What AI says about RIA in a Box

Since Jul 5Updated Oct 27, 2026Based on 1,786 AI responsesReviewed by

How we measure

Mentioned in

2%

of AI answers about RIA in a Box and its rivals

Mentioned in

  1. #1National Association of Personal Financial Advisors (NAPFA)Mentioned in 76%Avg. position 3.8
  2. #2tiedFinancial Planning AssociationMentioned in 58%Avg. position 4.7
  3. #2tiedXY Planning NetworkMentioned in 55%Avg. position 4.4
  4. #4tiedGarrett Planning NetworkMentioned in 32%Avg. position 5.4
  5. #4tiedCertified Financial Planner Board of Standards, Inc.Mentioned in 32%Avg. position 4.7
  6. #6Alliance of Comprehensive PlannersMentioned in 23%Avg. position 6.2
  7. #7tiedKitcesMentioned in 9%Avg. position 5.1
  8. #7tiedU.S. Securities and Exchange CommissionMentioned in 6%Avg. position 4.5
  9. #9tiedAICPA & CIMAMentioned in 5%Avg. position 6.6
  10. #9tiedXYPN LIVEMentioned in 5%Avg. position 4.9
  11. #9tiedInvestment Adviser Association (IAA)Mentioned in 5%Avg. position 5.9
  12. #9tiedCFA InstituteMentioned in 4%Avg. position 5.8
  13. #9tiedInvestments & Wealth InstituteMentioned in 4%Avg. position 5.9
  14. #9tiedFPA NexGenMentioned in 4%Avg. position 6.7
  15. #50tiedRIA in a BoxMentioned in 1%Avg. position 6.3

Topics where AI mentions RIA in a Box

TopicMentioned in · on this topic

RIA in a Box in AI’s own words

Question: What organizations help financial advisors transition from commission-based to fee-only practice?

Google AI ModeSep 28, 2026

along with third-party compliance firms (e.g., RIA in a Box), provide dedicated transition teams, operational roadmaps, and legal guidance to help wirehouse or broker-dealer advisors re-register as a Fee-Only Registered Investment Advisor (RIA).

Google AI ModeAsk Google AI Mode yourself (opens in a new tab)ChatGPTAsk ChatGPT yourself (opens in a new tab)

Question: What advisor practice management software platforms include workflow automation and compliance tracking for audits?

ChatGPTSep 18, 2026

RIA in a Box — A dedicated RIA compliance platform covering compliance-program management, communications archiving, employee-trading monitoring, cybersecurity, vendor due diligence and other regulatory obligations.

ChatGPTSep 2, 2026

Redtail can integrate with dedicated compliance systems such as RIA in a Box

ChatGPTAsk ChatGPT yourself (opens in a new tab)Google AI ModeAsk Google AI Mode yourself (opens in a new tab)

How prominently AI mentions RIA in a Box

Position in answers

  • Named first38%
  • 2nd or 3rd30%
  • Later33%

Each engine’s share of its own answers across RIA in a Box’s markets

  • ChatGPT2%
  • Google AI Mode2%