Deutsch
Français
Español
Português (Brasil)
ItalianoWhich wealth management & financial advice brands
AI recommends in Australia
Brands ranked by mention rate on ChatGPT, Gemini and Google AI Mode
- Brands
- 478
- Questions
- 400
- Answers
- 1,200
- AI engines
- 3
01 · Brand leader
Top 10 brands by mention rate
No single brand runs away with the category.
Several brands compete for the top places.
| # | Brand | Mention rate Share of Gemini’s answers in this market that name the brand | Share of voice The brand’s share of all brand mentions in the engine’s answers | 95% range The interval the true mention rate most likely falls in | In top 20 of The brand’s place inside each engine’s own top 20 |
|---|---|---|---|---|---|
| 11–2 | Pitcher Partners | 21.0% | 4.4% | 17.0–25.0 | ChatGPT20Gemini1Google AI Mode1 |
| 21–12 | RSM Australia | 14.2% | 2.6% | 10.8–17.7 | ChatGPT3Gemini2Google AI Mode8 |
| 32–14 | HLB Mann Judd | 13.0% | 2.6% | 9.7–16.3 | Gemini3Google AI Mode5 |
| 42–17 | AustralianSuper | 11.3% | 2.8% | 8.1–14.4 | Gemini4Google AI Mode13 |
| 52–19 | Shadforth | 10.5% | 2.7% | 7.5–13.5 | ChatGPT9Gemini5Google AI Mode3 |
| 62–20 | Cutcher & Neale | 9.5% | 2.1% | 6.6–12.4 | Gemini6Google AI Mode10 |
| 72–20 | Grant Thornton | 9.3% | 1.9% | 6.8–12.5 | ChatGPT5Gemini7Google AI Mode7 |
| 82–20 | Hostplus | 9.3% | 2.1% | 6.8–12.5 | Gemini8Google AI Mode19 |
| 92–20 | EY | 8.5% | 1.6% | 6.1–11.6 | Gemini9Google AI Mode11 |
| 102–20 | KPMG | 8.5% | 1.5% | 6.1–11.6 | ChatGPT8Gemini10Google AI Mode12 |
| 112–20 | Perpetual | 8.3% | 1.5% | 5.9–11.4 | Gemini11Google AI Mode14 |
| 122–20 | Hewison Private Wealth | 8.0% | 1.5% | 5.7–11.1 | ChatGPT1Gemini12 |
| 133–20 | BDO Australia | 7.2% | 1.4% | 5.1–10.2 | Gemini13Google AI Mode4 |
| 143–20 | Liston Newton Advisory | 7.0% | 1.5% | 4.9–9.9 | Gemini14Google AI Mode17 |
| 154–20 | Macquarie | 6.8% | 1.5% | 4.7–9.6 | Gemini15Google AI Mode6 |
| 164–20 | Oxlade Financial | 6.0% | 1.2% | 4.1–8.8 | Gemini16 |
| 174–20 | William Buck | 5.5% | 1.1% | 3.7–8.2 | Gemini17Google AI Mode2 |
| 185–20 | BlueRock | 5.3% | 1.4% | 3.5–7.9 | Gemini18 |
| 195–20 | Independent Wealth Partners | 5.3% | 0.9% | 3.5–7.9 | ChatGPT18Gemini19 |
| 206–20 | Australian Retirement Trust | 4.8% | 1.1% | 3.1–7.3 | Gemini20 |
02 · Engine consensus
Where each brand ranks
inside every engine’s top 10
There is no single AI top 10.
Only 3 of 20 brands rank in the top 10 of all 3 engines.
| Brand | ChatGPT | Gemini | Google AI Mode | In top 10 of |
|---|---|---|---|---|
| RSM Australia | 3 | 2 | 8 | ChatGPTGeminiGoogle AI Mode |
| Shadforth | 9 | 5 | 3 | ChatGPTGeminiGoogle AI Mode |
| Grant Thornton | 5 | 7 | 7 | ChatGPTGeminiGoogle AI Mode |
| Pitcher Partners | – | 1 | 1 | GeminiGoogle AI Mode |
| HLB Mann Judd | – | 3 | 5 | GeminiGoogle AI Mode |
| Cutcher & Neale | – | 6 | 10 | GeminiGoogle AI Mode |
| KPMG | 8 | 10 | – | ChatGPTGemini |
| Hewison Private Wealth | 1 | – | – | ChatGPT |
| Pivot Wealth | 2 | – | – | ChatGPT |
| William Buck | – | – | 2 | Google AI Mode |
| AGS Financial Group | 4 | – | – | ChatGPT |
| AustralianSuper | – | 4 | – | Gemini |
| BDO Australia | – | – | 4 | Google AI Mode |
| MNM Group Advisers | 6 | – | – | ChatGPT |
| Macquarie | – | – | 6 | Google AI Mode |
| Independent Wealth Advice | 7 | – | – | ChatGPT |
| Hostplus | – | 8 | – | Gemini |
| EY | – | 9 | – | Gemini |
| Partners Wealth Group | – | – | 9 | Google AI Mode |
| Hudson Financial Partners | 10 | – | – | ChatGPT |
Rank inside each engine’s own top 10 · a dash means the brand is not in that engine’s top 10.
The rest depend on which engine the buyer opens — so a rank from a single engine is not a market position.
