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

Financial Advisory AI Visibility Leaderboard — June 2026. Ranked list of 10 companies with sub-scores per dimension.
Rank	Company	Overall	AI Vis.	Authority	Content	Competitor	Social
#1	Wealth Enhancement Group wealthenhancement.com mentioned	56	33	68	83	50	100
#2	Creative Planning creativeplanning.com	46	0	70	60	—	100
#3	Mariner Wealth Advisors marinerwealthadvisors.com	46	0	55	75	—	100
#4	Carson Group carsongroup.com	46	0	64	84	—	83
#5	Mercer Advisors merceradvisors.com	43	0	70	60	—	83
#6	Edelman Financial Engines edelmanfinancialengines.com	42	0	66	84	—	58
#7	Beacon Pointe Advisors beaconpointe.com	29	0	63	63	0	50
#8	Buckingham Strategic Wealth buckinghamstrategicwealth.com	24	0	46	30	0	67
#9	Fisher Investments fisherinvestments.com	2	0	5	5	0	0
#10	Savant Wealth Management savantwealth.com	1	0	5	0	—	0

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.