The Prompt Group

Wealth management firms · Canada

Best wealth management firms in Canada, ranked by AI

28 questions166 answersCollected Methodology v1

Research summary

ChatGPT, Perplexity and Google AI Overview gave 166 answers to 28 questions about wealth management firms in Canada between 2 and 3 October 2026 and named 134 wealth management firms. 45.2% of the answers name no firm, and RBC Wealth Management is named most, in 24.7%. The ten most-named wealth management firms take 53.2% of all company mentions.

AI search statistics: wealth management firms in Canada (2026)

AI answers166
firms named134
name no firm45.2%
domains cited613

14 facts about AI answers on wealth management firms in Canada, collected 2 to 3 October 2026

Who gets named5 facts

  1. 24.7%of answers name RBC Wealth Management, the firm AI names most
  2. 31answers name both RBC Wealth Management and BMO Private Wealth, the top two
  3. 53.2%of all 523 mentions go to the ten most-named wealth management firms
  4. 134wealth management firms named at least once, 79 of them only once
  5. 27of the 41 answers naming RBC Wealth Management put it first

How the engines differ5 facts

  1. 45.2%of the 166 AI answers name no firm at all
  2. 70.1%of the wealth management firms AI names are named by just one of the three engines
  3. 62.5%of Perplexity's answers name no firm, against 35.7% for ChatGPT
  4. 3.2wealth management firms named in the average AI answer
  5. 42.9%of 28 questions where all three engines name a firm in common

What gets cited4 facts

  1. 35.8sources cited per ChatGPT answer, against 5.8 for Google AI Overview
  2. 27.1%of 2,827 citations point to a named firm's own website
  3. 97%of answers cite at least one source
  4. 283citations of ciro.ca, the most-cited source, across 24 answers

Share of answers, top 10

  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%

Named first most often

  1. 1RBC Wealth Management27
  2. 2Wellington-Altus10
  3. 3BMO Private Wealth7
  4. 4Richardson Wealth5
  5. 5Questrade5
  6. 6TD Wealth4
  7. 7Wealthsimple4
  8. 8Raymond James3
  9. 9Nicola Wealth3
  10. 10Canaccord Genuity Wealth Management2

The three engines compared

How ChatGPT, Perplexity, Google AI Overview answered questions about wealth management firms in Canada, 2 to 3 October 2026
ChatGPTPerplexityGoogle AI Overview
Answers565654
Firms per answer4.61.63.3
Citations per answer35.89.15.8
Answers naming no firm35.7%62.5%37%
Different firms named865552
Names mostTD Wealth37.5%RBC Wealth Management14.3%Wellington-Altus35.2%

Cite these figures

Citation
The Prompt Group AI Visibility Index: Wealth management firms, Canada. Data collected 2 to 3 October 2026 from ChatGPT, Perplexity, Google AI Overview (166 answers to 28 questions). Methodology v1. https://thepromptgroup.com/research/wealth-management-firms-2026/ca/statistics
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