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 27 All time
4,836 businesses named over time 7,916 responses analyzed v1.0
Current ranking: 1,350 businesses published 1 week 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 analyzed

7,916

of 96,898 across Atlas · 8.2%

Business mentions

30,244

of 403,245 across Atlas · 7.5%

Businesses named over time

4,836

of 34,867 across Atlas · 14%

Buyer questions tested

141

of 1,616 across Atlas · 8.7%

Published snapshots

7

of 177 across Atlas · 4.0%

Businesses ranked

1,350

in the latest snapshot

These totals cover all published Wealth Management research. The current ranking uses 1,128 eligible AI responses from Sep 27, 2026.

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

# Business Hits Rate
#1
Bessemer Trust Private Wealth Management New York NY
Claude 56 ChatGPT 48 Gemini 3 Perplexity 10
117 10.4% ±1.8
#2
Silvercrest Asset Management Unverified
Claude 70 ChatGPT 29 Gemini 2 Perplexity 4
105 9.3% ±1.7
#3
Facet Unverified
Claude 19 ChatGPT 17 Gemini 66 Perplexity 2
104 9.2% ±1.7
#4
Vanguard Personal Advisor Services Unverified
Claude 29 ChatGPT 21 Gemini 39 Perplexity 5
94 8.3% ±1.6
#5
Morgan Stanley Wealth Management Unverified
Claude 18 ChatGPT 28 Gemini 8 Perplexity 33
87 7.7% ±1.6
#6
Creative Planning Unverified
Claude 4 ChatGPT 33 Gemini 33 Perplexity 13
83 7.4% ±1.5
#7
Rockefeller Capital Unverified
Claude 35 ChatGPT 25 Gemini 16 Perplexity 2
78 6.9% ±1.5
#8
Altfest Personal Wealth Management Unverified
Claude 32 ChatGPT 22 Gemini 0 Perplexity 12
66 5.9% ±1.4
#9
Merrill Lynch Wealth Management Unverified
Claude 12 ChatGPT 21 Gemini 8 Perplexity 15
56 5.0% ±1.3
#10
Wealthspire Advisors Unverified
Claude 39 ChatGPT 5 Gemini 6 Perplexity 6
56 5.0% ±1.3
#11
Goldman Sachs Private Wealth Management Unverified
Claude 5 ChatGPT 19 Gemini 21 Perplexity 4
49 4.3% ±1.2
#12
J.P. Morgan Private Bank Unverified
Claude 6 ChatGPT 12 Gemini 23 Perplexity 7
48 4.3% ±1.2
#13
Fisher Investments Unverified
Claude 3 ChatGPT 25 Gemini 13 Perplexity 4
45 4.0% ±1.2
#14
Buckingham Strategic Wealth Unverified
Claude 28 ChatGPT 16 Gemini 1 Perplexity 0
45 4.0% ±1.2
#15
EY Private Unverified
Claude 3 ChatGPT 3 Gemini 11 Perplexity 27
44 3.9% ±1.1
#16
Pathstone Unverified
Claude 18 ChatGPT 1 Gemini 20 Perplexity 2
41 3.6% ±1.1
#17
Fiduciary Trust International Unverified
Claude 15 ChatGPT 8 Gemini 14 Perplexity 1
38 3.4% ±1.1
#18
Evercore Wealth Management Unverified
Claude 1 ChatGPT 28 Gemini 6 Perplexity 3
38 3.4% ±1.1
#19
Ritholtz Wealth Management Unverified
Claude 3 ChatGPT 13 Gemini 17 Perplexity 4
37 3.3% ±1.1
#20
Fidelity Personalized Planning & Advice Unverified
Claude 22 ChatGPT 0 Gemini 14 Perplexity 1
37 3.3% ±1.1
#21
Greenberg Traurig Unverified
Claude 1 ChatGPT 0 Gemini 35 Perplexity 1
37 3.3% ±1.1
#22
Modera Wealth Management
Claude 33 ChatGPT 0 Gemini 0 Perplexity 4
37 3.3% ±1.1
#23
Cerity Partners Unverified
Claude 3 ChatGPT 0 Gemini 6 Perplexity 27
36 3.2% ±1.0
#24
UBS Wealth Management Unverified
Claude 7 ChatGPT 11 Gemini 10 Perplexity 7
35 3.1% ±1.0
#25
Edelman Financial Engines Unverified
Claude 15 ChatGPT 17 Gemini 3 Perplexity 0
35 3.1% ±1.0
Ranks #26–#100 (75 more businesses) click to expand
#26
Mercer Advisors Unverified 35 mentions · 3.1% · 3/4 AIs
#27
Goldman Sachs Personal Financial Management Unverified 34 mentions · 3.0% · 4/4 AIs
#28
UBS Financial Services Unverified 33 mentions · 2.9% · 4/4 AIs
#29
Northern Trust Unverified 32 mentions · 2.8% · 4/4 AIs
#30
Francis Financial, Inc. 32 mentions · 2.8% · 3/4 AIs
#31
Anchin Unverified 31 mentions · 2.8% · 3/4 AIs
#32
Bernstein Private Wealth Management Unverified 28 mentions · 2.5% · 4/4 AIs
#33
Ayco Unverified 28 mentions · 2.5% · 4/4 AIs
#34
Savant Wealth Management Unverified 28 mentions · 2.5% · 3/4 AIs
#35
Glenmede Unverified 27 mentions · 2.4% · 4/4 AIs
#36
Fiduciary Trust Company of New York Unverified 27 mentions · 2.4% · 1/4 AIs
