Betterment vs Charles Schwab:Which is more popular?
In September 2026, Charles Schwab had more branded searches than Betterment among wealth management platforms worldwide. Charles Schwab had about 3.4 million branded searches, while Betterment had 110,000. Charles Schwab made up 94.7% of all wealth management platform searches we track, and Betterment accounted for 3.1%. When we asked ChatGPT and Google AI Overviews about wealth management platforms, Betterment and Charles Schwab each appeared in two of the five answers. Charles Schwab was mentioned before Betterment in every answer that named either.
Who do people search for more?
Charles Schwab, about 30 searches for every 1 for Betterment
Who does AI mention more?
Both were mentioned in 2 of 5 answers.
Who does AI recommend more?
Charles Schwab, named ahead of Betterment in 2 of 2 answers
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Top wealth management platforms in ChatGPT and Google AI Overviews
In three ChatGPT questions and two Google AI Overviews, Betterment and Charles Schwab were each mentioned in two out of five: in two of the three ChatGPT answers, but not in either of the two Google AI Overviews. Charles Schwab was listed before Betterment in every answer that named either.
Most recommended by AI
Brands get a higher ranking if they are mentioned earlier in the answers.
Charles Schwab1st
Vanguard1st
Addepar3rd
Envestnet4th
Orion5th
Betterment6th
Wealthbox7th
Mentioned by AI
Each dot is one answer, filled in when that answer mentions the brand.
Charles Schwab2 of 5Named in 2 of 3 ChatGPT answersNamed in 0 of 2 Google answers
Betterment2 of 5Named in 2 of 3 ChatGPT answersNamed in 0 of 2 Google answers
Addepar2 of 5Named in 1 of 3 ChatGPT answersNamed in 1 of 2 Google answers
Vanguard2 of 5Named in 2 of 3 ChatGPT answersNamed in 0 of 2 Google answers
Envestnet2 of 5Named in 1 of 3 ChatGPT answersNamed in 1 of 2 Google answers
Orion2 of 5Named in 1 of 3 ChatGPT answersNamed in 1 of 2 Google answers
Wealthbox1 of 5Named in 1 of 3 ChatGPT answersNamed in 0 of 2 Google answers
See every answer about wealth management platforms
5 answers
Asked ChatGPT
“Which wealth management platform should I use?”
Asked ChatGPT
“What are the best wealth management platforms?”
Asked ChatGPT
“What's the best wealth management platform for a financial adviser?”
Searched Google, AI Overview
“wealth management platforms”
Searched Google, AI Overview
“portfolio management software”
Brands are shown in the order each answer named them. The survey took place in the United States on October 21, 2026.
Is Betterment or Charles Schwab more popular in search?
This chart shows how often people search Google for Betterment and Charles Schwab by name. Each line represents a brand's share of searches for all seven wealth management platforms we track, month by month, from English-language searches worldwide.
Share of searches by month for Charles Schwab, Betterment. The figures are in the table below the chart.
View monthly share of searches table
| Month | Charles Schwab | Betterment | Addepar | Vanguard | Envestnet | Wealthbox | Orion |
|---|---|---|---|---|---|---|---|
| Oct 2025 | 94.7% | 3.1% | 0.94% | 0.63% | 0.28% | 0.28% | 0.07% |
| Nov 2025 | 94.7% | 3.1% | 0.94% | 0.63% | 0.28% | 0.28% | 0.05% |
| Dec 2025 | 94.9% | 3.1% | 0.77% | 0.63% | 0.28% | 0.28% | 0.07% |
| Jan 2026 | 94.3% | 3.8% | 0.76% | 0.62% | 0.23% | 0.23% | 0.07% |
| Feb 2026 | 94.3% | 3.8% | 0.76% | 0.62% | 0.28% | 0.23% | 0.06% |
| Mar 2026 | 94% | 3.8% | 0.93% | 0.62% | 0.28% | 0.28% | 0.06% |
| Apr 2026 | 94.3% | 3.8% | 0.76% | 0.62% | 0.28% | 0.23% | 0.06% |
| May 2026 | 95.5% | 2.6% | 0.94% | 0.52% | 0.23% | 0.23% | 0.06% |
| Jun 2026 | 95.4% | 2.6% | 0.94% | 0.52% | 0.23% | 0.28% | 0.06% |
| Jul 2026 | 94.8% | 3.1% | 0.94% | 0.51% | 0.28% | 0.28% | 0.05% |
| Aug 2026 | 94.8% | 3.1% | 0.94% | 0.51% | 0.34% | 0.28% | 0.07% |
| Sep 2026 | 94.7% | 3.1% | 0.94% | 0.51% | 0.34% | 0.34% | 0.05% |
How has the Betterment and Charles Schwab comparison changed over the last 12 months?
3 findings
- Charles Schwab was ahead of Betterment in every measured month of the 12 months ending September 2026.
- Across the 12 months ending September 2026, Betterment’s share of searches among wealth management platforms worldwide held steady at 3.1%, and its estimated monthly branded searches moved from 135K to 110K.
- Across the 12 months ending September 2026, Charles Schwab’s share of searches among wealth management platforms worldwide held steady at 94.7%, and its estimated monthly branded searches moved from 4.1M to 3.4M.
How did search popularity change for wealth management platforms worldwide in September 2026?
2 changes

Charles Schwab’s share of searches among wealth management platforms worldwide has lost ground for 3 months in a row, from 95.4% to 94.7% in September 2026.

Estimated monthly branded searches for Betterment worldwide fell 18.5% over 12 measured months, from 135K to 110K in September 2026.
How are branded searches counted?
2 search terms
Brandwave collects information about searches that people make online using Betterment’s and Charles Schwab’s names. When viewed over time, estimated search volumes for these branded terms can be used to understand whether interest in the brands is growing, holding steady, or fading.
Betterment
1 branded search term
- betterment
Charles Schwab
1 branded search term
- schwab app

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