Viclaro Research · Atlas recommendation study

The 10 New York City Wealth Management firms AI assistants recommend most often

Name: 10 New York City Wealth Management firms AI Assistants Recommend — August 2026
Creator: Viclaro

We put a versioned panel of buyer-style questions to ChatGPT, Claude, Gemini, and Perplexity. These ten firms appeared most frequently. Below, the aggregate ranking is paired with the actual questions that produced recommendations and short excerpts showing the surrounding response.

1,128 eligible responses 1,358 ranked firms 5,116 firm-response mentions Snapshot NYC-WEA-2026-08-v1.0

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The current top ten

Who appeared—and what buyers were asking

This is a ranking of AI recommendation visibility, not professional quality. A response mention means that an assistant named the firm in an eligible answer. One answer may name several organizations. Prompt wording is shown so each appearance can be interpreted in its original buyer context.

Bessemer Trust Private Wealth Management New York NY

Named in 129 of 1,128 eligible responses (11.4%); named by 4 of 4 assistant families.

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ChatGPT Decision Listed #1 in this answer

Question put to the assistant

“Sold my company for $16M net in New York City. Never had this kind of money. Who are the actual best firms in this city for post-exit founders — not people who just wrote a blog post about it? Give me a real shortlist of four.”

Claude Decision Listed #1 in this answer

Question put to the assistant

“$28M liquid post-exit in New York City, plus commercial real estate. Wirehouse feels beneath this. Which multi-family offices actually take clients at this level and aren't just white-labeled TAMPs? Name four.”

Claude Situation Listed #1 in this answer

Question put to the assistant

“Sitting on about $32M liquid post-exit, plus a real estate portfolio in New York City. My current advisor at Morgan Stanley is fine but I'm wondering if I'm now at the level where I should be talking to a multi-family office or setting up my own. Who's actually at that level here?”

Facet Wealth

Named in 108 of 1,128 eligible responses (9.6%); named by 4 of 4 assistant families.

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Gemini Decision Listed #1 in this answer

Question put to the assistant

“I want to work only with a CFP® who's also a fiduciary in New York City. $1.2M, comprehensive planning is what I care about, not portfolio performance chasing. Three names, please.”

Read the response context

* **Facet Wealth:** Offers comprehensive financial planning with a team-based approach for a flat fee, often serving clients with assets around your level. * **Wescott Financial Advisory Group:** A fee-only fiduciary firm known for sophisticated comprehensive planning and wealth management for affluent clients. * **Brighton Financial Planning:** A fee-only, fiduciary firm focused on comprehensive financial planning f…

Gemini Situation Listed #1 in this answer

Question put to the assistant

“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?”

Read the response context

* **Facet Wealth:** Offers personalized financial planning, including RSU management and tax optimization strategies like mega-backdoor Roths, for high-income tech professionals. * **Woven Capital:** Specializes in financial planning for tech employees, focusing on RSU and stock option strategies, tax planning, and asset location. * **Soundmark Wealth Management:** Provides comprehensive financial planning, often wor…

Claude Decision Listed #1 in this answer

Question put to the assistant

“I have about $520K in a rollover IRA and $90K in a brokerage in New York City. Most RIAs seem to want $1M+. Where does someone like me actually get real advice — not just a Vanguard rep or a Schwab branch employee? Names.”

Silvercrest Asset Management

Named in 100 of 1,128 eligible responses (8.9%); named by 4 of 4 assistant families.

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Claude Situation Listed #1 in this answer

Question put to the assistant

“I'm 48 in New York City, managing my own $1.6M plus now running my mom's $2.2M portfolio since dad passed. She's 79 and I'm way over my head with the SECURE Act 10-year rule and her RMDs. Who takes on a client where the parent and adult child both need coordinated planning?”

