Wealth Management / New York City
Wealthramp
Practice context for Wealth Management · Not yet reviewed
A sourced business description has not been added yet. Assistant mentions alone do not verify the firm's services.
Practice eligibility has not been reviewed for this market. This is unknown, not an exclusion.
Practice evidence and AI measurements are assessed separately. Mentions do not establish suitability.
Market detail: Wealth Management · New York City
Wealthramp does not appear in the latest ranking for this market.
Historical appearances below cover a different period and may include other roles.
Research details Historical appearances, assistant counts and question types · all roles, separate from qualified recommendations.
All-time results for this market
Business appeared Aug 28, 2026–Oct 11, 2026
- Responses analyzed
- 9,024
- Responses naming business
- 31
- Historical appearance rate
- 0.3%
- Dates with published rank
- 4
These raw appearance totals cover all retained responses for this city and category, across all question types and roles, including sources and incidental mentions. They are not qualified recommendation counts. Appearance dates show when responses named this business; published rank dates can include repeated use of those responses. Current rank and confidence use the latest dated ranking.
Per-AI breakdown
Counts cover all published Atlas research for this market.
- Claude
- 31 mentions
- ChatGPT
- 0 mentions
- Gemini
- 0 mentions
- Perplexity
- 0 mentions
Dependent on one AI. The other three assistants recorded no mentions in the published results.
By question type
All-time mentions grouped by the type of question the buyer asked.
- Situation
- 4 mentions
- Decision
- 22 mentions
- Crisis
- 2 mentions
- Advice
- 1 mention
- Constraints
- 1 mention
- Learning
- 1 mention
Peer firms in New York City wealth management
Current ranks and mention rates · Oct 12, 2026 edition.
#1
Bessemer Trust Private Wealth Management New York NY
10.9% current mention rate · 4/4 AI
#2
Facet
9.7% current mention rate · 4/4 AI
#3
Morgan Stanley Wealth Management
8.2% current mention rate · 4/4 AI
#4
Silvercrest Asset Management
7.4% current mention rate · 4/4 AI
#5
Rockefeller Capital
7.2% current mention rate · 3/4 AI
#6
Creative Planning
7.1% current mention rate · 4/4 AI
#7
Vanguard Personal Advisor Services
6.2% current mention rate · 4/4 AI
#8
Altfest Personal Wealth Management
5.9% current mention rate · 4/4 AI
Unclaimed listing — claim this profile
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Buyer questions and AI answers
Simulated buyer questions from Atlas’s test dataset, paired with AI answers that mentioned this firm or professional. Open to see the questions and what was said.
31 AI answers with recorded context · 0 reviewed in context
Atlas asks AI assistants questions written from the perspective of people seeking services in a particular city and situation. Each example connects a simulated buyer question to an answer that named this firm or professional. A name can appear as a recommendation, a related adviser, a comparison, or even an option the assistant advises against.
A mention does not verify services, eligibility or suitability. Context review explains how the name was used; it does not verify the assistant’s claims. Explore the test questions and methodology.
Simulated buyer question · Wealth Management · New York City · Finance My wife and I are both engineers at big tech in New York City. Combined comp about $980K, roughly $3.2M in vested RSUs (mostly two companies), planning kids in... anthropic/claude-sonnet-4.6 2026-10-11 20:10:31 How the name appeared: Uncertain Open question and AI answer
What the simulated buyer asked
My wife and I are both engineers at big tech in New York City. Combined comp about $980K, roughly $3.2M in vested RSUs (mostly two companies), planning kids in the next 2 years. We're doing OK but nobody has ever helped us think about asset location or mega-backdoor Roth properly. Who does that for dual-income tech families?
…ct Profile
Fee-only RIAs focused on tech/equity compensation:
- Bogumil Baranowski / Sicart Associates – NYC-based, concentrated equity and long-term wealth thinking
- Wealthramp network – matches you to fee-only planners; filter for equity comp specialists
- Paceline Wealth Management – built specifically for high-income W-2 earners with RSU complexity
- Concurrent Financial Planning – strong on dual-income tech households, equity comp, tax location
- Harness Wealth – tech-worker focused, coordinates planner + CPA + attorney as…
How to read this mention
The role of this name in the answer is uncertain or has not been reviewed.
Unreviewed contextual evidence; no qualification established.
Market: Wealth Management · New York City · Finance
Factual accuracy: unverified · Practice fit: unknown
Context review: unreviewed. This is separate from practice eligibility and ranking.
No source URLs were recorded for this answer.
Simulated buyer question · Wealth Management · New York City · Finance 34 years old, just inherited $6M in New York City. Never had this kind of money before. Which advisors here have a genuine reputation for taking younger inherit... anthropic/claude-sonnet-4.6 2026-10-11 19:44:00 How the name appeared: Uncertain Open question and AI answer
What the simulated buyer asked
34 years old, just inherited $6M in New York City. Never had this kind of money before. Which advisors here have a genuine reputation for taking younger inheritors seriously — not treating them like their parents' kid? Give me three names.
…an just managing assets.
David Blain – BlueSky Wealth Advisors — respected for plain-language communication and not defaulting to the "old money" playbook.
Pam Krueger – Wealthramp (matching service) — not a direct advisor but her network specifically vets for advisors who work well with first-generation wealth holders and younger clients who want to be genuinely engaged.
One practical note worth knowing: ask any advisor directly how many clients they have under 40 and what percentage inherited versus earned their wealth. The answer tells you …
How to read this mention
The role of this name in the answer is uncertain or has not been reviewed.
Unreviewed contextual evidence; no qualification established.
Market: Wealth Management · New York City · Finance
Factual accuracy: unverified · Practice fit: unknown
Context review: unreviewed. This is separate from practice eligibility and ranking.
No source URLs were recorded for this answer.
Simulated buyer question · Wealth Management · New York City · Finance I'd prefer a woman-led wealth advisor or firm in New York City. Not because of gender politics — I just find the conversation less patronizing. $2.4M, mid-caree... anthropic/claude-sonnet-4.6 2026-10-11 19:43:35 How the name appeared: Uncertain Open question and AI answer
What the simulated buyer asked
I'd prefer a woman-led wealth advisor or firm in New York City. Not because of gender politics — I just find the conversation less patronizing. $2.4M, mid-career. Give me three real names or firms.
… Stephanie Bucko / Mana Financial Life Design – Fee-only planner, strong reputation for direct, non-condescending communication with mid-career professionals.
Pam Krueger / Wealthramp – Matching service specifically vetting fee-only advisors; Krueger herself built it partly around this exact frustration with industry tone.
For your asset level, also worth a direct look at Ellevest's private wealth team (Sallie Krawcheck) — they take clients at $1M+ and the advisor experience is notably different in register from traditional firms.
How to read this mention
The role of this name in the answer is uncertain or has not been reviewed.
Unreviewed contextual evidence; no qualification established.
Market: Wealth Management · New York City · Finance
Factual accuracy: unverified · Practice fit: unknown
Context review: unreviewed. This is separate from practice eligibility and ranking.
No source URLs were recorded for this answer.
Selected examples from the test dataset are shown here. Excerpts show part of an answer; full response records remain part of the audit. Each market has its own question set and sample, so these examples do not establish an overall rank.
Field notes on reading these rankings
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