Financial advisors in Phoenix that AI assistants recommend

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

Facet is named most, in 19% of 36 answers.

The ranking

AI Recommendation Rate

1Facet19%
95%: 10 to 35%
ChatGPT
58%
Claude
0%
Gemini
0%
Questions
3 of 4
Avg. position
1.6
Named in answers to
- Who is the best financial advisor in Phoenix?, from ChatGPT
- I want help planning my retirement in Phoenix. Which financial advisor would you recommend?, from ChatGPT
- Which fee-only financial advisor in Phoenix would you recommend?, from ChatGPT
Also written Facet Wealth
Is this your business?
2Mercer Advisors17%
95%: 8 to 32%
ChatGPT
17%
Claude
33%
Gemini
0%
Questions
2 of 4
Avg. position
2
Named in answers to
- Who is the best financial advisor in Phoenix?, from ChatGPT and Claude
- Which wealth management firm in Phoenix would you recommend for a family?, from ChatGPT and Claude
Is this your business?
3Vanguard Personal Advisor Services17%
95%: 8 to 32%
ChatGPT
33%
Claude
0%
Gemini
17%
Questions
2 of 4
Avg. position
2.2
Named in answers to
- Who is the best financial advisor in Phoenix?, from ChatGPT and Gemini
- I want help planning my retirement in Phoenix. Which financial advisor would you recommend?, from ChatGPT
Also written Vanguard Personal Advisor
Is this your business?
4Creative Planning17%
95%: 8 to 32%
ChatGPT
8%
Claude
33%
Gemini
8%
Questions
2 of 4
Avg. position
2.5
Named in answers to
- Who is the best financial advisor in Phoenix?, from ChatGPT, Claude and Gemini
- Which wealth management firm in Phoenix would you recommend for a family?, from Claude
Is this your business?
5HeinfeldMeech14%
95%: 6 to 29%
ChatGPT
0%
Claude
0%
Gemini
42%
Questions
2 of 4
Avg. position
1.4
Named in answers to
- I want help planning my retirement in Phoenix. Which financial advisor would you recommend?, from Gemini
- Which wealth management firm in Phoenix would you recommend for a family?, from Gemini
Also written HeinfeldMeech Financial Services, HeinfeldMeech Wealth Management
Is this your business?
6TFO Phoenix14%
95%: 6 to 29%
ChatGPT
42%
Claude
0%
Gemini
0%
Questions
2 of 4
Avg. position
1.4
Named in answers to
- Who is the best financial advisor in Phoenix?, from ChatGPT
- Which wealth management firm in Phoenix would you recommend for a family?, from ChatGPT
Is this your business?
7Presidio Wealth Management11%
95%: 4 to 25%
ChatGPT
0%
Claude
0%
Gemini
33%
Questions
2 of 4
Avg. position
1.3
Named in answers to
- I want help planning my retirement in Phoenix. Which financial advisor would you recommend?, from Gemini
- Which fee-only financial advisor in Phoenix would you recommend?, from Gemini
Is this your business?
8Aspiriant8%
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 Phoenix would you recommend for a family?, from Gemini
Is this your business?
9Eide Bailly8%
95%: 3 to 22%
ChatGPT
0%
Claude
0%
Gemini
25%
Questions
2 of 4
Avg. position
2
Named in answers to
- I want help planning my retirement in Phoenix. Which financial advisor would you recommend?, from Gemini
- Which fee-only financial advisor in Phoenix would you recommend?, from Gemini
Also written Eide Bailly Financial Services
Is this your business?
10West Capital Management8%
95%: 3 to 22%
ChatGPT
0%
Claude
25%
Gemini
0%
Questions
1 of 4
Avg. position
2
Named in answers to
- Which fee-only financial advisor in Phoenix would you recommend?, from Claude
Is this your business?
11Edward Jones8%
95%: 3 to 22%
ChatGPT
0%
Claude
17%
Gemini
8%
Questions
1 of 4
Avg. position
2.3
Named in answers to
- Who is the best financial advisor in Phoenix?, from Claude and Gemini
Is this your business?
12Versant Capital Management8%
95%: 3 to 22%
ChatGPT
25%
Claude
0%
Gemini
0%
Questions
3 of 4
Avg. position
2.3
Named in answers to
- Who is the best financial advisor in Phoenix?, from ChatGPT
- Which fee-only financial advisor in Phoenix would you recommend?, from ChatGPT
- Which wealth management firm in Phoenix would you recommend for a family?, from ChatGPT
Is this your business?
13Baird8%
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 advisor in Phoenix?, from Gemini
- Which wealth management firm in Phoenix would you recommend for a family?, from Gemini
Is this your business?
14Charles Schwab8%
95%: 3 to 22%
ChatGPT
17%
Claude
0%
Gemini
8%
Questions
2 of 4
Avg. position
2.7
Named in answers to
- Who is the best financial advisor in Phoenix?, from Gemini
- I want help planning my retirement in Phoenix. Which financial advisor would you recommend?, from ChatGPT
Is this your business?
15Fort Washington Investment Advisors8%
95%: 3 to 22%
ChatGPT
0%
Claude
25%
Gemini
0%
Questions
1 of 4
Avg. position
3.3
Named in answers to
- Which wealth management firm in Phoenix would you recommend for a family?, from Claude
Is this your business?
16Buckingham Strategic Wealth6%
95%: 2 to 18%
ChatGPT
0%
Claude
17%
Gemini
0%
Questions
1 of 4
Avg. position
1
Named in answers to
- Which fee-only financial advisor in Phoenix would you recommend?, from Claude
Is this your business?
17Fisher Investments6%
95%: 2 to 18%
ChatGPT
0%
Claude
17%
Gemini
0%
Questions
1 of 4
Avg. position
1
Named in answers to
- Who is the best financial advisor in Phoenix?, from Claude
Is this your business?
18TCI Wealth Advisors6%
95%: 2 to 18%
ChatGPT
17%
Claude
0%
Gemini
0%
Questions
1 of 4
Avg. position
1
Named in answers to
- Which fee-only financial advisor in Phoenix would you recommend?, from ChatGPT
Is this your business?
19Clarity Wealth Development6%
95%: 2 to 18%
ChatGPT
0%
Claude
0%
Gemini
17%
Questions
2 of 4
Avg. position
2.5
Named in answers to
- I want help planning my retirement in Phoenix. Which financial advisor would you recommend?, from Gemini
- Which wealth management firm in Phoenix would you recommend for a family?, from Gemini
Is this your business?
20Schwab Wealth Advisory6%
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 Phoenix?, from ChatGPT
- I want help planning my retirement in Phoenix. Which financial advisor would you recommend?, from ChatGPT
Is this your business?
21Financial Symmetry6%
95%: 2 to 18%
ChatGPT
0%
Claude
17%
Gemini
0%
Questions
1 of 4
Avg. position
3.5
Named in answers to
- Which fee-only financial advisor in Phoenix would you recommend?, from Claude
Is this your business?
22CPM Wealth Management6%
95%: 2 to 18%
ChatGPT
0%
Claude
17%
Gemini
0%
Questions
1 of 4
Avg. position
4
Named in answers to
- Which wealth management firm in Phoenix would you recommend for a family?, from Claude
Is this your business?
23Halbert Hargrove6%
95%: 2 to 18%
ChatGPT
0%
Claude
17%
Gemini
0%
Questions
2 of 4
Avg. position
4
Named in answers to
- Who is the best financial advisor in Phoenix?, from Claude
- Which wealth management firm in Phoenix would you recommend for a family?, from Claude
Is this your business?
24True Wealth Design6%
95%: 2 to 18%
ChatGPT
0%
Claude
17%
Gemini
0%
Questions
1 of 4
Avg. position
5
Named in answers to
- Which fee-only financial advisor in Phoenix would you recommend?, from Claude
Is this your business?
25Johnson Bixby & Associates6%
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 Phoenix?, from Claude
- Which wealth management firm in Phoenix would you recommend for a family?, from Claude
Is this your business?
26Perspective Financial 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 Phoenix?, from Claude
- Which wealth management firm in Phoenix would you recommend for a family?, from Claude
Is this your business?
27Camden Capital6%
95%: 2 to 18%
ChatGPT
0%
Claude
17%
Gemini
0%
Questions
2 of 4
Avg. position
6.5
Named in answers to
- Who is the best financial advisor in Phoenix?, from Claude
- Which wealth management firm in Phoenix would you recommend for a family?, 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. 31 more names came up in a single answer and are counted above but not listed.