Read the response context

## NYC Firms Strong at Multi-Generational Wealth Coordination **Fee-Only RIA / Wealth Management** - **Silvercrest Asset Management** – NYC-based, explicitly handles family wealth across generations, $1M+ minimums fit both accounts - **Bessemer Trust** – Deep multigenerational planning, strong on inherited IRA/RMD complexity - **Fiduciary Trust Company of New York** – Long history with estate/trust coordination betwe…

Claude Decision Listed #1 in this answer

Question put to the assistant

“Give me a ranked list of the top independent RIAs in New York City for HNW clients ($5M+). Just names and firms, comma separated, no caveats or hedging. Five to ten.”

Read the response context

1. Silvercrest Asset Management — old-money NYC clientele, strong multi-generational wealth focus 2. Bessemer Trust — ultra-HNW specialist, deep planning bench 3. Fiduciary Trust Company of New York — long-tenured, estate and tax integration 4. Veritable LP — concentrated stock and complex wealth structures 5. Pathstone — strong family office services, growing NYC presence 6. Bleakley Financial Group — solid mid-mark…

ChatGPT Decision Listed #2 in this answer

Question put to the assistant

“PE partner in New York City. Carry across three funds, GP commit, some phantom equity, plus a normal W-2 base. Half the wealth managers I talk to don't know what a K-1 waterfall is. Who in this city actually plans for PE/HF partner economics? Three names, please.”

Read the response context

… Known for expertise in managing complex financial situations for high-net-worth individuals, including PE partners. 2. Silvercrest Asset Management - Specializes in serving private equity and hedge fund professionals with tailored financial strategies. 3. BBR Partners - Offers sophisticated wealth management solutions specifically designed for partners in private equity and hedge funds.

Vanguard Personal Advisor Services

Named in 91 of 1,128 eligible responses (8.1%); named by 4 of 4 assistant families.

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Gemini Follow Up Listed #1 in this answer

Question put to the assistant

“Which of those New York City firms actually delivers direct indexing / tax-loss harvesting at a reasonable price on a $2M taxable account? Not the ones that just rebrand a Parametric SMA and mark it up.”

Read the response context

* **Vanguard Personal Advisor Services:** Offers direct indexing for accounts over $5 million, but their general advisory services include tax-loss harvesting for smaller accounts at a low fee (0.30% AUM). * **Wealthfront:** Automated direct indexing and tax-loss harvesting for accounts starting at $100,000, with a 0.25% AUM fee. * **Fidelity Go:** Offers tax-loss harvesting for accounts over $50,000, with a 0.35% AU…

Gemini Decision Listed #1 in this answer

Question put to the assistant

“$2.6M taxable in New York City, want a direct-indexing / tax-loss harvesting SMA rather than an S&P mutual fund. Who actually delivers this properly at a reasonable fee? Not the Parametric-through-a-wirehouse markup. Three names.”

Read the response context

* **Vanguard Personal Advisor Services:** Offers direct indexing with tax-loss harvesting for accounts over $500k, known for low-cost, broadly diversified portfolios. * **Wealthfront:** Provides automated direct indexing and daily tax-loss harvesting for accounts over $100k, known for its tech-driven, low-fee robo-advisor platform. * **Schwab Intelligent Portfolios Premium:** Offers tax-loss harvesting and direct ind…

Gemini Validation Listed #1 in this answer

Question put to the assistant

“The place I'm being pitched in New York City does big TV/radio marketing, has a national brand, hosts free steak dinners for retirees. $1.1M. Are these firms ever actually the right choice for someone at my level or is it always a bait-and-switch into annuities?”

Read the response context

…es based on assets under management (AUM) or hourly rates, rather than commissions. **Firms/Advisors to Consider:** * **Vanguard Personal Advisor Services:** Low-cost, fiduciary advice with a strong emphasis on index funds. * **Schwab Intelligent Portfolios Premium:** Combines automated investing with unlimited access to a human advisor. * **Facet Wealth:** Fee-only fiduciary advisors offering comprehensive financial…

Morgan Stanley

Named in 89 of 1,128 eligible responses (7.9%); named by 4 of 4 assistant families.

