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What AI says about ClientWise | Parse

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ClientWise

What AI says about ClientWise

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Data as of Oct 20, 2026Based on 3,253 AI responsesReviewed by Dimitry Apollonsky

Mentioned in

<1%

across ClientWise’s markets · since Jul 5

The market map

Financial Advisor Professional Associations

Mentioned in

#BrandMentioned inAvg. position

1National Association of Personal Financial Advisors (NAPFA)Mentioned in 77%Avg. position 3.7
=2Financial Planning AssociationMentioned in 59%Avg. position 4.6
=2XY Planning NetworkMentioned in 58%Avg. position 4.5
=4Certified Financial Planner Board of Standards, Inc.Mentioned in 33%Avg. position 4.8
=4Garrett Planning NetworkMentioned in 31%Avg. position 5.4
6Alliance of Comprehensive PlannersMentioned in 22%Avg. position 6.2
=7KitcesMentioned in 9%Avg. position 5.2
=7U.S. Securities and Exchange CommissionMentioned in 6%Avg. position 4.6
=9XYPN LIVEMentioned in 5%Avg. position 4.3
=9AICPA & CIMAMentioned in 5%Avg. position 6.8
=9Investment Adviser Association (IAA)Mentioned in 4%Avg. position 5.8
=9FPA Annual ConferenceMentioned in 4%Avg. position 5.6
=9CFA InstituteMentioned in 4%Avg. position 5.9
=9Future Proof FestivalMentioned in 4%Avg. position 4.4

Where AI mentions ClientWise

Each engine’s share of its own answers across ClientWise’s markets · since Jul 5

ChatGPT Search<1%
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Other brands in Financial Advisor Professional Associations

Rank

National Association of Personal Financial Advisors (NAPFA)#1
XY Planning Network#2

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Where ClientWise ranks in AI

Financial Advisor Professional Associations=50 · <1%in this market

<1%

Certified Financial Planner Board of Standards, Inc.

#4