Financial advisors in Houston that AI assistants recommend

Name: AI assistant recommendations: Financial advisors in Houston, 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
0%
Claude
25%
Gemini
75%
Questions
3 of 4
Avg. position
1.6
Named in answers to
- Who is the best financial advisor in Houston?, from Claude and Gemini
- I want help planning my retirement in Houston. Which financial advisor would you recommend?, from Gemini
- Which wealth management firm in Houston would you recommend for a family?, from Claude and Gemini
Also written Edelman Financial Engines - Houston
Is this your business?
2Tanglewood Total Wealth Management28%
95%: 16 to 44%
ChatGPT
75%
Claude
8%
Gemini
0%
Questions
4 of 4
Avg. position
2.1
Named in answers to
- Who is the best financial advisor in Houston?, from ChatGPT and Claude
- I want help planning my retirement in Houston. Which financial advisor would you recommend?, from ChatGPT
- Which fee-only financial advisor in Houston would you recommend?, from ChatGPT
- Which wealth management firm in Houston would you recommend for a family?, from ChatGPT
Is this your business?
3Mercer Advisors22%
95%: 12 to 38%
ChatGPT
67%
Claude
0%
Gemini
0%
Questions
4 of 4
Avg. position
1.8
Named in answers to
- Who is the best financial advisor in Houston?, from ChatGPT
- I want help planning my retirement in Houston. Which financial advisor would you recommend?, from ChatGPT
- Which fee-only financial advisor in Houston would you recommend?, from ChatGPT
- Which wealth management firm in Houston would you recommend for a family?, from ChatGPT
Is this your business?
4Sentinel Trust Company19%
95%: 10 to 35%
ChatGPT
0%
Claude
0%
Gemini
58%
Questions
3 of 4
Avg. position
2.3
Named in answers to
- Who is the best financial advisor in Houston?, from Gemini
- I want help planning my retirement in Houston. Which financial advisor would you recommend?, from Gemini
- Which wealth management firm in Houston would you recommend for a family?, from Gemini
Is this your business?
5Financial Synergies Wealth Advisors17%
95%: 8 to 32%
ChatGPT
17%
Claude
0%
Gemini
33%
Questions
2 of 4
Avg. position
1.8
Named in answers to
- I want help planning my retirement in Houston. Which financial advisor would you recommend?, from Gemini
- Which fee-only financial advisor in Houston would you recommend?, from ChatGPT and Gemini
Is this your business?
6Bridgeway Capital Management14%
95%: 6 to 29%
ChatGPT
0%
Claude
0%
Gemini
42%
Questions
2 of 4
Avg. position
2
Named in answers to
- Who is the best financial advisor in Houston?, from Gemini
- I want help planning my retirement in Houston. Which financial advisor would you recommend?, from Gemini
Is this your business?
7Tanglewood Legacy Advisors11%
95%: 4 to 25%
ChatGPT
0%
Claude
33%
Gemini
0%
Questions
2 of 4
Avg. position
1.5
Named in answers to
- Who is the best financial advisor in Houston?, from Claude
- Which wealth management firm in Houston would you recommend for a family?, from Claude
Is this your business?
8Baird11%
95%: 4 to 25%
ChatGPT
0%
Claude
0%
Gemini
33%
Questions
2 of 4
Avg. position
2
Named in answers to
- Who is the best financial advisor in Houston?, from Gemini
- Which wealth management firm in Houston would you recommend for a family?, from Gemini
Is this your business?
9Creative Planning11%
95%: 4 to 25%
ChatGPT
25%
Claude
8%
Gemini
0%
Questions
2 of 4
Avg. position
3.3
Named in answers to
- Who is the best financial advisor in Houston?, from ChatGPT and Claude
- I want help planning my retirement in Houston. Which financial advisor would you recommend?, from ChatGPT
Is this your business?
10Baylor Wealth Management8%
95%: 3 to 22%
ChatGPT
0%
Claude
0%
Gemini
25%
Questions
1 of 4
Avg. position
1
Named in answers to
- Which fee-only financial advisor in Houston would you recommend?, from Gemini
Is this your business?
11Fidelity Investments8%
95%: 3 to 22%
ChatGPT
8%
Claude
17%
Gemini
0%
Questions
2 of 4
Avg. position
2.3
Named in answers to
- Who is the best financial advisor in Houston?, from Claude
- I want help planning my retirement in Houston. Which financial advisor would you recommend?, from ChatGPT
Also written Fidelity Investments - Houston
Is this your business?
12Fisher Investments8%
95%: 3 to 22%
ChatGPT
17%
Claude
8%
Gemini
0%
Questions
2 of 4
Avg. position
3
Named in answers to
- Who is the best financial advisor in Houston?, from ChatGPT and Claude
- I want help planning my retirement in Houston. Which financial advisor would you recommend?, from ChatGPT
Is this your business?
13Edward Jones8%
95%: 3 to 22%
ChatGPT
0%
Claude
25%
Gemini
0%
Questions
1 of 4
Avg. position
3.3
Named in answers to
- Who is the best financial advisor in Houston?, from Claude
Also written Edward Jones - Houston, Edward Jones - Houston Financial Advisors
Is this your business?
14Charles Schwab8%
95%: 3 to 22%
ChatGPT
8%
Claude
17%
Gemini
0%
Questions
2 of 4
Avg. position
4.3
Named in answers to
- Who is the best financial advisor in Houston?, from Claude
- I want help planning my retirement in Houston. Which financial advisor would you recommend?, from ChatGPT
Also written Charles Schwab - Houston
Is this your business?
15Clarity Financial6%
95%: 2 to 18%
ChatGPT
17%
Claude
0%
Gemini
0%
Questions
1 of 4
Avg. position
2
Named in answers to
- Which fee-only financial advisor in Houston would you recommend?, from ChatGPT
Is this your business?
16Linscomb Wealth6%
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 Houston?, from ChatGPT
- Which wealth management firm in Houston would you recommend for a family?, from ChatGPT
Is this your business?
17River Oaks Wealth Management6%
95%: 2 to 18%
ChatGPT
0%
Claude
17%
Gemini
0%
Questions
1 of 4
Avg. position
2.5
Named in answers to
- Which wealth management firm in Houston would you recommend for a family?, from Claude
Is this your business?
18Avalon Investment & Advisory6%
95%: 2 to 18%
ChatGPT
17%
Claude
0%
Gemini
0%
Questions
1 of 4
Avg. position
3
Named in answers to
- Which wealth management firm in Houston would you recommend for a family?, from ChatGPT
Is this your business?
19Frost Wealth Advisors6%
95%: 2 to 18%
ChatGPT
0%
Claude
8%
Gemini
8%
Questions
1 of 4
Avg. position
3
Named in answers to
- Which wealth management firm in Houston would you recommend for a family?, from Claude and Gemini
Also written Cullen Frost Wealth Management
Is this your business?
20Wealth Enhancement Group6%
95%: 2 to 18%
ChatGPT
17%
Claude
0%
Gemini
0%
Questions
1 of 4
Avg. position
3.5
Named in answers to
- Who is the best financial advisor in Houston?, from ChatGPT
Is this your business?
21Avidian Wealth Solutions6%
95%: 2 to 18%
ChatGPT
0%
Claude
17%
Gemini
0%
Questions
1 of 4
Avg. position
5
Named in answers to
- Who is the best financial advisor in Houston?, 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. 36 more names came up in a single answer and are counted above but not listed.

