Which financial planners does AI recommend in New York City?

What each AI assistant actually answered, stored verbatim and dated.

Engines tracked1
Stored answers20
First run28 Jul 2026
Last run12 Sept 2026

The question we asked, verbatim

“Who are the best financial planners in New York City? Please recommend specific businesses or practitioners, ranked, and cite sources if you can.”

The same text is sent to every engine, at temperature 0 where the engine supports it. Full methodology.

Latest answer from each engine

ChatGPT gpt-4o-mini-2024-07-18 Run 12 Sept 2026

Named, in the order given

1BMO Wealth ManagementCitedBMO Wealth Management offers comprehensive financial planning services, including investment management, estate planning, and tax strategies.
2Wealthspire AdvisorsCitedWealthspire Advisors is known for its holistic approach to financial planning, focusing on investment management, tax planning, and estate planning.
3Edelman Financial EnginesCitedThis firm is one of the largest independent financial planning firms in the U.S. They provide a range of services, including retirement planning, investment management, and tax strategies.
4Creative PlanningCitedCreative Planning offers a wide array of services, including financial planning, investment management, and tax services.
5Fiduciary Trust CompanyCitedFiduciary Trust specializes in wealth management and estate planning, providing tailored financial solutions for high-net-worth individuals and families.
6AspiriantCitedAspiriant is a wealth management firm that offers comprehensive financial planning services, including investment management, tax planning, and estate planning.
7The Planning CenterCitedThis firm focuses on providing personalized financial planning services, including retirement planning, investment management, and tax strategies.
8Marble Arch InvestmentsCitedMarble Arch specializes in investment management and financial planning for high-net-worth individuals and families, focusing on personalized service and fiduciary responsibility.

How the answer has changed

Every run is kept rather than overwritten, so this is the record of what each engine said on each date — not a reconstruction. A run that was not captured on the day cannot be recovered afterwards.

ChatGPT · gpt-4o-mini-2024-07-18 · last 6 runs, oldest first — position in the answer; a dash means not named
Business	25 Aug 2026	29 Aug 2026	1 Sept 2026	4 Sept 2026	8 Sept 2026	12 Sept 2026
BMO Wealth Management	3	4	4	4	1	1
Wealthspire Advisors	2	2	2	2	2	2
Edelman Financial Engines	1	1	1	1	3	3
Creative Planning	4	3	3	3	4	4
Fiduciary Trust Company	5	5	5	5	5	5
Aspiriant	6	—	8	8	6	6
The Planning Center	8	6	7	6	7	7
Marble Arch Investments	7	7	6	7	8	8
Kirkland Financial	9	—	—	—	—	—
New York Life Investment Management	10	—	—	—	—	—

Named most often

Across all 20 stored answers for this question
Business	Answers naming them	Best position	Engines
Edelman Financial Engines	20 of 20	1	1
BMO Wealth Management	20 of 20	1	1
Wealthspire Advisors	20 of 20	2	1
Creative Planning	20 of 20	3	1
Fiduciary Trust Company	19 of 20	4	1
Aspiriant	19 of 20	5	1
Marble Arch Investments	19 of 20	6	1
The Planning Center	16 of 20	6	1
Kirkland Financial	3 of 20	9	1
New York Life Investment Management	3 of 20	10	1
The Mather Group	2 of 20	7	1
Ric Edelman	1 of 20	6	1
The Colony Group	1 of 20	7	1
Carl Richards	1 of 20	7	1

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