Top firms ranked
15
#1 firm's city score
403
HB Wealth
Average city score
234.3
City scale — not the 0–100 national score
AI Visibility Report
See where your firm ranks
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10National Leader
Ranks #1 locally and #11 nationally — consistently high visibility across markets.
National rank
#11
National score
73.8/100
Avg. position here
5.5
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT23%
Claude38%
Perplexity0%
Gemini38%
Balanced visibility across 3 AI platforms — 26 total mentions across 4 platforms.
00197National Leader
Ranks #2 locally and #18 nationally — consistently high visibility across markets.
National rank
#18
National score
68.0/100
Avg. position here
5.6
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude0%
Perplexity73%
Gemini27%
Primarily visible on Perplexity (73%), with secondary presence on other platforms — 26 total mentions across 4 platforms.
32123National Leader
Ranks #3 locally and #32 nationally — consistently high visibility across markets.
National rank
#32
National score
60.7/100
Avg. position here
4.5
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT15%
Claude10%
Perplexity60%
Gemini15%
Mixed visibility across platforms — 20 total mentions across 4 platforms.
01144National Leader
Ranks #4 locally and #4 nationally — consistently high visibility across markets.
National rank
#4
National score
85.0/100
Avg. position here
4.3
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude5%
Perplexity74%
Gemini21%
Primarily visible on Perplexity (74%), with secondary presence on other platforms — 19 total mentions across 4 platforms.
30151National Leader
Ranks #5 locally and #13 nationally — consistently high visibility across markets.
National rank
#13
National score
71.0/100
Avg. position here
6.0
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT16%
Claude0%
Perplexity79%
Gemini5%
Primarily visible on Perplexity (79%), with secondary presence on other platforms — 19 total mentions across 4 platforms.
4714Local Specialist
Ranks #6 here but #99 nationally — a genuinely local presence.
National rank
#99
National score
53.8/100
Avg. position here
2.6
Excellent — typically in the top 3 when mentioned
AI platform breakdown · this metro
ChatGPT25%
Claude44%
Perplexity6%
Gemini25%
Balanced visibility across 3 AI platforms — 16 total mentions across 4 platforms.
11102National Leader
Ranks #7 locally and #7 nationally — consistently high visibility across markets.
National rank
#7
National score
79.0/100
Avg. position here
6.2
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT7%
Claude7%
Perplexity71%
Gemini14%
Primarily visible on Perplexity (71%), with secondary presence on other platforms — 14 total mentions across 4 platforms.
30010National Leader
Ranks #8 locally and #20 nationally — consistently high visibility across markets.
National rank
#20
National score
63.5/100
Avg. position here
3.1
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT23%
Claude0%
Perplexity0%
Gemini77%
Primarily visible on Gemini (77%), with secondary presence on other platforms — 13 total mentions across 4 platforms.
4216National Leader
Ranks #9 locally and #1 nationally — consistently high visibility across markets.
National rank
#1
National score
89.7/100
Avg. position here
5.5
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT31%
Claude15%
Perplexity8%
Gemini46%
Mixed visibility across platforms — 13 total mentions across 4 platforms.
3431National Leader
Ranks #10 locally and #41 nationally — consistently high visibility across markets.
National rank
#41
National score
59.4/100
Avg. position here
4.7
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT27%
Claude36%
Perplexity27%
Gemini9%
Balanced visibility across 3 AI platforms — 11 total mentions across 4 platforms.
0621Consistent Performer
Ranks #11 locally and #9 nationally — consistent visibility across markets.
National rank
#9
National score
75.9/100
Avg. position here
3.2
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
Claude67%
Perplexity22%
Gemini11%
Primarily visible on Claude (67%), with secondary presence on other platforms — 9 total mentions across 4 platforms.
2223Regional Player
Ranks #12 in this city and #66 nationally — moderate visibility beyond this market.
National rank
#66
National score
56.5/100
Avg. position here
5.7
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT22%
Claude22%
Perplexity22%
Gemini33%
Balanced visibility across 4 AI platforms — 9 total mentions across 4 platforms.
2250Consistent Performer
Ranks #13 locally and #6 nationally — consistent visibility across markets.
National rank
#6
National score
79.6/100
Avg. position here
5.8
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT22%
Claude22%
Perplexity56%
Gemini0%
Balanced visibility across 3 AI platforms — 9 total mentions across 4 platforms.
2015Local 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
4.6
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT25%
Claude0%
Perplexity13%
Gemini63%
Primarily visible on Gemini (63%), with secondary presence on other platforms — 8 total mentions across 4 platforms.
1114Consistent Performer
Ranks #15 locally and #3 nationally — consistent visibility across markets.
National rank
#3
National score
86.1/100
Avg. position here
7.0
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT14%
Claude14%
Perplexity14%
Gemini57%
Mixed visibility across platforms — 7 total mentions across 4 platforms.
Showing Tampa'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.