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Financial advisors in Adelaide that AI assistants recommend

Morgans Financial Limited is named most, in 31% of 36 answers.

The ranking

AI Recommendation Rate

Financial advisors in Adelaide named by AI assistants, November 2026

  1. 1Morgans Financial Limited31%

    95%: 18 to 47%

    ChatGPT
    92%
    Claude
    0%
    Gemini
    0%
    Questions
    4 of 4
    Avg. position
    2.1

    Named in answers to

    • Who is the best financial adviser in Adelaide?, from ChatGPT
    • I want help planning my retirement in Adelaide. Which financial adviser would you recommend?, from ChatGPT
    • Which independent financial adviser in Adelaide would you recommend?, from ChatGPT
    • Which wealth management firm in Adelaide would you recommend for a family?, from ChatGPT
    Is this your business?
  2. 2Shadforth Financial Group28%

    95%: 16 to 44%

    ChatGPT
    58%
    Claude
    17%
    Gemini
    8%
    Questions
    3 of 4
    Avg. position
    3.2

    Named in answers to

    • Who is the best financial adviser in Adelaide?, from ChatGPT and Gemini
    • I want help planning my retirement in Adelaide. Which financial adviser would you recommend?, from ChatGPT
    • Which wealth management firm in Adelaide would you recommend for a family?, from ChatGPT and Claude

    Also written Shadforth Financial Group Adelaide, Financial Advice Adelaide

    Is this your business?
  3. 3Endorphin Wealth Management25%

    95%: 14 to 41%

    ChatGPT
    0%
    Claude
    0%
    Gemini
    75%
    Questions
    3 of 4
    Avg. position
    1.2

    Named in answers to

    • Who is the best financial adviser in Adelaide?, from Gemini
    • I want help planning my retirement in Adelaide. Which financial adviser would you recommend?, from Gemini
    • Which independent financial adviser in Adelaide would you recommend?, from Gemini
    Is this your business?
  4. 4Perks Private Wealth25%

    95%: 14 to 41%

    ChatGPT
    67%
    Claude
    8%
    Gemini
    0%
    Questions
    4 of 4
    Avg. position
    1.6

    Named in answers to

    • Who is the best financial adviser in Adelaide?, from ChatGPT
    • I want help planning my retirement in Adelaide. Which financial adviser would you recommend?, from ChatGPT
    • Which independent financial adviser in Adelaide would you recommend?, from ChatGPT
    • Which wealth management firm in Adelaide would you recommend for a family?, from ChatGPT and Claude

    Also written Perks Wealth Management

    Is this your business?
  5. 5Financial Spectrum14%

    95%: 6 to 29%

    ChatGPT
    0%
    Claude
    0%
    Gemini
    42%
    Questions
    3 of 4
    Avg. position
    2.2

    Named in answers to

    • Who is the best financial adviser in Adelaide?, from Gemini
    • I want help planning my retirement in Adelaide. Which financial adviser would you recommend?, from Gemini
    • Which independent financial adviser in Adelaide would you recommend?, from Gemini
    Is this your business?
  6. 6JBWere11%

    95%: 4 to 25%

    ChatGPT
    0%
    Claude
    8%
    Gemini
    25%
    Questions
    1 of 4
    Avg. position
    1.3

    Named in answers to

    • Which wealth management firm in Adelaide would you recommend for a family?, from Claude and Gemini

    Also written JBWere Adelaide

    Is this your business?
  7. 7Ord Minnett11%

    95%: 4 to 25%

    ChatGPT
    17%
    Claude
    17%
    Gemini
    0%
    Questions
    1 of 4
    Avg. position
    1.8

    Named in answers to

    • Which wealth management firm in Adelaide would you recommend for a family?, from ChatGPT and Claude

    Also written Ord Minnett Adelaide

    Is this your business?
  8. 8Rise Financial11%

    95%: 4 to 25%

    ChatGPT
    0%
    Claude
    33%
    Gemini
    0%
    Questions
    2 of 4
    Avg. position
    2.5

