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AI Visibility Index · September 2026

Financial advisors in New York that AI assistants recommend

We asked ChatGPT and Claude the four questions a buyer asks when looking for financial advisors in New York, three times each, in English, and counted who they named. These are the businesses named in two or more of the 24 answers.

Check whether AI names youSee the ranking

Names are printed as the assistants wrote them. We have not checked that any of them is good, open, or real.

Financial advisors · New York
67%of answers named Wealthspire Advisors
Answers
24
Businesses named
41
Named only once
28
Named by 2+ assistants
11 of 13
Named again on a rerun
27%

Edition September 2026. Download the data

Asked for financial advisors in New York, ChatGPT and Claude most often named Wealthspire Advisors (67% of answers), Bessemer Trust (38%) and J.P. Morgan Private Bank (33%). Across 24 answers they named 41 different businesses, 28 of them only once. Each of four buyer questions was asked three times, in English, in September 2026.

The ranking

Share is the fraction of the 24 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.

Financial advisors in New York named by AI assistants, September 2026
#BusinessShareChatGPTClaudeQuestionsAvg. position
1Wealthspire Advisors67%95%: 47 to 82%67%67%4 of 42.1
2Bessemer Trust38%95%: 21 to 57%42%33%3 of 42.3
3J.P. Morgan Private Bank33%95%: 18 to 53%33%33%3 of 43
4Modera Wealth Management25%95%: 12 to 45%8%42%2 of 42.3
5Brownson, Rehmus & Foxworth17%95%: 7 to 36%8%25%2 of 43
6Glenmede17%95%: 7 to 36%25%8%2 of 43.8
7Edelman Financial Engines13%95%: 4 to 31%17%8%1 of 42.3
8Brown Brothers Harriman & Co.13%95%: 4 to 31%17%8%1 of 42.7
9Corient8%95%: 2 to 26%8%8%1 of 41
10Brown Advisory8%95%: 2 to 26%8%8%1 of 41.5
11Cresset8%95%: 2 to 26%8%8%1 of 43.5
12Mercer Advisors8%95%: 2 to 26%17%0%1 of 44
13Schwab Wealth Advisory8%95%: 2 to 26%17%0%2 of 44

Each assistant column is the share of that assistant's 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. 28 more names came up in a single answer and are counted above but not listed.

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.

#ChatGPTClaude
1Wealthspire Advisors67%Wealthspire Advisors67%
2Bessemer Trust42%Modera Wealth Management42%
3J.P. Morgan Private Bank33%Bessemer Trust33%
4Glenmede25%J.P. Morgan Private Bank33%
5Edelman Financial Engines17%Brownson, Rehmus & Foxworth25%

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
Named by AI assistants: Financial advisors in New York, AIGROW AI Visibility Index, September 2026
<a href="https://aigrow.gg/index/financial-advisors/new-york"><img src="https://aigrow.gg/badges/index/2026-09/financial-advisors/new-york.svg" width="312" height="100" alt="Named by AI assistants: Financial advisors in New York, AIGROW AI Visibility Index, September 2026"></a>

The questions

Asked word for word, three times each, to every assistant through its API. 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.

  1. 1Who is the best financial advisor in New York?
  2. 2I want help planning my retirement in New York. Which financial advisor would you recommend?
  3. 3Which fee-only financial advisor in New York would you recommend?
  4. 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
24 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.

Elsewhere in the Index

Financial advisors elsewhere
AustinBostonChicagoDallasHoustonLos Angeles
Also in New York
DentistsLawyersAccountantsPlumbersGymsReal estate agencies

Is your business on this list?

The free scan asks the same assistants the questions your customers ask, scores whether they name you, and lists who they name instead.

Run the free AI scanRead the method

Edition September 2026 · data under CC BY 4.0