Where does Secfi rank in AI search for wealth management in New York City?

Secfi ranks #21 of 1,358 wealth management firms measured in New York City by AI response mention rate (3.0% across eligible ChatGPT, Claude, Gemini, and Perplexity responses), based on the August 2026 snapshot.

Which AI assistants cite Secfi?

In the current snapshot, Secfi was named by 4 of the 4 AI assistants tested (ChatGPT, Claude, Gemini, Perplexity). The per-assistant breakdown is published at https://viclaro.app/leaderboards/nyc/finance/wealth-management/secfi.

Is Secfi recommended by ChatGPT?

AI recommendations vary by assistant and prompt. The Viclaro Atlas profile at https://viclaro.app/leaderboards/nyc/finance/wealth-management/secfi shows the per-assistant breakdown, every recorded citation, and the specific buyer scenarios where each AI named this firm.

New York City · Wealth Management

Secfi

How to read this firm's data

Header tiles

Rank: Position among firms named in the category's latest scan.
Named in: How many of the snapshot's AI responses named this business, out of how many were run. One response = one prompt put to one assistant once. The percentage is the same figure normalised so categories with different response counts can be compared; ±X is the 95% confidence margin.
Cited by: How many of the four AI assistants named this firm at least once.

Breakdowns + log

Rank trend: Each dot is one category snapshot, newest on the right. Shown once two or more snapshots exist; 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: Citations grouped by what the buyer was asking.
Citation log: Every recorded instance where an AI named this firm.

Full methodology →

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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.

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Rank

#21

of 1358 firms

Named in

34 of 1,128

AI responses · 3.0% ±1.0%

Cited by

4/4

✓ Claude ✓ ChatGPT ✓ Gemini ✓ Perplexity

Per-AI breakdown

Counts show how many responses from each assistant named this firm.

Claude

of 194 responses

mentions

ChatGPT

of 194 responses

mentions

Gemini

of 194 responses

mentions

Perplexity

of 194 responses

mentions

By question type

Citations split by buyer-intent category. Empty rows = AI doesn't think of this firm when buyers ask that kind of question.

Crisis

1 mention

Learning

7 mentions

Follow Up

8 mentions

Situation

3 mentions

Validation

12 mentions

Constraints

3 mentions

Longitudinal evidence · all retained runs

All-time Atlas record

Observed Aug 20, 2026–Aug 21, 2026

Responses analyzed

2,276

Responses naming firm

Lifetime mention rate

1.5%

Published snapshots ranked

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

23 distinct AI responses named this business in the current snapshot. This log is intentionally snapshot-scoped; the all-time record above summarizes the complete longitudinal corpus.

Where Secfi is winning + missing, prompt-by-prompt

84 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).

84 missing prompts Sorted by competitor citation weight

P-001

Validation

Firms cited on this prompt:

Grand Central Wealth Management ×8 Merrill Lynch Wealth Management ×8 Bank of America ×6

P-002

Validation

Firms cited on this prompt:

Facet Wealth ×8 XY Planning Network ×2 Vanguard Personal Advisor Services ×2

P-003

Validation

Firms cited on this prompt:

Creative Planning ×8 Peter Mallouk ×2 Beacon Pointe ×2

P-004

Decision

Firms cited on this prompt:

Bernstein Private Wealth Management ×8 J.P. Morgan Private Bank ×8 Goldman Sachs Private Wealth Management ×7

P-005

Follow Up

Firms cited on this prompt:

Creative Planning ×8 Fisher Investments ×2 Vanguard Personal Advisor Services ×2

P-006

Validation

Firms cited on this prompt:

Raymond James ×8 Morgan Stanley ×2 Merrill Lynch Wealth Management ×2

P-007

Validation

Firms cited on this prompt:

J.P. Morgan Private Bank ×8 Bessemer Trust Private Wealth Management New York NY ×3 Aspiriant ×3

P-008

Decision

Firms cited on this prompt:

Bessemer Trust Private Wealth Management New York NY ×8 Northern Trust ×4 Silvercrest Asset Management ×3

P-009

Validation

Firms cited on this prompt:

Edward Jones ×8 NAPFA.org ×3 Altfest Personal Wealth Management ×2

P-010

Validation

Firms cited on this prompt:

Northwestern Mutual ×8 NAPFA.org ×2 Vanguard Personal Advisor Services ×2

P-011

Follow Up

Firms cited on this prompt:

Wealthfront ×7 Vanguard Personal Advisor Services ×5 Betterment ×4

P-012

Validation

Firms cited on this prompt:

Bernstein Private Wealth Management ×7 AllianceBernstein ×3 Silvercrest Asset Management ×2

P-013

Decision

Firms cited on this prompt:

Rockefeller Capital Management ×7 Tiedemann Advisors ×6 Silvercrest Asset Management ×5

P-014

Decision

Firms cited on this prompt:

Facet Wealth ×6 XY Planning Network ×4 Garrett Planning Network ×3

P-015

Situation

Firms cited on this prompt:

Maseco Private Wealth ×6 Creative Planning ×5 Frank Hirth ×5

+ 69 more missing prompts. The full list — with the verbatim prompt text and every cited firm — is part of a Viclaro audit.

13 winning prompts Prompts where AI cited this firm

W-001

Validation

Also cited on this prompt:

Fisher Investments ×8 Vanguard Personal Advisor Services ×5 Ken Fisher ×3

W-002

Validation

Also cited on this prompt:

Hudson Wealth Partners ×8 Schwab Intelligent Portfolios Premium ×4 Pershing ×3

W-003

Validation

Also cited on this prompt:

Cypress Ridge Advisors ×7 Barron’s ×2 Pathstone ×2

W-004

Follow Up

Also cited on this prompt:

Investment Adviser Public Disclosure ×6 Secfi ×6 ADV Part 2 ×4

W-005

Validation

Also cited on this prompt:

Variable annuities ×5 Permanent life insurance ×5 NAPFA.org ×3

W-006

Situation

Also cited on this prompt:

Brighton Jones ×4 Excelsior Wealth Management ×3 Morgan Stanley ×3

W-007

Situation

Also cited on this prompt:

Cooley LLP ×4 Meta ×3 Outten & Golden LLP ×3

W-008

Follow Up

Also cited on this prompt:

Google ×3 Wealthfront ×2 Modera Wealth ×2

W-009

Validation

Also cited on this prompt:

Merrill Lynch Wealth Management ×3 Morgan Stanley ×3 Grand Central Wealth Management ×3

W-010

Follow Up

Also cited on this prompt:

Merrill Lynch Private Wealth ×2 Excelsior Wealth Management ×2 Fiduciary Trust International ×2

Peer firms in New York City wealth management

Other firms ChatGPT, Claude, Gemini, and Perplexity name in this category.

Bessemer Trust Private Wealth Management New York NY

11.4% response mention rate · 4/4 AI

Facet Wealth

9.6% response mention rate · 4/4 AI

Silvercrest Asset Management

8.9% response mention rate · 4/4 AI

Vanguard Personal Advisor Services

8.1% response mention rate · 4/4 AI

Morgan Stanley

7.9% response mention rate · 4/4 AI

Creative Planning

7.1% response mention rate · 4/4 AI

Rockefeller Capital Management

7.1% response mention rate · 4/4 AI

Schwab Intelligent Portfolios Premium

6.0% response mention rate · 4/4 AI

See the full Wealth Management ranking →

Field notes on reading these rankings

All notes →

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