Large RIAs list ChatGPT, Copilot and Claude more than advisor AI tools in job posts
In Q3 2026, 19.4% of firms (39 of 201) named an AI tool in at least one job posting, up from 1.1% two years prior. Since late 2023, 76 of these firms have referenced AI in hiring, according to Caddi, a Seattle-based AI agent vendor for RIAs. Only Zocks, an advisor notetaker, appears in seven job posts—tied with Google’s Gemini and trailing OpenAI’s GPT models (eight mentions). Copilot leads with…
Key points
- 19.4% of top RIAs (39 of 201) named AI tools in Q3 2026 job posts, up from 1.1% two years prior
- Copilot (34), ChatGPT (32), and Claude (27) outpace advisor-specific tools like Zocks (7 mentions)
- AI mentions drop to 26.5% at firms with $10B–$25B in assets, near-zero below $2.5B
Large RIAs name ChatGPT, Copilot and Claude in job posts far more than advisor AI tools
investmentnews.com · 4 November 2026
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