Custody, Platforms & Account Transfers · from U.S. Wealth Management in AI Answers — a directional read
“which custodians do independent RIAs use”
MEASUREDN = 1 sample per engine — a directional read, not a statistical benchmark.
When we asked, 3 of 3 engines named a US wealth manager. 4 distinct firms were named in total, never the same across every engine — see the breakdown below.
ChatGPT
Named, in the order the answer mentioned them: Charles Schwab · Fidelity
Sources cited: sec.gov, wealthmanagement.com
Gemini
Named, in the order the answer mentioned them: Goldman Sachs Private Wealth Management · Charles Schwab · Fidelity · Raymond James
Perplexity
Named, in the order the answer mentioned them: Charles Schwab · Fidelity · Raymond James
Sources cited: kitces.com, launchadvisor.co, gainaltitude.ai, smartasset.com, reddit.com, sovereignadvisorsolutions.com, investmentnews.com, winthropco.com, +6 more
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