New York City · Finance

Wealth Management

How to read the rankings

How to read the rankings

Columns

Rank
Position across all eligible AI responses for this market.
Mentions
AI responses that named this business.
Response mention rate (±margin)
Mentions divided by eligible 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 since Aug 20
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 all-time ranking

3,186

across all eligible responses

These totals cover all published Wealth Management research. Unique businesses are counted once across all editions. The all-time ranking uses 5,607 eligible AI responses collected since Aug 20, 2026.

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

# Business Hits Rate
#1
Facet Unverified
Claude 66 ChatGPT 53 Gemini 257 Perplexity 6
382 6.8% ±0.7
#2
Bessemer Trust Unverified
Claude 131 ChatGPT 124 Gemini 18 Perplexity 21
294 5.2% ±0.6
#3
Creative Planning Unverified
Claude 15 ChatGPT 98 Gemini 120 Perplexity 28
261 4.7% ±0.6
#4
Morgan Stanley Wealth Management Unverified
Claude 65 ChatGPT 87 Gemini 43 Perplexity 61
256 4.6% ±0.5
#5
Vanguard Personal Advisor Services Unverified
Claude 55 ChatGPT 65 Gemini 124 Perplexity 12
256 4.6% ±0.5
#6
Silvercrest Asset Management Unverified
Claude 154 ChatGPT 56 Gemini 6 Perplexity 7
223 4.0% ±0.5
#7
Rockefeller Capital Unverified
Claude 87 ChatGPT 50 Gemini 34 Perplexity 25
196 3.5% ±0.5
#8
Wealthspire Advisors Unverified
Claude 135 ChatGPT 23 Gemini 16 Perplexity 21
195 3.5% ±0.5
#9
Altfest Personal Wealth Management Unverified
Claude 76 ChatGPT 51 Gemini 0 Perplexity 27
154 2.7% ±0.4
#10
Merrill Lynch Wealth Management Unverified
Claude 42 ChatGPT 57 Gemini 19 Perplexity 35
153 2.7% ±0.4
#11
Fisher Investments Unverified
Claude 6 ChatGPT 81 Gemini 56 Perplexity 8
151 2.7% ±0.4
#12
Goldman Sachs Private Wealth Management Unverified
Claude 13 ChatGPT 52 Gemini 56 Perplexity 11
132 2.4% ±0.4
#13
J.P. Morgan Private Bank Unverified
Claude 12 ChatGPT 39 Gemini 61 Perplexity 18
130 2.3% ±0.4
#14
Ritholtz Wealth Management Unverified
Claude 8 ChatGPT 38 Gemini 65 Perplexity 19
130 2.3% ±0.4
#15
Bessemer Trust Private Wealth Management New York NY
Claude 54 ChatGPT 48 Gemini 10 Perplexity 17
129 2.3% ±0.4
#16
Buckingham Strategic Wealth Unverified
Claude 76 ChatGPT 36 Gemini 6 Perplexity 0
118 2.1% ±0.4
#17
Modera Wealth Management
Claude 112 ChatGPT 3 Gemini 0 Perplexity 2
117 2.1% ±0.4
#18
Francis Financial, Inc.
Claude 10 ChatGPT 45 Gemini 0 Perplexity 57
112 2.0% ±0.4
#19
UBS Wealth Management Unverified
Claude 25 ChatGPT 30 Gemini 34 Perplexity 21
110 2.0% ±0.4
#20
Goldman Sachs Personal Financial Management Unverified
Claude 37 ChatGPT 19 Gemini 47 Perplexity 6
109 1.9% ±0.4
#21
Bernstein Private Wealth Management Unverified
Claude 36 ChatGPT 27 Gemini 27 Perplexity 16
106 1.9% ±0.4
#22
Fiduciary Trust Company of New York Unverified
Claude 101 ChatGPT 0 Gemini 0 Perplexity 3
104 1.9% ±0.4
#23
Pathstone Unverified
Claude 48 ChatGPT 5 Gemini 48 Perplexity 1
102 1.8% ±0.4
#24
Cerity Partners Unverified
Claude 5 ChatGPT 0 Gemini 31 Perplexity 62
98 1.7% ±0.3
#25
Edelman Financial Engines Unverified
Claude 29 ChatGPT 36 Gemini 19 Perplexity 9
93 1.7% ±0.3
Ranks #26–#100 (75 more businesses) click to expand
#26
Fidelity Personalized Planning & Advice Unverified 92 mentions · 1.6% · 4/4 AIs
#27
Greenberg Traurig Unverified 92 mentions · 1.6% · 3/4 AIs
#28
Fiduciary Trust International Unverified 87 mentions · 1.6% · 4/4 AIs
#29
EY Private Unverified 86 mentions · 1.5% · 4/4 AIs
#30
Evercore Wealth Management Unverified 85 mentions · 1.5% · 4/4 AIs
#31
Anchin Unverified 82 mentions · 1.5% · 4/4 AIs
#32
Savant Wealth Management Unverified 81 mentions · 1.4% · 4/4 AIs
#33
Iconiq Capital Unverified 79 mentions · 1.4% · 3/4 AIs
#34
Wealthfront Unverified 78 mentions · 1.4% · 4/4 AIs
#35
Northern Trust Unverified 70 mentions · 1.2% · 4/4 AIs
#36
Betterment Unverified 70 mentions · 1.2% · 3/4 AIs
#37
Aspiriant Unverified 68 mentions · 1.2% · 3/4 AIs
#38
UBS Financial Services Unverified 67 mentions · 1.2% · 4/4 AIs
#39
