Financial advisors in Melbourne that AI assistants recommend

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

Endorphin Wealth Management is named most, in 25% of 36 answers.

The ranking

AI Recommendation Rate

1Endorphin 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 Melbourne?, from Gemini
- I want help planning my retirement in Melbourne. Which financial adviser would you recommend?, from Gemini
- Which independent financial adviser in Melbourne would you recommend?, from Gemini
Is this your business?
2JBWere22%
95%: 12 to 38%
ChatGPT
17%
Claude
25%
Gemini
25%
Questions
1 of 4
Avg. position
1.1
Named in answers to
- Which wealth management firm in Melbourne would you recommend for a family?, from ChatGPT, Claude and Gemini
Is this your business?
3Yield Financial Planning17%
95%: 8 to 32%
ChatGPT
0%
Claude
0%
Gemini
50%
Questions
3 of 4
Avg. position
2.7
Named in answers to
- Who is the best financial adviser in Melbourne?, from Gemini
- I want help planning my retirement in Melbourne. Which financial adviser would you recommend?, from Gemini
- Which independent financial adviser in Melbourne would you recommend?, from Gemini
Is this your business?
4Verse Wealth14%
95%: 6 to 29%
ChatGPT
42%
Claude
0%
Gemini
0%
Questions
3 of 4
Avg. position
1.6
Named in answers to
- Who is the best financial adviser in Melbourne?, from ChatGPT
- I want help planning my retirement in Melbourne. Which financial adviser would you recommend?, from ChatGPT
- Which independent financial adviser in Melbourne would you recommend?, from ChatGPT
Is this your business?
5Shadforth Financial Group14%
95%: 6 to 29%
ChatGPT
17%
Claude
25%
Gemini
0%
Questions
3 of 4
Avg. position
2.6
Named in answers to
- Who is the best financial adviser in Melbourne?, from ChatGPT
- I want help planning my retirement in Melbourne. Which financial adviser would you recommend?, from ChatGPT
- Which wealth management firm in Melbourne would you recommend for a family?, from Claude
Is this your business?
6Pitcher Partners14%
95%: 6 to 29%
ChatGPT
17%
Claude
0%
Gemini
25%
Questions
1 of 4
Avg. position
2.8
Named in answers to
- Which wealth management firm in Melbourne would you recommend for a family?, from ChatGPT and Gemini
Also written Pitcher Partners Investment Services, Pitcher Partners Wealth Management
Is this your business?
7Eureka Financial Group11%
95%: 4 to 25%
ChatGPT
0%
Claude
0%
Gemini
33%
Questions
2 of 4
Avg. position
1.5
Named in answers to
- Who is the best financial adviser in Melbourne?, from Gemini
- Which independent financial adviser in Melbourne would you recommend?, from Gemini
Is this your business?
8Evans and Partners11%
95%: 4 to 25%
ChatGPT
17%
Claude
0%
Gemini
17%
Questions
1 of 4
Avg. position
2.3
Named in answers to
- Which wealth management firm in Melbourne would you recommend for a family?, from ChatGPT and Gemini
Also written Evans & Partners
Is this your business?
9Koda Capital11%
95%: 4 to 25%
ChatGPT
8%
Claude
25%
Gemini
0%
Questions
1 of 4
Avg. position
2.8
Named in answers to
- Which wealth management firm in Melbourne would you recommend for a family?, from ChatGPT and Claude
Is this your business?
10LGT Crestone11%
95%: 4 to 25%
ChatGPT
8%
Claude
25%
Gemini
0%
Questions
1 of 4
Avg. position
4.5
Named in answers to
- Which wealth management firm in Melbourne would you recommend for a family?, from ChatGPT and Claude
Also written Crestone Wealth Management
Is this your business?
11Rising Tide Financial Services8%
95%: 3 to 22%
ChatGPT
0%
Claude
25%
Gemini
0%
Questions
1 of 4
Avg. position
1
Named in answers to
- Which independent financial adviser in Melbourne would you recommend?, from Claude
Is this your business?
12Escala Partners8%
95%: 3 to 22%
ChatGPT
0%
Claude
25%
Gemini
0%
Questions
1 of 4
Avg. position
2.3
Named in answers to
- Which wealth management firm in Melbourne would you recommend for a family?, from Claude
Is this your business?
13Inovayt8%
95%: 3 to 22%
ChatGPT
0%
Claude
0%
Gemini
25%
Questions
2 of 4
Avg. position
2.7
Named in answers to
- Who is the best financial adviser in Melbourne?, from Gemini
- I want help planning my retirement in Melbourne. Which financial adviser would you recommend?, from Gemini
Is this your business?
14PIFA6%
95%: 2 to 18%
ChatGPT
17%
Claude
0%
Gemini
0%
Questions
1 of 4
Avg. position
1
Named in answers to
- Which independent financial adviser in Melbourne would you recommend?, from ChatGPT
Is this your business?
15Independent Financial Advisers Australia6%
95%: 2 to 18%
ChatGPT
17%
Claude
0%
Gemini
0%
Questions
2 of 4
Avg. position
1.5
Named in answers to
- Who is the best financial adviser in Melbourne?, from ChatGPT
- Which independent financial adviser in Melbourne would you recommend?, from ChatGPT
Is this your business?
16Dixon Advisory6%
95%: 2 to 18%
ChatGPT
8%
Claude
8%
Gemini
0%
Questions
2 of 4
Avg. position
2
Named in answers to
- I want help planning my retirement in Melbourne. Which financial adviser would you recommend?, from ChatGPT
- Which independent financial adviser in Melbourne would you recommend?, from Claude
Also written Dixon Advisory & Superannuation Services
Is this your business?
17RI Advice Group6%
95%: 2 to 18%
ChatGPT
17%
Claude
0%
Gemini
0%
Questions
1 of 4
Avg. position
2
Named in answers to
- I want help planning my retirement in Melbourne. Which financial adviser would you recommend?, from ChatGPT
Is this your business?
18Financial Planning Services Australia6%
95%: 2 to 18%
ChatGPT
0%
Claude
0%
Gemini
17%
Questions
1 of 4
Avg. position
2.5
Named in answers to
- I want help planning my retirement in Melbourne. Which financial adviser would you recommend?, from Gemini
Is this your business?
19Pivot Wealth6%
95%: 2 to 18%
ChatGPT
17%
Claude
0%
Gemini
0%
Questions
1 of 4
Avg. position
2.5
Named in answers to
- Who is the best financial adviser in Melbourne?, from ChatGPT
Is this your business?
20Wattle Partners6%
95%: 2 to 18%
ChatGPT
8%
Claude
8%
Gemini
0%
Questions
2 of 4
Avg. position
2.5
Named in answers to
- I want help planning my retirement in Melbourne. Which financial adviser would you recommend?, from ChatGPT
- Which independent financial adviser in Melbourne would you recommend?, from Claude
Is this your business?
21Perpetual Private6%
95%: 2 to 18%
ChatGPT
17%
Claude
0%
Gemini
0%
Questions
2 of 4
Avg. position
3
Named in answers to
- Who is the best financial adviser in Melbourne?, from ChatGPT
- I want help planning my retirement in Melbourne. Which financial adviser would you recommend?, from ChatGPT
Is this your business?
22Rush Financial Group6%
95%: 2 to 18%
ChatGPT
0%
Claude
17%
Gemini
0%
Questions
1 of 4
Avg. position
3.5
Named in answers to
- Which independent financial adviser in Melbourne would you recommend?, from Claude
Is this your business?
23Rise Financial6%
95%: 2 to 18%
ChatGPT
0%
Claude
17%
Gemini
0%
Questions
1 of 4
Avg. position
4
Named in answers to
- Which independent financial adviser in Melbourne would you recommend?, 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. 17 more names came up in a single answer and are counted above but not listed.