#37
second set of eyes Unverified 26 mentions · 2.3% · 4/4 AIs
#38
Brown Brothers Harriman Unverified 26 mentions · 2.3% · 3/4 AIs
#39
Iconiq Capital Unverified 26 mentions · 2.3% · 2/4 AIs
#40
Tiedemann Advisors Unverified 25 mentions · 2.2% · 4/4 AIs
#41
EisnerAmper Unverified 25 mentions · 2.2% · 4/4 AIs
#42
Cresset Unverified 25 mentions · 2.2% · 2/4 AIs
#43
Gunderson Dettmer Unverified 24 mentions · 2.1% · 4/4 AIs
#44
Proskauer Rose Unverified 24 mentions · 2.1% · 3/4 AIs
#45
Geller Advisors Unverified 22 mentions · 2.0% · 2/4 AIs
#46
Wharton Wealth Planning Unverified 22 mentions · 2.0% · 1/4 AIs
#47
Wealthfront Unverified 21 mentions · 1.9% · 4/4 AIs
#48
Marks Paneth Unverified 21 mentions · 1.9% · 3/4 AIs
#49
Andersen Unverified 20 mentions · 1.8% · 4/4 AIs
#50
Betterment Unverified 20 mentions · 1.8% · 3/4 AIs
#51
Sullivan & Cromwell LLP Unverified 19 mentions · 1.7% · 3/4 AIs
#52
UBS Private Wealth Unverified 19 mentions · 1.7% · 3/4 AIs
#53
Fenwick & West Unverified 18 mentions · 1.6% · 3/4 AIs
#54
Abacus Wealth Partners Unverified 17 mentions · 1.5% · 4/4 AIs
#55
Aspiriant Unverified 17 mentions · 1.5% · 4/4 AIs
#56
Deloitte Unverified 17 mentions · 1.5% · 3/4 AIs
#57
Brighton Jones Unverified 17 mentions · 1.5% · 3/4 AIs
#58
Brighton Financial Planning Unverified 17 mentions · 1.5% · 1/4 AIs
#59
Treasury Partners Unverified 17 mentions · 1.5% · 1/4 AIs
#60
Withersworldwide Unverified 16 mentions · 1.4% · 4/4 AIs
#61
WithumSmith+Brown Unverified 16 mentions · 1.4% · 4/4 AIs
#62
ADV Part 2 Unverified 16 mentions · 1.4% · 4/4 AIs
#63
Personal Capital Unverified 16 mentions · 1.4% · 2/4 AIs
#64
Pershing Unverified 16 mentions · 1.4% · 2/4 AIs
#65
Raymond James Unverified 15 mentions · 1.3% · 4/4 AIs
#66
Schulte Roth & Zabel Unverified 15 mentions · 1.3% · 3/4 AIs
#67
RegentAtlantic Unverified 15 mentions · 1.3% · 2/4 AIs
#68
Marcum LLP Unverified 14 mentions · 1.2% · 4/4 AIs
#69
Paul, Weiss, Rifkind, Wharton & Garrison LLP 14 mentions · 1.2% · 3/4 AIs
#70
Withers Bergman Unverified 14 mentions · 1.2% · 2/4 AIs
#71
Richard Saperstein Unverified 14 mentions · 1.2% · 1/4 AIs
#72
one-time fee-only CFP Unverified 13 mentions · 1.2% · 4/4 AIs
#73
Citrin Cooperman Unverified 13 mentions · 1.2% · 4/4 AIs
#74
Katten Muchin Rosenman LLP 13 mentions · 1.2% · 3/4 AIs
#75
Michael Kitces Unverified 13 mentions · 1.2% · 3/4 AIs
#76
Fidelity Private Wealth Management Unverified 13 mentions · 1.2% · 3/4 AIs
#77
Charles Schwab Unverified 13 mentions · 1.2% · 3/4 AIs
#78
Patterson Belknap Webb & Tyler LLP Unverified 13 mentions · 1.2% · 2/4 AIs
#79
Beacon Pointe Unverified 13 mentions · 1.2% · 2/4 AIs
#80
BBR Partners Unverified 13 mentions · 1.2% · 2/4 AIs
#81
Lyon Polk Unverified 13 mentions · 1.2% · 1/4 AIs
#82
PwC Private Client Services Unverified 12 mentions · 1.1% · 3/4 AIs
#83
Skadden, Arps, Slate, Meagher & Flom LLP Unverified 12 mentions · 1.1% · 3/4 AIs
#84
Jason Katz Unverified 12 mentions · 1.1% · 2/4 AIs
#85
Barron’s Unverified 12 mentions · 1.1% · 2/4 AIs
#86
RSUs Unverified 11 mentions · 1.0% · 4/4 AIs
#87
Northwestern Mutual Unverified 11 mentions · 1.0% · 4/4 AIs
#88
Wilson Sonsini Unverified 11 mentions · 1.0% · 3/4 AIs
#89
Rebalance Unverified 11 mentions · 1.0% · 2/4 AIs
#90
Wachtell, Lipton, Rosen & Katz Unverified 11 mentions · 1.0% · 2/4 AIs
#91
Bleakley Financial Group Unverified 11 mentions · 1.0% · 1/4 AIs
#92
Forvis Mazur Unverified 11 mentions · 1.0% · 1/4 AIs
#93
Stash Wealth Unverified 11 mentions · 1.0% · 1/4 AIs
#94
Brooklyn FI Unverified 10 mentions · 0.9% · 4/4 AIs
#95
Cravath, Swaine & Moore LLP Unverified 10 mentions · 0.9% · 4/4 AIs
#96
Goodwin Unverified 10 mentions · 0.9% · 4/4 AIs
#97
Ropes & Gray Unverified 10 mentions · 0.9% · 4/4 AIs
#98
Douglas Boneparth Unverified 10 mentions · 0.9% · 3/4 AIs
#99
Bone Fide Wealth Unverified 10 mentions · 0.9% · 3/4 AIs
#100
Nerd's Eye View Blog Unverified 10 mentions · 0.9% · 2/4 AIs

