New York City · Finance

Wealth Management

How to read the rankings

How to read the rankings

Columns

Rank
Position in the ranking within the latest snapshot.
Mentions
Latest-snapshot AI responses that named this business.
Response mention rate (±margin)
Mentions ÷ latest-snapshot AI responses. The ± is the 95% confidence margin.
Per-AI columns
Responses from each assistant that named the business; together they sum to Mentions.

Full methodology →

The independent record of which businesses ChatGPT, Claude, Gemini, and Perplexity put on the shortlist when New York City buyers describe what they need.

Current ranking Sep 7 All time
All time: 3,409 unique businesses ranked 5,660 responses analyzed v1.0
Latest ranking: 1,417 businesses published 1 month ago 1,128 responses used for ranking NYC-WEA-2026-09-v1.0
Model versions and response counts

openai/gpt-4o: 282 · perplexity/sonar: 282 · google/gemini-2.5-flash: 282 · anthropic/claude-sonnet-4.6: 282

Top professionals (named individuals) View on map Read the full New York City Wealth Management AI-ranking report

Viclaro Atlas

A Viclaro publication · viclaro.app

All-time Wealth Management results

AI responses, all time

5,660

of 64,422 across Atlas · 8.8%

Business mentions, all time

14,300

of 218,877 across Atlas · 6.5%

Unique businesses ranked, all time

3,409

of 24,531 across Atlas · 14%

Unique buyer questions, all time

141

of 1,616 across Atlas · 8.7%

Published ranking editions

4

of 143 across Atlas · 2.8%

Businesses in latest ranking

1,417

in the latest snapshot

These totals cover all published Wealth Management research; the highlighted count is only the latest edition. The latest ranking uses 1,128 eligible AI responses from Sep 7, 2026.

Filters this ranking only. Use Atlas search above to search every market.

