Financial advisors in Boston that AI assistants recommend

Name: AI assistant recommendations: Financial advisors in Boston, November 2026
Creator: AIGROW
License: https://creativecommons.org/licenses/by/4.0/

Edelman Financial Engines is named most, in 33% of 36 answers.

The ranking

AI Recommendation Rate

1Edelman Financial Engines33%
95%: 20 to 50%
ChatGPT
33%
Claude
25%
Gemini
42%
Questions
2 of 4
Avg. position
1.8
Named in answers to
- Who is the best financial advisor in Boston?, from ChatGPT, Claude and Gemini
- I want help planning my retirement in Boston. Which financial advisor would you recommend?, from ChatGPT and Gemini
Is this your business?
2Fidelity Investments33%
95%: 20 to 50%
ChatGPT
50%
Claude
50%
Gemini
0%
Questions
3 of 4
Avg. position
2.3
Named in answers to
- Who is the best financial advisor in Boston?, from ChatGPT and Claude
- I want help planning my retirement in Boston. Which financial advisor would you recommend?, from ChatGPT
- Which wealth management firm in Boston would you recommend for a family?, from Claude
Is this your business?
3Ballentine Partners28%
95%: 16 to 44%
ChatGPT
42%
Claude
0%
Gemini
42%
Questions
2 of 4
Avg. position
2.1
Named in answers to
- Who is the best financial advisor in Boston?, from ChatGPT and Gemini
- Which wealth management firm in Boston would you recommend for a family?, from ChatGPT and Gemini
Is this your business?
4Fiduciary Trust Company22%
95%: 12 to 38%
ChatGPT
25%
Claude
8%
Gemini
33%
Questions
2 of 4
Avg. position
2.9
Named in answers to
- Who is the best financial advisor in Boston?, from Claude and Gemini
- Which wealth management firm in Boston would you recommend for a family?, from ChatGPT and Gemini
Is this your business?
5Modera Wealth Management19%
95%: 10 to 35%
ChatGPT
33%
Claude
0%
Gemini
25%
Questions
2 of 4
Avg. position
2.1
Named in answers to
- I want help planning my retirement in Boston. Which financial advisor would you recommend?, from ChatGPT
- Which fee-only financial advisor in Boston would you recommend?, from ChatGPT and Gemini
Is this your business?
6Colony Group19%
95%: 10 to 35%
ChatGPT
0%
Claude
58%
Gemini
0%
Questions
3 of 4
Avg. position
4.6
Named in answers to
- Who is the best financial advisor in Boston?, from Claude
- Which fee-only financial advisor in Boston would you recommend?, from Claude
- Which wealth management firm in Boston would you recommend for a family?, from Claude
Is this your business?
7Bessemer Trust17%
95%: 8 to 32%
ChatGPT
8%
Claude
0%
Gemini
42%
Questions
2 of 4
Avg. position
1.7
Named in answers to
- Who is the best financial advisor in Boston?, from Gemini
- Which wealth management firm in Boston would you recommend for a family?, from ChatGPT and Gemini
Is this your business?
8Facet11%
95%: 4 to 25%
ChatGPT
17%
Claude
17%
Gemini
0%
Questions
2 of 4
Avg. position
1.8
Named in answers to
- I want help planning my retirement in Boston. Which financial advisor would you recommend?, from ChatGPT
- Which fee-only financial advisor in Boston would you recommend?, from ChatGPT and Claude
Also written Facet Wealth
Is this your business?
9Welch & Forbes11%
95%: 4 to 25%
ChatGPT
0%
Claude
33%
Gemini
0%
Questions
2 of 4
Avg. position
4.5
Named in answers to
- Who is the best financial advisor in Boston?, from Claude
- Which wealth management firm in Boston would you recommend for a family?, from Claude
Is this your business?
10Bailard, Inc.8%
95%: 3 to 22%
ChatGPT
17%
Claude
0%
Gemini
8%
Questions
2 of 4
Avg. position
1.3
Named in answers to
- I want help planning my retirement in Boston. Which financial advisor would you recommend?, from ChatGPT and Gemini
- Which wealth management firm in Boston would you recommend for a family?, from ChatGPT
Is this your business?
11Lexington Wealth Management8%
95%: 3 to 22%
ChatGPT
0%
Claude
0%
Gemini
25%
Questions
1 of 4
Avg. position
1.3
Named in answers to
- Which fee-only financial advisor in Boston would you recommend?, from Gemini
Is this your business?
12Boston Wealth Strategies8%
95%: 3 to 22%
ChatGPT
0%
Claude
25%
Gemini
0%
Questions
1 of 4
Avg. position
1.7
Named in answers to
- Which fee-only financial advisor in Boston would you recommend?, from Claude
Is this your business?
13Wellington Management8%
95%: 3 to 22%
ChatGPT
0%
Claude
25%
Gemini
0%
Questions
1 of 4
Avg. position
2
Named in answers to
- Which wealth management firm in Boston would you recommend for a family?, from Claude
Is this your business?
14Financial Planning Solutions8%
95%: 3 to 22%
ChatGPT
0%
Claude
0%
Gemini
25%
Questions
1 of 4
Avg. position
2.3
Named in answers to
- Which fee-only financial advisor in Boston would you recommend?, from Gemini
Is this your business?
15Rodgers & Associates8%
95%: 3 to 22%
ChatGPT
0%
Claude
25%
Gemini
0%
Questions
1 of 4
Avg. position
3.7
Named in answers to
- Which fee-only financial advisor in Boston would you recommend?, from Claude
Is this your business?
16Beacon Pointe Advisors8%
95%: 3 to 22%
ChatGPT
0%
Claude
8%
Gemini
17%
Questions
2 of 4
Avg. position
4
Named in answers to
- Who is the best financial advisor in Boston?, from Claude
- I want help planning my retirement in Boston. Which financial advisor would you recommend?, from Gemini
Is this your business?
17Brown Brothers Harriman8%
95%: 3 to 22%
ChatGPT
0%
Claude
0%
Gemini
25%
Questions
1 of 4
Avg. position
4
Named in answers to
- Which wealth management firm in Boston would you recommend for a family?, from Gemini
Is this your business?
18Boston Private Wealth8%
95%: 3 to 22%
ChatGPT
0%
Claude
25%
Gemini
0%
Questions
2 of 4
Avg. position
5.3
Named in answers to
- Who is the best financial advisor in Boston?, from Claude
- Which wealth management firm in Boston would you recommend for a family?, from Claude
Is this your business?
19Bain Capital6%
95%: 2 to 18%
ChatGPT
17%
Claude
0%
Gemini
0%
Questions
2 of 4
Avg. position
2
Named in answers to
- Who is the best financial advisor in Boston?, from ChatGPT
- Which wealth management firm in Boston would you recommend for a family?, from ChatGPT
Also written Bain Capital Private Wealth, Bain Capital Wealth Advisors
Is this your business?
20Cerity Partners6%
95%: 2 to 18%
ChatGPT
17%
Claude
0%
Gemini
0%
Questions
2 of 4
Avg. position
2.5
Named in answers to
- Who is the best financial advisor in Boston?, from ChatGPT
- I want help planning my retirement in Boston. Which financial advisor would you recommend?, from ChatGPT
Is this your business?
21Charles River Wealth Advisors6%
95%: 2 to 18%
ChatGPT
0%
Claude
17%
Gemini
0%
Questions
1 of 4
Avg. position
3.5
Named in answers to
- Which fee-only financial advisor in Boston would you recommend?, from Claude
Is this your business?
22Fragasso Financial Advisors6%
95%: 2 to 18%
ChatGPT
0%
Claude
17%
Gemini
0%
Questions
1 of 4
Avg. position
4
Named in answers to
- Who is the best financial advisor in Boston?, from Claude
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. 34 more names came up in a single answer and are counted above but not listed.

