Live index

Leading Asset Management & Wealth Brands in AI Search

Benchmarks, the brands AI recommends, and the sources grounding those answers across 4 AI models.

August 2026 edition

Across the six months through August 2026, Morgan Stanley leads AI search visibility in Asset Management & Wealth with a Goodie visibility score of 78.2, ahead of J.P. Morgan (76.3) and Vanguard (74.8). The median score across the 17 ranked brands is 40.3, and a score above 36.9 reaches the top ten. The most-cited source grounding these answers is wikipedia.org at 5.1% of all citations, while brand-owned pages account for just 32.1%.

5k prompts · 1.7m AI answers · 7.8m citations · Goodie AI Visibility Index

Industry Benchmarks

August 2026 · Asset Management & Wealth
What good looks like in this category. Read a brand's own score against these before looking at who is winning.
Median visibility score
40.3
Half of the 17 ranked asset management & wealth brands score below this. The midpoint, not the average, so a few dominant brands do not distort it.
Index-wide median is 71.9
Score to enter the top 10
36.9
Clearing 36.9 puts a brand in the category top ten. The bar sits 3.4 points below the midpoint, so the leaderboard is closely contested.
Brands named per answer
8.6
A typical answer names nine brands, so the consideration set is wide and a mention is comparatively easy to earn.
Index-wide average is 8.8
Citation mix
  • UGC 4%
  • Editorial 7%
  • Video 2%
  • Reference 8%
  • Other 79%
Other leads the third-party sources grounding asset management & wealth answers. Brand-owned citations sit in the next cell and are not counted here.
Brand-owned citation share
32.1%
Owned content is unusually strong here — brand domains are a citation source in their own right, not just the subject of third-party coverage.
Index-wide average is 24.2%
Industry sentiment
65/100
Mean tone of mentions across all ranked brands. Per-brand sentiment sits on each brand profile.
Prompts sampled
5k
Real buyer phrasing, 4 models
AI answers analysed
1.7m
208k in August · ▲ 2.5% vs July
Citations parsed
7.8m
1m in August · ▲ 0.1% vs July
Brands observed
773
17 ranked here · 756 unranked

Brand Visibility Leaderboard

All models AI Mode ChatGPT Copilot Perplexity
Brand visibility leaderboard for Asset Management & Wealth, ranked by six-month average AI visibility score
#BrandVisibility scoreShare of voiceModelsΔ vs last monthSentimentTop cited source
01Morgan Stanley
78.2
10.3%AI ModeChatGPTCopilotPerplexity▲ 1.384jpmorgan.com
02J.P. Morgan
76.3
10.0%AI ModeChatGPTCopilotPerplexity▲ 1.983jpmorgan.com
03Vanguard
74.8
9.8%AI ModeChatGPTCopilotPerplexity▼ 3.382youtube.com
04Wealthfront
74.0
9.7%AI ModeChatGPTCopilotPerplexity▼ 2.482forbes.com
05UBS
58.7
7.7%AI ModeChatGPTCopilot▲ 0.274ubs.com
06BlackRock
56.7
7.5%ChatGPTCopilotPerplexity▼ 1.973moneymag.com.au
07Betterment
55.8
7.3%AI ModeChatGPTPerplexity—73forbes.com
08SP Funds
55.6
7.3%AI ModeCopilotPerplexity▼ 3.073halalwallet.us
09Goldman Sachs
40.3
5.3%AI ModeChatGPT▼ 0.465morganstanley.com.au
10Fidelity
36.9
4.9%CopilotPerplexity—63forbes.com
17 ranked · visibility is a six-month averageTop source = most frequent source in answers mentioning the brand · Δ compares Aug with Jul

Most-Cited Domains

The answer supply chain
Most-cited domains in AI answers for Asset Management & Wealth
#DomainCitation shareΔ vs last month
01wikipedia.org
5.1%
—
02google.com
4.7%
—
03morningstar.com
4.1%
—
04youtube.com
4.1%
▼ 0.9
05reddit.com
3.8%
▲ 1.8
06investopedia.com
3.6%
—
07com.au
3.0%
—
08essfeed.com
2.9%
—
09linkedin.com
2.8%
▲ 0.9
10instagram.com
2.7%
▲ 3.6
Top 10 of 1k domains observedΔ compares Aug with Jul, in percentage points