    Named in answers to

    • Which independent financial adviser in Adelaide would you recommend?, from Claude
    • Which wealth management firm in Adelaide would you recommend for a family?, from Claude
    Is this your business?
  9. 9Adelaide Financial Planning11%

    95%: 4 to 25%

    ChatGPT
    0%
    Claude
    0%
    Gemini
    33%
    Questions
    2 of 4
    Avg. position
    2.8

    Named in answers to

    • Who is the best financial adviser in Adelaide?, from Gemini
    • I want help planning my retirement in Adelaide. Which financial adviser would you recommend?, from Gemini
    Is this your business?
  10. 10Pitcher Partners Adelaide8%

    95%: 3 to 22%

    ChatGPT
    0%
    Claude
    0%
    Gemini
    25%
    Questions
    1 of 4
    Avg. position
    2

    Named in answers to

    • Which wealth management firm in Adelaide would you recommend for a family?, from Gemini
    Is this your business?
  11. 11Escala Partners8%

    95%: 3 to 22%

    ChatGPT
    0%
    Claude
    17%
    Gemini
    8%
    Questions
    1 of 4
    Avg. position
    3

    Named in answers to

    • Which wealth management firm in Adelaide would you recommend for a family?, from Claude and Gemini

    Also written Escala Partners Adelaide

    Is this your business?
  12. 12Perpetual Private6%

    95%: 2 to 18%

    ChatGPT
    17%
    Claude
    0%
    Gemini
    0%
    Questions
    1 of 4
    Avg. position
    1

    Named in answers to

    • Who is the best financial adviser in Adelaide?, from ChatGPT
    Is this your business?
  13. 13Yield Financial Planning6%

    95%: 2 to 18%

    ChatGPT
    0%
    Claude
    0%
    Gemini
    17%
    Questions
    2 of 4
    Avg. position
    2

    Named in answers to

    • Who is the best financial adviser in Adelaide?, from Gemini
    • Which independent financial adviser in Adelaide would you recommend?, from Gemini
    Is this your business?
  14. 14William Buck Adelaide6%

    95%: 2 to 18%

    ChatGPT
    0%
    Claude
    0%
    Gemini
    17%
    Questions
    1 of 4
    Avg. position
    3

    Named in answers to

    • Which wealth management firm in Adelaide would you recommend for a family?, from Gemini
    Is this your business?
  15. 15Evalesco Financial Services6%

    95%: 2 to 18%

    ChatGPT
    0%
    Claude
    17%
    Gemini
    0%
    Questions
    2 of 4
    Avg. position
    5

    Named in answers to

    • Which independent financial adviser in Adelaide would you recommend?, from Claude
    • Which wealth management firm in Adelaide would you recommend for a family?, from Claude

    Also written Evalesco Financial Services Adelaide

    Is this your business?

Open a row to see each assistant's share of its own answers. Questions counts how many of the four produced the name at least once; position is where it came in the answer's list, 1 being first. 24 more names came up in a single answer and are counted above but not listed.

Financial advisors in Adelaide: is this your field?

39different names in 36 answers, 24 of them only once. The assistants change their minds from one answer to the next.

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How the AIGROW Score is measured

No business can pay to appear in the Index, rise in it or be removed from it. How the Index stays neutral

AI Visibility Index · November 2026

Asked about financial advisors in Adelaide, ChatGPT, Claude and Gemini named Morgans Financial Limited most often, in 31% of answers (its AI Recommendation Rate), then Shadforth Financial Group (28%). Across 36 answers they named 39 different businesses, 24 of them only once. Each of four buyer questions was asked three times, in English, in November 2026.

The AI Recommendation Rate is the fraction of the 36 answers that named a business. The range under it is a 95% confidence interval: where two ranges overlap, the gap between those businesses could be chance.

Names are printed as the assistants wrote them. We have not checked that any of them is good, open, or real.

Financial advisors · Adelaide

31% of answers named Morgans Financial Limited

Answers
36
Businesses named
39
Named only once
24
Named by 2+ assistants
5 of 15
Named again on a rerun
48%

Edition November 2026. Download the data

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What each assistant said

The same questions, the same number of times, and often different names. Each column is one assistant's top five from the ranking above, with the share of its own answers that named them.