Financial advisors in Boston: is this your field?

56different names in 36 answers, 34 of them only once. The assistants change their minds from one answer to the next.

Check whether AI names you

Is this your business?

Named on this list? Get the badge for your website and a free scan of who AI assistants recommend to your customers. Use the badge only for a business named here. It records this edition, without verifying ownership or promising future mentions.

AIGROW ScoreIs this your business? See your AIGROW ScoreHow 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 Boston, ChatGPT, Claude and Gemini named Edelman Financial Engines most often, in 33% of answers (its AI Recommendation Rate), then Fidelity Investments (33%) and Ballentine Partners (28%). Across 36 answers they named 56 different businesses, 34 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.

33% of answers named Edelman Financial Engines

Answers: 36
Businesses named: 56
Named only once: 34
Named by 2+ assistants: 9 of 22
Named again on a rerun: 48%

Edition November 2026. Download the data

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	Gemini
1	Fidelity Investments50%	Colony Group58%	Edelman Financial Engines42%
2	Ballentine Partners42%	Fidelity Investments50%	Ballentine Partners42%
3	Edelman Financial Engines33%	Welch & Forbes33%	Bessemer Trust42%
4	Modera Wealth Management33%	Edelman Financial Engines25%	Fiduciary Trust Company33%
5	Fiduciary Trust Company25%	Boston Wealth Strategies25%	Modera Wealth Management25%

Claude named no business in 3 of its 12 answers.

Questions about financial advisors in Boston

How AI assistants recommend financial advisors

ChatGPT, Claude and Gemini named Edelman Financial Engines most often, in 33% of 36 answers, then Fidelity Investments (33%) and Ballentine Partners (28%). 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 Fidelity Investments most often (50% of its answers), Claude Colony Group (58%) and Gemini Edelman Financial Engines (42%). 9 of the 22 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

<a href="https://aigrow.gg/index/financial-advisors/boston"><img src="https://aigrow.gg/badges/index/2026-11/financial-advisors/boston.svg" width="312" height="100" alt="Named by AI assistants: Financial advisors in Boston, 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.

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

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 the United States. From the AI Source Map: 11 answers.

See every site for this category