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 27 All time since Aug 20
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

4,477

across all eligible responses

These totals cover all published Wealth Management research. The all-time ranking uses 7,863 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 121 ChatGPT 101 Gemini 441 Perplexity 12
675 8.6% ±0.6
#2
Bessemer Trust Unverified
Claude 285 ChatGPT 264 Gemini 31 Perplexity 50
630 8.0% ±0.6
#3
Silvercrest Asset Management Unverified
Claude 347 ChatGPT 133 Gemini 10 Perplexity 16
506 6.4% ±0.5
#4
Vanguard Personal Advisor Services Unverified
Claude 126 ChatGPT 132 Gemini 228 Perplexity 20
506 6.4% ±0.5
#5
Morgan Stanley Wealth Management Unverified
Claude 123 ChatGPT 151 Gemini 65 Perplexity 133
472 6.0% ±0.5
#6
Creative Planning Unverified
Claude 25 ChatGPT 188 Gemini 202 Perplexity 55
470 6.0% ±0.5
#7
Rockefeller Capital Unverified
Claude 194 ChatGPT 123 Gemini 82 Perplexity 47
446 5.7% ±0.5
#8
Wealthspire Advisors Unverified
Claude 241 ChatGPT 45 Gemini 31 Perplexity 57
374 4.8% ±0.5
#9
Altfest Personal Wealth Management Unverified
Claude 165 ChatGPT 109 Gemini 0 Perplexity 59
333 4.2% ±0.4
#10
Merrill Lynch Wealth Management Unverified
Claude 85 ChatGPT 110 Gemini 38 Perplexity 74
307 3.9% ±0.4
#11
Fisher Investments Unverified
Claude 14 ChatGPT 147 Gemini 93 Perplexity 17
271 3.4% ±0.4
#12
Goldman Sachs Private Wealth Management Unverified
Claude 24 ChatGPT 103 Gemini 116 Perplexity 23
266 3.4% ±0.4
#13
J.P. Morgan Private Bank Unverified
Claude 26 ChatGPT 73 Gemini 124 Perplexity 39
262 3.3% ±0.4
#14
Ritholtz Wealth Management Unverified
Claude 15 ChatGPT 75 Gemini 110 Perplexity 33
233 3.0% ±0.4
#15
Pathstone Unverified
Claude 107 ChatGPT 8 Gemini 112 Perplexity 6
233 3.0% ±0.4
#16
Buckingham Strategic Wealth Unverified
Claude 149 ChatGPT 74 Gemini 10 Perplexity 0
233 3.0% ±0.4
#17
Modera Wealth Management
Claude 198 ChatGPT 4 Gemini 1 Perplexity 10
213 2.7% ±0.4
#18
Cerity Partners Unverified
Claude 14 ChatGPT 0 Gemini 56 Perplexity 142
212 2.7% ±0.4
#19
Goldman Sachs Personal Financial Management Unverified
Claude 86 ChatGPT 35 Gemini 71 Perplexity 11
203 2.6% ±0.4
#20
Francis Financial, Inc.
Claude 20 ChatGPT 82 Gemini 1 Perplexity 100
203 2.6% ±0.4
#21
Fidelity Personalized Planning & Advice Unverified
Claude 110 ChatGPT 3 Gemini 76 Perplexity 11
200 2.5% ±0.3
#22
Evercore Wealth Management Unverified
Claude 5 ChatGPT 138 Gemini 36 Perplexity 17
196 2.5% ±0.3
#23
Bernstein Private Wealth Management Unverified
Claude 69 ChatGPT 46 Gemini 42 Perplexity 38
195 2.5% ±0.3
#24
EY Private Unverified
Claude 16 ChatGPT 24 Gemini 66 Perplexity 89
195 2.5% ±0.3
#25
UBS Wealth Management Unverified
Claude 42 ChatGPT 52 Gemini 59 Perplexity 39
192 2.4% ±0.3
Ranks #26–#100 (75 more businesses) click to expand
#26
Fiduciary Trust International Unverified 184 mentions · 2.3% · 4/4 AIs
#27
Greenberg Traurig Unverified 179 mentions · 2.3% · 3/4 AIs
#28
Edelman Financial Engines Unverified 178 mentions · 2.3% · 4/4 AIs
#29
Fiduciary Trust Company of New York Unverified 175 mentions · 2.2% · 2/4 AIs
#30
Anchin Unverified 169 mentions · 2.1% · 4/4 AIs
#31
Savant Wealth Management Unverified 154 mentions · 2.0% · 4/4 AIs
#32
Iconiq Capital Unverified 150 mentions · 1.9% · 3/4 AIs
#33
Glenmede Unverified 146 mentions · 1.9% · 4/4 AIs
#34
UBS Financial Services Unverified 144 mentions · 1.8% · 4/4 AIs
#35
Wealthfront Unverified 143 mentions · 1.8% · 4/4 AIs
#36
Northern Trust Unverified 141 mentions · 1.8% · 4/4 AIs
#37
Tiedemann Advisors Unverified 140 mentions · 1.8% · 4/4 AIs
#38
second set of eyes Unverified 135 mentions · 1.7% · 4/4 AIs
#39
Proskauer Rose Unverified 133 mentions · 1.7% · 4/4 AIs
#40
Brown Brothers Harriman Unverified 132 mentions · 1.7% · 3/4 AIs
#41
Aspiriant Unverified 131 mentions · 1.7% · 4/4 AIs
#42
Betterment Unverified 130 mentions · 1.7% · 4/4 AIs
