Regional index

Financial Advisors in New York City

New York, United States

Status
Judgeable
Month
November 2026
Businesses named
39
Named by two or more surfaces
3

Ranking

Businesses named in AI answers to this region's questions, by GenRank score. Regional results are not added to the national ranking.

RankBusinessNamed byScore
1Wealthspire Advisors3/529.4
2Wharton Wealth Planning2/521.7
3Cerity Partners2/520.6
4Taher Financial Planning1/520.0
5Next Capital Management2/516.7
6Grand Central Financial Planning1/515.4
7SEC's Investment Adviser Public Disclosure site2/515.1
8FINRA BrokerCheck2/515.0
9Lyon Polk1/515.0
10Flores Wealth Planning2/513.8
11Altfest Personal Wealth Management2/513.6
12Morgan Stanley Private Wealth Management1/511.5
13NAPFA1/511.2
14Ritholtz Wealth Management1/510.8
15Justin McCarthy1/510.2
16CAPTRUST1/510.0
17Kelleher Financial Advisors1/510.0
18Betterment1/59.4
19Mariner Wealth Advisors1/59.4
20Merit Financial Partners1/59.0
21Richard Saperstein1/58.8
22Treasury Partners1/58.4
23Julie Ford1/58.4
24Jason Katz1/58.1
25UBS Private Wealth Management1/57.9
26Francis Financial, Inc.1/57.7
27Merrill1/57.7
28CFP Board1/57.6
29Neuberger Berman1/57.5
30Northwestern Mutual1/56.8

A page is indexed and labelled a ranking as soon as its answers name enough distinct businesses (eight for health and legal, five otherwise) and two AI services name the same one. Results are visible before that.

These are results AI models mentioned, not verified recommendations. Check directly before any treatment, contract or financial decision.

The question behind this ranking

GenRank, “Financial Advisors in New York City” AI Visibility Index, edition 2026-11-08. https://www.genrank.com/c/services-financial-advisors/r/us-ny-new-york