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Stifel

stifel.com · Finance · SF

Ranked 1,410 of 2,047 companies in the study

28Overall score
  • Visibility8
  • Citations0
  • Sentiment67
  • Site quality67
  • AI readiness14
What this means for Stifel

AI assistants name Stifel in 5% of answers, which is slightly above the typical company in the finance sector. Its overall score is 28 out of 100, ranking 1,410th of 2,047 companies. The Stifel website passes 2 out of 14 technical checks for readiness with AI tools.

We asked 15 unbranded questions about the finance market: none named Stifel. AI assistants named it in 3 of 60 answers (5.0%). The typical finance company is named in 3.3% of answers. By how often it is named, Stifel ranks 71 of 205 in its sector.

Named by AI in
5.0%
3 of 60 answers
Share of mentions
13.0%
compared with 5 rivals
AI readiness
2/14
technical checks passed. Typical for its sector: 3
Rank in its sector
107 of 205
by overall score, where the typical finance company scores 29
How Stifel 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
8

How often AI assistants name the company

Citations
0

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

Sentiment
67

How positively AI describes the company

Site quality
67

How well built the website's own pages are

AI readiness
14

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 score28
Ranks 107 of 205. Typical company: 29
Named in answers5%
Ranks 71 of 205. Typical company: 3%
AI readiness14
Ranks 180 of 205. Typical company: 21
What Claude actually said

An answer that names the company

“Top investment banking firms that also offer financial planning for businesses and municipalities?”

I'll search for investment banking firms that offer comprehensive services including financial planning for businesses and municipalities.Based on my research, here are some of the top investment banking firms that offer comprehensive services for both businesses and municipalities:

Major Firms

J.P. Morgan

J.P. Morgan Commercial Banking serves public entities including municipalities, counties, states, housing authorities, school districts, transit authorities and utilities across the U.S. Additionally, the Public Finance group originates, underwrites and makes markets in municipal se …

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

Also named
Raymond James2Edward Jones1Morgan Stanley Wealth Management1
Share of mentions

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

Morgan Stanley Wealth Management
61.1%
Stifel
16.7%
Raymond James
11.1%
Edward Jones
11.1%
RBC Wealth Management (U.S.)
0.0%
Janney Montgomery Scott
0.0%
Which AI assistants named the company

Answers naming it, out of answers received

Claude
1/15
Gemini
1/15
OpenAI
1/15
Perplexity
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 0: Not yet agent-ready. Agents struggle to find basic information about the site.

To reach level 1:
  • 2 of robots.txt, Sitemap, Link headers
Show every check, for your technical team
Discoverability
41 of 100
  • robots.txtPassed

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

    study: 92.0%
  • SitemapNot met

    Serve an XML sitemap and reference it 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.txtNot met

    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.mdNot met

    Publish an auth.md describing how agents sign in.

    study: 0.0%
  • MCP Server CardNot met

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

    study: 0.2%
  • A2A Agent CardNot met

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

    study: 0.1%
  • Agent SkillsNot met

    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 manifestNot met

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

    study: 0.1%

Score 16 of 100 · 97% of checks could run · checked on October 5, 2026 · www.stifel.com · 2,047 companies scanned

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

The checks behind the AI readiness score

2 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%
  • Not metXML 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
  • GPTBotallowed
  • ClaudeBotallowed
  • Anthropic-AIallowed
  • Google-Extendedallowed
  • Applebot-Extendedallowed
  • Meta-ExternalAgentallowed
  • FacebookBotallowed
  • Bytespiderallowed
  • CCBotallowed
  • Diffbotallowed
  • Omgilibotallowed
AI search
  • OAI-SearchBotallowed
  • Claude-SearchBotallowed
  • PerplexityBotallowed
  • Applebotallowed
  • Amazonbotallowed
  • YouBotallowed
Answering questions
  • ChatGPT-Userallowed
  • Claude-Userallowed
  • Perplexity-Userallowed
  • DuckAssistBotallowed
  • MistralAI-Userallowed

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

investopedia.com
24
fidelity.com
20
forbes.com
12
schwab.com
12
kiplinger.com
11
nerdwallet.com
11
fool.com
10
smartasset.com
9
morganstanley.com
9
finra.org
8

In the study as US-listed.

Every question, and where the company came up (1 of 15)
QuestionOpenAIClaudePerplexityGemini
  • How does a full-service brokerage compare to an online-only trading platform for managing diverse investments?
  • Typical advisory and trading fees charged by US-based full-service brokerages?
  • Top investment banking firms that also offer financial planning for businesses and municipalities?
  • Best ways municipalities can use investment banking services for infrastructure financing?
  • What are some options for small businesses that need investment banking services without a dedicated relationship manager?
  • Best US-based brokerages offering both personal and business account management features?
  • Is using a full-service brokerage worth the higher fees for professional money managers?
  • How can professional money managers utilize brokerage platforms for customized portfolio strategies?
  • What should I do if my investment account at a full-service brokerage isn’t showing the correct balance?
  • Full-service investment banking vs. boutique advisory firms: which is better for corporate clients?
  • Are there minimum account balances required to access financial planning services at comprehensive wealth management firms?
  • What are the best full-service brokerages for individual investors who want comprehensive wealth management?
  • Do investment advisors at traditional brokerages offer better long-term returns than digital advisory services?
  • Alternatives to traditional full-service brokerages for investors seeking lower fees?
  • How can I resolve issues with accessing research reports through my wealth management account?
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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Overall score 28 of 100 badge for Stifel

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<a href="https://aeo-audit.rezolve.com/us/stifel.com"><img src="https://aeo-audit.rezolve.com/us/badges/stifel.com.svg" alt="Overall score 28 of 100, US AI Visibility Study 2026" width="280" height="64"></a>
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