Who do AI assistants recommend in New York, NY?

    The top 15 firms AI assistants name for New York — each a verified registered investment adviser — from 100 location-specific queries across the four major platforms.

    100 city queries1 of 64 covered metrosUpdated September 15, 2026 · Methodology

    Top firms ranked

    15

    #1 firm's city score

    280

    Cerity Partners LLC

    Average city score

    145.3

    City scale — not the 0–100 national score

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    🌎

    National Leader

    Ranks #1 locally and #2 nationally — consistently high visibility across markets.

    National rank

    #2

    National score

    87.2/100

    Avg. position here

    6.3

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    11%

    Mentions2
    ClaudeClaude

    37%

    Mentions7
    PerplexityPerplexity

    21%

    Mentions4
    GeminiGemini

    32%

    Mentions6

    Balanced visibility across 3 AI platforms — 19 total mentions across 4 platforms.

    🌎

    National Leader

    Ranks #2 locally and #12 nationally — consistently high visibility across markets.

    National rank

    #12

    National score

    72.2/100

    Avg. position here

    5.3

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    29%

    Mentions5
    ClaudeClaude

    24%

    Mentions4
    PerplexityPerplexity

    24%

    Mentions4
    GeminiGemini

    24%

    Mentions4

    Balanced visibility across 4 AI platforms — 17 total mentions across 4 platforms.

    📍

    Local Focus

    Ranks #3 in this city with no national ranking — AI visibility concentrated in local markets.

    National rank

    Not in top 300

    National score

    —

    Avg. position here

    9.4

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    50%

    Mentions7
    PerplexityPerplexity

    21%

    Mentions3
    GeminiGemini

    29%

    Mentions4

    Balanced visibility across 3 AI platforms — 14 total mentions across 4 platforms.

    📍

    Local Focus

    Ranks #4 in this city with no national ranking — AI visibility concentrated in local markets.

    National rank

    Not in top 300

    National score

    —

    Avg. position here

    8.5

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    62%

    Mentions8
    PerplexityPerplexity

    0%

    Mentions0
    GeminiGemini

    38%

    Mentions5

    Primarily visible on Claude (62%), with secondary presence on other platforms — 13 total mentions across 4 platforms.

    🏠

    Local Specialist

    Ranks #5 here but #119 nationally — a genuinely local presence.

    National rank

    #119

    National score

    52.8/100

    Avg. position here

    3.5

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    18%

    Mentions2
    ClaudeClaude

    18%

    Mentions2
    PerplexityPerplexity

    9%

    Mentions1
    GeminiGemini

    55%

    Mentions6

    Balanced visibility across 3 AI platforms — 11 total mentions across 4 platforms.

    🏠

    Local Specialist

    Ranks #6 here but #286 nationally — a genuinely local presence.

    National rank

    #286

    National score

    48.1/100

    Avg. position here

    5.4

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    18%

    Mentions2
    ClaudeClaude

    36%

    Mentions4
    PerplexityPerplexity

    27%

    Mentions3
    GeminiGemini

    18%

    Mentions2

    Balanced visibility across 4 AI platforms — 11 total mentions across 4 platforms.

    📍

    Local Focus

    Ranks #7 in this city with no national ranking — AI visibility concentrated in local markets.

    National rank

    Not in top 300

    National score

    —

    Avg. position here

    8.3

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    45%

    Mentions5
    PerplexityPerplexity

    27%

    Mentions3
    GeminiGemini

    27%

    Mentions3

    Balanced visibility across 3 AI platforms — 11 total mentions across 4 platforms.

    🌎

    National Leader

    Ranks #8 locally and #1 nationally — consistently high visibility across markets.

    National rank

    #1

    National score

    89.7/100

    Avg. position here

    9.2

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    18%

    Mentions2
    ClaudeClaude

    36%

    Mentions4
    PerplexityPerplexity

    27%

    Mentions3
    GeminiGemini

    18%

    Mentions2

    Balanced visibility across 4 AI platforms — 11 total mentions across 4 platforms.

    📍

    Local Focus

    Ranks #9 in this city with no national ranking — AI visibility concentrated in local markets.

    National rank

    Not in top 300

    National score

    —

    Avg. position here

    3.8

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    25%

    Mentions2
    ClaudeClaude

    25%

    Mentions2
    PerplexityPerplexity

    13%

    Mentions1
    GeminiGemini

    38%

    Mentions3

    Balanced visibility across 3 AI platforms — 8 total mentions across 4 platforms.