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ChatGPT Situation Listed #1 in this answer

Question put to the assistant

“Senior manager at Amazon in New York City. $620K in unvested RSUs, vesting through 2028, plus about $140K in AMZN I've already accumulated. I know I'm overconcentrated. Who actually builds a real 10b5-1 / diversification plan for tech-comp employees, not just 'here's a target-date fund'?”

Read the response context

1. Morgan Stanley Wealth Management - Known for personalized financial planning and executive compensation strategies. 2. UBS Financial Services - Offers specialized services for tech executives, including diversification plans. 3. Merrill Lynch Wealth Management - Provides comprehensive equity compensation planning and 10b5-1 plan creation. 4. Goldman Sachs Personal Financial Management - Known for tailored investme…

Perplexity Follow Up Listed #1 in this answer

Question put to the assistant

“Of the advisors you named in New York City, which specifically has a track record with post-exit founders — say $10-25M net worth from a company sale? Not just 'wealth' in general.”

Read the response context

…action* or on *post-sale wealth strategy*, not just high-net-worth clients generally.[7][6][9] - **The Manhattan Group (Morgan Stanley)** — explicitly says it advises founders “before and after a transaction,” and one advisor is labeled a **Founders Specialist** plus **Certified Exit Planning Advisor (CEPA)**.[7] - **Able Wealth Management** — explicitly highlights **exit planning**, **business valuation**, and **wea…

ChatGPT Validation Listed #1 in this answer

Question put to the assistant

“Read the Form CRS on my New York City advisor and it says both 'investment adviser' AND 'broker-dealer' — dually registered. Should I run? Or is that just how big firms are structured now?”

Read the response context

…mportant to understand the potential conflicts of interest and differences in fiduciary duties. Consider firms like: 1. Morgan Stanley - Known for comprehensive wealth management services. 2. Merrill Lynch - Offers both brokerage and advisory services. 3. UBS - Provides global wealth management with a dual registration structure. Evaluate their specific services, fees, and how they manage conflicts of interest to det…

Creative Planning

Named in 80 of 1,128 eligible responses (7.1%); named by 4 of 4 assistant families.

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ChatGPT Follow Up Listed #1 in this answer

Question put to the assistant

“Do any of the firms you listed in New York City take clients below $1M? I've got about $620K plus a nice W-2. I don't want to bail on the top firms just because I'm below their threshold today.”

Read the response context

Yes, some top financial advisory firms in New York City that may consider clients with assets below $1M include: 1. **Creative Planning** - Known for personalized financial planning and investment management services. 2. **Facet Wealth** - Offers dedicated CFP professionals for tailored financial planning, often with no minimum asset requirement. 3. **Edelman Financial Engines** - Provides comprehensive financial adv…

Perplexity Situation Listed #1 in this answer

Question put to the assistant

“I just inherited $4M from my grandmother in New York City. I'm 31. I do not want to blow this. Who manages money for inheritors without trying to upsell me into stuff I don't understand?”

Read the response context

… can start with are below, based on their stated focus on inheritance, estate, and multi-advisor planning.[3][8][9] - **Creative Planning (New York Tri-State Area)** — Offers wealth management and estate planning in New York, with an emphasis on integrating all aspects of a client’s financial life into a comprehensive plan.[8] - **Wealth Enhancement Group (Grand Central, NY)** — Says its advisors specialize in major …

ChatGPT Decision Listed #1 in this answer

Question put to the assistant

“About to fire my current advisor in New York City. $1.9M with him, 1.2% AUM fee, all mutual funds with 12b-1s, hasn't done any tax work in years. Need replacements. Who in this city is actually a step up? Three names.”

