New York City · Wealth Management
NAPFA.org
Unverified listing
AI assistants named this firm, but Viclaro doesn't yet have a verified business record for it — the ranking reflects citations only. If this is your firm, claim the listing below and we'll reach out from support@viclaro.app to verify.
NAPFA.org was not cited in the most recent scan.
No AI assistant named this firm in response to any of the buyer questions in the latest run.
Longitudinal evidence · all retained runs
All-time Atlas record
Observed Aug 21, 2026–Aug 21, 2026
Responses analyzed
2,276
Responses naming firm
7
Lifetime mention rate
0.3%
Published snapshots ranked
1
These totals span every retained response for this exact city and category, including historical prompt-set versions. They describe accumulated evidence, not the firm's current rank. The cards above and per-AI breakdown use only the dated current snapshot; the history chart compares compatible published snapshots.
Citation log
No mentions in the current snapshot.
Where NAPFA.org is winning + missing, prompt-by-prompt
97 of 97 ranking-layer buyer prompts don't cite this firm. The table lists the three most-cited firms for each missing prompt. Prompt text is redacted (see prompt-set methodology).
P-001
Validation
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P-002
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P-003
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P-004
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P-005
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P-006
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P-007
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P-008
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P-009
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P-010
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P-011
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P-012
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P-014
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P-015
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Peer firms in New York City wealth management
Other firms ChatGPT, Claude, Gemini, and Perplexity name in this category.
#1
Bessemer Trust Private Wealth Management New York NY
11.4% response mention rate · 4/4 AI
#2
Facet Wealth
9.6% response mention rate · 4/4 AI
#3
Silvercrest Asset Management
8.9% response mention rate · 4/4 AI
#4
Vanguard Personal Advisor Services
8.1% response mention rate · 4/4 AI
#5
Morgan Stanley
7.9% response mention rate · 4/4 AI
#6
Creative Planning
7.1% response mention rate · 4/4 AI
#7
Rockefeller Capital Management
7.1% response mention rate · 4/4 AI
#8
Schwab Intelligent Portfolios Premium
6.0% response 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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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...
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