Wealth Management / New York City
Michael Kitces
How to read this firm's data
How to read this firm's data
Header tiles
- Rank
- Position among businesses named in the latest scan.
- Mention rate
- The share of eligible AI responses in the current ranking that named the business.
Charts
- Rank trend
- Each dot is one published ranking, newest on the right. A flat line means this firm's rank didn't move.
- Per-AI breakdown
- Responses from each assistant that named this firm.
- By question type
- Mentions grouped by what the buyer was asking.
Practice context for Wealth Management · Not yet reviewed
A sourced business description has not been added yet. Assistant mentions alone do not verify the firm's services.
Practice eligibility has not been reviewed for this market. This is unknown, not an exclusion.
Practice evidence and AI measurements are assessed separately. Mentions do not establish suitability.
Market detail: Wealth Management · New York City
Position
#76
of 1,442 firms · Oct 12, 2026
Mention rate
1.0%
11 of 1,128 eligible responses
Rank vs mention rate
2 snapshots · 14 days
Rank ranged #75 to #76 · mention rate 1.0%–1.2%
How to read this chart
How to read: each dot is one snapshot. The green line is where this firm ranked among peers on that day. The dashed amber line is the mention rate — the share of AI responses in that snapshot that named this firm at all.
Rank and mention rate use different scales, so the two lines are placed side-by-side, not on top of each other. A firm can hold rank while mention rate drifts (fewer responses named anyone) or improve rank without moving mention rate (peers dropped out).
Research details Historical appearances, assistant counts and question types · all roles, separate from qualified recommendations.
All-time results for this market
Business appeared Aug 20, 2026–Oct 11, 2026
- Responses analyzed
- 9,024
- Responses naming business
- 75
- Historical appearance rate
- 0.8%
- Dates with published rank
- 7
These raw appearance totals cover all retained responses for this city and category, across all question types and roles, including sources and incidental mentions. They are not qualified recommendation counts. Appearance dates show when responses named this business; published rank dates can include repeated use of those responses. Current rank and confidence use the latest dated ranking.
Per-AI breakdown
Counts cover all published Atlas research for this market.
- Claude
- 3 mentions
- ChatGPT
- 10 mentions
- Gemini
- 56 mentions
- Perplexity
- 6 mentions
By question type
All-time mentions grouped by the type of question the buyer asked.
- Validation
- 16 mentions
- Situation
- 12 mentions
- Learning
- 13 mentions
- Decision
- 17 mentions
- Crisis
- 10 mentions
- Constraints
- 1 mention
- Advice
- 6 mentions
Peer firms in New York City wealth management
Current ranks and mention rates · Oct 12, 2026 edition.
#1
Bessemer Trust Private Wealth Management New York NY
10.9% current mention rate · 4/4 AI
#2
Facet
9.7% current mention rate · 4/4 AI
#3
Morgan Stanley Wealth Management
8.2% current mention rate · 4/4 AI
#4
Silvercrest Asset Management
7.4% current mention rate · 4/4 AI
#5
Rockefeller Capital
7.2% current mention rate · 3/4 AI
#6
Creative Planning
7.1% current mention rate · 4/4 AI
#7
Vanguard Personal Advisor Services
6.2% current mention rate · 4/4 AI
#8
Altfest Personal Wealth Management
5.9% current mention rate · 4/4 AI
Unclaimed listing — claim this profile
Atlas created this profile after AI assistants named the business. Claim it to confirm the business details; we'll reply from support@viclaro.app.
Buyer questions and AI answers
Simulated buyer questions from Atlas’s test dataset, paired with AI answers that mentioned this firm or professional. Open to see the questions and what was said.
75 AI answers with recorded context · 0 reviewed in context
Atlas asks AI assistants questions written from the perspective of people seeking services in a particular city and situation. Each example connects a simulated buyer question to an answer that named this firm or professional. A name can appear as a recommendation, a related adviser, a comparison, or even an option the assistant advises against.
A mention does not verify services, eligibility or suitability. Context review explains how the name was used; it does not verify the assistant’s claims. Explore the test questions and methodology.
