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 · April 2026
Financial Advisers in Sydney
As of April 2026, the most-recommended financial advisers in Sydney by AI assistants are WLM Financial Services (35.0% ARS), Stanford Brown (26.7%), and Dixon Advisory (26.7%). 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 April 2026 index for financial advisers in Sydney.
Every month, our research team runs 15 buyer prompts across ChatGPT, Claude, Perplexity and Gemini (60 total responses) to find out which Sydney 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 April 2026 · Updated monthly · Next run: May 2026 · Conducted by AI See You · Read full methodology
Every prompt run across all four platforms:
15
Prompts
4
AI platforms
60
Total responses
76
Businesses found
6.4%
Average ARS
Financial Advisers in Sydney
Ranked by AI Recommendation Share (ARS). Composite Index Score (CIS) and month-on-month movement shown alongside. See methodology.
| Rank | Business | ARS | CIS | vs Mar 2026 |
|---|---|---|---|---|
| 1 | WLM Financial Services | 35.0%
|
0.50 | - |
| 2 | Stanford Brown | 26.7%
|
0.46 | +1 |
| 3 | Dixon Advisory | 26.7%
|
0.43 | -1 |
| 4 | Perpetual Private | 26.7%
|
0.34 | - |
| 5 | Shadforth Financial Group | 23.3%
|
0.43 | - |
| 6 | Hewison Private Wealth | 23.3%
|
0.31 | - |
| 7 | Apt Wealth Partners | 21.7%
|
0.28 | +2 |
| 8 | Sydney Financial Planning | 20.0%
|
0.37 | -1 |
| 9 | Koda Capital | 18.3%
|
0.27 | -1 |
| 10 | Shaw and Partners | 13.3%
|
0.22 | +1 |
| 11 | Allied Wealth | 13.3%
|
0.18 | +6 |
| 12 | HLB Mann Judd | 11.7%
|
0.19 | +4 |
How rankings are calculated
Every business on this page came from real queries submitted to ChatGPT, Claude, Perplexity, and Gemini during April 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 →