Proskauer Rose Unverified 66 mentions · 1.2% · 4/4 AIs
#40
Tiedemann Advisors Unverified 65 mentions · 1.2% · 4/4 AIs
#41
Andersen Unverified 64 mentions · 1.1% · 4/4 AIs
#42
Glenmede Unverified 64 mentions · 1.1% · 4/4 AIs
#43
Abacus Wealth Partners Unverified 61 mentions · 1.1% · 4/4 AIs
#44
Brown Brothers Harriman Unverified 59 mentions · 1.1% · 3/4 AIs
#45
Brighton Financial Planning Unverified 58 mentions · 1.0% · 3/4 AIs
#46
Ayco Unverified 58 mentions · 1.0% · 3/4 AIs
#47
second set of eyes Unverified 57 mentions · 1.0% · 4/4 AIs
#48
Brighton Jones Unverified 53 mentions · 0.9% · 3/4 AIs
#49
WithumSmith+Brown Unverified 52 mentions · 0.9% · 4/4 AIs
#50
Bleakley Financial Group Unverified 50 mentions · 0.9% · 1/4 AIs
#51
Raymond James Unverified 49 mentions · 0.9% · 4/4 AIs
#52
PwC Private Client Services Unverified 46 mentions · 0.8% · 3/4 AIs
#53
Skadden, Arps, Slate, Meagher & Flom LLP Unverified 46 mentions · 0.8% · 3/4 AIs
#54
Excelsior Wealth Management 45 mentions · 0.8% · 4/4 AIs
#55
Cresset Unverified 45 mentions · 0.8% · 2/4 AIs
#56
Secfi Unverified 44 mentions · 0.8% · 4/4 AIs
#57
Mercer Advisors Unverified 43 mentions · 0.8% · 4/4 AIs
#58
Deloitte Unverified 43 mentions · 0.8% · 3/4 AIs
#59
Sullivan & Cromwell LLP Unverified 42 mentions · 0.7% · 4/4 AIs
#60
Schulte Roth & Zabel Unverified 42 mentions · 0.7% · 3/4 AIs
#61
Gunderson Dettmer Unverified 42 mentions · 0.7% · 3/4 AIs
#62
UBS Wealth Management USA Unverified 42 mentions · 0.7% · 3/4 AIs
#63
Michael Kitces Unverified 41 mentions · 0.7% · 4/4 AIs
#64
RegentAtlantic Unverified 41 mentions · 0.7% · 2/4 AIs
#65
Marks Paneth Unverified 40 mentions · 0.7% · 3/4 AIs
#66
Fidelity Private Wealth Management Unverified 40 mentions · 0.7% · 2/4 AIs
#67
Geller Advisors Unverified 39 mentions · 0.7% · 2/4 AIs
#68
EisnerAmper Unverified 38 mentions · 0.7% · 4/4 AIs
#69
Milbank LLP Unverified 38 mentions · 0.7% · 3/4 AIs
#70
Ballentine Partners Unverified 38 mentions · 0.7% · 2/4 AIs
#71
Patterson Belknap Webb & Tyler LLP Unverified 37 mentions · 0.7% · 2/4 AIs
#72
Brightworth Unverified 37 mentions · 0.7% · 2/4 AIs
#73
Paul, Weiss, Rifkind, Wharton & Garrison LLP 36 mentions · 0.6% · 4/4 AIs
#74
Kirkland & Ellis Unverified 35 mentions · 0.6% · 4/4 AIs
#75
Beacon Pointe Unverified 35 mentions · 0.6% · 2/4 AIs
#76
Marcum LLP Unverified 34 mentions · 0.6% · 4/4 AIs
#77
Parametric Unverified 34 mentions · 0.6% · 3/4 AIs
#78
Eisner Advisory Group Unverified 34 mentions · 0.6% · 2/4 AIs
#79
Compound Planning Unverified 34 mentions · 0.6% · 2/4 AIs
#80
Sophia Bera Unverified 33 mentions · 0.6% · 2/4 AIs
#81
Personal Capital Unverified 33 mentions · 0.6% · 2/4 AIs
#82
Palisades Hudson Financial Group Unverified 33 mentions · 0.6% · 2/4 AIs
#83
one-time fee-only CFP Unverified 32 mentions · 0.6% · 4/4 AIs
#84
BBR Partners Unverified 31 mentions · 0.6% · 2/4 AIs
#85
Stacy Francis Unverified 30 mentions · 0.5% · 4/4 AIs
#86
Edward Jones Unverified 30 mentions · 0.5% · 4/4 AIs
#87
Rebalance Unverified 30 mentions · 0.5% · 3/4 AIs
#88
Douglas Boneparth Unverified 30 mentions · 0.5% · 3/4 AIs
#89
Gen Y Planning Unverified 30 mentions · 0.5% · 2/4 AIs
#90
BNY Wealth Unverified 30 mentions · 0.5% · 1/4 AIs
#91
Wharton Wealth Planning Unverified 30 mentions · 0.5% · 1/4 AIs
#92
Charles Schwab Unverified 29 mentions · 0.5% · 3/4 AIs
#93
Fenwick & West Unverified 29 mentions · 0.5% · 3/4 AIs
#94
Stash Wealth Unverified 29 mentions · 0.5% · 3/4 AIs
#95
Holland & Knight Unverified 29 mentions · 0.5% · 2/4 AIs
#96
Fortrove Partners Unverified 29 mentions · 0.5% · 1/4 AIs
#97
Katten Muchin Rosenman LLP 28 mentions · 0.5% · 4/4 AIs
#98
Withersworldwide Unverified 28 mentions · 0.5% · 4/4 AIs
#99
Florida Unverified 28 mentions · 0.5% · 4/4 AIs
#100
Wilson Sonsini Unverified 28 mentions · 0.5% · 4/4 AIs

3,086 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.

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Methodology v1.0 · latest snapshot: 1,128 AI responses and 16,025 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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