Financial advisors in Houston: is this your field?

57different names in 36 answers, 36 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 Houston, ChatGPT, Claude and Gemini named Edelman Financial Engines most often, in 33% of answers (its AI Recommendation Rate), then Tanglewood Total Wealth Management (28%). Across 36 answers they named 57 different businesses, 36 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: 57
Named only once: 36
Named by 2+ assistants: 8 of 21
Named again on a rerun: 44%

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	Tanglewood Total Wealth Management75%	Tanglewood Legacy Advisors33%	Edelman Financial Engines75%
2	Mercer Advisors67%	Edelman Financial Engines25%	Sentinel Trust Company58%
3	Creative Planning25%	Edward Jones25%	Bridgeway Capital Management42%
4	Financial Synergies Wealth Advisors17%	Fidelity Investments17%	Financial Synergies Wealth Advisors33%
5	Fisher Investments17%	Charles Schwab17%	Baird33%

Claude named no business in 3 of its 12 answers.

Questions about financial advisors in Houston

How AI assistants recommend financial advisors

ChatGPT, Claude and Gemini named Edelman Financial Engines most often, in 33% of 36 answers, then Tanglewood Total Wealth Management (28%) and Mercer Advisors (22%). 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 Tanglewood Total Wealth Management most often (75% of its answers), Claude Tanglewood Legacy Advisors (33%) and Gemini Edelman Financial Engines (75%). 8 of the 21 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, 44% 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/houston"><img src="https://aigrow.gg/badges/index/2026-11/financial-advisors/houston.svg" width="312" height="100" alt="Named by AI assistants: Financial advisors in Houston, 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 Houston?
2I want help planning my retirement in Houston. Which financial advisor would you recommend?
3Which fee-only financial advisor in Houston would you recommend?
4Which wealth management firm in Houston 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