Banks & Banking
Questions 12Top 5 of 130 brandsScore
Subcategory
Financial Advisors
This index adds up the scores of 7 questions. 106 brands are ranked.
4 regional questions are not added to this index. By region
- Edition
- Nov 12, 2026
- Methodology
- v5.0
- Panel
- 6 AI surfaces
AI Visibility Ranking
Brands across every question in this category, ordered by GenRank score.
#BrandScore
- 1Facet197.4
- 2Fisher Investments129.4
- 3Edelman Financial Engines124.4
- 4Empower115.1
- 5Betterment114.9
- 6Creative Planning114.3
- 7Schwab109.8
- 8XY Planning Network104.2
- 9NAPFA103.4
- 10Mercer Advisors96.5
Show all 50
- 11Vanguard82.0
- 12Garrett Planning Network79.7
- 13Retirable75.4
- 14Fidelity72.8
- 15Edward Jones71.3
- 16Boldin64.5
- 17Ameriprise Financial51.8
- 18Savant Wealth Management45.1
- 19Modera Wealth Management37.2
- 20Mariner Wealth Advisors37.1
- 21Nectarine35.1
- 22Range (financial planning service)35.0
- 23Abundo Wealth34.9
- 24Wealthfront34.5
- 25Wealthspire Advisors29.8
- 26Moneta Group Investment Advisors28.0
- 27Cerity Partners27.3
- 28IEQ Capital27.2
- 29Morgan Stanley27.0
- 30Mark Zoril’s PlanVision26.1
- 31Merrill25.7
- 32Modera25.0
- 33Fee-Only Network23.7
- 34Ellevest21.5
- 35Morgan Stanley Wealth Management20.8
- 36SEC's IAPD database19.7
- 37FINRA’s BrokerCheck19.5
- 38Raymond James19.2
- 39Nino19.2
- 40Fidelity Wealth Management18.5
- 41Domain Money17.2
- 42Goldman Sachs Group17.0
- 43Howland Capital Management17.0
- 44Zoe Financial17.0
- 45Northern Trust16.4
- 46Pathstone16.0
- 47CAPTRUST15.9
- 48Mariner15.7
- 49U.S. Bank15.4
- 50NAPFA’s “Find an Advisor” directory15.4
- 1Facet197.4
- 2Fisher Investments129.4
- 3Edelman Financial Engines124.4
- 4Empower115.1
- 5Betterment114.9
- 6Creative Planning114.3
- 7Schwab109.8
- 8XY Planning Network104.2
- 9NAPFA103.4
- 10Mercer Advisors96.5
- 11Vanguard82.0
- 12Garrett Planning Network79.7
- 13Retirable75.4
- 14Fidelity72.8
- 15Edward Jones71.3
- 16Boldin64.5
- 17Ameriprise Financial51.8
- 18Savant Wealth Management45.1
- 19Modera Wealth Management37.2
- 20Mariner Wealth Advisors37.1
- 21Nectarine35.1
- 22Range (financial planning service)35.0
- 23Abundo Wealth34.9
- 24Wealthfront34.5
- 25Wealthspire Advisors29.8
- 26Moneta Group Investment Advisors28.0
- 27Cerity Partners27.3
- 28IEQ Capital27.2
- 29Morgan Stanley27.0
- 30Mark Zoril’s PlanVision26.1
- 31Merrill25.7
- 32Modera25.0
- 33Fee-Only Network23.7
- 34Ellevest21.5
- 35Morgan Stanley Wealth Management20.8
- 36SEC's IAPD database19.7
- 37FINRA’s BrokerCheck19.5
- 38Raymond James19.2
- 39Nino19.2
- 40Fidelity Wealth Management18.5
- 41Domain Money17.2
- 42Goldman Sachs Group17.0
- 43Howland Capital Management17.0
- 44Zoe Financial17.0
- 45Northern Trust16.4
- 46Pathstone16.0
- 47CAPTRUST15.9
- 48Mariner15.7
- 49U.S. Bank15.4
- 50NAPFA’s “Find an Advisor” directory15.4
Top 50 of 106
The GenRank score sums each brand’s question-level visibility inside this category. Higher means AI names the brand more often and earlier. It is not bounded, so compare brands within one category, not across categories. Methodology
The questions behind this index
7Each question with its top three brands by GenRank score and how many brands its answers named.
Rank trend
Rank trends are drawn once two weekly editions under the same methodology exist. Only the first edition is in so far.
Named by surface
Each cell: of the surface's 7 answers, how many named the brand. Darker means named more often.
