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 August 12, 2026 · Methodology

    Top firms ranked

    15

    #1 firm's city score

    293

    Rockefeller Capital Management

    Average city score

    167.6

    City scale — not the 0–100 national score

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    🌎

    National Leader

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

    National rank

    #8

    National score

    70.7/100

    Avg. position here

    6.3

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    15%

    Mentions3
    ClaudeClaude

    30%

    Mentions6
    PerplexityPerplexity

    30%

    Mentions6
    GeminiGemini

    25%

    Mentions5

    Balanced visibility across 3 AI platforms20 total mentions across 4 platforms.

    📍

    Local Focus

    Ranks #2 in this city with no national ranking — AI visibility concentrated in local markets.

    National rank

    Not in top 300

    National score

    Avg. position here

    7.7

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    67%

    Mentions12
    PerplexityPerplexity

    6%

    Mentions1
    GeminiGemini

    28%

    Mentions5

    Primarily visible on Claude (67%), with secondary presence on other platforms18 total mentions across 4 platforms.

    🏠

    Local Specialist

    Ranks #3 here but #123 nationally — a genuinely local presence.

    National rank

    #123

    National score

    46.3/100

    Avg. position here

    8.7

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    20%

    Mentions3
    ClaudeClaude

    60%

    Mentions9
    PerplexityPerplexity

    0%

    Mentions0
    GeminiGemini

    20%

    Mentions3

    Balanced visibility across 3 AI platforms15 total mentions across 4 platforms.

    🌎

    National Leader

    Ranks #4 locally and #25 nationally — consistently high visibility across markets.

    National rank

    #25

    National score

    57.5/100

    Avg. position here

    3.6

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    14%

    Mentions2
    ClaudeClaude

    0%

    Mentions0
    PerplexityPerplexity

    79%

    Mentions11
    GeminiGemini

    7%

    Mentions1

    Primarily visible on Perplexity (79%), with secondary presence on other platforms14 total mentions across 4 platforms.

    🌎

    National Leader

    Ranks #5 locally and #23 nationally — consistently high visibility across markets.

    National rank

    #23

    National score

    57.7/100

    Avg. position here

    4.3

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    38%

    Mentions5
    PerplexityPerplexity

    8%

    Mentions1
    GeminiGemini

    54%

    Mentions7

    Split between Gemini (54%) and Claude (38%)13 total mentions across 4 platforms.

    🌎

    National Leader

    Ranks #6 locally and #1 nationally — consistently high visibility across markets.

    National rank

    #1

    National score

    87.5/100

    Avg. position here

    5.9

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    0%

    Mentions0
    PerplexityPerplexity

    100%

    Mentions13
    GeminiGemini

    0%

    Mentions0

    Perplexity drives 100% of this firm's AI visibility in this city13 total mentions across 4 platforms.

    🏠

    Local Specialist

    Ranks #7 here but #144 nationally — a genuinely local presence.

    National rank

    #144

    National score

    45.1/100

    Avg. position here

    6.8

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    15%

    Mentions2
    ClaudeClaude

    54%

    Mentions7
    PerplexityPerplexity

    23%

    Mentions3
    GeminiGemini

    8%

    Mentions1

    Mixed visibility across platforms13 total mentions across 4 platforms.

    🌎

    National Leader

    Ranks #8 locally and #19 nationally — consistently high visibility across markets.

    National rank

    #19

    National score

    60.0/100

    Avg. position here

    7.3

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    38%

    Mentions5
    PerplexityPerplexity

    46%

    Mentions6
    GeminiGemini

    15%

    Mentions2

    Split between Perplexity (46%) and Claude (38%)13 total mentions across 4 platforms.

    🌎

    National Leader

    Ranks #9 locally and #7 nationally — consistently high visibility across markets.

    National rank

    #7

    National score

    71.9/100

    Avg. position here

    4.7

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    9%

    Mentions1
    PerplexityPerplexity

    91%

    Mentions10
    GeminiGemini

    0%

    Mentions0

    Perplexity drives 91% of this firm's AI visibility in this city11 total mentions across 4 platforms.

    🗺️

    Regional Player

    Ranks #10 in this city and #71 nationally — moderate visibility beyond this market.

    National rank

    #71

    National score

    49.4/100

    Avg. position here

    8.7

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    22%

    Mentions2
    ClaudeClaude

    44%

    Mentions4
    PerplexityPerplexity

    0%

    Mentions0
    GeminiGemini

    33%

    Mentions3

    Balanced visibility across 3 AI platforms9 total mentions across 4 platforms.

    🏠

    Local Specialist

    Ranks #11 here but #278 nationally — a genuinely local presence.

    National rank

    #278

    National score

    40.3/100

    Avg. position here

    2.3

    Excellent — typically in the top 3 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    0%

    Mentions0
    PerplexityPerplexity

    71%

    Mentions5
    GeminiGemini

    29%

    Mentions2

    Primarily visible on Perplexity (71%), with secondary presence on other platforms7 total mentions across 4 platforms.

    📊

    Consistent Performer

    Ranks #12 locally and #4 nationally — consistent visibility across markets.

    National rank

    #4

    National score

    75.8/100

    Avg. position here

    6.4

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    0%

    Mentions0
    PerplexityPerplexity

    86%

    Mentions6
    GeminiGemini

    14%

    Mentions1

    Perplexity drives 86% of this firm's AI visibility in this city7 total mentions across 4 platforms.

    📊

    Consistent Performer

    Ranks #13 locally and #6 nationally — consistent visibility across markets.

    National rank

    #6

    National score

    73.9/100

    Avg. position here

    8.0

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    29%

    Mentions2
    ClaudeClaude

    0%

    Mentions0
    PerplexityPerplexity

    71%

    Mentions5
    GeminiGemini

    0%

    Mentions0

    Primarily visible on Perplexity (71%), with secondary presence on other platforms7 total mentions across 4 platforms.

    📊

    Consistent Performer

    Ranks #14 locally and #3 nationally — consistent visibility across markets.

    National rank

    #3

    National score

    76.2/100

    Avg. position here

    8.2

    Good — often in the top 10 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    17%

    Mentions1
    PerplexityPerplexity

    83%

    Mentions5
    GeminiGemini

    0%

    Mentions0

    Perplexity drives 83% of this firm's AI visibility in this city6 total mentions across 4 platforms.

    📍

    Local Focus

    Ranks #15 in this city with no national ranking — AI visibility concentrated in local markets.

    National rank

    Not in top 300

    National score

    Avg. position here

    3.4

    Very good — typically in the top 5 when mentioned

    AI platform breakdown · this metro

    ChatGPTChatGPT

    0%

    Mentions0
    ClaudeClaude

    0%

    Mentions0
    PerplexityPerplexity

    100%

    Mentions5
    GeminiGemini

    0%

    Mentions0

    Perplexity drives 100% of this firm's AI visibility in this city5 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 August 12, 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.