Which financial advisory firms are the most trusted?
Financial AdvisorsNamed in 1 of 3 answers
#16
17.7
Rank by surface
Claude#5
Brand profile
An American financial advisory company, now a subsidiary of Bank of America, providing wealth management and investment services.
1 questions · 1 categories · As of Nov 1, 2026
| Categories | Category rank | Questions | Score |
|---|---|---|---|
| Financial Advisors | #28of 47 | 1 | 17.7 |
Brands named in the same answers as Merrill Lynch in the last four weeks, counted in answers.
| Brand | Answers naming the brand | Named alongside |
|---|---|---|
| Schwab | 5 | SEC's IAPD database (3), Vanguard (3), Facet (3) |
| NAPFA | 4 | SEC's IAPD database (2), Vanguard (2), Facet (2) |
| Vanguard | 3 | Schwab (3), SEC's IAPD database (2), Fidelity (2) |
| Facet | 4 | Schwab (3), SEC's IAPD database (2), Raymond James (2) |
| Ameriprise Financial | 4 | SEC's IAPD database (3), Raymond James (3), Edward Jones (3) |
| Edward Jones | 3 | SEC's IAPD database (3), Raymond James (3), Schwab (3) |
| Raymond James | 3 | SEC's IAPD database (3), Edward Jones (3), Schwab (3) |
| Edelman Financial Engines | 3 | SEC's IAPD database (3), Facet (2), Raymond James (2) |
| SEC's IAPD database | 4 | Raymond James (3), Edward Jones (3), Schwab (3) |
| Mercer Advisors | 3 | SEC's IAPD database (2), Creative Planning (2), NAPFA (2) |
| Fidelity | 3 | Vanguard (2), T. Rowe Price (2), Schwab (2) |
| U.S. Bank | 2 | SEC's IAPD database (2), Vanguard (2), Raymond James (2) |
| Morgan Stanley | 2 | SEC's IAPD database (2), Vanguard (2), Raymond James (2) |
| UBS | 2 | SEC's IAPD database (2), Vanguard (2), Raymond James (2) |
| T. Rowe Price | 2 | Vanguard (2), Fidelity (2), Schwab (2) |
| Creative Planning | 2 | SEC's IAPD database (2), Mercer Advisors (2), FINRA’s BrokerCheck (2) |
| Garrett Planning Network | 2 | XY Planning Network (2), SEC's IAPD database (1), Facet (1) |
| XY Planning Network | 2 | Garrett Planning Network (2), SEC's IAPD database (1), Facet (1) |
| FINRA’s BrokerCheck | 2 | SEC's IAPD database (2), Creative Planning (2), Mercer Advisors (2) |
| Wealth Enhancement Group | 1 | Vanguard (1), Fidelity (1), T. Rowe Price (1) |
| CFP Board | 1 | Facet (1), investor.gov (1), NAPFA (1) |
| investor.gov | 1 | Facet (1), NAPFA (1), CFP Board (1) |
| Betterment | 1 | Ally Invest (1), Fidelity (1), Ameriprise Financial (1) |
| J.P. Morgan investments | 1 | SEC's IAPD database (1), Vanguard (1), Facet (1) |
| CFP Board’s “Let’s Make a Plan” directory | 1 | SEC's IAPD database (1), Vanguard (1), Facet (1) |
| Ally Invest | 1 | Fidelity (1), Betterment (1), Ameriprise Financial (1) |
| SmartAsset | 1 | Vanguard (1), Fidelity (1), T. Rowe Price (1) |
| Merrill Lynch | 1 | SEC's IAPD database (1), Vanguard (1), Fidelity (1) |
| Domain Money | 1 | XY Planning Network (1), Facet (1), Garrett Planning Network (1) |
| Savant Wealth Management | 1 | SEC's IAPD database (1), XY Planning Network (1), Garrett Planning Network (1) |
Sites the answers naming this brand cited in the last four weeks. Counts are citing answers.
The answers that named this brand cited no sources in the last four weeks.
For the brand's best questions: of each surface's 1 answers, how many named it.
| Questions | |||
|---|---|---|---|
| 1Which financial advisory firms are the most trusted? | 0 | 1 | 0 |
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