Financial advisors in New York that AI assistants recommend

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

Edelman Financial Engines is named most, in 31% of 36 answers.

The ranking

AI Recommendation Rate

1Edelman Financial Engines31%
95%: 18 to 47%
ChatGPT
33%
Claude
8%
Gemini
50%
Questions
2 of 4
Avg. position
1.5
Named in answers to
- Who is the best financial advisor in New York?, from ChatGPT, Claude and Gemini
- I want help planning my retirement in New York. Which financial advisor would you recommend?, from ChatGPT and Gemini
Is this your business?
2Facet28%
95%: 16 to 44%
ChatGPT
25%
Claude
25%
Gemini
33%
Questions
3 of 4
Avg. position
1.8
Named in answers to
- Who is the best financial advisor in New York?, from Gemini
- I want help planning my retirement in New York. Which financial advisor would you recommend?, from Gemini
- Which fee-only financial advisor in New York would you recommend?, from ChatGPT and Claude
Also written Facet Wealth
Is this your business?
3Cerity Partners19%
95%: 10 to 35%
ChatGPT
58%
Claude
0%
Gemini
0%
Questions
4 of 4
Avg. position
1.9
Named in answers to
- Who is the best financial advisor in New York?, from ChatGPT
- I want help planning my retirement in New York. Which financial advisor would you recommend?, from ChatGPT
- Which fee-only financial advisor in New York would you recommend?, from ChatGPT
- Which wealth management firm in New York would you recommend for a family?, from ChatGPT
Is this your business?
4Creative Planning19%
95%: 10 to 35%
ChatGPT
17%
Claude
8%
Gemini
33%
Questions
2 of 4
Avg. position
2.7
Named in answers to
- Who is the best financial advisor in New York?, from ChatGPT, Claude and Gemini
- I want help planning my retirement in New York. Which financial advisor would you recommend?, from Gemini
Is this your business?
5Bessemer 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 New York would you recommend for a family?, from ChatGPT and Gemini
Is this your business?
6Morgan Stanley Wealth Management17%
95%: 8 to 32%
ChatGPT
0%
Claude
50%
Gemini
0%
Questions
2 of 4
Avg. position
2.7
Named in answers to
- Who is the best financial advisor in New York?, from Claude
- Which wealth management firm in New York would you recommend for a family?, from Claude
Is this your business?
7J.P. Morgan Private Bank17%
95%: 8 to 32%
ChatGPT
8%
Claude
25%
Gemini
17%
Questions
1 of 4
Avg. position
4
Named in answers to
- Which wealth management firm in New York would you recommend for a family?, from ChatGPT, Claude and Gemini
Also written Private Wealth Management at J.P. Morgan
Is this your business?
8Fisher Investments14%
95%: 6 to 29%
ChatGPT
0%
Claude
42%
Gemini
0%
Questions
2 of 4
Avg. position
1
Named in answers to
- Who is the best financial advisor in New York?, from Claude
- Which wealth management firm in New York would you recommend for a family?, from Claude
Is this your business?
9Modera Wealth Management14%
95%: 6 to 29%
ChatGPT
42%
Claude
0%
Gemini
0%
Questions
3 of 4
Avg. position
2.6
Named in answers to
- Who is the best financial advisor in New York?, from ChatGPT
- I want help planning my retirement in New York. Which financial advisor would you recommend?, from ChatGPT
- Which fee-only financial advisor in New York would you recommend?, from ChatGPT
Is this your business?
10Brown Brothers Harriman14%
95%: 6 to 29%
ChatGPT
8%
Claude
8%
Gemini
25%
Questions
1 of 4
Avg. position
3.2
Named in answers to
- Which wealth management firm in New York would you recommend for a family?, from ChatGPT, Claude and Gemini
Is this your business?
11Merrill Lynch Wealth Management14%
95%: 6 to 29%
ChatGPT
0%
Claude
42%
Gemini
0%
Questions
2 of 4
Avg. position
3.4
Named in answers to
- Who is the best financial advisor in New York?, from Claude
- Which wealth management firm in New York would you recommend for a family?, from Claude
Also written Merrill Private Wealth Management
Is this your business?
12UBS Wealth Management14%
95%: 6 to 29%
ChatGPT
0%
Claude
42%
Gemini
0%
Questions
2 of 4
Avg. position
4.6
Named in answers to
- Who is the best financial advisor in New York?, from Claude
- Which wealth management firm in New York would you recommend for a family?, from Claude
Also written UBS Wealth Management USA, UBS Private Wealth Management
Is this your business?
13Bernstein Private Wealth Management11%
95%: 4 to 25%
ChatGPT
0%
Claude
8%
Gemini
25%
Questions
1 of 4
Avg. position
1.8
Named in answers to
- Which wealth management firm in New York would you recommend for a family?, from Claude and Gemini
Is this your business?
14Rockefeller Capital Management11%
95%: 4 to 25%
ChatGPT
17%
Claude
17%
Gemini
0%
Questions
1 of 4
Avg. position
4.3
Named in answers to