Financial advisors in Phoenix: is this your field?

58different names in 36 answers, 31 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 Phoenix, ChatGPT, Claude and Gemini named Facet most often, in 19% of answers (its AI Recommendation Rate), then Mercer Advisors (17%) and Vanguard Personal Advisor Services (17%). Across 36 answers they named 58 different businesses, 31 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.

19% of answers named Facet

Answers: 36
Businesses named: 58
Named only once: 31
Named by 2+ assistants: 5 of 27
Named again on a rerun: 32%

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	Facet58%	Mercer Advisors33%	HeinfeldMeech42%
2	TFO Phoenix42%	Creative Planning33%	Presidio Wealth Management33%
3	Vanguard Personal Advisor Services33%	West Capital Management25%	Aspiriant25%
4	Versant Capital Management25%	Fort Washington Investment Advisors25%	Eide Bailly25%
5	Mercer Advisors17%	Edward Jones17%	Baird25%

Claude named no business in 3 of its 12 answers.

Questions about financial advisors in Phoenix

How AI assistants recommend financial advisors

ChatGPT, Claude and Gemini named Facet most often, in 19% of 36 answers, then Mercer Advisors (17%) and Vanguard Personal Advisor Services (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 Facet most often (58% of its answers), Claude Mercer Advisors (33%) and Gemini HeinfeldMeech (42%). 5 of the 27 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, 32% 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/phoenix"><img src="https://aigrow.gg/badges/index/2026-11/financial-advisors/phoenix.svg" width="312" height="100" alt="Named by AI assistants: Financial advisors in Phoenix, 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 Phoenix?
2I want help planning my retirement in Phoenix. Which financial advisor would you recommend?
3Which fee-only financial advisor in Phoenix would you recommend?
4Which wealth management firm in Phoenix 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