Financial advisors in Miami that AI assistants recommend

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

Evensky & Katz / Foldes Wealth Management is named most, in 50% of 36 answers.

The ranking

AI Recommendation Rate

1Evensky & Katz / Foldes Wealth Management50%
95%: 35 to 66%
ChatGPT
58%
Claude
17%
Gemini
75%
Questions
3 of 4
Avg. position
1.3
Named in answers to
- Who is the best financial advisor in Miami?, from ChatGPT and Gemini
- I want help planning my retirement in Miami. Which financial advisor would you recommend?, from ChatGPT and Gemini
- Which fee-only financial advisor in Miami would you recommend?, from ChatGPT, Claude and Gemini
Also written Evensky & Katz / Foldes Financial Wealth Management
Is this your business?
2Northern Trust25%
95%: 14 to 41%
ChatGPT
25%
Claude
25%
Gemini
25%
Questions
1 of 4
Avg. position
1.7
Named in answers to
- Which wealth management firm in Miami would you recommend for a family?, from ChatGPT, Claude and Gemini
Also written Northern Trust Wealth Management - Miami, Northern Trust Wealth Management
Is this your business?
3Beacon Hill Private Wealth22%
95%: 12 to 38%
ChatGPT
0%
Claude
0%
Gemini
67%
Questions
3 of 4
Avg. position
2.3
Named in answers to
- Who is the best financial advisor in Miami?, from Gemini
- I want help planning my retirement in Miami. Which financial advisor would you recommend?, from Gemini
- Which fee-only financial advisor in Miami would you recommend?, from Gemini
Is this your business?
4Coral Gables Trust Company19%
95%: 10 to 35%
ChatGPT
17%
Claude
0%
Gemini
42%
Questions
2 of 4
Avg. position
2.7
Named in answers to
- Who is the best financial advisor in Miami?, from ChatGPT and Gemini
- I want help planning my retirement in Miami. Which financial advisor would you recommend?, from Gemini
Is this your business?
5WE Family Offices17%
95%: 8 to 32%
ChatGPT
42%
Claude
8%
Gemini
0%
Questions
3 of 4
Avg. position
1.8
Named in answers to
- Who is the best financial advisor in Miami?, from ChatGPT
- I want help planning my retirement in Miami. Which financial advisor would you recommend?, from ChatGPT
- Which fee-only financial advisor in Miami would you recommend?, from ChatGPT and Claude
Is this your business?
6Bessemer Trust17%
95%: 8 to 32%
ChatGPT
25%
Claude
0%
Gemini
25%
Questions
1 of 4
Avg. position
2.3
Named in answers to
- Which wealth management firm in Miami would you recommend for a family?, from ChatGPT and Gemini
Is this your business?
7J.P. Morgan Private Bank17%
95%: 8 to 32%
ChatGPT
25%
Claude
25%
Gemini
0%
Questions
1 of 4
Avg. position
2.8
Named in answers to
- Which wealth management firm in Miami would you recommend for a family?, from ChatGPT and Claude
Also written J.P. Morgan Private Bank - Miami
Is this your business?
8UBS11%
95%: 4 to 25%
ChatGPT
0%
Claude
33%
Gemini
0%
Questions
2 of 4
Avg. position
4.3
Named in answers to
- Who is the best financial advisor in Miami?, from Claude
- Which wealth management firm in Miami would you recommend for a family?, from Claude
Also written UBS Private Wealth Management - Miami, UBS Financial Services Miami, UBS Wealth Management - Miami
Is this your business?
9GenSpring Family Offices8%
95%: 3 to 22%
ChatGPT
0%
Claude
0%
Gemini
25%
Questions
1 of 4
Avg. position
1
Named in answers to
- Which wealth management firm in Miami would you recommend for a family?, from Gemini
Is this your business?
10BNY Mellon Wealth Management - Miami8%
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 Miami would you recommend for a family?, from Claude
Is this your business?
11EP Wealth Advisors8%
95%: 3 to 22%
ChatGPT
25%
Claude
0%
Gemini
0%
Questions
2 of 4
Avg. position
2
Named in answers to
- I want help planning my retirement in Miami. Which financial advisor would you recommend?, from ChatGPT
- Which fee-only financial advisor in Miami would you recommend?, from ChatGPT
Is this your business?
12Modera Wealth Management6%
95%: 2 to 18%
ChatGPT
8%
Claude
8%
Gemini
0%
Questions
1 of 4
Avg. position
1.5
Named in answers to
- Which fee-only financial advisor in Miami would you recommend?, from ChatGPT and Claude
Is this your business?
13Mariner Wealth Advisors - Miami6%
95%: 2 to 18%
ChatGPT
0%
Claude
17%
Gemini
0%
Questions
1 of 4
Avg. position
5
Named in answers to
- Which wealth management firm in Miami would you recommend for a family?, from Claude
Is this your business?
14BigSur Partners6%
95%: 2 to 18%
ChatGPT
0%
Claude
17%
Gemini
0%
Questions
1 of 4
Avg. position
5.5
Named in answers to
- Which wealth management firm in Miami would you recommend for a family?, from Claude
Also written BigSur Wealth Management
Is this your business?
15Morgan Stanley6%
95%: 2 to 18%
ChatGPT
0%
Claude
17%
Gemini
0%
Questions
2 of 4
Avg. position
5.5
Named in answers to
- Who is the best financial advisor in Miami?, from Claude
- Which wealth management firm in Miami would you recommend for a family?, from Claude
Also written Morgan Stanley Miami, Morgan Stanley Private Wealth Management - Miami
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 Miami: is this your field?

49different 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?

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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 Miami, ChatGPT, Claude and Gemini named Evensky & Katz / Foldes Wealth Management most often, in 50% of answers (its AI Recommendation Rate), then Northern Trust (25%). Across 36 answers they named 49 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.

50% of answers named Evensky & Katz / Foldes Wealth Management

Answers: 36
Businesses named: 49
Named only once: 34
Named by 2+ assistants: 7 of 15
Named again on a rerun: 53%

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	Evensky & Katz / Foldes Wealth Management58%	UBS33%	Evensky & Katz / Foldes Wealth Management75%
2	WE Family Offices42%	Northern Trust25%	Beacon Hill Private Wealth67%
3	Northern Trust25%	J.P. Morgan Private Bank25%	Coral Gables Trust Company42%
4	Bessemer Trust25%	BNY Mellon Wealth Management - Miami25%	Northern Trust25%
5	J.P. Morgan Private Bank25%	Evensky & Katz / Foldes Wealth Management17%	Bessemer Trust25%

Claude named no business in 5 of its 12 answers.

Questions about financial advisors in Miami

How AI assistants recommend financial advisors

ChatGPT, Claude and Gemini named Evensky & Katz / Foldes Wealth Management most often, in 50% of 36 answers, then Northern Trust (25%) and Beacon Hill Private Wealth (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 Evensky & Katz / Foldes Wealth Management most often (58% of its answers), Claude UBS (33%) and Gemini Evensky & Katz / Foldes Wealth Management (75%). 7 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, 53% 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/miami"><img src="https://aigrow.gg/badges/index/2026-11/financial-advisors/miami.svg" width="312" height="100" alt="Named by AI assistants: Financial advisors in Miami, 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 Miami?
2I want help planning my retirement in Miami. Which financial advisor would you recommend?
3Which fee-only financial advisor in Miami would you recommend?
4Which wealth management firm in Miami 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