- Which wealth management firm in New York would you recommend for a family?, from ChatGPT and Claude
Is this your business?
15Ritholtz 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 New York would you recommend?, from Gemini
Is this your business?
16Vanguard Personal Advisor8%
95%: 3 to 22%
ChatGPT
8%
Claude
0%
Gemini
17%
Questions
1 of 4
Avg. position
2.7
Named in answers to
- I want help planning my retirement in New York. Which financial advisor would you recommend?, from ChatGPT and Gemini
Also written Vanguard Personal Advisor Services
Is this your business?
17Wealthspire Advisors8%
95%: 3 to 22%
ChatGPT
8%
Claude
0%
Gemini
17%
Questions
2 of 4
Avg. position
2.7
Named in answers to
- Who is the best financial advisor in New York?, from ChatGPT and Gemini
- I want help planning my retirement in New York. Which financial advisor would you recommend?, from Gemini
Is this your business?
18Fidelity Investments8%
95%: 3 to 22%
ChatGPT
8%
Claude
17%
Gemini
0%
Questions
3 of 4
Avg. position
3
Named in answers to
- Who is the best financial advisor in New York?, from Claude
- I want help planning my retirement in New York. Which financial advisor would you recommend?, from ChatGPT
- Which wealth management firm in New York would you recommend for a family?, from Claude
Is this your business?
19Francis Financial8%
95%: 3 to 22%
ChatGPT
8%
Claude
17%
Gemini
0%
Questions
1 of 4
Avg. position
4.3
Named in answers to
- Which fee-only financial advisor in New York would you recommend?, from ChatGPT and Claude
Is this your business?
20Charles Schwab8%
95%: 3 to 22%
ChatGPT
17%
Claude
8%
Gemini
0%
Questions
2 of 4
Avg. position
5
Named in answers to
- Who is the best financial advisor in New York?, from Claude
- I want help planning my retirement in New York. Which financial advisor would you recommend?, from ChatGPT
Is this your business?
21Brighton Jones6%
95%: 2 to 18%
ChatGPT
0%
Claude
0%
Gemini
17%
Questions
1 of 4
Avg. position
2
Named in answers to
- Which fee-only financial advisor in New York would you recommend?, from Gemini
Is this your business?
22Edward Jones6%
95%: 2 to 18%
ChatGPT
0%
Claude
17%
Gemini
0%
Questions
1 of 4
Avg. position
2
Named in answers to
- Who is the best financial advisor in New York?, from Claude
Is this your business?
23Fiduciary Trust International6%
95%: 2 to 18%
ChatGPT
17%
Claude
0%
Gemini
0%
Questions
2 of 4
Avg. position
2
Named in answers to
- I want help planning my retirement in New York. Which financial advisor would you recommend?, from ChatGPT
- Which wealth management firm in New York would you recommend for a family?, from ChatGPT
Also written Fiduciary Trust Company International
Is this your business?
24Garrett Planning Network6%
95%: 2 to 18%
ChatGPT
0%
Claude
17%
Gemini
0%
Questions
1 of 4
Avg. position
2
Named in answers to
- Which fee-only financial advisor in New York would you recommend?, from Claude
Is this your business?
25Bruckner Financial Group6%
95%: 2 to 18%
ChatGPT
0%
Claude
0%
Gemini
17%
Questions
1 of 4
Avg. position
2.5
Named in answers to
- Which fee-only financial advisor in New York would you recommend?, from Gemini
Also written Bruckner, Wernick & Reed Wealth Management
Is this your business?
26Private Ocean6%
95%: 2 to 18%
ChatGPT
0%
Claude
17%
Gemini
0%
Questions
1 of 4
Avg. position
3
Named in answers to
- Which fee-only financial advisor in New York would you recommend?, from Claude
Is this your business?
27Northern Trust Wealth Management6%
95%: 2 to 18%
ChatGPT
8%
Claude
8%
Gemini
0%
Questions
1 of 4
Avg. position
4.5
Named in answers to
- Which wealth management firm in New York would you recommend for a family?, from ChatGPT and Claude
Is this your business?
28Mercer Advisors6%
95%: 2 to 18%
ChatGPT
0%
Claude
17%
Gemini
0%
Questions
2 of 4
Avg. position
6
Named in answers to
- Who is the best financial advisor in New York?, from Claude
- Which fee-only financial advisor in New York would you recommend?, from Claude
Is this your business?
29Private Advisor Group6%
95%: 2 to 18%
ChatGPT
0%
Claude
17%
Gemini
0%
Questions
2 of 4
Avg. position
6
Named in answers to
- Who is the best financial advisor in New York?, from Claude
- Which fee-only financial advisor in New York would you recommend?, from Claude
Is this your business?
30Northwestern Mutual6%
95%: 2 to 18%
ChatGPT
0%
Claude
17%
Gemini
0%
Questions
1 of 4
Avg. position
6.5
Named in answers to
- Who is the best financial advisor in New York?, from Claude
Is this your business?
31Beacon Pointe Advisors6%
95%: 2 to 18%
ChatGPT
0%
Claude
17%
Gemini
0%
Questions
1 of 4
Avg. position
7
Named in answers to
- Which fee-only financial advisor in New York 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. 18 more names came up in a single answer and are counted above but not listed.