- Window
- Oct 18, 2026 ~ Nov 8, 2026
| Brand |  Google AI Overviews |  ChatGPT |  Claude |  Gemini | Google AI Mode |  Microsoft Copilot |
|---|---|---|---|---|---|---|
| 1Facet | 1 | 3 | 4 | 4 | 4 | 5 |
| 2Fisher Investments | 3 | 0 | 3 | 0 | 4 | 4 |
| 3Edelman Financial Engines | 1 | 0 | 5 | 2 | 1 | 3 |
| 4Empower | 1 | 0 | 2 | 4 | 1 | 2 |
| 5Betterment | 2 | 0 | 1 | 3 | 4 | 1 |
| 6Creative Planning | 1 | 0 | 4 | 3 | 2 | 3 |
| 7Schwab | 3 | 0 | 3 | 1 | 0 | 1 |
| 8XY Planning Network | 1 | 2 | 1 | 5 | 2 | 0 |
| 9NAPFA | 2 | 2 | 1 | 4 | 1 | 1 |
| 10Mercer Advisors | 1 | 1 | 4 | 0 | 3 | 2 |
| 11Vanguard | 2 | 0 | 1 | 1 | 0 | 2 |
| 12Garrett Planning Network | 1 | 1 | 1 | 3 | 2 | 0 |
| 13Retirable | 2 | 0 | 0 | 0 | 3 | 1 |
| 14Fidelity | 2 | 0 | 1 | 1 | 0 | 1 |
| 15Edward Jones | 1 | 1 | 2 | 1 | 0 | 2 |
Named alongside
Brands named in the same answers in the last four weeks. Circle size: answers naming the brand. Line width: answers naming both.
- Answers naming the brand
- 1
- 8
- 25
- Answers naming both
- 1
- 10
- Answers naming the brand
- 1
- 8
- 25
- Answers naming both
- 1
- 10
| Brand | Answers naming the brand | Named alongside |
|---|---|---|
| Facet | 25 | XY Planning Network (9), Creative Planning (9), NAPFA (9) |
| Fisher Investments | 14 | Creative Planning (8), Facet (7), Edelman Financial Engines (7) |
| Edelman Financial Engines | 15 | Creative Planning (9), Facet (8), Edward Jones (8) |
| Empower | 10 | Facet (5), Betterment (5), Edelman Financial Engines (4) |
| Betterment | 12 | Facet (6), Empower (5), XY Planning Network (4) |
| Creative Planning | 15 | Facet (9), Edelman Financial Engines (9), Mercer Advisors (8) |
| Schwab | 13 | Vanguard (7), Facet (7), Edward Jones (6) |
| XY Planning Network | 13 | Garrett Planning Network (10), NAPFA (10), Facet (9) |
| NAPFA | 15 | XY Planning Network (10), Facet (9), Garrett Planning Network (8) |
| Mercer Advisors | 14 | Creative Planning (8), Facet (6), Edelman Financial Engines (6) |
| Vanguard | 9 | Schwab (7), Fidelity (5), Facet (4) |
| Garrett Planning Network | 10 | XY Planning Network (10), Facet (8), NAPFA (8) |
| Retirable | 6 | Facet (4), Mercer Advisors (4), Creative Planning (3) |
| Fidelity | 8 | Vanguard (5), Schwab (5), Empower (3) |
| Edward Jones | 10 | Edelman Financial Engines (8), Schwab (6), Ameriprise Financial (6) |
| Boldin | 4 | Facet (2), Empower (2), Fidelity (2) |
| Ameriprise Financial | 9 | Edward Jones (6), Schwab (6), Facet (5) |
| Savant Wealth Management | 5 | NAPFA (5), XY Planning Network (4), Garrett Planning Network (4) |
| Modera Wealth Management | 3 | XY Planning Network (2), Facet (2), Garrett Planning Network (2) |
| Mariner Wealth Advisors | 6 | Creative Planning (6), Edward Jones (5), Edelman Financial Engines (5) |
| Nectarine | 3 | XY Planning Network (2), Facet (2), Garrett Planning Network (2) |
| Range (financial planning service) | 4 | Facet (4), XY Planning Network (3), Garrett Planning Network (3) |
| Abundo Wealth | 3 | XY Planning Network (2), Facet (2), Garrett Planning Network (2) |
| Wealthfront | 4 | Empower (3), Betterment (3), XY Planning Network (2) |
| Wealthspire Advisors | 3 | NAPFA (2), Savant Wealth Management (2), Fisher Investments (2) |
| Moneta Group Investment Advisors | 1 | XY Planning Network (1), Facet (1), Garrett Planning Network (1) |
| Cerity Partners | 3 | Creative Planning (2), Mercer Advisors (2), Morgan Stanley (2) |
| IEQ Capital | 2 | XY Planning Network (1), Range (financial planning service) (1), Facet (1) |
| Morgan Stanley | 4 | Vanguard (2), Creative Planning (2), Edward Jones (2) |
| Mark Zoril’s PlanVision | 2 | Abundo Wealth (2), XY Planning Network (1), Vanguard (1) |
Most cited sources
Sites cited by the answers to this category's questions and its subcategories'. Counts are citing answers. All of this week's questions. Earlier ranks appear once two weekly runs of the same methodology exist.
