# Large RIAs list ChatGPT, Copilot and Claude more than advisor AI tools in job posts

Digest AI · Enterprise & Industry · published 2026-11-04T09:51:00Z

Canonical: https://digestai.news/story/large-rias-list-chatgpt-copilot-and-claude-more-than-advisor-ai-tools

## Summary

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 34 mentions, followed by ChatGPT (32) and Claude (27). AI references drop sharply at firms under $25 billion in assets, with 63.6% of $25B–$100B firms mentioning AI, versus 26.5% at $10B–$25B and near-zero below $2.5B. About 21% of $25B–$100B firms also seek LLM-building skills, signaling in-house AI development. Caddi’s CEO Alejandro Castellano notes the shift from *whether* to use AI to *how* it cuts costs, though few firms can prove measurable savings yet. A separate Caddi survey found 53% of operations leaders use advisor notetakers like Zocks, Jump or Zeplyn. Anthropic’s Claude for Financial Advisors, launched in September, integrates with platforms like Schwab and Zocks, blurring tool boundaries.

## 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

## Why it matters

The trend highlights how RIAs adopt off-the-shelf AI tools over niche fintech solutions, but cost savings remain unproven for most. General-purpose models dominate hiring signals, suggesting broader industry adoption precedes specialized AI integration.

## Sources

1. [Large RIAs name ChatGPT, Copilot and Claude in job posts far more than advisor AI tools](https://investmentnews.com/transformation/large-rias-name-chatgpt-copilot-and-claude-in-job-posts-far-more-than-advisor-ai-tools/268889) (investmentnews.com, 2026-11-04)

## Cite

Digest AI, "Large RIAs list ChatGPT, Copilot and Claude more than advisor AI tools in job posts", 4 November 2026, https://digestai.news/story/large-rias-list-chatgpt-copilot-and-claude-more-than-advisor-ai-tools

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