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

Robin Sherwood

Robin Sherwood

HTG Investment Advisors · USA

With over twenty five years of experience, Robin assists clients in maximizing their financial well-being. She counsels clients in the areas of retirement, taxe…

investment
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Daniel Hawley

Daniel Hawley

Hawley Advisors · USA

Hawley Advisors is a boutique investment advisory company offering comprehensive Walnut Creek wealth management, investment management and retirement planning s…

investment
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Lili Vasileff

Lili Vasileff

Wealth Protection Management · Connecticut 06831

Lili A. Vasileff is a fee only Certified Financial Planner (CFP ), Master Analyst in Financial Forensics (MAFF ) specializing in Matrimonial Litigation, Certifi…

investment
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Daniel Chen

Daniel Chen

DC Strategies, Integrated Wealth Management · USA

Dan specializes in delivering wealth management solutions to a growing affluent population.His twenty years as a trader in the U.S. Treasury markets for firms i…

investment
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Richard Feight

Richard Feight

IAM Financial, LLC · USA

My super-power is organizing things . I LOVE trying to make things fit. My background is in finances so naturally, I like organizing people s money. I am also s…

investment
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Karl Leonard Hicks

Karl Leonard Hicks

The Leonard Financial Group, LLC · USA

I work with individuals and families to create implement and manage financial plans designed to achieve financial goals that require money and planning. It’s th…

investment
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