Financial advisors in Seattle that AI assistants recommend

Brighton Jones is named most, in 69% of 36 answers.

Financial advisors in Seattle named by AI assistants, November 2026

  1. 1Brighton Jones69%

    95%: 53 to 82%

    ChatGPT
    100%
    Claude
    25%
    Gemini
    83%
    Questions
    4 of 4
    Avg. position
    1.9

    Named in answers to

    • Who is the best financial advisor in Seattle?, from ChatGPT and Gemini
    • I want help planning my retirement in Seattle. Which financial advisor would you recommend?, from ChatGPT and Gemini
    • Which fee-only financial advisor in Seattle would you recommend?, from ChatGPT and Gemini
    • Which wealth management firm in Seattle would you recommend for a family?, from ChatGPT, Claude and Gemini
    Is this your business?
  2. 2Coldstream Wealth Management53%

    95%: 37 to 68%

    ChatGPT
    58%
    Claude
    0%
    Gemini
    100%
    Questions
    4 of 4
    Avg. position
    1.6

    Named in answers to

    • Who is the best financial advisor in Seattle?, from ChatGPT and Gemini
    • I want help planning my retirement in Seattle. Which financial advisor would you recommend?, from ChatGPT and Gemini
    • Which fee-only financial advisor in Seattle would you recommend?, from ChatGPT and Gemini
    • Which wealth management firm in Seattle would you recommend for a family?, from ChatGPT and Gemini
    Is this your business?
  3. 3Merriman33%

    95%: 20 to 50%

    ChatGPT
    100%
    Claude
    0%
    Gemini
    0%
    Questions
    4 of 4
    Avg. position
    1.8

    Named in answers to

    • Who is the best financial advisor in Seattle?, from ChatGPT
    • I want help planning my retirement in Seattle. Which financial advisor would you recommend?, from ChatGPT
    • Which fee-only financial advisor in Seattle would you recommend?, from ChatGPT
    • Which wealth management firm in Seattle would you recommend for a family?, from ChatGPT

    Also written Merriman Wealth Management

    Is this your business?
  4. 4Threshold Group28%

    95%: 16 to 44%

    ChatGPT
    0%
    Claude
    8%
    Gemini
    75%
    Questions
    4 of 4
    Avg. position
    2.8

    Named in answers to

    • Who is the best financial advisor in Seattle?, from Gemini
    • I want help planning my retirement in Seattle. Which financial advisor would you recommend?, from Gemini
    • Which fee-only financial advisor in Seattle would you recommend?, from Gemini
    • Which wealth management firm in Seattle would you recommend for a family?, from Claude and Gemini
    Is this your business?
  5. 5Badgley Phelps11%

    95%: 4 to 25%

    ChatGPT
    0%
    Claude
    17%
    Gemini
    17%
    Questions
    1 of 4
    Avg. position
    2.5

    Named in answers to

    • Which wealth management firm in Seattle would you recommend for a family?, from Claude and Gemini

    Also written Badgley Phelps Wealth Managers

    Is this your business?
  6. 6Laird Norton Wealth Management8%

    95%: 3 to 22%

    ChatGPT
    0%
    Claude
    25%
    Gemini
    0%
    Questions
    1 of 4
    Avg. position
    1

    Named in answers to

    • Which wealth management firm in Seattle would you recommend for a family?, from Claude
    Is this your business?
  7. 7Cornerstone Advisors8%

    95%: 3 to 22%

    ChatGPT
    0%
    Claude
    25%
    Gemini
    0%
    Questions
    1 of 4
    Avg. position
    4

    Named in answers to

    • Which wealth management firm in Seattle would you recommend for a family?, from Claude
    Is this your business?
  8. 8Flannery Financial6%

    95%: 2 to 18%

    ChatGPT
    0%
    Claude
    17%
    Gemini
    0%
    Questions
    1 of 4
    Avg. position
    1.5

    Named in answers to

    • Which fee-only financial advisor in Seattle would you recommend?, from Claude
    Is this your business?
  9. 9Sound View Financial Advisors6%

    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 Seattle 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. 25 more names came up in a single answer and are counted above but not listed.

Financial advisors in Seattle: is this your field?

34different names in 36 answers, 25 of them only once. The assistants change their minds from one answer to the next.

Check whether AI names you
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How 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 Seattle, ChatGPT, Claude and Gemini named Brighton Jones most often, in 69% of answers (its AI Recommendation Rate), then Coldstream Wealth Management (53%) and Merriman (33%). Across 36 answers they named 34 different businesses, 25 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.

Financial advisors · Seattle

69% of answers named Brighton Jones

Answers
36
Businesses named
34
Named only once
25
Named by 2+ assistants
4 of 9
Named again on a rerun
59%

Edition November 2026. Download the data

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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.

#ChatGPTClaudeGemini
1Brighton Jones100%Brighton Jones25%Coldstream Wealth Management100%
2Merriman100%Laird Norton Wealth Management25%Brighton Jones83%
3Coldstream Wealth Management58%Cornerstone Advisors25%Threshold Group75%
4No other name twiceBadgley Phelps17%Badgley Phelps17%
5Flannery Financial17%No other name twice

Claude named no business in 6 of its 12 answers.

Questions about financial advisors in Seattle

ChatGPT, Claude and Gemini named Brighton Jones most often, in 69% of 36 answers, then Coldstream Wealth Management (53%) and Merriman (33%). 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 Brighton Jones most often (100% of its answers), Claude Brighton Jones (25%) and Gemini Coldstream Wealth Management (100%). 4 of the 9 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, 59% 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.

Named by AI assistants: Financial advisors in Seattle, AIGROW AI Visibility Index, November 2026
<a href="https://aigrow.gg/index/financial-advisors/seattle"><img src="https://aigrow.gg/badges/index/2026-11/financial-advisors/seattle.svg" width="312" height="100" alt="Named by AI assistants: Financial advisors in Seattle, 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.

  1. 1Who is the best financial advisor in Seattle?
  2. 2I want help planning my retirement in Seattle. Which financial advisor would you recommend?
  3. 3Which fee-only financial advisor in Seattle would you recommend?
  4. 4Which wealth management firm in Seattle would you recommend for a family?

How to read this page

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.

kiplinger.com
Read in 91% of the answers
reddit.com
Read in 91% of the answers
wikipedia.org
Read in 82% of the answers

AI Visibility Index

Elsewhere in the Index

Financial advisors elsewhere

Not on this list? See what ChatGPT says about your business

Financial advisors, Seattle: see whether the assistants name you, or someone else.

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Edition November 2026 · published by Guglielmo Paesano, founder of AIGROW · data under CC BY 4.0