Top firms ranked
15
#1 firm's city score
633
HB Wealth
Average city score
209.8
City scale — not the 0–100 national score
AI Visibility Report
See where your firm ranks
2
12
11National Leader
Ranks #1 locally and #11 nationally — consistently high visibility across markets.
National rank
#11
National score
73.8/100
Avg. position here
2.9
Excellent — typically in the top 3 when mentioned
AI platform breakdown · this metro
ChatGPT6%
29%
Perplexity34%
Gemini31%
Balanced visibility across 3 AI platforms — 35 total mentions across 4 platforms.
2
6
7Local Focus
Ranks #2 in this city with no national ranking — AI visibility concentrated in local markets.
National rank
Not in top 300
National score
—
Avg. position here
3.7
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT11%
21%
Perplexity32%
Gemini37%
Balanced visibility across 3 AI platforms — 19 total mentions across 4 platforms.
2
2
3National Leader
Ranks #3 locally and #1 nationally — consistently high visibility across markets.
National rank
#1
National score
89.7/100
Avg. position here
8.2
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT11%
61%
Perplexity11%
Gemini17%
Primarily visible on Claude (61%), with secondary presence on other platforms — 18 total mentions across 4 platforms.
0
7
7Local Focus
Ranks #4 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
ChatGPT0%
18%
Perplexity41%
Gemini41%
Balanced visibility across 3 AI platforms — 17 total mentions across 4 platforms.
1
2
4National Leader
Ranks #5 locally and #9 nationally — consistently high visibility across markets.
National rank
#9
National score
75.9/100
Avg. position here
8.3
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT8%
46%
Perplexity15%
Gemini31%
Mixed visibility across platforms — 13 total mentions across 4 platforms.
0
8
0National Leader
Ranks #6 locally and #8 nationally — consistently high visibility across markets.
National rank
#8
National score
76.1/100
Avg. position here
5.5
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
33%
Perplexity67%
Gemini0%
Primarily visible on Perplexity (67%), with secondary presence on other platforms — 12 total mentions across 4 platforms.
1
5
2National Leader
Ranks #7 locally and #4 nationally — consistently high visibility across markets.
National rank
#4
National score
85.0/100
Avg. position here
7.5
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT9%
27%
Perplexity45%
Gemini18%
Balanced visibility across 3 AI platforms — 11 total mentions across 4 platforms.
0
1
7Local Specialist
Ranks #8 here but #215 nationally — a genuinely local presence.
National rank
#215
National score
49.6/100
Avg. position here
3.2
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
20%
Perplexity10%
Gemini70%
Primarily visible on Gemini (70%), with secondary presence on other platforms — 10 total mentions across 4 platforms.
0
2
4Local 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
4.5
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
40%
Perplexity20%
Gemini40%
Balanced visibility across 3 AI platforms — 10 total mentions across 4 platforms.
1
0
5Local 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
6.5
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT10%
40%
Perplexity0%
Gemini50%
Split between Gemini (50%) and Claude (40%) — 10 total mentions across 4 platforms.
0
0
6Local 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
3.3
Very good — typically in the top 5 when mentioned
AI platform breakdown · this metro
ChatGPT0%
33%
Perplexity0%
Gemini67%
Primarily visible on Gemini (67%), with secondary presence on other platforms — 9 total mentions across 4 platforms.
0
9
0Local 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%
0%
Perplexity100%
Gemini0%
Perplexity drives 100% of this firm's AI visibility in this city — 9 total mentions across 4 platforms.
1
1
5Local 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
5.3
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT11%
22%
Perplexity11%
Gemini56%
Mixed visibility across platforms — 9 total mentions across 4 platforms.
1
0
4Consistent Performer
Ranks #14 locally and #19 nationally — consistent visibility across markets.
National rank
#19
National score
64.4/100
Avg. position here
6.2
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT11%
44%
Perplexity0%
Gemini44%
Split between Claude (44%) and Gemini (44%) — 9 total mentions across 4 platforms.
0
7
1Consistent Performer
Ranks #15 locally and #32 nationally — consistent visibility across markets.
National rank
#32
National score
60.7/100
Avg. position here
6.4
Good — often in the top 10 when mentioned
AI platform breakdown · this metro
ChatGPT0%
11%
Perplexity78%
Gemini11%
Primarily visible on Perplexity (78%), with secondary presence on other platforms — 9 total mentions across 4 platforms.
Showing Atlanta'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.