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.
- Mention share
- Business mentions ÷ all business mentions in the latest snapshot.
- 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.
Who AI recommends when New York City buyers ask ChatGPT, Claude, Gemini, and Perplexity for wealth management.
Exact model variants and retained response counts
openai/gpt-4o: 282 · perplexity/sonar: 282 · google/gemini-2.5-flash: 282 · anthropic/claude-sonnet-4.6: 282
Viclaro Atlas
A Viclaro publication · viclaro.app
Wealth Management corpus
AI responses analyzed
2,276
of 23,122 across Atlas · 9.8%
Business mentions extracted
1,528
of 40,331 across Atlas · 3.8%
Businesses observed
1,551
of 7,890 across Atlas · 20%
Buyer prompts tested
141
of 1,616 across Atlas · 8.7%
Snapshots retained
2
of 110 across Atlas · 1.8%
Businesses ranked now
1,358
in the latest snapshot
The five totals count every retained Wealth Management scan response and extraction since inception; snapshot rebuilds do not duplicate them. The ranking and its mention rates use 1,128 eligible responses from the latest snapshot (Aug 21, 2026).
Filters this ranking only. Use Atlas search above to search every market.
| Rank | Business | Mentions | Mention share | Response mention rate | Clauden=282 | ChatGPTn=282 | Geminin=282 | Perplexityn=282 |
|---|---|---|---|---|---|---|---|---|
| #1 | 129 | 2.5% | 11.4% ±1.9 | 54 | 48 | 10 | 17 | |
| #2 | 108 | 2.1% | 9.6% ±1.7 | 17 | 18 | 71 | 2 | |
| #3 | 100 | 2.0% | 8.9% ±1.7 | 67 | 26 | 3 | 4 | |
| #4 | 91 | 1.8% | 8.1% ±1.6 | 16 | 29 | 42 | 4 | |
| #5 | 89 | 1.7% | 7.9% ±1.6 | 25 | 23 | 13 | 28 | |
| #6 | 80 | 1.6% | 7.1% ±1.5 | 7 | 29 | 37 | 7 | |
| #7 | 80 | 1.6% | 7.1% ±1.5 | 35 | 27 | 8 | 10 | |
| #8 | 68 | 1.3% | 6.0% ±1.4 | 22 | 12 | 29 | 5 | |
| #9 | 68 | 1.3% | 6.0% ±1.4 | 42 | 9 | 6 | 11 | |
| #10 | 64 | 1.3% | 5.7% ±1.4 | 9 | 20 | 28 | 7 | |
| #11 | 64 | 1.3% | 5.7% ±1.4 | 32 | 21 | 0 | 11 | |
| #12 | 62 | 1.2% | 5.5% ±1.3 | 18 | 19 | 10 | 15 | |
| #13 | 58 | 1.1% | 5.1% ±1.3 | 7 | 17 | 27 | 7 | |
| #14 | 46 | 0.9% | 4.1% ±1.2 | 2 | 22 | 20 | 2 | |
| #15 | 46 | 0.9% | 4.1% ±1.2 | 14 | 8 | 20 | 4 | |
| #16 | 45 | 0.9% | 4.0% ±1.2 | 13 | 12 | 8 | 12 | |
| #17 | 42 | 0.8% | 3.7% ±1.1 | 2 | 14 | 16 | 10 | |
| #18 | 36 | 0.7% | 3.2% ±1.0 | 2 | 0 | 10 | 24 | |
| #19 | 36 | 0.7% | 3.2% ±1.0 | 34 | 2 | 0 | 0 | |
| #20 | 35 | 0.7% | 3.1% ±1.0 | 21 | 10 | 4 | 0 | |
| #21 | 34 | 0.7% | 3.0% ±1.0 | 13 | 2 | 6 | 13 | |
| #22 | 34 | 0.7% | 3.0% ±1.0 | 18 | 2 | 13 | 1 | |
| #23 | 34 | 0.7% | 3.0% ±1.0 | 2 | 17 | 0 | 15 | |
| #24 | 34 | 0.7% | 3.0% ±1.0 | 0 | 25 | 5 | 4 | |
| #25 | 33 | 0.6% | 2.9% ±1.0 | 9 | 14 | 7 | 3 |
Ranks #26–#100 (75 more firms) click to expand
| #26 | 29 mentions · 0.6% mention share · 3/4 AIs | |
| #27 | 28 mentions · 0.5% mention share · 3/4 AIs | |
| #28 | 27 mentions · 0.5% mention share · 4/4 AIs | |
| #29 | 27 mentions · 0.5% mention share · 3/4 AIs | |
| #30 | 27 mentions · 0.5% mention share · 1/4 AIs | |
| #31 | 26 mentions · 0.5% mention share · 4/4 AIs | |
| #32 | 26 mentions · 0.5% mention share · 2/4 AIs | |
| #33 | 25 mentions · 0.5% mention share · 4/4 AIs | |
| #34 | 25 mentions · 0.5% mention share · 4/4 AIs | |
| #35 | 25 mentions · 0.5% mention share · 4/4 AIs | |
| #36 | 24 mentions · 0.5% mention share · 3/4 AIs | |
| #37 | 24 mentions · 0.5% mention share · 3/4 AIs | |
| #38 | 23 mentions · 0.4% mention share · 4/4 AIs | |
| #39 | 23 mentions · 0.4% mention share · 3/4 AIs | |
| #40 | 22 mentions · 0.4% mention share · 3/4 AIs | |
| #41 | 21 mentions · 0.4% mention share · 3/4 AIs | |
| #42 | 21 mentions · 0.4% mention share · 3/4 AIs | |
| #43 | 20 mentions · 0.4% mention share · 4/4 AIs | |
