Top firms ranked
15
#1 firm's city score
629
Cary Street Partners
Average city score
267.5
City scale — not the 0–100 national score
AI Visibility Report
See where your firm ranks
1
7
15
14Local Specialist
Ranks #1 here but #95 nationally — a genuinely local presence.
National rank
#95
National score
48.1/100
Avg. position here
4.0
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT3%
Claude19%
Perplexity41%
Gemini38%
Balanced visibility across 3 AI platforms — 37 total mentions across 4 platforms.
40214National Leader
Ranks #2 locally and #1 nationally — consistently high visibility across markets.
National rank
#1
National score
87.5/100
Avg. position here
5.2
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT14%
Claude0%
Perplexity72%
Gemini14%
Primarily visible on Perplexity (72%), with secondary presence on other platforms — 29 total mentions across 4 platforms.
40810Local Specialist
Ranks #3 here but #111 nationally — a genuinely local presence.
National rank
#111
National score
47.4/100
Avg. position here
5.6
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT18%
Claude0%
Perplexity36%
Gemini45%
Balanced visibility across 3 AI platforms — 22 total mentions across 4 platforms.
2935Local Specialist
Ranks #4 here but #67 nationally — a genuinely local presence.
National rank
#67
National score
49.7/100
Avg. position here
2.4
Excellent — typically in the top 3 when mentioned
AI platform breakdown · this metro
ChatGPT11%
Claude47%
Perplexity16%
Gemini26%
Balanced visibility across 3 AI platforms — 19 total mentions across 4 platforms.
9090Local 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
5.6
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT50%
Claude0%
Perplexity50%
Gemini0%
Split between ChatGPT (50%) and Perplexity (50%) — 18 total mentions across 4 platforms.
10080Regional Player
Ranks #6 in this city and #54 nationally — moderate visibility beyond this market.
National rank
#54
National score
51.5/100
Avg. position here
6.1
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT56%
Claude0%
Perplexity44%
Gemini0%
Split between ChatGPT (56%) and Perplexity (44%) — 18 total mentions across 4 platforms.
1069Local Specialist
Ranks #7 here but #240 nationally — a genuinely local presence.
National rank
#240
National score
41.2/100
Avg. position here
3.7
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT6%
Claude0%
Perplexity38%
Gemini56%
Split between Gemini (56%) and Perplexity (38%) — 16 total mentions across 4 platforms.
30130Local 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
5.6
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT19%
Claude0%
Perplexity81%
Gemini0%
Perplexity drives 81% of this firm's AI visibility in this city — 16 total mentions across 4 platforms.
00122National Leader
Ranks #9 locally and #4 nationally — consistently high visibility across markets.
National rank
#4
National score
75.8/100
Avg. position here
6.0
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude0%
Perplexity86%
Gemini14%
Perplexity drives 86% of this firm's AI visibility in this city — 14 total mentions across 4 platforms.
0616National Leader
Ranks #10 locally and #3 nationally — consistently high visibility across markets.
National rank
#3
National score
76.2/100
Avg. position here
5.6
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude46%
Perplexity8%
Gemini46%
Split between Claude (46%) and Gemini (46%) — 13 total mentions across 4 platforms.
2073Local Specialist
Ranks #11 here but #129 nationally — a genuinely local presence.
National rank
#129
National score
45.9/100
Avg. position here
3.6
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT17%
Claude0%
Perplexity58%
Gemini25%
Balanced visibility across 3 AI platforms — 12 total mentions across 4 platforms.
00100Local 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
5.2
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude0%
Perplexity100%
Gemini0%
Perplexity drives 100% of this firm's AI visibility in this city — 10 total mentions across 4 platforms.
1080Local 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
4.1
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT11%
Claude0%
Perplexity89%
Gemini0%
Perplexity drives 89% of this firm's AI visibility in this city — 9 total mentions across 4 platforms.
8000Consistent Performer
Ranks #14 locally and #27 nationally — consistent visibility across markets.
National rank
#27
National score
57.3/100
Avg. position here
4.3
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT100%
Claude0%
Perplexity0%
Gemini0%
ChatGPT drives 100% of this firm's AI visibility in this city — 8 total mentions across 4 platforms.
0106Consistent Performer
Ranks #15 locally and #21 nationally — consistent visibility across markets.
National rank
#21
National score
58.6/100
Avg. position here
7.0
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.
Showing Richmond'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.