# Business Hits Rate
#1
Bessemer Trust Unverified
Claude 48 ChatGPT 52 Gemini 7 Perplexity 6
113 10.0% ±1.8
#2
Facet Unverified
Claude 17 ChatGPT 13 Gemini 70 Perplexity 2
102 9.0% ±1.7
#3
Morgan Stanley Wealth Management Unverified
Claude 25 ChatGPT 26 Gemini 16 Perplexity 28
95 8.4% ±1.6
#4
Silvercrest Asset Management Unverified
Claude 60 ChatGPT 23 Gemini 2 Perplexity 3
88 7.8% ±1.6
#5
Vanguard Personal Advisor Services Unverified
Claude 21 ChatGPT 24 Gemini 37 Perplexity 3
85 7.5% ±1.5
#6
Rockefeller Capital Unverified
Claude 34 ChatGPT 19 Gemini 11 Perplexity 12
76 6.7% ±1.5
#7
Creative Planning Unverified
Claude 4 ChatGPT 25 Gemini 34 Perplexity 9
72 6.4% ±1.4
#8
Merrill Lynch Wealth Management Unverified
Claude 17 ChatGPT 22 Gemini 11 Perplexity 14
64 5.7% ±1.4
#9
Altfest Personal Wealth Management Unverified
Claude 31 ChatGPT 22 Gemini 0 Perplexity 11
64 5.7% ±1.4
#10
J.P. Morgan Private Bank Unverified
Claude 7 ChatGPT 20 Gemini 26 Perplexity 7
60 5.3% ±1.3
#11
Wealthspire Advisors Unverified
Claude 39 ChatGPT 8 Gemini 4 Perplexity 9
60 5.3% ±1.3
#12
Goldman Sachs Private Wealth Management Unverified
Claude 5 ChatGPT 25 Gemini 23 Perplexity 2
55 4.9% ±1.3
#13
Cerity Partners Unverified
Claude 2 ChatGPT 0 Gemini 17 Perplexity 28
47 4.2% ±1.2
#14
Pathstone Unverified
Claude 24 ChatGPT 4 Gemini 18 Perplexity 0
46 4.1% ±1.2
#15
Goldman Sachs Personal Financial Management Unverified
Claude 18 ChatGPT 3 Gemini 16 Perplexity 4
41 3.6% ±1.1
#16
Ritholtz Wealth Management Unverified
Claude 2 ChatGPT 14 Gemini 20 Perplexity 3
39 3.5% ±1.1
#17
Evercore Wealth Management Unverified
Claude 1 ChatGPT 27 Gemini 6 Perplexity 4
38 3.4% ±1.1
#18
Fisher Investments Unverified
Claude 2 ChatGPT 19 Gemini 12 Perplexity 4
37 3.3% ±1.1
#19
Bernstein Private Wealth Management Unverified
Claude 13 ChatGPT 11 Gemini 8 Perplexity 4
36 3.2% ±1.0
#20
Fiduciary Trust International Unverified
Claude 13 ChatGPT 6 Gemini 17 Perplexity 0
36 3.2% ±1.0
#21
Modera Wealth Management
Claude 35 ChatGPT 1 Gemini 0 Perplexity 0
36 3.2% ±1.0
#22
Fidelity Personalized Planning & Advice Unverified
Claude 22 ChatGPT 1 Gemini 11 Perplexity 1
35 3.1% ±1.0
#23
Edelman Financial Engines Unverified
Claude 9 ChatGPT 15 Gemini 7 Perplexity 4
35 3.1% ±1.0
#24
Greenberg Traurig Unverified
Claude 0 ChatGPT 0 Gemini 34 Perplexity 1
35 3.1% ±1.0
#25
EY Private Unverified
Claude 2 ChatGPT 6 Gemini 16 Perplexity 10
34 3.0% ±1.0
Ranks #26–#100 (75 more businesses) click to expand
#26
UBS Wealth Management Unverified 33 mentions · 2.9% · 4/4 AIs
#27
Tiedemann Advisors Unverified 33 mentions · 2.9% · 4/4 AIs
#28
Anchin Unverified 33 mentions · 2.9% · 4/4 AIs
#29
Francis Financial, Inc. 31 mentions · 2.8% · 3/4 AIs
#30
Fiduciary Trust Company of New York Unverified 29 mentions · 2.6% · 2/4 AIs
#31
Glenmede Unverified 27 mentions · 2.4% · 4/4 AIs
#32
second set of eyes Unverified 26 mentions · 2.3% · 4/4 AIs
#33
Proskauer Rose Unverified 26 mentions · 2.3% · 3/4 AIs
#34
Buckingham Strategic Wealth Unverified 26 mentions · 2.3% · 2/4 AIs
#35
UBS Financial Services Unverified 25 mentions · 2.2% · 4/4 AIs
#36
Aspiriant Unverified 24 mentions · 2.1% · 3/4 AIs
#37
Andersen Unverified 23 mentions · 2.0% · 4/4 AIs
#38
Brown Brothers Harriman Unverified 23 mentions · 2.0% · 3/4 AIs
#39
Iconiq Capital Unverified 23 mentions · 2.0% · 2/4 AIs
#40
Wealthfront Unverified 22 mentions · 2.0% · 4/4 AIs
#41
Savant Wealth Management Unverified 22 mentions · 2.0% · 4/4 AIs
#42
Betterment Unverified 22 mentions · 2.0% · 3/4 AIs
#43
Northern Trust Unverified 21 mentions · 1.9% · 3/4 AIs
#44