#ChatGPTClaudeGemini
1Morgans Financial Limited92%Rise Financial33%Endorphin Wealth Management75%
2Perks Private Wealth67%Shadforth Financial Group17%Financial Spectrum42%
3Shadforth Financial Group58%Ord Minnett17%Adelaide Financial Planning33%
4Ord Minnett17%Escala Partners17%JBWere25%
5Perpetual Private17%Evalesco Financial Services17%Pitcher Partners Adelaide25%

Claude named no business in 6 of its 12 answers.

Questions about financial advisors in Adelaide

How AI assistants recommend financial advisors

ChatGPT, Claude and Gemini named Morgans Financial Limited most often, in 31% of 36 answers, then Shadforth Financial Group (28%) and Endorphin Wealth Management (25%). The names come from what the assistants answered to four buyer questions in November 2026; we have not checked that any of them is good, open or real.

Not always. ChatGPT named Morgans Financial Limited most often (92% of its answers), Claude Rise Financial (33%) and Gemini Endorphin Wealth Management (75%). 5 of the 15 listed businesses were named by two or more of them.

Each question was asked three times. Of the names an assistant gave for a question, 48% came back in two or more of those runs; the rest came up once. The 95% range beside each rate in the ranking shows how far it could move by chance.

Run the free checker: it asks ChatGPT, Claude, Gemini and Grok two of the Index questions for financial advisors, with the category and the place already filled in, and shows every answer word for word. About 30 seconds, no sign-up. The page on how AI assistants recommend financial advisors shows what an owner can work on. Nothing can guarantee that an assistant names you.

Named here? Put it on your site

Every business in the ranking was named in two or more answers. The badge says that and nothing more: no position, because the ranges above do not support one. It links back to this page, so anyone can check.

Correct or remove a listing
Named by AI assistants: Financial advisors in Adelaide, AIGROW AI Visibility Index, November 2026
<a href="https://aigrow.gg/index/financial-advisors/adelaide"><img src="https://aigrow.gg/badges/index/2026-11/financial-advisors/adelaide.svg" width="312" height="100" alt="Named by AI assistants: Financial advisors in Adelaide, AIGROW AI Visibility Index, November 2026"></a>

The questions

Asked word for word, three times each, to every assistant. The prompt is the one the free scan uses. No web search, no location and no chat history, so every answer starts from the same place.

  1. 1Who is the best financial adviser in Adelaide?
  2. 2I want help planning my retirement in Adelaide. Which financial adviser would you recommend?
  3. 3Which independent financial adviser in Adelaide would you recommend?
  4. 4Which wealth management firm in Adelaide would you recommend for a family?

How to read this page

The full method
What it measures
Which names these models produce when asked cold, from what they learned in training. It is not a review, a rating or our recommendation, and a business missing here may simply be one the models were never shown.
Why the ranges matter
36 answers is a sample. Asked again next month, most shares will move by a few points; the ranges say how far they could move by chance alone.
One business, several spellings
Branches, legal suffixes and spellings of one business are merged, and the other spellings are printed under its name. Names that might be two businesses are kept apart.
A name is wrong
If a business here is closed, misnamed or yours and you want it removed, tell us. We correct or remove it when the page is next published.

Where the assistants look

The sites read most often, with web search on, before the assistants answer about this category in Australia. From the AI Source Map: 5 answers.

See every site for this category
faaa.au
Read in 100% of the answers
ifpa.com.au
Read in 80% of the answers
reddit.com
Read in 80% of the answers

AI Visibility Index

Elsewhere in the Index

Financial advisors elsewhere
BrisbaneGold CoastMelbournePerthSydneyAarhus
Also in Adelaide
DentistsLawyersAccountantsPlumbersGymsReal estate agencies

Not on this list? See what ChatGPT says about your business

Financial advisors, Adelaide: see whether the assistants name you, or someone else.

Free, no account, no card. About a minute.

Read the method

Edition November 2026 · published by Guglielmo Paesano, founder of AIGROW · data under CC BY 4.0