Wealth Management · New York City
Morgan Stanley Wealth Management
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.
- Assistants, all time
- How many of the four AI assistants named this 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.
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Position
#5
latest snapshot only — 1,400 firms cited this week
Lifetime rank: #5 of 4,447
Mention rate
7.7%
latest snapshot only — 87 of 1,128 eligible responses
Lifetime rate: 6.0% · 472 of 7,863 eligible responses
Assistants, all time
4/4
Rank vs mention rate
5 snapshots · 37 days
Rank ranged #5 to #8 · mention rate 0.7%–7.7%
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).
Per-AI breakdown
Counts cover all published Atlas research for this market.
Claude
all published runs
116
mentions
ChatGPT
all published runs
133
mentions
Gemini
all published runs
56
mentions
Perplexity
all published runs
130
mentions
By question type
All-time mentions grouped by the type of question the buyer asked.
Measurement window
All-time results for this market
Observed Aug 21, 2026–Sep 27, 2026
Responses analyzed
7,916
Responses naming business
435
Lifetime mention rate
5.5%
Ranked snapshots
6
These totals cover all analyzed responses for this city and category. Current rank and confidence use the latest dated ranking.
Peer firms in New York City wealth management
Other firms ChatGPT, Claude, Gemini, and Perplexity name in this category. Ranks and mention rates below are from the Sep 27, 2026 edition — directly comparable to the "Mention rate, this edition" number above.
#1
Bessemer Trust
10.4% current mention rate · 4/4 AI
#2
Silvercrest Asset Management
9.3% current mention rate · 4/4 AI
#3
Facet Wealth
9.2% current mention rate · 4/4 AI
#4
Vanguard Personal Advisor Services
8.3% current mention rate · 4/4 AI
#6
Creative Planning
7.4% current mention rate · 4/4 AI
#7
Rockefeller Capital
6.9% current mention rate · 4/4 AI
#8
Altfest Personal Wealth Management
5.9% current mention rate · 3/4 AI
#9
Schwab Intelligent Portfolios
5.6% current mention rate · 4/4 AI
Field notes on reading these rankings
All notes →How to Read AI Search Rankings (Beyond Vanity Metrics)
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