Financial advisors in Vancouver that AI assistants recommend
We asked ChatGPT and Claude the four questions a buyer asks when looking for financial advisors in Vancouver, three times each, in English, and counted who they named. These are the businesses named in two or more of the 24 answers.
Names are printed as the assistants wrote them. We have not checked that any of them is good, open, or real.
- Answers
- 24
- Businesses named
- 35
- Named only once
- 19
- Named by 2+ assistants
- 14 of 16
- Named again on a rerun
- 26%
Edition September 2026. Download the data
Asked for financial advisors in Vancouver, ChatGPT and Claude most often named Nicola Wealth (75% of answers), RBC Dominion Securities (33%) and Objective Financial Partners (25%). Across 24 answers they named 35 different businesses, 19 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.
| # | Business | Share | ChatGPT | Claude | Questions | Avg. position |
|---|---|---|---|---|---|---|
| 1 | Nicola Wealth | 95%: 55 to 88% | 75% | 75% | 3 of 4 | 1 |
| 2 | RBC Dominion Securities | 95%: 18 to 53% | 33% | 33% | 3 of 4 | 2.8 |
| 3 | Objective Financial Partners | 95%: 12 to 45% | 25% | 25% | 1 of 4 | 1.7 |
| 4 | Odlum Brown Limited | 95%: 9 to 41% | 17% | 25% | 2 of 4 | 3.8 |
| 5 | Leith Wheeler Investment Counsel Ltd. | 95%: 7 to 36% | 25% | 8% | 3 of 4 | 3.3 |
| 6 | Canaccord Genuity Wealth Management | 95%: 7 to 36% | 17% | 17% | 3 of 4 | 3.5 |
| 7 | CWB Wealth Management | 95%: 7 to 36% | 0% | 33% | 4 of 4 | 3.5 |
| 8 | IG Wealth Management | 95%: 7 to 36% | 8% | 25% | 2 of 4 | 3.8 |
| 9 | PWL Capital Vancouver | 95%: 4 to 31% | 25% | 0% | 3 of 4 | 2 |
| 10 | Money Coaches CanadaAlso written money coaches Canada | 95%: 4 to 31% | 17% | 8% | 1 of 4 | 2.7 |
| 11 | Wellington-Altus Private Wealth | 95%: 4 to 31% | 8% | 17% | 2 of 4 | 3 |
| 12 | RBC Dominion Securities Vancouver | 95%: 4 to 31% | 17% | 8% | 2 of 4 | 3.3 |
| 13 | BMO Nesbitt Burns | 95%: 4 to 31% | 17% | 8% | 2 of 4 | 4 |
| 14 | PWL Capital | 95%: 2 to 26% | 8% | 8% | 2 of 4 | 2 |
| 15 | Baker Tilly WM LLP | 95%: 2 to 26% | 8% | 8% | 2 of 4 | 2.5 |
| 16 | Assante Wealth Management | 95%: 2 to 26% | 8% | 8% | 2 of 4 | 4 |
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. 19 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.
| # | ChatGPT | Claude |
|---|---|---|
| 1 | Nicola Wealth75% | Nicola Wealth75% |
| 2 | RBC Dominion Securities33% | RBC Dominion Securities33% |
| 3 | Objective Financial Partners25% | CWB Wealth Management33% |
| 4 | Leith Wheeler Investment Counsel Ltd.25% | Objective Financial Partners25% |
| 5 | PWL Capital Vancouver25% | Odlum Brown Limited25% |
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.
<a href="https://aigrow.gg/index/financial-advisors/vancouver"><img src="https://aigrow.gg/badges/index/2026-09/financial-advisors/vancouver.svg" width="312" height="100" alt="Named by AI assistants: Financial advisors in Vancouver, 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.
- 1Who is the best financial advisor in Vancouver?
- 2I want help planning my retirement in Vancouver. Which financial advisor would you recommend?
- 3Which fee-only financial advisor in Vancouver would you recommend?
- 4Which wealth management firm in Vancouver 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
- 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
- Also in Vancouver
- 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.
Edition September 2026 · data under CC BY 4.0