Findrix

Wealth Management & Financial Advice · United States

How visible is Creative Planning in AI?

4.9%of Google AI Mode answers about wealth management & financial advice in
the United States name Creative Planning.

This is my brand

Claim Creative Planning, see all prompts and fixes

Market
1
Country
1
AI answers
4,152
AI engines
4

01 · Market position

Where Creative Planning shows up in AI

Creative Planning is in a published top list in 1 Radar market across 1 country.
Data covers only the markets published in Findrix Radar.

Google AI Mode
Export

Export

#Market / CategoryCountryMention rate Share of the engine’s answers in the market that name the brandGoogle AI ModeRankOpen
1Wealth Management & Financial AdviceUnited States4.9%#9

Source: Findrix research. Google AI Mode, 53 published markets.

01 · Market position

How Creative Planning compares in this market

See how Creative Planning ranks against other brands on Google AI Mode in the selected market.

1 market available
Google AI Mode
Export

Export

Market: United States · Wealth Management & Financial Advice
#BrandMention rate barMention rate Share of the engine’s answers in this market that name the brandGoogle AI Mode
1Fidelity Investments25.5%
2Charles Schwab21.7%
3Vanguard11.0%
4Morgan Stanley Wealth Management10.8%
5Merrill10.6%
6Raymond James6.3%
7UBS Wealth Management USA6.0%
8Betterment5.5%
9Creative Planning4.9%
10Empower4.5%

Source: Findrix research. United States · Wealth Management & Financial Advice, Google AI Mode.
Measured Sep 2026.

02 · AI engine consensus

Does Creative Planning’s position
change by AI engine?

See how Creative Planning’s mention rate and rank vary across AI engines in the
selected market.

Export

Export

Market: United States · Wealth Management & Financial Advice
AI engineMention rate Share of this engine’s answers in the market that name the brandMention rateRank Place among brands in this market on this engine
ChatGPT3.1%#14
Gemini3.3%#12
Google AI Mode4.9%#9
Perplexity0.9%#19

Source: Findrix research. 4 AI engines, each ranked on its own. United States · Wealth Management & Financial Advice.
Measured Sep 2026.

03 · Sources

Who shapes what AI says in wealth management & financial advice?

Top sources cited in Google AI Mode answers for this market — all answers, not only those naming Creative Planning.

Google AI Mode
Export

Export

Source: Findrix research. Top 10 of 807 domains cited in Google AI Mode answers, United States · Wealth Management & Financial Advice. Measured Sep 2026.

Other brands · Wealth Management & Financial Advice · United States

See all 48 brands

Frequently asked questions

What does this Creative Planning AI visibility report measure?

How often each AI engine names Creative Planning when buyers in the United States ask about wealth management & financial advice, where Creative Planning ranks against other brands in each Radar market it appears in, and which websites those engines cite in the market’s answers.

What does “mention rate” mean?

The share of an engine’s answers to a market’s buyer questions that name the brand. Each question is asked 3 times to each engine. It describes how often the engine names Creative Planning, not Creative Planning’s position in the market itself.

How is Creative Planning’s rank calculated?

Within one market and one engine, brands are sorted by mention rate; Creative Planning’s place in that list is its rank. Every rate carries a 95% range, and when the ranges of two brands overlap, treat their ranks as tied rather than one ahead of the other.

Why does Creative Planning rank differently across AI engines?

Each engine is trained on different data, reads different live sources and weighs them its own way. Radar measures and ranks every engine on its own and never averages them, so a gap between engines shows where Creative Planning is visible and where it is missing.

Why does Creative Planning’s visibility differ across markets?

Each market has its own buyer questions and its own set of competing brands, so the same brand earns a different rate in each. This page covers only the markets Radar has published; a market where the brand is not in any engine’s published top list is not shown.

What counts as a citation?

A link to a website that an engine shows as a source with its answer. The sources on this page are counted across all of the engine’s answers in the market, not only the answers that name this brand.

Why can AI mention Creative Planning without citing its own website?

Engines recommend brands based on what other sites say about them. Associations, publishers, retailers and platforms are cited far more often than brand sites, so a brand can be named in an answer whose sources are all third-party pages.

How often is this data updated?

Every market is a dated measurement — the wealth management & financial advice figures on this page were collected in Sep 2026. When a market is measured again, the numbers and the date on the page change together.