Best personal financial planning services, according to AI

Data as of Aug 25, 2026 · Based on 669 AI responses · Shares cover the last 30 days · See how Parse measures this

The Federal Deposit Insurance Corporation (FDIC) is consistently the top-cited entity by AI assistants for personal finance questions, primarily as a symbol of account safety. Across the observed period, AI responses have evolved from simple lists of tips to structured, phased plans that emphasize foundational steps like securing funds and paying off high-interest debt before investing.

Personal Financial Planning Services

202 brands

ParseChatGPT + Google AI

Parse

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Measured across ChatGPT & Google AI

Best Personal Financial Planning Services, According to ChatGPT & Google AI | Parse

#	Brand	What AI says	Mention rate
1	National Credit Union AdministrationMentioned alongside FDIC as the insurer for credit union accounts.	Mentioned alongside FDIC as the insurer for credit union accounts.	26%
2	Federal Deposit Insurance CorporationCited as the primary insurer for bank deposit safety.	Cited as the primary insurer for bank deposit safety.	26%
3	BankrateA top source for comparing account types like HYSAs and CDs.	A top source for comparing account types like HYSAs and CDs.	14%
4	NerdWalletOften cited for guides on building emergency funds and choosing banks.	Often cited for guides on building emergency funds and choosing banks.	9%
5	Consumer Financial Protection BureauA key source for building emergency funds and consumer protection info.	A key source for building emergency funds and consumer protection info.	7%
6	Investopedia		6%
7	Discover		5%
8	Securian		5%
9	Bank of America		4%
10	Raisin		4%
11	JPMorgan Chase		4%
12	Hudson Valley Credit Union		4%
13	Zelle		4%
14	Fidelity InvestmentsFrequently recommended for saving, investing, and retirement planning advice.	Frequently recommended for saving, investing, and retirement planning advice.	4%
15	Morgan Stanley		4%
16	University of Minnesota		4%
17	SoFi		4%
18	Fulton Bank		4%
19	United Federal Credit Union		3%
20	Vanguard Investments Canada		3%
21	PNC Bank		3%
22	Arthur State Bank		3%
23	Comerica Bank		3%
24	Peoples eBank		3%
25	The Sun		2%
26	Piscataqua Savings Bank		2%
27	Allpoint		2%
28	SmartAsset		2%
29	Northwest Bank		2%
30	Certified Financial Planner Board of Standards, Inc.		2%
31	Forbes		2%
32	Citizens BankMentioned for general banking advice and handling inheritances.	Mentioned for general banking advice and handling inheritances.	2%
33	Fiserv		2%
34	Wells Fargo		2%
35	Webster First Federal Credit Union		2%
36	Kiplinger		1%
37	AARP		1%
38	AP News		1%
39	Vermont Federal Credit Union		1%
40	My F&M Bank		1%
41	Thomson Reuters		1%
42	The Southern Bank		1%
43	American Bankers Association		1%
44	TD Canada Trust		1%
45	E-FNB		1%
46	Alphabet		1%
47	Accounting Insights		1%
48	U.S. Bank		1%
49	TIAA		1%
50	Navy Federal Credit Union		1%
51	U.S. News & World Report		1%
52	Peoples Security Bank & Trust		1%
53	Western & Southern		<1%
54	Peoples Bank & Trust (PBTC)		<1%
55	First Federal Bank of Kansas City		<1%
56	EarnIn		<1%
57	Shore United Bank		<1%
58	HFS Federal Credit Union		<1%
59	Vox Media		<1%
60	Federal Reserve Bank of St. Louis		<1%
61	Comcast Corporation		<1%
62	Baird Wealth		<1%
63	Mass.gov		<1%
64	Holborn Assets		<1%
65	Maya		<1%
66	Yahoo		<1%
67	Edward Jones		<1%
68	Equifax		<1%
69	Black Hills Federal Credit Union		<1%
70	Government of Canada		<1%
71	Daily Herald		<1%
72	Sunflower Bank		<1%
73	Bank With United		<1%
74	Protective		<1%
75	Money		<1%
76	Rivermark Community Credit Union		<1%
77	eBay		<1%
78	Old National Bank		<1%
79	Charles Schwab		<1%
80	Nixon Peabody Trust Company		<1%
81	Wikipedia		<1%
82	Auburn Savings Bank		<1%
83	Pacific Debt Relief		<1%
84	Scotiabank		<1%
85	Experian		<1%
86	Westshore Bank		<1%
87	Meta		<1%
88	MoneyFit		<1%
89	Pediatric Brain Tumor Consortium (PBTC)		<1%
90	Money Guy		<1%
91	The Money Coach		<1%
92	North Shore Community Bank		<1%
93	T. Rowe Price		<1%
94	Lake Forest Credit Union		<1%
95	Principal Financial Group		<1%
96	America Saves		<1%
97	Carry		<1%
98	EQIBank		<1%
99	Better Business Bureau		<1%
100	MyMoney.gov		<1%