Source: Findrix's research. Where each brand ranks inside every engine's top 10, wealth management & financial advice, Australia.
03 · Most cited domains
Which sites each engine cites, and
how much of its answers they carry
| Domain | ChatGPT | Gemini | Google AI Mode |
|---|---|---|---|
| google.com | 7.6% | – | 0.5% |
| asic.gov.au | 6.9% | 0.5% | 1.2% |
| moneysmart.gov.au | 6.3% | 1.2% | 1.5% |
| ato.gov.au | 4.3% | 1.0% | 2.9% |
| williambuck.com | <0.1% | 0.4% | 3.1% |
| wsj.com | 2.7% | – | – |
| hudsonfinancialplanning.com.au | 0.7% | 2.5% | – |
| nanakaccountants.com.au | 1× | 2.3% | 0.1% |
| pwg.com.au | 0.1% | 0.4% | 2.1% |
| theaustralian.com.au | 1.9% | – | – |
| voyagefinancial.com.au | <0.1% | 1.8% | 0.2% |
| bestfinancialplanners.com.au | 1× | 1.7% | 0.8% |
04 · The questions we asked
400 buyer questions, each
asked once per engine
General requests and requests with a specific use case, audience, selection criterion or problem.
| Question type | Questions |
|---|---|
| General questions | 6 |
| Use case | 209 |
| Audience | 20 |
| Selection criteria | 120 |
| Problem to solve | 45 |
By question type
Examples · General questions
“what are the best financial advisory firms in Australia?”
“what are the top-rated financial advisory firms in Australia?”
Examples · Use case
“what are the best financial advisory firms for consolidating multiple super funds before turning sixty in Australia?”
“what are the best financial advisory firms for structuring family finances and income protection after having a child in Australia?”
Examples · Audience
“which financial advisory firms are best for australians approaching or entering retirement in Australia?”
“which financial advisory firms are best for SME and mid-market business owners planning exits or wealth extraction in Australia?”
Examples · Selection criteria
“how do financial advisory firms compare on fixed-fee versus percentage-based ongoing advice charges in Australia?”
“how do financial advisory firms compare on independent advisers free of bank or institution product ties in Australia?”
Examples · Problem to solve
“superannuation wrap account high fees eating returns. which financial advisory firms can help in Australia?”
“financial adviser pushing risky investments after inheritance. which financial advisory firms can help in Australia?”
Source: Findrix research. 400 buyer questions by question type, wealth management & financial advice, Australia.
05 · Buyer personas
Who the questions are for
Select a persona to see example questions from this market.
By persona
Examples · Pre-retirees and retirees
“which financial advisory firms are best for australians approaching or entering retirement in Australia?”
“superannuation wrap account high fees eating returns. which financial advisory firms can help in Australia?”
“what are the best financial advisory firms for consolidating multiple super funds before turning sixty in Australia?”
Examples · High net worth business owners
“which financial advisory firms are best for SME and mid-market business owners planning exits or wealth extraction in Australia?”
Examples · High-earning early career professionals
“what are the best financial advisory firms for structuring family finances and income protection after having a child in Australia?”
“how do financial advisory firms compare on independent advisers free of bank or institution product ties in Australia?”
Examples · Inheritors and wealth recipients
“financial adviser pushing risky investments after inheritance. which financial advisory firms can help in Australia?”
Examples · No persona assigned
“what are the best financial advisory firms in Australia?”
“what are the top-rated financial advisory firms in Australia?”
Neighbouring markets · Finance & Insurance
United States · Australia
Tax Preparation & Accounting Services
Gemini leader RSM Australia · 30.0% · 463 brands measured
Open this marketUnited States · Australia
Mortgage & Home Financing Services
Gemini leader NAB · 81.3% · 136 brands measured
Open this market
Frequently asked questions
What does this Wealth Management & Financial Advice AI Search report measure?
Which wealth management & financial advice brands ChatGPT, Gemini and Google AI Mode name when buyers in Australia ask them for advice. We asked 400 buyer questions, each once to each engine, and counted how often every brand appears and which websites the engines cite. Measured Oct 2026.
What does “mention rate” mean?
The share of an engine’s answers to this market’s buyer questions that name the brand. A 10% mention rate means the brand came up in about one answer in ten. Every rate carries a 95% range: the interval the true value most likely falls in.
How are the top Wealth Management & Financial Advice brands ranked?
By mention rate, separately for each engine — pick the engine above the table. When two brands’ 95% ranges overlap, their order is not really different — tick “Only distinguishable places” to see the ranks the data can actually separate.
Why does a brand rank differently across AI engines?
Each engine retrieves from different sources and weighs them differently, so the brands it knows best differ too. Only 3 of 20 brands make the top 10 of every engine here; the rest depend on which engine the buyer opens.
What counts as a citation?
A link or source an engine shows alongside its answer. We record every cited domain, whether it appears inline or in the source list.
Why can AI mention a brand without citing its website?
Engines learn brand names from reviews, expert sites, retailers and forums, then cite those sources rather than the brand’s own pages. A brand can be named often while its own site is rarely among the sources.
What does “share of citations” mean?
Of all the citations one engine gave across our questions, the share that went to a given domain. The shares of one engine add up to 100%.
Will I get the same answers if I ask these questions myself?
Not word for word. AI answers vary between runs, accounts and locations, which is why we ask every question once to each engine and report a 95% range instead of a single answer.