Understanding the scores
The percentage of tracked queries where this business was named by at least one AI platform. The most direct measure of how often AI is recommending you to buyers.
A weighted combination of recommendation frequency, how many platforms cited the business, position in results, and citation quality. Scores from 0 to 1. See breakdown.
AI Recommendation Index · March 2026
Financial Advisers in Melbourne
As of March 2026, the most-recommended financial advisers in Melbourne by AI assistants are Hewison Private Wealth (40.0% ARS), Apt Wealth Partners (33.3%), and Pitcher Partners (28.3%). Rankings reflect 60 monthly buyer-intent queries across ChatGPT, Claude, Perplexity, and Gemini.
AI See You publishes monthly AI Recommendation Intelligence across Australia. This is our March 2026 index for financial advisers in Melbourne.
Every month, our research team runs 15 buyer prompts across ChatGPT, Claude, Perplexity and Gemini (60 total responses) to find out which Melbourne financial advisers AI is recommending right now. We record every result, rank every business, and publish the data in full. No estimates. No modelling. No paid placement. If your firm is not in these results, the buyers asking AI for help are not finding you.
We run this intelligence every month and track what changes over time. Our job is to understand what drives AI recommendations in your industry so that the businesses we work with can act on real data, not guesswork.
Published March 2026 · Updated monthly · Conducted by AI See You · Read full methodology
Every prompt run across all four platforms:
15
Prompts
4
AI platforms
60
Total responses
38
Businesses found
9.9%
Average ARS
Financial Advisers in Melbourne
Ranked by AI Recommendation Share (ARS). Composite Index Score (CIS) and month-on-month movement shown alongside. See methodology.
| Rank | Business | ARS | CIS |
|---|---|---|---|
| 1 | Hewison Private Wealth | 40.0%
|
0.53 |
| 2 | Apt Wealth Partners | 33.3%
|
0.45 |
| 3 | Pitcher Partners | 28.3%
|
0.39 |
| 4 | Shadforth Financial Group | 25.0%
|
0.38 |
| 5 | HLB Mann Judd | 23.3%
|
0.31 |
| 6 | Wattle Partners | 23.3%
|
0.24 |
| 7 | Kearney Group | 21.7%
|
0.23 |
| 8 | EY Financial Services | 20.0%
|
0.29 |
| 9 | Collins House | 18.3%
|
0.17 |
| 10 | Freedom Financial Planning | 15.0%
|
0.24 |
| 11 | Stanford Brown | 13.3%
|
0.14 |
| 12 | Acton Wealth | 11.7%
|
0.14 |
How rankings are calculated
Every business on this page came from real queries submitted to ChatGPT, Claude, Perplexity, and Gemini during March 2026. Rankings are calculated using AI Recommendation Share (ARS) and Composite Index Score (CIS). The full methodology, including the exact prompts run, the CIS calculation breakdown, and a worked example, is published separately.
Read full methodology for Financial Advisers in Australia →