| #44 | 19 mentions · 0.4% mention share · 4/4 AIs | |
| #45 | 19 mentions · 0.4% mention share · 3/4 AIs | |
| #46 | 19 mentions · 0.4% mention share · 2/4 AIs | |
| #47 | 18 mentions · 0.4% mention share · 4/4 AIs | |
| #48 | 18 mentions · 0.4% mention share · 3/4 AIs | |
| #49 | 18 mentions · 0.4% mention share · 3/4 AIs | |
| #50 | 18 mentions · 0.4% mention share · 2/4 AIs | |
| #51 | 17 mentions · 0.3% mention share · 4/4 AIs | |
| #52 | 17 mentions · 0.3% mention share · 3/4 AIs | |
| #53 | 17 mentions · 0.3% mention share · 3/4 AIs | |
| #54 | 17 mentions · 0.3% mention share · 3/4 AIs | |
| #55 | 17 mentions · 0.3% mention share · 1/4 AIs | |
| #56 | 16 mentions · 0.3% mention share · 4/4 AIs | |
| #57 | 16 mentions · 0.3% mention share · 4/4 AIs | |
| #58 | 15 mentions · 0.3% mention share · 3/4 AIs | |
| #59 | 15 mentions · 0.3% mention share · 3/4 AIs | |
| #60 | 15 mentions · 0.3% mention share · 3/4 AIs | |
| #61 | 15 mentions · 0.3% mention share · 3/4 AIs | |
| #62 | 15 mentions · 0.3% mention share · 3/4 AIs | |
| #63 | 15 mentions · 0.3% mention share · 1/4 AIs | |
| #64 | 15 mentions · 0.3% mention share · 1/4 AIs | |
| #65 | 14 mentions · 0.3% mention share · 3/4 AIs | |
| #66 | 14 mentions · 0.3% mention share · 3/4 AIs | |
| #67 | 14 mentions · 0.3% mention share · 2/4 AIs | |
| #68 | 13 mentions · 0.3% mention share · 3/4 AIs | |
| #69 | 13 mentions · 0.3% mention share · 3/4 AIs | |
| #70 | 13 mentions · 0.3% mention share · 2/4 AIs | |
| #71 | 13 mentions · 0.3% mention share · 2/4 AIs | |
| #72 | 13 mentions · 0.3% mention share · 2/4 AIs | |
| #73 | 13 mentions · 0.3% mention share · 1/4 AIs | |
| #74 | 13 mentions · 0.3% mention share · 1/4 AIs | |
| #75 | 13 mentions · 0.3% mention share · 1/4 AIs | |
| #76 | 12 mentions · 0.2% mention share · 4/4 AIs | |
| #77 | 12 mentions · 0.2% mention share · 4/4 AIs | |
| #78 | 12 mentions · 0.2% mention share · 3/4 AIs | |
| #79 | 12 mentions · 0.2% mention share · 3/4 AIs | |
| #80 | 12 mentions · 0.2% mention share · 2/4 AIs | |
| #81 | 12 mentions · 0.2% mention share · 2/4 AIs | |
| #82 | 11 mentions · 0.2% mention share · 4/4 AIs | |
| #83 | 11 mentions · 0.2% mention share · 3/4 AIs | |
| #84 | 11 mentions · 0.2% mention share · 2/4 AIs | |
| #85 | 11 mentions · 0.2% mention share · 2/4 AIs | |
| #86 | 11 mentions · 0.2% mention share · 1/4 AIs | |
| #87 | 11 mentions · 0.2% mention share · 1/4 AIs | |
| #88 | 11 mentions · 0.2% mention share · 1/4 AIs | |
| #89 | 10 mentions · 0.2% mention share · 3/4 AIs | |
| #90 | 10 mentions · 0.2% mention share · 3/4 AIs | |
| #91 | 10 mentions · 0.2% mention share · 2/4 AIs | |
| #92 | 10 mentions · 0.2% mention share · 2/4 AIs | |
| #93 | 10 mentions · 0.2% mention share · 2/4 AIs | |
| #94 | 10 mentions · 0.2% mention share · 2/4 AIs | |
| #95 | 10 mentions · 0.2% mention share · 2/4 AIs | |
| #96 | 10 mentions · 0.2% mention share · 1/4 AIs | |
| #97 | 10 mentions · 0.2% mention share · 1/4 AIs | |
| #98 | 10 mentions · 0.2% mention share · 1/4 AIs | |
| #99 | 9 mentions · 0.2% mention share · 4/4 AIs | |
| #100 | 9 mentions · 0.2% mention share · 4/4 AIs |
1,258 additional firms beyond rank 100 available via the JSON API (requires atlas API token).
No firms in this ranking match that search.
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 →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...
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,...
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...
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 5,116 business mentions · all-time corpus: 2,276 responses and 1,528 business mentions · Aug 21, 2026. 95% confidence intervals. Full methodology: viclaro.app/leaderboards/methodology.