AI Mode cut

Leading Asset Management & Wealth Brands in AI Search

The same monthly sample, re-ranked using only AI Mode answers.

August 2026 edition

Across the six months through August 2026, Morningstar leads AI search visibility in Asset Management & Wealth on AI Mode with a Goodie visibility score of 81.3, ahead of Goldman Sachs (79.6) and Morgan Stanley (79.1). The median score across the 10 ranked brands is 77.1. The most-cited source grounding these answers is reddit.com at 10.0% 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 · AI Mode
What good looks like in this category. Read a brand's own score against these before looking at who is winning.
Median visibility score
77.1
Half of the 10 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
—
Fewer than ten brands are ranked in this category, so there is no top-ten bar to report yet.
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 15%
  • Editorial 6%
  • Video 4%
  • Reference 9%
  • Other 66%
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
84/100
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
10 ranked here · 763 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
01Morningstar
81.3
10.6%AI Mode—86halalwallet.us
02Goldman Sachs
79.6
10.4%AI Mode▼ 6.385morganstanley.com.au
03Morgan Stanley
79.1
10.3%AI Mode—85linkedin.com
04UBS
77.8
10.1%AI Mode—84perpetual.com.au
05Betterment
77.1
10.0%AI Mode—84investopedia.com
06Wealthfront
77.0
10.0%AI Mode▼ 5.984investopedia.com
07iShares
75.5
9.8%AI Mode—83youtube.com
08J.P. Morgan
74.6
9.7%AI Mode—82linkedin.com
09SP Funds
74.0
9.6%AI Mode▼ 7.282youtube.com
10Vanguard
72.2
9.4%AI Mode▼ 6.281fool.com.au
10 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
01reddit.com
10.0%
—
02youtube.com
4.9%
▼ 0.9
03euromoney.com
4.5%
—
04com.au
4.2%
—
05investopedia.com
3.7%
—
06wealthranking.org
3.6%
—
07linkedin.com
3.3%
▲ 0.9
08investsmart.com.au
3.2%
—
09fool.com.au
3.0%
·
10ifninvestor.com
2.9%
—
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?1796
02Wealth advisors used by family offices3781
03What are the best robo advisors for long term investing?2164
04Wealth management firms trusted by high net worth clients3054
05Islamic investment funds with solid track records2148
Top 5 of 5k sampledDistinct brands named & sources cited

Biggest movers

Aug vs Jul
Rising

No rising brands this month.

Falling
SP Fundsscore 74.0
▼ 7.2
Goldman Sachsscore 79.6
▼ 6.3
Vanguardscore 72.2
▼ 6.2
4 ranked brands scored in both Jul and AugIndustry avg ±6.4/mo

Global Search Demand

Where this industry's questions originate
507,758 searches sampled
Tracked markets for Asset Management & Wealth, by sampled search volume
#CountrySearch volume
01United States251K
02United Kingdom104K
03Germany39K
04Italy30K
05Australia20K
06Canada15K
07Japan15K
08France13K
09Singapore8K
10United Arab Emirates8K
11Egypt4K
12Saudi Arabia2K
12 tracked markets
This edition

What Changed This Month

Morningstar leads Asset Management & Wealth this edition with a visibility score of 81.3, ahead of Goldman Sachs at 79.6.

reddit.com is the most-cited source grounding asset management & wealth answers, at roughly 10.0% 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 77.1, and a score above 54.3 reaches the industry top ten.

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Where Does Your Brand Stand in AI Search?

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31 industries4 models242m+ citation observationsFree unlimited checks
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.

Morningstar currently leads AI search visibility in asset management & wealth with a Goodie visibility score of 81.3, measured across the tracked AI models.

reddit.com is the most-cited source in asset management & wealth AI answers, grounding roughly 10.0% of citations in this industry.

The median score among ranked asset management & wealth brands is 77.1. A score above 54.3 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.