Who do AI assistants recommend in West Palm Beach, FL?

    The top 15 firms AI assistants name for West Palm Beach — each a verified registered investment adviser — from 100 location-specific queries across the four major platforms.

    100 city queries1 of 64 covered metrosUpdated September 15, 2026 · Methodology

    Top firms ranked

    15

    #1 firm's city score

    361

    Bouchey Financial Group

    Average city score

    182.8

    City scale — not the 0–100 national score

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    🏠

    Local Specialist

    Ranks #1 here but #136 nationally — a genuinely local presence.

    National rank

    #136

    National score

    52.2/100

    Avg. position here

    4.6

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    5%

    Mentions1
    ClaudeClaude

    27%

    Mentions6
    PerplexityPerplexity

    64%

    Mentions14
    GeminiGemini

    5%

    Mentions1

    Primarily visible on Perplexity (64%), with secondary presence on other platforms — 22 total mentions across 4 platforms.

    🌎

    National Leader

    Ranks #2 locally and #5 nationally — consistently high visibility across markets.

    National rank

    #5

    National score

    80.6/100

    Avg. position here

    3.7

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    15%

    Mentions3
    ClaudeClaude

    30%

    Mentions6
    PerplexityPerplexity

    15%

    Mentions3
    GeminiGemini

    40%

    Mentions8

    Mixed visibility across platforms — 20 total mentions across 4 platforms.

    🏠

    Local Specialist

    Ranks #3 here but #80 nationally — a genuinely local presence.

    National rank

    #80

    National score

    55.4/100

    Avg. position here

    4.6

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    27%

    Mentions4
    ClaudeClaude

    40%

    Mentions6
    PerplexityPerplexity

    7%

    Mentions1
    GeminiGemini

    27%

    Mentions4

    Balanced visibility across 3 AI platforms — 15 total mentions across 4 platforms.

    🏠

    Local Specialist

    Ranks #4 here but #250 nationally — a genuinely local presence.

    National rank

    #250

    National score

    48.9/100

    Avg. position here

    6.0

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    14%

    Mentions2
    ClaudeClaude

    29%

    Mentions4
    PerplexityPerplexity

    0%

    Mentions0
    GeminiGemini

    57%

    Mentions8

    Split between Gemini (57%) and Claude (29%) — 14 total mentions across 4 platforms.

    📍

    Local 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

    6.2

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    14%

    Mentions2
    ClaudeClaude

    43%

    Mentions6
    PerplexityPerplexity

    7%

    Mentions1
    GeminiGemini

    36%

    Mentions5

    Mixed visibility across platforms — 14 total mentions across 4 platforms.

    🌎

    National Leader

    Ranks #6 locally and #14 nationally — consistently high visibility across markets.

    National rank

    #14

    National score

    70.4/100

    Avg. position here

    2.4

    Excellent — typically in the top 3 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    36%

    Mentions4
    ClaudeClaude

    0%

    Mentions0
    PerplexityPerplexity

    36%

    Mentions4
    GeminiGemini

    27%

    Mentions3

    Balanced visibility across 3 AI platforms — 11 total mentions across 4 platforms.

    📍

    Local 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

    4.4

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    40%

    Mentions4
    ClaudeClaude

    0%

    Mentions0
    PerplexityPerplexity

    30%

    Mentions3
    GeminiGemini

    30%

    Mentions3

    Balanced visibility across 3 AI platforms — 10 total mentions across 4 platforms.

    📍

    Local 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

    4.4

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    0%

    Mentions0
    PerplexityPerplexity

    67%

    Mentions6
    GeminiGemini

    33%

    Mentions3

    Primarily visible on Perplexity (67%), with secondary presence on other platforms — 9 total mentions across 4 platforms.

    🌎

    National Leader

    Ranks #9 locally and #3 nationally — consistently high visibility across markets.

    National rank

    #3

    National score

    86.1/100

    Avg. position here

    8.9

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    56%

    Mentions5
    PerplexityPerplexity

    0%

    Mentions0
    GeminiGemini

    44%

    Mentions4

    Split between Claude (56%) and Gemini (44%) — 9 total mentions across 4 platforms.

    📍

    Local 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

    2.0

    Excellent — typically in the top 3 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    13%

    Mentions1
    ClaudeClaude

    38%

    Mentions3
    PerplexityPerplexity

    0%

    Mentions0
    GeminiGemini

    50%

    Mentions4

    Split between Gemini (50%) and Claude (38%) — 8 total mentions across 4 platforms.

    📍

    Local 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

    4.8

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    13%

    Mentions1
    ClaudeClaude

    0%

    Mentions0
    PerplexityPerplexity

    88%

    Mentions7
    GeminiGemini

    0%

    Mentions0

    Perplexity drives 88% of this firm's AI visibility in this city — 8 total mentions across 4 platforms.

    📍

    Local 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

    5.8

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    13%

    Mentions1
    ClaudeClaude

    75%

    Mentions6
    PerplexityPerplexity

    13%

    Mentions1
    GeminiGemini

    0%

    Mentions0

    Primarily visible on Claude (75%), with secondary presence on other platforms — 8 total mentions across 4 platforms.

    📍

    Local 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

    5.9

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    50%

    Mentions4
    PerplexityPerplexity

    13%

    Mentions1
    GeminiGemini

    38%

    Mentions3

    Split between Claude (50%) and Gemini (38%) — 8 total mentions across 4 platforms.

    📍

    Local 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

    7.6

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    13%

    Mentions1
    PerplexityPerplexity

    50%

    Mentions4
    GeminiGemini

    38%

    Mentions3

    Split between Perplexity (50%) and Gemini (38%) — 8 total mentions across 4 platforms.

    📊

    Consistent Performer

    Ranks #15 locally and #11 nationally — consistent visibility across markets.

    National rank

    #11

    National score

    73.8/100

    Avg. position here

    5.1

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    43%

    Mentions3
    PerplexityPerplexity

    14%

    Mentions1
    GeminiGemini

    43%

    Mentions3

    Split between Claude (43%) and Gemini (43%) — 7 total mentions across 4 platforms.

    Showing West Palm Beach'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

    AConsistently recommendedBFrequently visibleCEmerging visibilityDRarely surfacedFEffectively invisible

    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.