Financial advisors in New York: is this your field?

49different names in 36 answers, 18 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 New York, ChatGPT, Claude and Gemini named Edelman Financial Engines most often, in 31% of answers (its AI Recommendation Rate), then Facet (28%) and Cerity Partners (19%). Across 36 answers they named 49 different businesses, 18 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.

31% of answers named Edelman Financial Engines

Answers: 36
Businesses named: 49
Named only once: 18
Named by 2+ assistants: 14 of 31
Named again on a rerun: 55%

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	Cerity Partners58%	Morgan Stanley Wealth Management50%	Edelman Financial Engines50%
2	Modera Wealth Management42%	Fisher Investments42%	Facet33%
3	Edelman Financial Engines33%	Merrill Lynch Wealth Management42%	Creative Planning33%
4	Facet25%	UBS Wealth Management42%	Bessemer Trust25%
5	Bessemer Trust25%	Facet25%	Brown Brothers Harriman25%

Claude named no business in 3 of its 12 answers.

Questions about financial advisors in New York

How AI assistants recommend financial advisors

ChatGPT, Claude and Gemini named Edelman Financial Engines most often, in 31% of 36 answers, then Facet (28%) and Cerity Partners (19%). 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 Cerity Partners most often (58% of its answers), Claude Morgan Stanley Wealth Management (50%) and Gemini Edelman Financial Engines (50%). 14 of the 31 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, 55% 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/new-york"><img src="https://aigrow.gg/badges/index/2026-11/financial-advisors/new-york.svg" width="312" height="100" alt="Named by AI assistants: Financial advisors in New York, 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 New York?
2I want help planning my retirement in New York. Which financial advisor would you recommend?
3Which fee-only financial advisor in New York would you recommend?
4Which wealth management firm in New York 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