June 2026
Financial Advisory AI Visibility Leaderboard — June 2026
Independent monthly ranking of 10 companies across ChatGPT, Claude, Perplexity, and Gemini. Six dimensions scored from a live crawl + real AI engine queries.
Top score
56/100
Median score
42/100
Companies ranked
10
| Rank | Company | Overall | AI Vis. | Authority | Content | Competitor | Social | Forum |
|---|---|---|---|---|---|---|---|---|
| #1 | Wealth Enhancement Group wealthenhancement.commentioned | 56 | ||||||
| #2 | Creative Planning creativeplanning.com | 46 | ||||||
| #3 | Mariner Wealth Advisors marinerwealthadvisors.com | 46 | ||||||
| #4 | Carson Group carsongroup.com | 46 | ||||||
| #5 | Mercer Advisors merceradvisors.com | 43 | ||||||
| #6 | Edelman Financial Engines edelmanfinancialengines.com | 42 | ||||||
| #7 | Beacon Pointe Advisors beaconpointe.com | 29 | ||||||
| #8 | Buckingham Strategic Wealth buckinghamstrategicwealth.com | 24 | ||||||
| #9 | Fisher Investments fisherinvestments.com | 2 | ||||||
| #10 | Savant Wealth Management savantwealth.com | 1 |
Top 3 takeaways
Observational notes generated from the snapshot data for each of the top-ranked companies.
#1 Wealth Enhancement Group
Doing well: Strong social media presence and established authority positioning in financial advisory space, with notable third-party mentions and a solid reputation foundation.
#2 Creative Planning
Doing well: Creative Planning has strong social media presence and established authority in financial advisory, with substantial online credibility and engagement across social channels.
#3 Mariner Wealth Advisors
Doing well: Strong social media presence (score: 100) indicates active engagement across platforms; moderate authority score (55) suggests established credibility in financial advisory space.