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Wealth managers and financial advisers
Ranked by overall score, out of 100. The score adds up how often AI assistants name a company, how positively they describe it, and how well its website works for AI. Rows marked rarely named came up fewer than three times, so read their scores with care. The number in front of each company is its place in this category.
The companies in the study that are on the Money20/20 USA 2026 attending companies list. See what their websites publish for AI agents.
The skylineNamedNever named
All 2,219Banking 394Cards and payments 375Lending and credit 93Investing and wealth 238Insurance 97Crypto and digital assets 102Financial technology and data 574Advisers and services 346
All of investing and wealthOnline brokerages and trading apps 20Asset managers 20Wealth managers and financial advisers 22Robo-advisers and investing apps 6Private equity and alternative investments 74Venture capital and growth investors 59Retirement and workplace benefits 10Investment banks and capital markets 27
18 wealth managers attending Money20/20 USA, showing 1 to 18
- 22NWNew Wave Financialrarely namedWealth managers and financial advisersNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.16
- 21
W.H. Financial Servicesrarely namedWealth managers and financial advisersNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.22 - 20
Arusha Wealthrarely namedWealth managers and financial advisersNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.24 - 19
AMG National Trustrarely namedWealth managers and financial advisersNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.25 - 18
Tanis Financial Grouprarely namedWealth managers and financial advisersNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.26 - 16
Thriventrarely namedWealth managers and financial advisersNamed by 0 of the four AI assistants.0/60Named by 0 of the four AI assistants.27 - 13
UBSWealth managers and financial advisersNamed by 2 of the four AI assistants.3/60Named by 2 of the four AI assistants.33 - 11
SecfiWealth managers and financial advisersNamed by 4 of the four AI assistants.7/60Named by 4 of the four AI assistants.35 - 12
Bernsteinrarely namedWealth managers and financial advisersNamed by 1 of the four AI assistants.1/60Named by 1 of the four AI assistants.35 - 9
UptiqWealth managers and financial advisersNamed by 3 of the four AI assistants.3/60Named by 3 of the four AI assistants.36 - 10FAFirst American Trustrarely namedWealth managers and financial advisersNamed by 1 of the four AI assistants.1/60Named by 1 of the four AI assistants.36
- 7
Northern Trustrarely namedWealth managers and financial advisersNamed by 2 of the four AI assistants.2/60Named by 2 of the four AI assistants.37 - 8
Treasury Curverarely namedWealth managers and financial advisersNamed by 1 of the four AI assistants.1/60Named by 1 of the four AI assistants.37 - 4
Addition Wealthrarely namedWealth managers and financial advisersNamed by 2 of the four AI assistants.2/60Named by 2 of the four AI assistants.39 - 5
Edward Jonesrarely namedWealth managers and financial advisersNamed by 2 of the four AI assistants.2/60Named by 2 of the four AI assistants.39 - 3
Morgan StanleyWealth managers and financial advisersNamed by 4 of the four AI assistants.6/60Named by 4 of the four AI assistants.42 - 2
Trust & WillWealth managers and financial advisersNamed by 4 of the four AI assistants.20/60Named by 4 of the four AI assistants.45 - 1
True Link FinancialWealth managers and financial advisersNamed by 4 of the four AI assistants.16/60Named by 4 of the four AI assistants.46