Ayco Unverified 21 mentions · 1.9% · 2/4 AIs
#45
Cresset Unverified 19 mentions · 1.7% · 2/4 AIs
#46
Abacus Wealth Partners Unverified 18 mentions · 1.6% · 4/4 AIs
#47
Brighton Jones Unverified 18 mentions · 1.6% · 3/4 AIs
#48
one-time fee-only CFP Unverified 17 mentions · 1.5% · 4/4 AIs
#49
Stash Wealth Unverified 17 mentions · 1.5% · 3/4 AIs
#50
Compound Planning Unverified 17 mentions · 1.5% · 2/4 AIs
#51
Geller Advisors Unverified 17 mentions · 1.5% · 2/4 AIs
#52
Marcum LLP Unverified 16 mentions · 1.4% · 4/4 AIs
#53
Sullivan & Cromwell LLP Unverified 16 mentions · 1.4% · 3/4 AIs
#54
Manhattan Ridge Advisors Unverified 16 mentions · 1.4% · 3/4 AIs
#55
Schulte Roth & Zabel Unverified 16 mentions · 1.4% · 3/4 AIs
#56
Gunderson Dettmer Unverified 16 mentions · 1.4% · 3/4 AIs
#57
Deloitte Unverified 16 mentions · 1.4% · 2/4 AIs
#58
Skadden, Arps, Slate, Meagher & Flom LLP Unverified 16 mentions · 1.4% · 2/4 AIs
#59
Raymond James Unverified 15 mentions · 1.3% · 4/4 AIs
#60
Mercer Advisors Unverified 15 mentions · 1.3% · 3/4 AIs
#61
Patterson Belknap Webb & Tyler LLP Unverified 15 mentions · 1.3% · 2/4 AIs
#62
Ballentine Partners Unverified 15 mentions · 1.3% · 2/4 AIs
#63
Palisades Hudson Financial Group Unverified 15 mentions · 1.3% · 2/4 AIs
#64
Brighton Financial Planning Unverified 15 mentions · 1.3% · 1/4 AIs
#65
Wharton Wealth Planning Unverified 15 mentions · 1.3% · 1/4 AIs
#66
WithumSmith+Brown Unverified 14 mentions · 1.2% · 4/4 AIs
#67
EisnerAmper Unverified 14 mentions · 1.2% · 4/4 AIs
#68
Withersworldwide Unverified 14 mentions · 1.2% · 3/4 AIs
#69
Brightworth Unverified 14 mentions · 1.2% · 2/4 AIs
#70
Marks Paneth Unverified 14 mentions · 1.2% · 2/4 AIs
#71
Bleakley Financial Group Unverified 14 mentions · 1.2% · 1/4 AIs
#72
Eisner Advisory Group Unverified 14 mentions · 1.2% · 1/4 AIs
#73
RegentAtlantic Unverified 14 mentions · 1.2% · 1/4 AIs
#74
Citrin Cooperman Unverified 13 mentions · 1.2% · 4/4 AIs
#75
ADV Part 2 Unverified 13 mentions · 1.2% · 4/4 AIs
#76
Veritable LP Unverified 13 mentions · 1.2% · 3/4 AIs
#77
Pershing Unverified 13 mentions · 1.2% · 3/4 AIs
#78
Fidelity Private Wealth Management Unverified 13 mentions · 1.2% · 2/4 AIs
#79
Paul, Weiss, Rifkind, Wharton & Garrison LLP 12 mentions · 1.1% · 4/4 AIs
#80
Katten Muchin Rosenman LLP 12 mentions · 1.1% · 4/4 AIs
#81
Withers Bergman Unverified 12 mentions · 1.1% · 2/4 AIs
#82
Cravath, Swaine & Moore LLP Unverified 11 mentions · 1.0% · 4/4 AIs
#83
ChFC Unverified 11 mentions · 1.0% · 4/4 AIs
#84
Parametric Unverified 11 mentions · 1.0% · 3/4 AIs
#85
Douglas Boneparth Unverified 11 mentions · 1.0% · 3/4 AIs
#86
U.S. Trust (Bank of America Private Bank) Unverified 11 mentions · 1.0% · 3/4 AIs
#87
PwC Private Client Services Unverified 11 mentions · 1.0% · 2/4 AIs
#88
Milbank LLP Unverified 11 mentions · 1.0% · 2/4 AIs
#89
UBS Wealth Management USA Unverified 11 mentions · 1.0% · 2/4 AIs
#90
Merrill Lynch Private Wealth Unverified 11 mentions · 1.0% · 2/4 AIs
#91
BBR Partners Unverified 11 mentions · 1.0% · 2/4 AIs
#92
Able Wealth Unverified 11 mentions · 1.0% · 1/4 AIs
#93
Baker McKenzie Unverified 10 mentions · 0.9% · 4/4 AIs
#94
Northwestern Mutual Unverified 10 mentions · 0.9% · 4/4 AIs
#95
Fenwick & West Unverified 10 mentions · 0.9% · 3/4 AIs
#96
Pillsbury Winthrop Shaw Pittman LLP Unverified 10 mentions · 0.9% · 3/4 AIs
#97
Davis Polk & Wardwell LLP Unverified 10 mentions · 0.9% · 3/4 AIs
#98
Holland & Knight Unverified 10 mentions · 0.9% · 2/4 AIs
#99
Brown Advisory Unverified 10 mentions · 0.9% · 2/4 AIs
#100
UBS Private Wealth Unverified 10 mentions · 0.9% · 2/4 AIs

