gemini15%
Primarily visible on Perplexity (80%), with secondary presence on other platforms — 20 total mentions across 4 platforms.
16111National Leader
Ranks #4 locally and #3 nationally — consistently high visibility across markets.
National rank
#3
National score
76.2/100
Avg. position here
6.1
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT5%
Claude32%
Perplexity58%
Gemini5%
Split between Perplexity (58%) and Claude (32%) — 19 total mentions across 4 platforms.
10140National Leader
Ranks #5 locally and #4 nationally — consistently high visibility across markets.
National rank
#4
National score
75.8/100
Avg. position here
5.4
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT7%
Claude0%
Perplexity93%
Gemini0%
Perplexity drives 93% of this firm's AI visibility in this city — 15 total mentions across 4 platforms.
5017Local Specialist
Ranks #6 here but #78 nationally — a genuinely local presence.
National rank
#78
National score
49.3/100
Avg. position here
2.2
Excellent — typically in the top 3 when mentioned
AI platform breakdown · this metro
ChatGPT38%
Claude0%
Perplexity8%
Gemini54%
Split between Gemini (54%) and ChatGPT (38%) — 13 total mentions across 4 platforms.
3170Local Specialist
Ranks #7 here but #285 nationally — a genuinely local presence.
National rank
#285
National score
40.1/100
Avg. position here
5.6
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT27%
Claude9%
Perplexity64%
Gemini0%
Primarily visible on Perplexity (64%), with secondary presence on other platforms — 11 total mentions across 4 platforms.
8020Local 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
4.0
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT80%
Claude0%
Perplexity20%
Gemini0%
Primarily visible on ChatGPT (80%), with secondary presence on other platforms — 10 total mentions across 4 platforms.
0406Local 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
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%) — 10 total mentions across 4 platforms.
1090Local 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
8.0
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT10%
Claude0%
Perplexity90%
Gemini0%
Perplexity drives 90% of this firm's AI visibility in this city — 10 total mentions across 4 platforms.
0007Local 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
4.9
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 — 7 total mentions across 4 platforms.
0700Local 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
5.0
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 — 7 total mentions across 4 platforms.
0106Consistent Performer
Ranks #13 locally and #13 nationally — consistent visibility across markets.
National rank
#13
National score
61.9/100
Avg. position here
7.9
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude14%
Perplexity0%
Gemini86%
Gemini drives 86% of this firm's AI visibility in this city — 7 total mentions across 4 platforms.
0060Local 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
3.5
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude0%
Perplexity100%
Gemini0%
Perplexity drives 100% of this firm's AI visibility in this city — 6 total mentions across 4 platforms.
3030Local 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
4.3
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT50%
Claude0%
Perplexity50%
Gemini0%
Split between ChatGPT (50%) and Perplexity (50%) — 6 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 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.