#43
Bessemer Trust Private Wealth Management New York NY 129 mentions · 1.6% · 4/4 AIs
#44
Ayco Unverified 126 mentions · 1.6% · 4/4 AIs
#45
Andersen Unverified 120 mentions · 1.5% · 4/4 AIs
#46
Cresset Unverified 117 mentions · 1.5% · 3/4 AIs
#47
Mercer Advisors Unverified 112 mentions · 1.4% · 4/4 AIs
#48
Abacus Wealth Partners Unverified 105 mentions · 1.3% · 4/4 AIs
#49
WithumSmith+Brown Unverified 103 mentions · 1.3% · 4/4 AIs
#50
EisnerAmper Unverified 102 mentions · 1.3% · 4/4 AIs
#51
Gunderson Dettmer Unverified 98 mentions · 1.2% · 4/4 AIs
#52
Brighton Financial Planning Unverified 98 mentions · 1.2% · 3/4 AIs
#53
Marks Paneth Unverified 96 mentions · 1.2% · 4/4 AIs
#54
Brighton Jones Unverified 95 mentions · 1.2% · 3/4 AIs
#55
Raymond James Unverified 94 mentions · 1.2% · 4/4 AIs
#56
Geller Advisors Unverified 93 mentions · 1.2% · 2/4 AIs
#57
Sullivan & Cromwell LLP Unverified 89 mentions · 1.1% · 4/4 AIs
#58
Paul, Weiss, Rifkind, Wharton & Garrison LLP 88 mentions · 1.1% · 4/4 AIs
#59
Schulte Roth & Zabel Unverified 88 mentions · 1.1% · 4/4 AIs
#60
Bleakley Financial Group Unverified 86 mentions · 1.1% · 1/4 AIs
#61
Skadden, Arps, Slate, Meagher & Flom LLP Unverified 85 mentions · 1.1% · 3/4 AIs
#62
UBS Private Wealth Unverified 83 mentions · 1.1% · 3/4 AIs
#63
RegentAtlantic Unverified 82 mentions · 1.0% · 3/4 AIs
#64
Wharton Wealth Planning Unverified 79 mentions · 1.0% · 1/4 AIs
#65
Withersworldwide Unverified 78 mentions · 1.0% · 4/4 AIs
#66
Deloitte Unverified 78 mentions · 1.0% · 4/4 AIs
#67
one-time fee-only CFP Unverified 76 mentions · 1.0% · 4/4 AIs
#68
Beacon Pointe Unverified 76 mentions · 1.0% · 2/4 AIs
#69
PwC Private Client Services Unverified 75 mentions · 1.0% · 4/4 AIs
#70
Patterson Belknap Webb & Tyler LLP Unverified 74 mentions · 0.9% · 2/4 AIs
#71
BBR Partners Unverified 74 mentions · 0.9% · 2/4 AIs
#72
ADV Part 2 Unverified 73 mentions · 0.9% · 4/4 AIs
#73
Personal Capital Unverified 73 mentions · 0.9% · 2/4 AIs
#74
Pershing Unverified 71 mentions · 0.9% · 3/4 AIs
#75
Ballentine Partners Unverified 71 mentions · 0.9% · 2/4 AIs
#76
Michael Kitces Unverified 66 mentions · 0.8% · 4/4 AIs
#77
Compound Planning Unverified 66 mentions · 0.8% · 2/4 AIs
#78
Parametric Unverified 65 mentions · 0.8% · 4/4 AIs
#79
Marcum LLP Unverified 65 mentions · 0.8% · 4/4 AIs
#80
Fenwick & West Unverified 65 mentions · 0.8% · 3/4 AIs
#81
Secfi Unverified 64 mentions · 0.8% · 4/4 AIs
#82
Fidelity Private Wealth Management Unverified 64 mentions · 0.8% · 3/4 AIs
#83
Eisner Advisory Group Unverified 64 mentions · 0.8% · 2/4 AIs
#84
Citrin Cooperman Unverified 62 mentions · 0.8% · 4/4 AIs
#85
Sophia Bera Unverified 62 mentions · 0.8% · 2/4 AIs
#86
Milbank LLP Unverified 61 mentions · 0.8% · 3/4 AIs
#87
Charles Schwab Unverified 60 mentions · 0.8% · 3/4 AIs
#88
Katten Muchin Rosenman LLP 59 mentions · 0.8% · 4/4 AIs
#89
Withers Bergman Unverified 59 mentions · 0.8% · 3/4 AIs
#90
Brightworth Unverified 59 mentions · 0.8% · 3/4 AIs
#91
Stacy Francis Unverified 58 mentions · 0.7% · 4/4 AIs
#92
Stash Wealth Unverified 58 mentions · 0.7% · 3/4 AIs
#93
Edward Jones Unverified 57 mentions · 0.7% · 4/4 AIs
#94
Palisades Hudson Financial Group Unverified 57 mentions · 0.7% · 4/4 AIs
#95
Rebalance Unverified 57 mentions · 0.7% · 3/4 AIs
#96
Gen Y Planning Unverified 57 mentions · 0.7% · 2/4 AIs
#97
Wilson Sonsini Unverified 55 mentions · 0.7% · 4/4 AIs
#98
Wachtell, Lipton, Rosen & Katz Unverified 55 mentions · 0.7% · 4/4 AIs
#99
Douglas Boneparth Unverified 55 mentions · 0.7% · 3/4 AIs
#100
Holland & Knight Unverified 55 mentions · 0.7% · 2/4 AIs

4,377 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.

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Methodology v1.0 · latest snapshot: 1,128 AI responses and 30,732 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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