| Rank | Source | Citing answers |
|---|---|---|
| 1 | wsj.com | 14 |
| 2 | unbiased.com | 10 |
| 3 | nerdwallet.com | 9 |
| 4 | smartasset.com | 8 |
| 5 | fortune.com | 5 |
| 6 | procloser.ai | 5 |
| 7 | reddit.com | 5 |
| 8 | napfa.org | 5 |
| 9 | cnbc.com | 4 |
| 10 | investor.gov | 4 |
Sources and brands
Which cited sources appear in the answers that name each brand, counted in answers.
| Cited sources | Brand | Answers naming the brand |
|---|---|---|
| unbiased.com | Facet | 8 |
| smartasset.com | Edelman Financial Engines | 8 |
| nerdwallet.com | Facet | 8 |
| wsj.com | Fisher Investments | 8 |
| unbiased.com | Creative Planning | 7 |
| wsj.com | Facet | 7 |
| smartasset.com | Fisher Investments | 7 |
| unbiased.com | Edelman Financial Engines | 7 |
| smartasset.com | Creative Planning | 7 |
| nerdwallet.com | Creative Planning | 6 |
| nerdwallet.com | Betterment | 6 |
| wsj.com | Creative Planning | 6 |
| unbiased.com | Fisher Investments | 6 |
| unbiased.com | Schwab | 5 |
| usenino.com | Facet | 5 |
| smartasset.com | Facet | 5 |
| consumeraffairs.com | Facet | 4 |
| nerdwallet.com | XY Planning Network | 4 |
| nerdwallet.com | Edelman Financial Engines | 4 |
| wsj.com | Betterment | 4 |
| usenino.com | Betterment | 3 |
| smartasset.com | XY Planning Network | 3 |
| nerdwallet.com | Empower | 3 |
| fortune.com | Fisher Investments | 3 |
| fortune.com | Edelman Financial Engines | 3 |
| fortune.com | Betterment | 3 |
| themadisonpartners.com | XY Planning Network | 3 |
| themadisonpartners.com | Facet | 3 |
| themadisonpartners.com | Edelman Financial Engines | 3 |
| fortune.com | Creative Planning | 3 |
| unbiased.com | Empower | 3 |
| fortune.com | Empower | 3 |
| fortune.com | Facet | 3 |
| fortune.com | XY Planning Network | 3 |
| usenino.com | XY Planning Network | 3 |
| consumeraffairs.com | Edelman Financial Engines | 3 |
| nerdwallet.com | Fisher Investments | 3 |
| nerdwallet.com | Schwab | 3 |
| wsj.com | Edelman Financial Engines | 3 |
| smartasset.com | Schwab | 2 |
| themadisonpartners.com | Creative Planning | 2 |
| themadisonpartners.com | Schwab | 2 |
| unbiased.com | Betterment | 2 |
| wsj.com | Empower | 2 |
| consumeraffairs.com | Fisher Investments | 2 |
| consumeraffairs.com | Schwab | 2 |
| consumeraffairs.com | Creative Planning | 2 |
| themadisonpartners.com | Empower | 1 |
| themadisonpartners.com | Betterment | 1 |
| consumeraffairs.com | Empower | 1 |
| themadisonpartners.com | Fisher Investments | 1 |
| unbiased.com | XY Planning Network | 1 |
| usenino.com | Fisher Investments | 1 |
| usenino.com | Edelman Financial Engines | 1 |
| wsj.com | XY Planning Network | 1 |
| smartasset.com | Empower | 1 |
| smartasset.com | Betterment | 1 |
| wsj.com | Schwab | 1 |
| usenino.com | Empower | 1 |
| usenino.com | Creative Planning | 1 |
| usenino.com | Schwab | 1 |
Citations by source type
How many citations in this edition point at each kind of source.
By region
This category is measured separately in 4 cities in the United States and Canada. Regional results are shown per city and are not added to the national ranking above.
United States and Canada
- Leading business by region
- A different business leads in every region4 cities
Illinois
- Chicago, ILThe Mather Group
New York
- New York CityWealthspire Advisors
Texas
- Houston, TXAmericana Partners, LLC
Ontario
- Toronto, ONObjective Financial Partners
The name beside a city is the business AI named most there.
Other indexes in Financial Services
The other indexes under the same parent, each with its top five brands.
Credit Cards
Questions 12Investment & Brokerage
Questions 11Top 5 of 78 brandsScore
Insurance
Questions 12Top 5 of 110 brandsScore
Crypto Exchanges
Questions 8Payment Services
Questions 8Top 5 of 100 brandsScore
Loans & Lending
Questions 10Top 5 of 128 brandsScore
Mortgage Lenders
Questions 8Insurance Agencies
Questions 5Top 5 of 76 brandsScore