Simulated buyer question · Wealth Management · New York City · Finance Considering Hudson Wealth Partners in New York City — small independent RIA my accountant referred. $1.5M relationship. Is a small boutique like this actually s... google/gemini-2.5-flash 2026-10-11 20:30:20 How the name appeared: Uncertain Open question and AI answer
What the simulated buyer asked
Considering Hudson Wealth Partners in New York City — small independent RIA my accountant referred. $1.5M relationship. Is a small boutique like this actually safer than a big-name firm, or am I taking on key-person risk?
…, and deeper compliance/operational teams, mitigating key-person risk but potentially offering less personalized attention.
For due diligence on RIAs, consider consulting:
- Michael Kitces (NerdWallet, XY Planning Network): Known for in-depth analysis of financial planning business models and advisor due diligence.
- Ron Rhoades (Western Kentucky University): A prominent advocate for fiduciary standards and expert on RIA regulation and compliance.
- The National Association of Personal Financial Advisors (NAPFA): A professional organi…
How to read this mention
The role of this name in the answer is uncertain or has not been reviewed.
Unreviewed contextual evidence; no qualification established.
Market: Wealth Management · New York City · Finance
Factual accuracy: unverified · Practice fit: unknown
Context review: unreviewed. This is separate from practice eligibility and ranking.
No source URLs were recorded for this answer.
Simulated buyer question · Wealth Management · New York City · Finance I'm 52 and just left corporate life to start a design studio in New York City. Got four old 401(k)s across former employers totaling about $1.1M and no idea wha... google/gemini-2.5-flash 2026-10-11 20:22:51 How the name appeared: Uncertain Open question and AI answer
What the simulated buyer asked
I'm 52 and just left corporate life to start a design studio in New York City. Got four old 401(k)s across former employers totaling about $1.1M and no idea what to do with them. My income is going to be volatile for a few years. Who's good with people at this transition point?
…P®):** * Sophia Bera (Gen Y Planning): While focused on younger generations, her expertise in helping entrepreneurs and those with volatile income is relevant. * Michael Kitces (Nerd's Eye View blog): A leading industry expert whose content can help you understand options, and his network can lead to suitable advisors. * XY Planning Network: A directory of fee-only financial advisors who often work with younger professionals and entrepreneurs on a retainer or hourly basis, which can be good for volatile income.
How to read this mention
The role of this name in the answer is uncertain or has not been reviewed.
Unreviewed contextual evidence; no qualification established.
Market: Wealth Management · New York City · Finance
Factual accuracy: unverified · Practice fit: unknown
Context review: unreviewed. This is separate from practice eligibility and ranking.
No source URLs were recorded for this answer.
Simulated buyer question · Wealth Management · New York City · Finance What are the real red flags to watch out for when interviewing a wealth manager in New York City? Things a first-time client would completely miss but a jaded f... google/gemini-2.5-flash 2026-10-11 19:55:05 How the name appeared: Uncertain Open question and AI answer
What the simulated buyer asked
What are the real red flags to watch out for when interviewing a wealth manager in New York City? Things a first-time client would completely miss but a jaded finance person would catch immediately.
… family office services for ultra-high-net-worth clients.
- Ritholtz Wealth Management: Known for evidence-based investing, transparency, and a strong online presence.
- Michael Kitces (Nerd's Eye View): Not a firm, but a prominent industry expert whose blog is a resource for understanding advisor compensation and best practices.
- Carl Richards (Behavior Gap): Not a firm, but
How to read this mention
The role of this name in the answer is uncertain or has not been reviewed.
Unreviewed contextual evidence; no qualification established.
Market: Wealth Management · New York City · Finance
Factual accuracy: unverified · Practice fit: unknown
Context review: unreviewed. This is separate from practice eligibility and ranking.
No source URLs were recorded for this answer.
Selected examples from the test dataset are shown here. Excerpts show part of an answer; full response records remain part of the audit. Each market has its own question set and sample, so these examples do not establish an overall rank.
Field notes on reading these rankings
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