Industry Report

Full-Service Brokerages

Established financial firms that offer a broad range of services including personalized financial advice, research, wealth management, and execution for stocks, bonds, and other assets.

Brands tracked: 34
Brands analyzed: 34
Last updated: 2026-04-23
Model: OpenAI GPT-5
Prompts: 269
Total responses: 1,365
Top Brand Overall?
Bank of America
80/100

Highest overall AI Visibility Score in this industry.

LBA Leader?
Charles Schwab
94

Highest score on the LBA metric in this industry.

Authority Leader?
Charles Schwab
77

Highest score on the Authority metric in this industry.

TOM Leader?
Bank of America
96

Highest score on the TOM metric in this industry.

Bank of America leads the Full-Service Brokerages category in AI responses

Bank of America is the most consistently-surfaced brand when users ask AI assistants about Full-Service Brokerages, but not to the point of monopolising the conversation. Merrill and a handful of others appear regularly, giving users a reasonable set of alternatives to compare. The top of this leaderboard is where most of the AI-driven traffic will go.

Brand Leaderboard All 34 Full-Service Brokerages brands ranked

Ranked by overall AI Visibility Score (smoothed geometric mean of LBA, Authority, and TOM with an LBA-based floor on Authority and TOM, see methodology). Click any brand for the full report.

# Brand LBA Authority TOM Overall

How is this calculated? Methodology

Every brand in this leaderboard is scored against the same set of 269 shared Full-Service Brokerages prompts. The same prompts, same model, same iterations. So differences in scores reflect actual differences in AI visibility, not differences in measurement.

Overall AI Visibility Score
Smoothed geometric mean of LBA, Authority and TOM. Authority and TOM are floored at LBA × 0.1 before the geometric mean (the same floor used in the per-metric cards above, so brand cards and the composite tell the same story). Formula: composite = ((LBA + 5)(Authority + 5)(TOM + 5))^(1/3) - 5. The floor keeps brands the model clearly recognises but doesn't yet recommend from collapsing to zero, while a single genuinely weak metric still pulls the composite down. Full methodology.
Shared industry prompts
For Authority and TOM, all brands in the industry are scored against the same 269 category prompts (e.g. "best SEO tools for agencies"). This makes brand-to-brand comparisons valid - everyone faces identical inputs. LBA prompts are per-brand because they ask brand-specific questions.
Latent Brand Association (LBA)
5 brand probes + 1 control prompt, each run 5 times in recall mode (no web search). LBA = quality × meta × stability × share × recognition × 100. Read the full LBA methodology →
LLM Authority
50 organic category prompts (discovery, comparison, problem and transactional intents), each run once in recall mode and once in retrieval mode. Score = frequency × log-decayed prominence × intent weight, then 50/50 averaged across the two modes. Read the full Authority methodology →
Top of Mind (TOM)
15 high-volume discovery prompts (sourced from Keywords Everywhere search-volume data), each run 5 times in pure recall mode (no web). Score = frequency × (0.5 + 0.5 × log-prominence), volume-weighted. Read the full TOM methodology →