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Online Brokers & Investing

Cycle 2026-08-01run #77

The Online Brokers & Investing AI-visibility leaderboard ranks 12 brands by how often Perplexity, Claude (Anthropic), Gemini (Google) and ChatGPT (OpenAI) mention and recommend them across a fixed panel of realistic buyer questions, re-measured every monthly cycle. Fidelity currently leads with a global visibility score of 43.6.

Shopping, not analyzing? Read the buyer's guide: The best online brokers & investing, according to AI →

Movers

No statistically significant movement since the last run — all 12 tracked brands are stable within their confidence intervals. Muted hollow arrows in the standings below show drift that stayed within statistical noise.

Standings

#BrandGlobal scorePer model
1Fidelity43.6 ±2.6▽ −1.5
perplexity47
openai-search44
google-search54
anthropic48
google56
openai39
2Charles Schwab39.4 ±2.5▽ −0.7
perplexity38
openai-search37
google-search47
anthropic42
google51
openai36
3Vanguard30.3 ±2.4△ +1.3
perplexity23
openai-search29
google-search34
anthropic26
google37
openai29
4Interactive Brokers24.1 ±2.4▽ −0.4
perplexity23
openai-search21
google-search24
anthropic21
google25
openai24
5△1Robinhood22.5 ±2.4▽ −0.7
perplexity18
openai-search19
google-search34
anthropic20
google37
openai19
6▽1Betterment21.9 ±2.4▽ −1.9
perplexity20
openai-search21
google-search26
anthropic23
google29
openai20
7Wealthfront18.5 ±2.1▽ −1.1
perplexity15
openai-search19
google-search20
anthropic16
google24
openai17
8Webull16.4 ±2.1△ +0.1
perplexity19
openai-search13
google-search21
anthropic14
google24
openai14
9M1 Finance16.0 ±2.6△ +0.3
perplexity27
openai-search17
google-search19
anthropic20
google15
openai15
10E*TRADE15.4 ±3.0△ +0.1
perplexity13
openai-search11
google-search18
anthropic15
google15
openai16
11Public13.6 ±1.4△ +1.8
perplexity12
openai-search11
google-search12
anthropic14
google14
openai14
12Merrill Edge9.1 ±3.0▽ −0.6
perplexity13
openai-search17
google-search15
anthropic7
google7
openai10

What the AIs cite

The domains search-backed assistants relied on when answering this industry's questions (2026-08-01). Getting featured on these is the most direct lever on AI visibility.

DomainAnswers citing it
reddit.com265
youtube.com235
nerdwallet.com213
investopedia.com162
fidelity.com151
fool.com144
facebook.com110
stockbrokers.com101
finance.yahoo.com98
schwab.com91

Head-to-head: Fidelity vs Charles Schwab · Fidelity vs Vanguard · Charles Schwab vs Vanguard

Global score = market-share-weighted blend of per-model visibility scores (0–100). Methodology

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