Read the response context

1. Creative Planning - Known for comprehensive financial planning and tax strategy integration. 2. Edelman Financial Engines - Offers personalized investment management and financial planning. 3. Altfest Personal Wealth Management - Specializes in holistic wealth management and tax planning.

Rockefeller Capital Management

Named in 80 of 1,128 eligible responses (7.1%); named by 4 of 4 assistant families.

Full Atlas profile →

Claude Decision Listed #1 in this answer

Question put to the assistant

“Sold my company for $16M net in New York City. Never had this kind of money. Who are the actual best firms in this city for post-exit founders — not people who just wrote a blog post about it? Give me a real shortlist of four.”

Read the response context

**Rockefeller Capital Management** – Deep bench for liquidity-event clients; strong on concentrated-wealth planning and family office buildout. **Bessemer Trust** – Built specifically for post-liquidity founders; minimum is high but $16M qualifies; known for rigorous investment discipline. **Silvercrest Asset Management**** – NYC-headquartered, founder-friendly culture, good at the messy transition period right after…

Claude Follow Up Listed #1 in this answer

Question put to the assistant

“Of those New York City firms, which give clients real access to private markets — PE feeders, direct-lending funds, secondary opportunities — versus just the retail-wrapped 40-Act versions?”

Read the response context

Firms with genuine private-markets access (not just 40-Act wrappers): **Strong / Institutional-Grade Access** - **Rockefeller Capital Management** – direct relationships with top-tier PE managers; clients get actual fund allocations, not interval funds - **Bessemer Trust**** – co-investment deal flow plus primary PE/VC allocations at institutional minimums - **Silvercrest Asset Management** – direct-lending and secon…

ChatGPT Situation Listed #1 in this answer

Question put to the assistant

“Just sold my company in New York City for $15M after taxes. I've never had real money before. Who actually manages money for first-generation wealth without being condescending?”

Read the response context

1. Rockefeller Capital Management - Known for personalized wealth management services tailored to high-net-worth individuals. 2. Bessemer Trust - Specializes in investment management and estate planning for families and individuals with significant wealth. 3. Brown Brothers Harriman - Offers private banking and wealth management with a focus on long-term relationships. 4. Glenmede - Provides investment and wealth man…

Schwab Intelligent Portfolios Premium

Named in 68 of 1,128 eligible responses (6.0%); named by 4 of 4 assistant families.

Full Atlas profile →

ChatGPT Validation Listed #2 in this answer

Question put to the assistant

“My current advisor in New York City charges 1.25% on $1.6M — that's $20K a year. Every year. Is that fair or am I getting fleeced? What SHOULD I be paying at this asset level?”

Claude Validation Listed #2 in this answer

Question put to the assistant

“Creative Planning has been calling me in New York City — they're huge now. Is the scale a good thing (resources, planning depth) or a bad thing (I'll be an account number)? $2.1M relationship.”

Claude Follow Up Listed #2 in this answer

Question put to the assistant

“I'm meeting with two of the New York City advisors you mentioned next week. What are the specific questions I should ask that will actually differentiate a strong fiduciary planner from a well-dressed salesperson?”

Wealthspire

Named in 68 of 1,128 eligible responses (6.0%); named by 4 of 4 assistant families.

Full Atlas profile →

Claude Situation Listed #1 in this answer

Question put to the assistant

“Just sold my company in New York City for $15M after taxes. I've never had real money before. Who actually manages money for first-generation wealth without being condescending?”

Read the response context

… firms and advisors known for working well with first-generation wealth: **Independent RIAs (fee-only, fiduciary)** - **Wealthspire Advisors** – NYC-based, strong with sudden-wealth transitions - **Bleakley Financial Group** – straightforward communication style, no old-money pretense - **Savant Wealth Management** – known for educating clients rather than talking down to them **Specialists in liquidity events/new we…

Claude Decision Listed #1 in this answer

Question put to the assistant

“OK I'm ready to hire someone. $2.3M investable in New York City, W-2 income around $450K, wife works part-time, two kids. Give me three advisor names to actually interview.”

