Best Financial Services in James Island, SC
by AI Recommendation - September 2026
ARO Index measures which financial services providers in James Island, SC are actually recommended by AI assistants, not which ones advertise or game citations. This ranking tests each business across ChatGPT, Claude, Gemini, and Perplexity using cold, single-turn queries and assigns an ARO Score from 0 to 100 based on recommendation strength and consistency. All 11 businesses below were audited through September 26, 2026.
| # | Business | Location | ARO Score | Models recommending |
|---|---|---|---|---|
| 1 | Kaizen Wealth Management, LLC | James Island | 55 v3 | GPTCldGemPrx |
| 2 | Runey & Associates Wealth Management | James Island | 59 v3 | GPTCldGemPrx |
| 3 | Tidewater Wealth Strategies - Raymond James | James Island | 55 v3 | GPTCldGemPrx |
| 4 | Coastal Financial Planning Group | James Island | 57 v3 | GPTCldGemPrx |
| 5 | Daniel Island Wealth Management | James Island | 30 v3 | GPTCldGemPrx |
| 6 | Active Lifestyle Financial Planning | James Island | 42 v3 | GPTCldGemPrx |
| 7 | Hines Wealth Management, LLC | James Island | 8 | GPTCldGemPrx |
| 8 | Lighthouse Wealth Advisors of Charleston | James Island | 6 | GPTCldGemPrx |
| 9 | Gillen Wealth Management, LLC | James Island | 7 | GPTCldGemPrx |
| 10 | Island Park Private Wealth | James Island | 3 | GPTCldGemPrx |
| 11 | PGI Financial Services | James Island | 35 v2 | GPTCldGemPrx |
Each business tested with cold single-turn queries across ChatGPT, Claude, Gemini, and Perplexity independently. ARO Score reflects recommendation strength and consistency, not payment or placement. Refreshed September 26, 2026.
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