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Merrill

ml.com · Finance

Ranked 1,538 of 2,047 companies in the study

27Overall score
  • Visibility9
  • Citations1
  • Sentiment50
  • Site quality73
  • AI readiness21
What this means for Merrill

AI assistants rarely name Merrill, with the company mentioned in 2 of 60 answers, or 3.3% of the time. Merrill's overall score is 27 out of 100, ranking 1,538th of 2,047 companies in the study. Its website passes 3 of 14 technical checks for AI tool readiness.

We asked 15 unbranded questions about the finance market: none named Merrill. AI assistants named it in 2 of 60 answers (3.3%). The typical finance company is named in 3.3% of answers. By how often it is named, Merrill ranks 87 of 205 in its sector.

Named fewer than three times in total. Read this as a sign that AI assistants rarely bring this company up, not as an exact comparison with its rivals.

Named by AI in
3.3%
2 of 60 answers
Share of mentions
18.2%
compared with 5 rivals
AI readiness
3/14
technical checks passed. Typical for its sector: 3
Rank in its sector
137 of 205
by overall score, where the typical finance company scores 29
How Merrill compares with all 2,047 companies

Every dot is a company in the study. Hover one to see it; click to open its report.

This companySame sectorEvery other companyNever named

What makes up the score

Five parts, each scored out of 100.

Visibility
9

How often AI assistants name the company

Citations
1

How often AI uses the company's own website as a source

Sentiment
50

How positively AI describes the company

Site quality
73

How well built the website's own pages are

AI readiness
21

How easily AI tools can read and use the website

Visibility is calculated from the answers on this page. How the score is built.

Compared with finance

205 companies in this sector. The line on each bar is the typical company.

Overall score27
Ranks 137 of 205. Typical company: 29
Named in answers3%
Ranks 87 of 205. Typical company: 3%
AI readiness21
Ranks 82 of 205. Typical company: 21
What Claude actually said

An answer that names the company

“Self-directed investment platforms as an alternative to wealth management”

I'll search for current information about self-directed investment platforms and how they compare to traditional wealth management.Based on current information, here's a comprehensive overview of self-directed investment platforms as an alternative to traditional wealth management:

Key Differences

Control & Cost Advantage

Self-directed investing empowers individuals to control their assets directly using modern financial platforms to research, build, and execute their own strategy. Self-directed investing generally has lower costs than investing with an advisor, but it requires you t …

The AI’s answer as we received it, shortened and not checked for accuracy.

Share of mentions

How the mentions in these answers were split between this company and its rivals

J.P. Morgan Wealth Management
50.0%
Merrill
33.3%
Morgan Stanley
16.7%
UBS Wealth Management USA
0.0%
Wells Fargo Advisors
0.0%
Edward Jones
0.0%
Which AI assistants named the company

Answers naming it, out of answers received

Gemini
1/15
Claude
1/15
Perplexity
0/15
OpenAI
0/15
Ready for AI agents

What this website publishes for an AI agent to read, use and buy from, on a scale of six levels.

  1. 0
  2. 1
  3. 2
  4. 3
  5. 4
  6. 5

Level 1: Basic web presence. Two of robots.txt, a sitemap and Link headers are in place.

To reach level 2:
  • Content Signals
Show every check, for your technical team
Discoverability
77 of 100
  • robots.txtPassed

    A valid robots.txt with crawl rules at the site root.

    study: 92.0%
  • SitemapPassed

    An XML sitemap listing the pages, ideally referenced from robots.txt.

    study: 86.8%
  • Link headersNot met

    Send Link headers such as rel="api-catalog" or rel="describedby" on the homepage.

    study: 0.3%
  • DNS for AI DiscoveryNot present

    Advertise agent endpoints with SVCB records under _agents.

    study: 5.5%
Content accessibility
0 of 100
  • Markdown negotiationNot met

    Return a markdown version when asked with Accept: text/markdown, for example at the CDN.

    study: 1.9%
  • llms.txtCould not check

    Publish an llms.txt with a short summary and the key links.

    study: 25.1%
Bot access control
32 of 100
  • AI bot rulesPartly met

    Add explicit robots.txt groups for the main AI crawlers.

    study: 93.4%
  • Content SignalsNot met

    Add a Content-Signal line for search, ai-input and ai-train to robots.txt.

    study: 1.4%
  • Web Bot AuthNot present

    Only relevant if you run your own agents or crawlers: publish a signing key directory.

    study: 0.2%
APIs, auth and MCP
0 of 100
  • API CatalogNot met

    List public APIs in a linkset at /.well-known/api-catalog.

    study: 0.3%
  • OAuth discoveryNot met

    Publish OpenID Connect or OAuth server metadata under /.well-known.