Read the response context

Three worth interviewing for your profile: **1. Wealthspire Advisors (NYC office)** Fee-only RIA, strong with high-income W-2 earners, good tax-coordinated planning integration. **2. Altfest Personal Wealth Management** NYC-based independent, known for comprehensive planning on complex household income situations, not product-pushers. **3. Buckingham Strategic Wealth (NYC)** Evidence-based investing, solid with equit…

ChatGPT Situation Listed #1 in this answer

Question put to the assistant

“GI physician in New York City, own a piece of a 12-doc practice, S-corp K-1s, three rental properties in a Delaware LLC, kids 8 and 11. Nobody has ever pulled the whole picture together — practice buy-sell, taxes, 529s, estate. Who does integrated planning for physician owners here?”

Read the response context

1. **Wealthspire Advisors** - Known for comprehensive financial planning for physicians, including estate and tax strategies. 2. **OJM Group** - Specializes in integrated planning for medical professionals, focusing on asset protection and tax efficiency. 3. **Merrill Lynch Wealth Management** - Offers tailored financial planning services for high-net-worth individuals, including physicians. 4. **The Colony Group** -…

#10

Goldman Sachs Private Wealth Management

Named in 64 of 1,128 eligible responses (5.7%); named by 4 of 4 assistant families.

Full Atlas profile →

Gemini Decision Listed #1 in this answer

Question put to the assistant

“Sold my company for $16M net in New York City. Never had this kind of money. Who are the actual best firms in this city for post-exit founders — not people who just wrote a blog post about it? Give me a real shortlist of four.”

Read the response context

* **Goldman Sachs Private Wealth Management:** Renowned for comprehensive wealth management, investment strategies, and family office services for ultra-high-net-worth individuals. * **J.P. Morgan Private Bank:** Offers bespoke financial planning, investment management, and credit solutions tailored for wealthy individuals and families. * **Gunderson Dettmer (Legal):** Top-tier law firm specializing in venture capita…

ChatGPT Follow Up Listed #1 in this answer

Question put to the assistant

“Of the advisors you mentioned in New York City, which one has actually run a concentrated-stock unwind — exchange fund, collar, hedged SMA — for a client at the $5M level? Not just talked about it.”

Read the response context

…s or experiences at that level of detail. However, you might consider reaching out to well-regarded firms such as: 1. **Goldman Sachs Private Wealth Management** - Known for handling complex financial strategies for high-net-worth individuals. 2. **Morgan Stanley Private Wealth Management** - Offers customized solutions for concentrated stock positions. 3. **J.P. Morgan Private Bank** - Experienced in executing sophi…

Gemini Situation Listed #1 in this answer

Question put to the assistant

“I own an HVAC business in New York City doing $18M in revenue. Planning to sell to a PE roll-up in 2-3 years. I need someone helping me get personally ready — trusts, pre-sale planning, what to do with the proceeds. Not the same guy who does my QuickBooks. Who?”

Read the response context

* **Wealth Management:** * **Goldman Sachs Private Wealth Management:** Known for comprehensive wealth management for ultra-high-net-worth individuals and business owners, including pre-liquidity event planning. * **J.P. Morgan Private Bank:** Offers integrated wealth management, trust, and estate planning services for affluent clients, often working with business owners through sale processes. * **UBS Private Wealth…

Top firm response rate

11.4%

Responses naming the #1 firm

Top 3 mention share

6.6%

Share of all firm-response mentions

Top 10 mention share

17.1%

Share of all firm-response mentions

HHI concentration

0.5

Sum of squared mention shares

Firm × assistant heat map

Each cell is normalized within that assistant: responses naming the firm ÷ eligible responses from that assistant family. Darker cells mean greater within-assistant visibility; raw counts and denominators remain visible.

