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AI Visibility Index · September 2026

Financial advisors AI assistants recommend

Who ChatGPT, Claude, Gemini and Grok name when a buyer asks them for financial advisors, in 26 places. Each ranking comes from the same buyer questions, asked three times in the local language.

By place

Grouped by country. The figure on the right is the share of answers that named the leader; open a place for the full ranking with its uncertainty.

Australia

SydneyNamed most: Shadforth Financial Group Sydney, Morgans Financial Sydney and Ord Minnett Sydney.42%16 listed of 47
MelbourneNamed most: Shadforth Financial Group Melbourne, Morgans Financial Melbourne and Viridian Advisory.71%12 listed of 36
BrisbaneNamed most: Shadforth Financial Group Brisbane, Morgans Financial Brisbane and Ord Minnett Brisbane.83%12 listed of 37
PerthNamed most: Shadforth Financial Group Perth, Morgans Financial Perth and Henderson Matusch.58%12 listed of 54

Canada

TorontoNamed most: Objective Financial Partners, Nicola Wealth and RBC Dominion Securities.38%17 listed of 39
VancouverNamed most: Nicola Wealth, RBC Dominion Securities and Objective Financial Partners.75%16 listed of 35
CalgaryNamed most: Nicola Wealth, Objective Financial Partners and RBC Dominion Securities Calgary.54%14 listed of 34

Ireland

DublinNamed most: Davy, Brokers Ireland Financial Planning and Goodbody Wealth Management.50%12 listed of 35
CorkNamed most: Campion Insurance Financial Services Cork, Davy and MBC Financial Services.25%13 listed of 41

United Kingdom

LondonNamed most: Schroders Personal Wealth, Brewin Dolphin and Quilter Cheviot.54%14 listed of 28
ManchesterNamed most: Tilney Smith & Williamson Manchester, True Bearing Chartered Financial Planners and Tilney Financial Planning Manchester.46%14 listed of 38
BirminghamNamed most: Tilney Smith & Williamson Birmingham, Evelyn Partners Birmingham and Birmingham Independent Financial Advisers.63%13 listed of 40
LeedsNamed most: True Bearing Chartered Financial Planners, Tilney Smith & Williamson Leeds and Foster Denovo Leeds.25%14 listed of 49
GlasgowNamed most: Henderson Loggie Financial Planning, Quilter Cheviot Glasgow and Tilney Smith & Williamson Glasgow.21%16 listed of 56
EdinburghNamed most: Forth Financial Planning, Rathbones Edinburgh and Quilter Cheviot Edinburgh.50%13 listed of 47
BristolNamed most: Bristol Financial Planning, Bishop Fleming Financial Planning and Chilvester Financial.63%10 listed of 45

United States

New YorkNamed most: Wealthspire Advisors, Bessemer Trust and J.P. Morgan Private Bank.67%13 listed of 41
Los AngelesNamed most: Aspiriant, AdvicePeriod and Abacus Wealth Partners.67%11 listed of 31
ChicagoNamed most: Northern Trust Wealth Management, Modera Wealth Management and William Blair Investment Management.38%16 listed of 34
AustinNamed most: Brighton Jones, Austin Asset and Pure Financial Advisors.38%13 listed of 56
HoustonNamed most: Kanaly Trust, Avalon Advisors and Pathstone.38%11 listed of 60
MiamiNamed most: Bessemer Trust, Berman Capital Advisors and Bessemer Trust — Miami.54%15 listed of 50
San FranciscoNamed most: Aspiriant, Abacus Wealth Partners and Baker Street Advisors.50%14 listed of 42
SeattleNamed most: Evergreen Wealth Management, Brighton Jones and Freestone Capital Management.71%10 listed of 33
BostonNamed most: Edelman Financial Engines, Fidelity Investments and Ballast Advisors.46%14 listed of 47
DallasNamed most: Tolleson Wealth Management, RGT Wealth Advisors and Plancorp.67%12 listed of 41

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Edition September 2026 · data under CC BY 4.0