    📍

    Local Focus

    Ranks #10 in this city with no national ranking — AI visibility concentrated in local markets.

    National rank

    Not in top 300

    National score

    —

    Avg. position here

    4.0

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    29%

    Mentions2
    PerplexityPerplexity

    43%

    Mentions3
    GeminiGemini

    29%

    Mentions2

    Balanced visibility across 3 AI platforms — 7 total mentions across 4 platforms.

    📊

    Consistent Performer

    Ranks #11 locally and #9 nationally — consistent visibility across markets.

    National rank

    #9

    National score

    75.9/100

    Avg. position here

    5.9

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    29%

    Mentions2
    PerplexityPerplexity

    43%

    Mentions3
    GeminiGemini

    29%

    Mentions2

    Balanced visibility across 3 AI platforms — 7 total mentions across 4 platforms.

    📍

    Local Focus

    Ranks #12 in this city with no national ranking — AI visibility concentrated in local markets.

    National rank

    Not in top 300

    National score

    —

    Avg. position here

    6.0

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    17%

    Mentions1
    ClaudeClaude

    67%

    Mentions4
    PerplexityPerplexity

    0%

    Mentions0
    GeminiGemini

    17%

    Mentions1

    Primarily visible on Claude (67%), with secondary presence on other platforms — 6 total mentions across 4 platforms.

    📍

    Local Focus

    Ranks #13 in this city with no national ranking — AI visibility concentrated in local markets.

    National rank

    Not in top 300

    National score

    —

    Avg. position here

    7.2

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    17%

    Mentions1
    ClaudeClaude

    17%

    Mentions1
    PerplexityPerplexity

    67%

    Mentions4
    GeminiGemini

    0%

    Mentions0

    Primarily visible on Perplexity (67%), with secondary presence on other platforms — 6 total mentions across 4 platforms.

    📊

    Consistent Performer

    Ranks #14 locally and #5 nationally — consistent visibility across markets.

    National rank

    #5

    National score

    80.6/100

    Avg. position here

    8.0

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    17%

    Mentions1
    ClaudeClaude

    17%

    Mentions1
    PerplexityPerplexity

    17%

    Mentions1
    GeminiGemini

    50%

    Mentions3

    Balanced visibility across 4 AI platforms — 6 total mentions across 4 platforms.

    📊

    Consistent Performer

    Ranks #15 locally and #69 nationally — consistent visibility across markets.

    National rank

    #69

    National score

    56.3/100

    Avg. position here

    11.3

    Moderate — typically positions 10–20

    AI platform breakdown · this metro

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    83%

    Mentions5
    PerplexityPerplexity

    17%

    Mentions1
    GeminiGemini

    0%

    Mentions0

    Claude drives 83% of this firm's AI visibility in this city — 6 total mentions across 4 platforms.

    Showing New York's top 15 — every listed firm is a registered investment adviser, verified against the SEC/state Form ADV registry. Firms below the cutoff are still tracked: search any firm name above.

    How to read a grade

    AConsistently recommendedBFrequently visibleCEmerging visibilityDRarely surfacedFEffectively invisible

    Disclaimer

    This is independent research, not investment advice or an endorsement. Scores measure how often and how prominently AI assistants surface a firm as of September 15, 2026 — not its competence, credentials, performance, or fit for any client. Rankings reflect clean, non-personalized queries and may differ from what any individual user sees. AdvisorFinder is not affiliated with, sponsored by, or endorsed by OpenAI, Anthropic, Google, or Perplexity; their names and logos identify the tools we test.

    This board ranks independent RIA firms only. National wirehouses, banks, broker-dealers, and asset managers — Morgan Stanley, Merrill, Charles Schwab, Fidelity, Vanguard, and similar — are out of scope by design: they compete in a different category, and their household-brand ubiquity in AI answers would turn an independent-advisor ranking into a big-brand recognition contest. Independent advisor teams affiliated with those institutions are evaluated as their own firms.

    Scores and ranks are recomputed each edition from a fixed query library. Because assistant outputs vary run to run, small movement between editions is expected — rank changes outside the top 25 are shown as approximate. See the full methodology, or request a correction.