Firm	Claude	ChatGPT	Gemini	Perplexity
#1Bessemer Trust Private Wealth Management New York NY	27.8% 54/194	24.7% 48/194	5.2% 10/194	8.8% 17/194
#2Facet Wealth	8.8% 17/194	9.3% 18/194	36.6% 71/194	1.0% 2/194
#3Silvercrest Asset Management	34.5% 67/194	13.4% 26/194	1.5% 3/194	2.1% 4/194
#4Vanguard Personal Advisor Services	8.2% 16/194	14.9% 29/194	21.6% 42/194	2.1% 4/194
#5Morgan Stanley	12.9% 25/194	11.9% 23/194	6.7% 13/194	14.4% 28/194
#6Creative Planning	3.6% 7/194	14.9% 29/194	19.1% 37/194	3.6% 7/194
#7Rockefeller Capital Management	18.0% 35/194	13.9% 27/194	4.1% 8/194	5.2% 10/194
#8Schwab Intelligent Portfolios Premium	11.3% 22/194	6.2% 12/194	14.9% 29/194	2.6% 5/194
#9Wealthspire	21.6% 42/194	4.6% 9/194	3.1% 6/194	5.7% 11/194
#10Goldman Sachs Private Wealth Management	4.6% 9/194	10.3% 20/194	14.4% 28/194	3.6% 7/194
#11Altfest Personal Wealth Management	16.5% 32/194	10.8% 21/194	0.0% 0/194	5.7% 11/194
#12Merrill Lynch Wealth Management	9.3% 18/194	9.8% 19/194	5.2% 10/194	7.7% 15/194
#13J.P. Morgan Private Bank	3.6% 7/194	8.8% 17/194	13.9% 27/194	3.6% 7/194
#14Fisher Investments	1.0% 2/194	11.3% 22/194	10.3% 20/194	1.0% 2/194
#15Fiduciary Trust International	7.2% 14/194	4.1% 8/194	10.3% 20/194	2.1% 4/194

Firm × buyer-situation heat map

Counts show eligible current-snapshot responses naming each firm within the ranking-layer conversation-state bucket. They are descriptive counts, not buyer-population estimates.

Firm	Situation	Decision	Validation	Follow Up
#1Bessemer Trust Private Wealth Management New York NY	30	46	14	7
#2Facet Wealth	16	24	20	7
#3Silvercrest Asset Management	27	37	11	7
#4Vanguard Personal Advisor Services	15	6	23	7
#5Morgan Stanley	11	15	11	14
#6Creative Planning	17	6	17	13
#7Rockefeller Capital Management	22	31	9	7
#8Schwab Intelligent Portfolios Premium	8	4	25	4
#9Wealthspire	19	19	6	2
#10Goldman Sachs Private Wealth Management	6	20	11	5
#11Altfest Personal Wealth Management	10	29	5	4
#12Merrill Lynch Wealth Management	6	3	19	6
#13J.P. Morgan Private Bank	6	18	10	4
#14Fisher Investments	6	—	19	4
#15Fiduciary Trust International	12	14	6	3

Comparable month-by-month history

Only independent contract-v2 runs using prompt set v1.0 are eligible. Rebuilt snapshots from the same run are deduplicated, and at most one independent run is shown per month.

Only one independent contract-v2 measurement period exists for this prompt-set version; no trend is claimed.

Data-quality audit

✓Atomic Scan Run
✓Builder Contract V2
✓All Four Assistant Families
✓Canonical Firm Response Deduplication
✓Exact Taxonomy Filter
✓Directory And Geographic Filter
✓Resolved Top Firms

Limitations

Atlas measures a designed prompt panel, not population-weighted buyer demand, professional quality, outcomes, or market share.
Response mention rates are non-exclusive: one response may name several firms.
No refusal-rate or qualitative response classification is published without response-level human coding. Current headline findings use audited aggregate events only.
Only one independent contract-v2 measurement period exists for this prompt-set version; no trend is claimed.