    study: 11.8%
  • OAuth Protected ResourceNot met

    Serve protected resource metadata at /.well-known/oauth-protected-resource.

    study: 10.3%
  • auth.mdCould not check

    Publish an auth.md describing how agents sign in.

    study: 0.0%
  • MCP Server CardCould not check

    Offer an MCP server and publish its server card under /.well-known.

    study: 0.2%
  • A2A Agent CardCould not check

    Publish an agent card at /.well-known/agent-card.json.

    study: 0.1%
  • Agent SkillsCould not check

    Publish a skills index with the main tasks agents can do.

    study: 0.2%
  • WebMCPCould not check

    Register key actions such as search or cart as WebMCP tools.

    study: 33.7%
  • ARD manifestCould not check

    Publish an ai-catalog.json listing every agent interface.

    study: 0.1%

Score 37 of 100 · 66% of checks could run · checked on October 5, 2026 · www.ml.com · 2,047 companies scanned

See how every company did, and how this was measured.

The checks behind the AI readiness score

3 of 14 passed. This list is for your technical team. The percentage is how many companies in the study pass each check.

These 14 checks ran during the audit and are what the AI readiness part of the overall score counts. The scan above ran later and is stricter on Link headers and Markdown, so a check can pass here and not there.

Show the 14 checks
Discoverability
  • Passedrobots.txt publishedstudy: 85.0%
  • PassedXML sitemapstudy: 73.2%
  • Not metHTTP Link headers (RFC 8288)study: 29.0%
Content Accessibility
  • Not metMarkdown content negotiationstudy: 8.3%
  • Not metllms.txt publishedstudy: 21.7%
  • PassedToken budget (page weight)study: 95.2%
Bot Access Control
  • Not metExplicit AI bot rulesstudy: 13.0%
API / Auth / MCP
  • Not metAPI Catalog (.well-known/api-catalog)study: 0.2%
  • Not metOAuth Authorization Server discoverystudy: 10.1%
  • Not metOAuth Protected Resource discoverystudy: 9.3%
  • Not metMCP Server Cardstudy: 0.0%
  • Not metA2A Agent Cardstudy: 0.0%
  • Not metWebMCP toolsstudy: 4.2%
  • Not metAgent Skills declaredstudy: 0.0%
What AI crawlers may read (robots.txt)

This website sets no rules for any AI crawler by name, like 84% of the websites whose rules we could read. Every AI crawler follows its general rules.

Training AI
  • GPTBotpartly
  • ClaudeBotpartly
  • Anthropic-AIpartly
  • Google-Extendedpartly
  • Applebot-Extendedpartly
  • Meta-ExternalAgentpartly
  • FacebookBotpartly
  • Bytespiderpartly
  • CCBotpartly
  • Diffbotpartly
  • Omgilibotpartly
AI search
  • OAI-SearchBotpartly
  • Claude-SearchBotpartly
  • PerplexityBotpartly
  • Applebotpartly
  • Amazonbotpartly
  • YouBotpartly
Answering questions
  • ChatGPT-Userpartly
  • Claude-Userpartly
  • Perplexity-Userpartly
  • DuckAssistBotpartly
  • MistralAI-Userpartly

Read from the website’s own rules file (robots.txt). An asterisk marks a crawler the file names. The rest follow its general rules. “Partly” means only some pages are blocked.

Websites the AI used as sources

How many times each website was listed as a source in these answers

wsj.com
18
creativeplanning.com
18
smartasset.com
15
investor.vanguard.com
14
nerdwallet.com
13
investopedia.com
13
wealthmanagement.com
11
kiplinger.com
10
fidelity.com
9
chase.com
8

In the study as Large private companies.

Every question, and where the company came up (2 of 15)
QuestionOpenAIClaudePerplexityGemini
  • How can financial advisory services help with multi-generational wealth planning?
  • Retirement planning steps for affluent individuals in the US
  • Best wealth management strategies for high-net-worth families
  • How to identify gaps in your current retirement savings plan
  • Is professional wealth management worth the cost for affluent individuals?
  • Are personalized financial planning services necessary for successful retirement?
  • Difference between fee-based and commission-based financial advisors
  • Self-directed investment platforms as an alternative to wealth management
  • How to choose a financial advisory firm for personalized retirement planning
  • Average minimum investment required for full-service financial advisory accounts
  • Ways financial advisors support clients through major life transitions
  • What to do if your financial advisor is not meeting your expectations?
  • Alternatives to traditional face-to-face financial advisory services
  • Typical fee structures for wealth management services in the United States
  • Wealth management vs. investment advisory: What’s the right fit for comprehensive planning?
named the companyanswered without naming itdid not answer

Columns, left to right: OpenAI, Claude, Perplexity, Gemini. The AI assistants often disagree. Across the study, on 40% of the questions where a company is named, only one of the four names it.

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