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

Matthew Ure

Matthew Ure

Defense Retirement Systems · USA

Matthew Ure heads up the San Antonio, TX office. He serves clients in both government and private sector to provide them with the resources to live a full and h…

investment
View Profile Contact Now
Jeffrey Broadhurst

Jeffrey Broadhurst

Broadhurst Financial Advisors, Inc. · USA

True wealth management involves more than just a financial plan or an investment portfolio. It requires coordinating all the aspects of your financial life in o…

investment
View Profile Contact Now
Thomas Hlohinec

Thomas Hlohinec

Rise Financial Partners LLC · USA

Thomas has a passion for helping others. Friends and family started coming to him as someone they trusted to help with their finances and investments. Seeing a …

investment
View Profile Contact Now
Dan Sherman

Dan Sherman

MindWallet Investment Advisory · USA

What are you looking for in a financial advisor? Do they understand your needs? Are you trying to avoid taxes? Do you need to check your will and medical direct…

investment
View Profile Contact Now
Scott Draper

Scott Draper

THRIVE Financial Planning · USA

Scott has been a Certified Financial Planner® since 2004 and a Certified Public Accountant since 2003. He has been providing personal financial services to indi…

investment
View Profile Contact Now
Amy Irvine

Amy Irvine

Rooted Planning Group · USA

We are a women owned firm, geared towards working with professional women (attorneys, engineers, and entrepreneurs). We offer financial planning that includes i…

investment
View Profile Contact Now