The Prompt Group

Wealth management firms · Canada

Best wealth management firms in Canada, ranked by AI

28 questions166 answersCollected Methodology v1

Research summary

Across 166 answers ChatGPT, Perplexity and Google AI Overview gave to 28 questions about wealth management firms in Canada between 2 and 3 October 2026, the companies named most were RBC Wealth Management (24.7%), BMO Private Wealth (22.9%) and TD Wealth (19.9%). The ten most-named wealth management firms take 53.2% of all 523 company mentions. RBC Wealth Management is named first in 27 of the 41 answers that mention it.

firms named134
of answers name no firm45.2%
of mentions go to the top 10 named53.2%
firms named per answer3.2
Share of the engines' mentions523 mentions of 134 firms across 166 answers
  1. RBC Wealth Management7.8%
  2. BMO Private Wealth7.3%
  3. TD Wealth6.3%
  4. Wellington-Altus6.3%
  5. CIBC Wood Gundy5.9%
  6. Richardson Wealth5%
  7. 128 others61.4%

The top 10 firms All 134 →

  1. 1RBC Wealth Management24.7%
  2. 2BMO Private Wealth22.9%
  3. 3TD Wealth19.9%
  4. 4Wellington-Altus19.9%
  5. 5CIBC Wood Gundy18.7%
  6. 6Richardson Wealth15.7%
  7. 7Raymond James15.1%
  8. 8Nicola Wealth12.7%
  9. 9Scotia Wealth Management9.6%
  10. 10Canaccord Genuity Wealth Management8.4%

Topic by topic All 6 →

Topics of the 28 questions, with the firm AI names most on each
TopicNamed mostShare
Firm Comparison & ReputationRBC Wealth Management38.1%
Choosing an AdvisorTD Wealth11.1%
High Net Worth & Business OwnersRBC Wealth Management61.1%
Fees & CostQuestrade21.7%
Independent vs BankWellington-Altus33.3%
Corporate Ownership & AccuracyRichardson Wealth80%

Questions buyers ask All 28 →

  1. 01Top rated investment dealers in CanadaQuestradeInteractive BrokersNational Bank FinancialRaymond James+24
  2. 02Best wealth management firms in TorontoRichardson WealthBMO Private WealthFrontwater CapitalRBC Wealth Management+22
  3. 03Which Canadian wealth management firms are not owned by a bank?AssanteRaymond JamesWellington-AltusRichardson Wealth+22
  4. 04Which Canadian wealth management firms have been acquired recently?Richardson WealthHarbourfront WealthBMO Private WealthBurgundy Asset Management+21
  5. 05Best wealth management firms in VancouverRGF Integrated Wealth ManagementARC WealthBMO Private WealthNicola Wealth+16
  6. 06Which Canadian wealth firms offer family office services?TD WealthBMO Private WealthCIBC Wood GundyRBC Wealth Management+16
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  • Your firm's share on ChatGPT, Perplexity and Google AI Overview
  • Your gap to any rival, topic by topic, in points
  • Every answer that names you, word for word, across 28 questions

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