Which financial planners does AI recommend in New York City?

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

Engines tracked1
Stored answers22
First run28 Jul 2026
Last run20 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 20 Sept 2026

Named, in the order given

1Edelman Financial EnginesCitedOne of the largest independent financial planning firms in the U.S., they offer comprehensive financial planning and investment management services.
2Wealthspire AdvisorsCitedA wealth management firm that provides personalized financial planning, investment management, and tax planning services.
3Creative PlanningCitedKnown for its holistic approach to wealth management, Creative Planning offers a wide range of services, including financial planning, investment management, and estate planning.
4BMO Wealth ManagementCitedOffers a full suite of wealth management services, including financial planning, investment management, and trust services.
5Fiduciary Trust CompanyCitedSpecializes in wealth management and estate planning, with a strong focus on fiduciary responsibility.
6AspiriantCitedA national wealth management firm that provides comprehensive financial planning and investment management services.
7The Planning CenterCitedOffers personalized financial planning services, focusing on long-term financial goals and investment strategies.
8Marble Arch InvestmentsCitedA boutique investment firm that provides tailored financial planning and investment strategies.

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	1 Sept 2026	4 Sept 2026	8 Sept 2026	12 Sept 2026	16 Sept 2026	20 Sept 2026
Edelman Financial Engines	1	1	3	3	1	1
Wealthspire Advisors	2	2	2	2	2	2
Creative Planning	3	3	4	4	3	3
BMO Wealth Management	4	4	1	1	4	4
Fiduciary Trust Company	5	5	5	5	5	5
Aspiriant	8	8	6	6	6	6
The Planning Center	7	6	7	7	—	7
Marble Arch Investments	6	7	8	8	8	8
The Mather Group	—	—	—	—	7	—
Ritholtz Wealth Management	—	—	—	—	9	—
New York Life Investment Management	—	—	—	—	10	—

Named most often

Across all 22 stored answers for this question
Business	Answers naming them	Best position	Engines
Edelman Financial Engines	22 of 22	1	1
BMO Wealth Management	22 of 22	1	1
Wealthspire Advisors	22 of 22	2	1
Creative Planning	22 of 22	3	1
Fiduciary Trust Company	21 of 22	4	1
Aspiriant	21 of 22	5	1
Marble Arch Investments	21 of 22	6	1
The Planning Center	17 of 22	6	1
New York Life Investment Management	4 of 22	10	1
The Mather Group	3 of 22	7	1
Kirkland Financial	3 of 22	9	1
Ric Edelman	1 of 22	6	1
The Colony Group	1 of 22	7	1
Carl Richards	1 of 22	7	1
Ritholtz Wealth Management	1 of 22	9	1

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