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

Sharon Lear

Sharon Lear

Guideway Financial, LLC · USA

Sharon Lear is the owner of Guideway Financial, LLC, a fee-only financial planning and investments firm that provides comprehensive services to individuals and …

investment
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Brad Kingsley

Brad Kingsley

Maximize Your Money - Cast Financial · USA

Christian, husband, father, entrepreneur, and financial planner. Brad is a lifetime learner who loves helping people solve problems and create plans to achieve …

investment
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Adam Funk

Adam Funk

Savings Coach LLC · USA

Adam Funk CFP has been serving new investors as the Savings Coach for 20 years. He has been helping people open new investment accounts as it is behavior that i…

investment
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Roy Larsen

Roy Larsen

Larsen Wealth Management · USA

Roy Larsen founded Larsen Wealth Management, LLC in late 2005 with a very clear vision of the kind of firm he wanted to create. After years at a typical Wall St…

investment
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Gary Duell

Gary Duell

Duell Wealth Preservation · USA

Gary was born in Garden City Kansas, moving with his family to Salem, Oregon at the age of 5. He graduated from Willamette University in 1974 with a double majo…

investment
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Brian Littlejohn

Brian Littlejohn

Sherwood Wealth Management · USA

I founded Sherwood in 2014 in order to provide clients with a different kind of investment advisory experience one without sketchy product commissions or pushy …

investment
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