Financial advisors in Melbourne: is this your field?

40different names in 36 answers, 17 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 Melbourne, ChatGPT, Claude and Gemini named Endorphin Wealth Management most often, in 25% of answers (its AI Recommendation Rate), then JBWere (22%) and Yield Financial Planning (17%). Across 36 answers they named 40 different businesses, 17 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.

25% of answers named Endorphin Wealth Management

Answers: 36
Businesses named: 40
Named only once: 17
Named by 2+ assistants: 8 of 23
Named again on a rerun: 52%

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	Verse Wealth42%	JBWere25%	Endorphin Wealth Management75%
2	JBWere17%	Shadforth Financial Group25%	Yield Financial Planning50%
3	Shadforth Financial Group17%	Koda Capital25%	Eureka Financial Group33%
4	Pitcher Partners17%	LGT Crestone25%	JBWere25%
5	Evans and Partners17%	Rising Tide Financial Services25%	Pitcher Partners25%

Claude named no business in 6 of its 12 answers.

Questions about financial advisors in Melbourne

How AI assistants recommend financial advisors

ChatGPT, Claude and Gemini named Endorphin Wealth Management most often, in 25% of 36 answers, then JBWere (22%) and Yield Financial Planning (17%). 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 Verse Wealth most often (42% of its answers), Claude JBWere (25%) and Gemini Endorphin Wealth Management (75%). 8 of the 23 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, 52% 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/melbourne"><img src="https://aigrow.gg/badges/index/2026-11/financial-advisors/melbourne.svg" width="312" height="100" alt="Named by AI assistants: Financial advisors in Melbourne, 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 adviser in Melbourne?
2I want help planning my retirement in Melbourne. Which financial adviser would you recommend?
3Which independent financial adviser in Melbourne would you recommend?
4Which wealth management firm in Melbourne 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.