Financial advisors in Boston that AI assistants recommend
We asked ChatGPT and Claude the four questions a buyer asks when looking for financial advisors in Boston, three times each, in English, and counted who they named. These are the businesses named in two or more of the 24 answers.
Names are printed as the assistants wrote them. We have not checked that any of them is good, open, or real.
- Answers
- 24
- Businesses named
- 47
- Named only once
- 33
- Named by 2+ assistants
- 10 of 14
- Named again on a rerun
- 21%
Edition September 2026. Download the data
Asked for financial advisors in Boston, ChatGPT and Claude most often named Edelman Financial Engines (46% of answers), Fidelity Investments (29%) and Ballast Advisors (29%). Across 24 answers they named 47 different businesses, 33 of them only once. Each of four buyer questions was asked three times, in English, in September 2026.
The ranking
Share is the fraction of the 24 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.
| # | Business | Share | ChatGPT | Claude | Questions | Avg. position |
|---|---|---|---|---|---|---|
| 1 | Edelman Financial Engines | 95%: 28 to 65% | 33% | 58% | 3 of 4 | 2.5 |
| 2 | Fidelity Investments | 95%: 15 to 49% | 25% | 33% | 2 of 4 | 2.4 |
| 3 | Ballast AdvisorsAlso written Ballast Advisors, LLC | 95%: 15 to 49% | 25% | 33% | 3 of 4 | 2.9 |
| 4 | Ballentine PartnersAlso written Ballentine Partners LLC | 95%: 9 to 41% | 25% | 17% | 3 of 4 | 2.6 |
| 5 | Wealthspire Advisors | 95%: 7 to 36% | 25% | 8% | 1 of 4 | 1.5 |
| 6 | Pathstone | 95%: 7 to 36% | 17% | 17% | 2 of 4 | 2.3 |
| 7 | Baker Street AdvisorsAlso written Baker Street Advisors LLC | 95%: 4 to 31% | 17% | 8% | 2 of 4 | 2 |
| 8 | Bessemer Trust | 95%: 2 to 26% | 0% | 17% | 1 of 4 | 1 |
| 9 | Ropes Wealth Advisors | 95%: 2 to 26% | 17% | 0% | 2 of 4 | 1 |
| 10 | Keatley Wealth Management | 95%: 2 to 26% | 8% | 8% | 2 of 4 | 2 |
| 11 | Charles Schwab — Boston BranchAlso written Charles Schwab — Boston branch | 95%: 2 to 26% | 17% | 0% | 2 of 4 | 2.5 |
| 12 | Edelman Financial Engines — Boston | 95%: 2 to 26% | 17% | 0% | 2 of 4 | 2.5 |
| 13 | The Planning Center | 95%: 2 to 26% | 8% | 8% | 1 of 4 | 2.5 |
| 14 | Cambridge Associates | 95%: 2 to 26% | 8% | 8% | 2 of 4 | 3.5 |
Each assistant column is the share of that assistant's 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. 33 more names came up in a single answer and are counted above but not listed.
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.
| # | ChatGPT | Claude |
|---|---|---|
| 1 | Edelman Financial Engines33% | Edelman Financial Engines58% |
| 2 | Fidelity Investments25% | Fidelity Investments33% |
| 3 | Ballast Advisors25% | Ballast Advisors33% |
| 4 | Ballentine Partners25% | Ballentine Partners17% |
| 5 | Wealthspire Advisors25% | Pathstone17% |
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.
<a href="https://aigrow.gg/index/financial-advisors/boston"><img src="https://aigrow.gg/badges/index/2026-09/financial-advisors/boston.svg" width="312" height="100" alt="Named by AI assistants: Financial advisors in Boston, AIGROW AI Visibility Index, September 2026"></a>The questions
Asked word for word, three times each, to every assistant through its API. 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.
- 1Who is the best financial advisor in Boston?
- 2I want help planning my retirement in Boston. Which financial advisor would you recommend?
- 3Which fee-only financial advisor in Boston would you recommend?
- 4Which wealth management firm in Boston would you recommend for a family?
How to read this page
- 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
- 24 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.
Elsewhere in the Index
Is your business on this list?
The free scan asks the same assistants the questions your customers ask, scores whether they name you, and lists who they name instead.
Edition September 2026 · data under CC BY 4.0