M1 Finance #9 in Online Brokers & Investing
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Independent measurement about M1 Finance — anyone can monitor a brand (brand teams, agencies, competitors). Paying never affects scores, and the ✓ badge stays reserved for verified representatives.
Score over time
Shaded band = 95% bootstrap confidence interval. Orange markers = methodology events (model releases, panel versions). How this works
By model
Perplexity
ChatGPT + web search
Gemini + web search
Claude (Anthropic)
Gemini (Google)
ChatGPT (OpenAI)
By question type
Where M1 Finance shows up, by the intent behind the question. Every online brokers & investing panel asks the same balanced mix — 10 prompts per type — so these rates are directly comparable. A gap here (strong on recommendations, invisible on comparisons) is where AI visibility is being won or lost.
| Question type | Mentioned | Recommended |
|---|---|---|
| Recommendations “What's the best option for me?” | 8% | |
| Comparisons “How do the top options stack up?” | 9% | |
| Ready to buy “Which one should I actually get?” | 0% | |
| Problem-solving “I have this problem — what fixes it?” | 3% | |
| Informational “How does this kind of product work?” | 1% |
What the AIs say
Real answers from the latest measurement in which M1 Finance appeared — the receipts behind the score.
Claude (Anthropic) · listed #1
"How do M1 Finance and Public compare if I want both automation and control over my investments?"
# M1 Finance vs. Public: Automation + Control Comparison ## M1 Finance **Best for:** Hands-off investors who want customization upfront - **Pie-based investing**: Build custom portfolios ("p…
Gemini (Google) · recommended · listed #1
"Would M1 Finance or Public be a better fit for someone who wants a mix of automated and self-directed investing?"
For someone who wants a mix of automated and self-directed investing, **M1 Finance is generally the better fit**, but **Public is a strong competitor** if your self-directed side leans toward active trading or alternative assets. Here is a detailed breakdown o…
Gemini + web search · listed #1
"My current account has high fees that are hurting my gains—what should I look for in a lower-cost alternative?"
…the platform has **$0 monthly maintenance fees** and **no account minimums**. *Note: Be careful with some fintech platforms; for instance, M1 Finance charges a $3/month platform fee unless you maintain a balance of at least $10,000.* * **ACATS Transfer Fee Reimbursement:** When you leave your current high-fee broker, they wil…
ChatGPT (OpenAI) · listed #1
"How do M1 Finance and Public compare if I want both automation and control over my investments?"
Short version - M1 = automation-first. You build “pies” (target percentages for ETFs/stocks), set recurring deposits, and M1 keeps the pies close to target automatically. Less good for active, same‑…
ChatGPT + web search · listed #1
"How do M1 Finance and Public compare if I want both automation and control over my investments?"
Short answer — both can automate investing, but they take different approaches: - M1 = “set-and-forget” automation with precise allocation control (Pies + Dynamic Rebal
Perplexity · recommended · listed #1
"Would M1 Finance or Public be a better fit for someone who wants a mix of automated and self-directed investing?"
**M1 Finance** is the better fit if you want a true mix of **automation** and **self-directed investing**. M1 is built around customizable “pies” plus automated investing and rebalancing, so y…
Where the AIs get it from
Domains cited by search-backed answers that mentioned M1 Finance (20 answers, 2026-08-01). Your own domain is highlighted — presence in the others is the GEO opportunity.
| Cited domain | Answers citing it |
|---|---|
| vertexaisearch.cloud.google.com | 10 |
| nerdwallet.com | 8 |
| m1.com own domain | 8 |
| help.m1.com own domain | 7 |
| dividendscope.com | 6 |
| modestmoney.com | 6 |
| brokerage-review.com | 6 |
| vitaldollar.com | 6 |
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Head-to-head: M1 Finance vs Fidelity · M1 Finance vs Charles Schwab · M1 Finance vs Vanguard — or the full Online Brokers & Investing leaderboard.
Data from run #77. Methodology