1,250 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

57 source · 0 verification · 0 comparison mentions

2. Garrett Planning Network

cited source

40 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

27 source · 0 verification · 0 comparison mentions

5. FINRA BrokerCheck

cited source

25 source · 0 verification · 0 comparison mentions

6. Forbes

cited source

8 source · 0 verification · 0 comparison mentions

7. Zoe Financial

zoefinancial.com

cited source

7 source · 0 verification · 0 comparison mentions

8. NerdWallet

cited source

6 source · 0 verification · 0 comparison mentions

9. Harness Wealth

harness.co

cited source

6 source · 0 verification · 0 comparison mentions

10. Wealthramp

cited source

5 source · 0 verification · 0 comparison mentions

11. feeonlynetwork.com

cited source

2 source · 0 verification · 0 comparison mentions

12. CFP Board

cited source

2 source · 0 verification · 0 comparison mentions

13. Wealthtender

cited source

1 source · 0 verification · 0 comparison mentions

14. Financial Therapy Association

cited source

1 source · 0 verification · 0 comparison mentions

15. Garrett Planning Network

cited source

1 source · 0 verification · 0 comparison mentions

16. SmartAsset

cited source

1 source · 0 verification · 0 comparison mentions

17. NY Attorney General's investor protection bureau

cited source

1 source · 0 verification · 0 comparison mentions

18. WiserAdvisor

wiseradvisor.com

cited source

1 source · 0 verification · 0 comparison mentions

19. NYC Department of Consumer and Worker Protection

cited source

1 source · 0 verification · 0 comparison mentions

20. Investment Adviser Association

insuranceap.com

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 5,192 business mentions · all-time corpus: 7,916 responses and 30,244 business mentions · Sep 27, 2026. 95% confidence intervals. Full methodology: viclaro.app/leaderboards/methodology.

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