AI-Powered

What is FAVIR™?

Financial Advisor Visibility Index Rating — an AI-native scoring system that measures how well a financial advisor's profile is structured for discovery by AI tools like ChatGPT, Gemini, and Perplexity.

How the Agentic System Works

1
Rule-Based Indexes

Ten profile dimensions — credentials, bio depth, specialties, AUM clarity, fee transparency, online presence, and more — are scored 0–100 using verifiable rules.

2
Specialized Sub-Agents

AI agents independently evaluate qualitative signals (writing quality, positioning clarity, thought leadership) that rules alone can't capture.

3
Synthesizer (Claude)

An orchestrating AI agent combines all indexes, weighs them, and produces your composite FAVIR™ Score plus bespoke, prioritized recommendations for improvement.

The Value for Financial Advisors

  • AI Discoverability: When someone asks an AI assistant for a financial advisor, FAVIR™-optimized profiles are more likely to be surfaced.
  • Actionable Roadmap: Instead of generic advice, you get ranked, impact-scored suggestions specific to your profile gaps.
  • Competitive Benchmark: Understand how your profile compares and where targeted effort yields the highest score gain.
  • Future-Proof Positioning: As AI becomes the primary discovery channel for professional services, a high FAVIR™ score is a durable competitive advantage.

Book a Demo

See how Financial Advisors helps you get discovered by AI. We'll walk you through the platform in 20 minutes.

Find a Financial Advisor

Connect with vetted advisors who can help you achieve your financial goals.

151 advisors found

Juan Ros

Juan Ros

Accredited Estate Planner · Certified Financial Planner · Certified Specialist in Planned Giving · Fiduciary ✓

Forum Financial Management, LP · USA

Juan Ros, CFP®, AEP®, CSPG is a Partner at Forum Financial Management, LP, where he advises legacy-minded families and business owners on wealth enhancement, pr…

investmentAssets Under Management (AUM)Charitable PlanningEstate Planning
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Steve Stanganelli

Steve Stanganelli

Accredited Estate Planner · Certified Financial Planner · Certified College Funding Specialist & Chartered Retirement Planning Counselor · Fiduciary ✓

Clear View Wealth Advisors, LLC & Boston Tax Planners · USA

Professionally, I see myself as a financial coach or navigator. My role is to help clients navigate the sea of confusion that is personal finance. My focus is t…

investmentAssets Under Management (AUM)Educational PlanningEstate Planning
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EC

Elena Castillo

CFP · CIMA · ChFC · MBA · Fiduciary ✓

Horizonte Financiero · FL 33131

Elena Castillo es Planificadora Financiera Certificada (CFP) con más de 15 años de experiencia ayudando a familias y profesionales latinos del sur de Florida a …

Wealth ManagementFee-Only
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Alex Morgan

Alex Morgan

Certified Financial Planner (CFP) · Chartered Financial Analyst (CFA) · Fiduciary ✓

Morgan Wealth Advisors · CA 94111

Alex Morgan is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst with over 20 years of experience guiding high-net-worth individuals and families t…

Fee-OnlyRetailersStart-ups
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Kyle Schlossman

Kyle Schlossman

Accredited in Business Valuation · Certified Public Accountant · Chartered Financial Analyst · Fiduciary ✓

Zeniki Wealth · USA

As the son of two teachers, Kyle learned early on about the importance of hard work and education. He attended the University of Florida and majored in accounti…

investmentAssets Under Management (AUM)Alternative InvestingEstate Planning
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Tony Krvaric

Tony Krvaric

Certified Exit Planning Advisor · Fiduciary ✓

Krvaric Capital & Risk Management · USA

Born and raised in Sweden, Tony Krvaric was inspired by Ronald Reagan’s optimism and unshakable belief in free enterprise, individual liberty and limited govern…

investmentAssets Under Management (AUM)Financial Planning
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