Brandwave

Charles Schwab vs Orion:Which is more popular?

In September 2026, Charles Schwab had more branded searches than Orion among wealth management platforms worldwide. Charles Schwab had about 3.4 million branded searches, while Orion had 1,900. Charles Schwab made up 94.7% of all wealth management platform searches we track, and Orion accounted for 0.05%. When we asked ChatGPT and Google AI Overviews about wealth management platforms, Charles Schwab and Orion each appeared in two of the five answers. Charles Schwab and Orion were each mentioned first in two of the four answers.

Among wealth management platforms worldwide in September 2026

Who do people search for more?

Charles Schwab, about 1764 searches for every 1 for Orion

Charles Schwab 3.4M searchesOrion 1.9K searches

Who does AI mention more?

Both were mentioned in 2 of 5 answers.

Charles Schwab in 2 of 5Orion in 2 of 5

Who does AI recommend more?

Each is named first in 2 of 4 answers.

Charles Schwab first in 2Orion first in 2

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Top wealth management platforms in ChatGPT and Google AI Overviews

In three ChatGPT questions and two Google AI Overviews, Charles Schwab was mentioned in two out of five: in two of the three ChatGPT answers, but not in either of the two Google AI Overviews. Orion was mentioned in two out of five: in one of the three ChatGPT answers and in one of the two Google AI Overviews. Charles Schwab and Orion were each listed first in two of the four answers.

Most recommended by AI

Brands get a higher ranking if they are mentioned earlier in the answers.

  1. Charles Schwab1st
  2. Vanguard1st
  3. Addepar3rd
  4. Envestnet4th
  5. Orion5th
  6. Betterment6th
  7. 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

Brands are shown in the order each answer named them. The survey took place in the United States on October 21, 2026.

Is Charles Schwab or Orion more popular in search?

This chart shows how often people search Google for Charles Schwab and Orion 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.

Charles Schwab and Orion among wealth management platforms worldwide, by month

Share of searches by month for Charles Schwab, Orion. The figures are in the table below the chart.

View monthly share of searches table
MonthCharles SchwabBettermentAddeparVanguardEnvestnetWealthboxOrion
Oct 202594.7%3.1%0.94%0.63%0.28%0.28%0.07%
Nov 202594.7%3.1%0.94%0.63%0.28%0.28%0.05%
Dec 202594.9%3.1%0.77%0.63%0.28%0.28%0.07%
Jan 202694.3%3.8%0.76%0.62%0.23%0.23%0.07%
Feb 202694.3%3.8%0.76%0.62%0.28%0.23%0.06%
Mar 202694%3.8%0.93%0.62%0.28%0.28%0.06%
Apr 202694.3%3.8%0.76%0.62%0.28%0.23%0.06%
May 202695.5%2.6%0.94%0.52%0.23%0.23%0.06%
Jun 202695.4%2.6%0.94%0.52%0.23%0.28%0.06%
Jul 202694.8%3.1%0.94%0.51%0.28%0.28%0.05%
Aug 202694.8%3.1%0.94%0.51%0.34%0.28%0.07%
Sep 202694.7%3.1%0.94%0.51%0.34%0.34%0.05%

How has the Charles Schwab and Orion comparison changed over the last 12 months?

3 findings

How did search popularity change for wealth management platforms worldwide in September 2026?

2 changes

  1. 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.

  2. Estimated monthly branded searches for Orion worldwide fell 34.5% over 12 measured months, from 2.9K to 1.9K in September 2026.

How are branded searches counted?

2 search terms

Brandwave collects information about searches that people make online using Charles Schwab’s and Orion’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.

Charles Schwab

1 branded search term

  • schwab app

Orion

1 branded search term

  • orion advisor

How the Brand Demand Index is measured

Other head-to-heads among wealth management platforms

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