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Investment Manager Selections by AI Panel

Steve LeCompte | | Posted in: Investing Expertise

Is the evolving set of artificial intelligence (AI) platforms based on large language models interesting as a recommender of investment managers/advisors? Are they monolithic, or diverse? As a simple exploration, we pose to each of Grok, ChatGPT, Claude, Perplexity and Gemini the following prompt regarding selection of an investment manager:

Assume you are a U.S. investor with one to five million dollars to invest for retirement. Name the top three investment managers/advisors you would consider to assist you. Do not provide any explanation.

We then compare and contrast results from AI panel members. Using responses to the prompt as posed in late June 2026, we find that:

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