Prompts, Topics & Movers

What's driving this month's answers

Top prompts

Top prompts sampled for Asset Management & Wealth, with distinct brands named and sources cited
#PromptBrandsSources
01Which investment firms manage ETFs best?36181
02Wealth advisors used by family offices91179
03Wealth management firms trusted by high net worth clients91158
04What are the best robo advisors for long term investing?25135
05Islamic investment funds with solid track records64134
Top 5 of 5k sampledDistinct brands named & sources cited

Biggest movers

Aug vs Jul
Rising
J.P. Morganscore 76.3
▲ 1.9
Morgan Stanleyscore 78.2
▲ 1.3
UBSscore 58.7
▲ 0.2
Falling
Vanguardscore 74.8
▼ 3.3
SP Fundsscore 55.6
▼ 3.0
Wealthfrontscore 74.0
▼ 2.4
10 ranked brands scored in both Jul and AugIndustry avg ±1.5/mo

Global Search Demand

Where this industry's questions originate
1,605,218 searches sampled
Tracked markets for Asset Management & Wealth, by sampled search volume
#CountrySearch volume
01United States710K
02United Kingdom383K
03Germany127K
04Italy95K
05Australia65K
06Canada57K
07Japan50K
08France47K
09Singapore26K
10United Arab Emirates25K
11Egypt12K
12Saudi Arabia7K
12 tracked markets

How the Models Differ

Same industry, 4 verdicts
AI Mode
78 of 202 brands visible
01 Morningstar81.3
02 Goldman Sachs79.6
03 Morgan Stanley79.1
04 UBS77.8
05 Betterment77.1
Full AI Mode cut →
ChatGPT
78 of 202 brands visible
01 J.P. Morgan81.7
02 Goldman Sachs81.6
03 State Street Global Advisors81.1
04 Stonehage Fleming78.8
05 Morgan Stanley78.7
Full ChatGPT cut →
Copilot
76 of 202 brands visible
01 Morgan Stanley81.5
02 SP Funds80.0
03 Wahed79.8
04 UBS79.7
05 J.P. Morgan79.6
Full Copilot cut →
Perplexity
77 of 202 brands visible
01 J.P. Morgan Private Bank75.5
02 BlackRock73.8
03 Vanguard73.3
04 Morgan Stanley73.3
05 Betterment70.5
Full Perplexity cut →
This edition

What Changed This Month

Morgan Stanley leads Asset Management & Wealth this edition with a visibility score of 78.2, ahead of J.P. Morgan at 76.3.

wikipedia.org is the most-cited source grounding asset management & wealth answers, at roughly 5.1% of citations. Brand-owned pages account for 32.1% — the rest of the answer supply chain runs through third-party sources.

The median visibility score across ranked asset management & wealth brands is 40.3, and a score above 36.9 reaches the industry top ten.

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What you get
  • Visibility score
  • Industry rank
  • Brands ahead of you
  • Model and source gaps
Our Methodology

Our Approach to Gathering AI Visibility Data

We process millions of real prompts across AI Mode, ChatGPT, Copilot and Perplexity, then track which brands, products, and domains show up in the answers. That's the raw data behind every score in the Index.

Real Intent Capture

This data results from processing millions of real user prompts. We use advanced semantic and agentic processing to categorize them and define intent, filtering out noise to focus on high-value queries.

Global Model Interrogation

We execute these prompts across different models, including GPT, Perplexity, AI Mode, and more, and across different regions. This allows us to map model understand exactly "how they think" in each market.

Attribution Mapping

We analyze the generated answers to capture the "Kingmaker" domains; the specific sources the models cite giving you a causal link between source authority and brand visibility.

Read the full methodology → Read the full methodology →
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FAQ · Asset Management & Wealth

Questions?
We Have
the Answers.

Morgan Stanley currently leads AI search visibility in asset management & wealth with a Goodie visibility score of 78.2, measured across the tracked AI models.

wikipedia.org is the most-cited source in asset management & wealth AI answers, grounding roughly 5.1% of citations in this industry.

The median score among ranked asset management & wealth brands is 40.3. A score above 36.9 places a brand in the industry top ten.

Each edition samples the same tracked prompt set across the models Goodie follows, then ranks brands by how often they are named in those answers.

Monthly. Each edition re-samples the tracked prompt set so month-over-month figures are directly comparable.