1,317 additional firms beyond rank 100 available via the JSON API (requires atlas API token).

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Sources cited by AI

Directories, associations, and other sources

These sources appeared in AI answers as places to research, verify, or compare businesses. We show them here because they helped shape the answers.

How sources are classified

1. NAPFA

cited source

60 source · 0 verification · 0 comparison mentions

2. Garrett Planning Network

cited source

36 source · 0 verification · 0 comparison mentions

3. XY Planning Network

cited source

34 source · 0 verification · 0 comparison mentions

4. SEC Investment Adviser Public Disclosure (IAPD)

cited source

32 source · 0 verification · 0 comparison mentions

5. SEC

cited source

28 source · 0 verification · 0 comparison mentions

6. FINRA BrokerCheck

cited source

27 source · 0 verification · 0 comparison mentions

7. FINRA

finra.org

cited source

13 source · 0 verification · 0 comparison mentions

8. Harness Wealth

harness.co

cited source

12 source · 0 verification · 0 comparison mentions

9. feeonlynetwork.com

cited source

5 source · 0 verification · 0 comparison mentions

10. Forbes

cited source

5 source · 0 verification · 0 comparison mentions

11. Zoe Financial

zoefinancial.com

cited source

5 source · 0 verification · 0 comparison mentions

12. Wealthramp

cited source

4 source · 0 verification · 0 comparison mentions

13. New York State Department of Financial Services

dfs.ny.gov

cited source

3 source · 0 verification · 0 comparison mentions

14. NerdWallet

cited source

3 source · 0 verification · 0 comparison mentions

15. Financial Planning Association of New York

cited source

2 source · 0 verification · 0 comparison mentions

16. CFP Board

cited source

2 source · 0 verification · 0 comparison mentions

17. SmartAsset

cited source

2 source · 0 verification · 0 comparison mentions

18. NYC Surrogate's Court

cited source

1 source · 0 verification · 0 comparison mentions

19. Certified Financial Planner Board of Standards

cfp.net

cited source

1 source · 0 verification · 0 comparison mentions

20. Warmer

cited source

1 source · 0 verification · 0 comparison mentions

21. Reddit

cited source

1 source · 0 verification · 0 comparison mentions

22. commission brokerage

cited source

1 source · 0 verification · 0 comparison mentions

23. The Family Office Council

cited source

1 source · 0 verification · 0 comparison mentions

24. Garrett Planning Network

cited source

1 source · 0 verification · 0 comparison mentions

25. NYC Department of Education

nyc department of education

cited source

1 source · 0 verification · 0 comparison mentions

26. NYC Department of Consumer and Worker Protection

cited source

1 source · 0 verification · 0 comparison mentions

27. NYC Department of Consumer and Worker Protection Financial Wellness Center

cited source

1 source · 0 verification · 0 comparison mentions

These sources can reveal where buyers and AI assistants research the market. Source mentions are reported separately from business rankings.

In-depth report

How AI recommends Wealth Management in New York City

A written breakdown of the current snapshot — which firms each assistant names, how concentrated the recommendations are, and what a buyer would actually see if they asked ChatGPT, Claude, Gemini or Perplexity today.

Further reading

Pillar guide

AI Search Rankings: A 2026 Guide

How AI search rankings work and how to read a response-mention-rate leaderboard.

Playbook

How to Rank in ChatGPT

The exact structure and language that makes an AI reuse your firm as an answer.

Concepts

Generative Engine Optimization (GEO)

GEO vs AEO vs SEO — definitions, metrics, and limitations.

Field notes on reading these rankings

All notes →
AI search rankings

How to Read AI Search Rankings (Beyond Vanity Metrics)

AI search rankings measure how often assistants like ChatGPT, Claude, Gemini, and Perplexity name a business when a buyer asks who to hire. Read for share of vo...

Read note
AI-friendly content

How to Write Content That AI Assistants Actually Cite

Content that AI assistants cite looks different from content designed for humans or Google. It answers the buyer's exact question in a single quotable sentence,...

Read note
Research design

Why AI Recommendations Change Between Runs (and When a Change Is Real)

An assistant is not a laminated directory. Search results move, generated wording varies, and a tiny prompt edit can change the shortlist. The answer is not to...

Read note

Don't see your business? Or ranked low?

See which prompts and assistants omit your business, then measure the effect of site changes.

Get a free AI visibility audit →

Methodology v1.0 · latest snapshot: 1,128 AI responses and 5,267 business mentions · all-time corpus: 5,660 responses and 14,300 business mentions · Sep 7, 2026. 95% confidence intervals. Full methodology: viclaro.app/leaderboards/methodology.

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