What does AI recommend for retirement account rollovers & iras?

Fidelity Investments currently leads AI recommendations for IRA and retirement account rollovers, having overtaken Charles Schwab for the top spot between November 2025 and March 2026. While the big three brokerages remain dominant, AI models increasingly cite challengers like Wealthfront and Betterment for automated investing and beginner-friendly options.

Which retirement account rollovers & iras brands appear most in AI answers?

Across 2,533 AI responses, Charles Schwab is mentioned most, named in 80% of them, followed by Fidelity Investments (78%) and Vanguard Investments Canada (62%).

How does Parse rank these brands?

Parse measures each brand's mention rate — the share of answers naming it — across 2,533 AI responses to this market's buyer questions. Answers are collected daily and the ranking is published weekly.

How does a brand enter this ranking?

Brands enter the ranking when AI answers mention them. Parse collects answers daily and publishes the re-measured set weekly, so new brands appear as AI starts recommending them.

Best retirement account rollovers & iras, according to AI

Data as of Aug 25, 2026 · Based on 2,533 AI responses · See how Parse measures this

Retirement Account Rollovers & IRAs

230 brands

ParseChatGPT + Google AI

Parse

https://parse.gl

Measured across ChatGPT & Google AI

Best Retirement Account Rollovers & IRAs, According to ChatGPT & Google AI | Parse

#	Brand	What AI says	Mention rate
1	Charles SchwabA top contender with a user-friendly platform and strong customer support.	A top contender with a user-friendly platform and strong customer support.	80%
2	Fidelity InvestmentsThe top-ranked choice, praised for planning tools, low costs, and smooth rollovers.	The top-ranked choice, praised for planning tools, low costs, and smooth rollovers.	78%
3	Vanguard Investments Canada		62%
4	Morgan Stanley		23%
5	BettermentThe leading robo-advisor recommendation for automated, hands-off portfolio management.	The leading robo-advisor recommendation for automated, hands-off portfolio management.	19%
6	WealthfrontA rising robo-advisor cited for automated investing and goal-based planning.	A rising robo-advisor cited for automated investing and goal-based planning.	13%
7	Merrill Edge		11%
8	Interactive Brokers		10%
9	SoFiCited for unique perks like IRA contribution matches and access to planners.	Cited for unique perks like IRA contribution matches and access to planners.	9%
10	Ascensus		5%
11	RobinhoodAn emerging recommendation, noted for simple interfaces and occasional transfer bonuses.	An emerging recommendation, noted for simple interfaces and occasional transfer bonuses.	4%
12	Carry		4%
13	Boldin Advisors		4%
14	MaxiFi		3%
15	My Solo 401k		3%
16	Guideline		3%
17	VanguardThe primary choice for ultra-low-cost index funds and long-term, passive investors.	The primary choice for ultra-low-cost index funds and long-term, passive investors.	3%
18	NerdWallet		2%
19	Investopedia		2%
20	ForUsAll		2%
21	Rocket Dollar		2%
22	MyUbiquity		2%
23	Bankrate		2%
24	Empower		2%
25	M1 Finance		1%
26	IRA Financial Group		1%
27	Nabers Group		1%
28	ProjectionLab		1%
29	Kiplinger		<1%
30	Farther		<1%
31	T. Rowe Price		<1%
32	eMoney Advisor		<1%
33	Acorns		<1%
34	RightCapital		<1%
35	TD Ameritrade		<1%
36	Thrivent		<1%
37	401GO		<1%
38	ShareBuilder 401k		<1%
39	Ameriprise Financial		<1%
40	Human Interest		<1%
41	Internal Revenue Service		<1%
42	TIAA		<1%
43	Bank of America		<1%
44	Protective		<1%
45	Public		<1%
46	WealthTrace		<1%
47	Holistiplan		<1%
48	MeetBeagle		<1%
49	U.S. Bank		<1%
50	John Hancock		<1%
51	Webull		<1%
52	Comcast Corporation		<1%
53	BCR Wealth		<1%
54	Coldstream Wealth Management		<1%
55	Employee Fiduciary		<1%
56	SmartAsset		<1%
57	Merrill		<1%
58	Hartford Funds		<1%
59	The White Coat Investor		<1%
60	Income Laboratory		<1%
61	MoneyGuidePro		<1%
62	Domain Money		<1%
63	The Real Estate CPA		<1%
64	Finder		<1%
65	Harness Wealth		<1%
66	Charles Schwab thinkorswim		<1%
67	InvestGrape		<1%
68	Vision Retirement		<1%
69	Student Loan Planner		<1%
70	Reddit		<1%
71	Portfolio Toolbox		<1%
72	The Motley Fool		<1%
73	Pralana Retirement Calculator		<1%
74	Pearl Wealth Group		<1%
75	University of Pennsylvania		<1%
76	JPMorgan Chase		<1%
77	Ally		<1%
78	District Capital Management		<1%
79	Sense Financial		<1%
80	Journal of Accountancy		<1%
81	Troncoso Group		<1%
82	Invesco		<1%
83	Schwab Asset Management		<1%
84	Condley & Company		<1%
85	Wells Fargo		<1%
86	StockBrokers.com		<1%
87	I Will Teach You to Be Rich		<1%
88	Edward Jones		<1%
89	John Hancock Investments		<1%
90	Alphabet		<1%
91	Gusto		<1%
92	PensionBee		<1%
93	Mercer Advisors		<1%
94	IRA Resources		<1%
95	Experian		<1%
96	FirstradeSpecifically recommended for its generous reimbursement of account transfer fees.	Specifically recommended for its generous reimbursement of account transfer fees.	<1%
97	Stash		<1%
98	Corvee		<1%
99	Barron's		<1%
100	BitIRA		<1%