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

Ekenna Anya-Gafu

Ekenna Anya-Gafu

Bay Street Capital Holdings · USA

I am the Director of Planning at Bay Street Capital, a black-owned Registered Investment Advisor. Part of my mission is to make planning more widely available a…

investment
View Profile Contact Now
Michael Agorastos, CFP®

Michael Agorastos, CFP®

Insight Wealth Strategies, LLC · USA

Michael is a comprehensive, fee-only financial planner who began his financial services career with Insight Wealth Strategies in 2013. His primary areas of expe…

investment
View Profile Contact Now
Sam Brownell

Sam Brownell

Stratus Wealth Advisors · 9615 Kingston Road

Sam Brownell, CVA, CFA, MBA has been a financial professional since 2006 and formed Stratus Capital Management (which has since grown into Stratus Wealth Adviso…

investment
View Profile Contact Now
Aaron Karas

Aaron Karas

Insight Wealth Strategies, LLC · USA

Aaron Karas is a comprehensive, fee-only financial planner who began his career in the financial industry in 2008. His primary areas of expertise are financial …

investment
View Profile Contact Now
Jill Carr

Jill Carr

Stephens Wealth Management Group · 5206 Gateway Centre

Jill is a passionate financial advisor, continually striving to find new ways to exceed her clients' expectations with her depth of knowledge in taxes, esta…

investment
View Profile Contact Now
George Reilly

George Reilly

Safe Harbor Financial Advisors · USA

George Reilly is among fewer than 5% of all Certified Financial Planners in the U.S. who also have a law degree. In addition to his J.D., he earned a Masters in…

investment
View Profile Contact Now