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

Robert Riedl, CPA, CFP®, AWMA®, CFC®

Robert Riedl, CPA, CFP®, AWMA®, CFC®

Certified Financial Planner · Certified Public Accountant · Fiduciary ✓

Endowment Wealth Management, Inc. (A Multi-Family Office) · USA

Endowment Wealth Management is an SEC-Registered Investment Adviser (RIA) providing fee-only fiduciary advice to clients nationwide. Our independent team collab…

investmentFee-OnlyAlternative InvestingCharitable Planning
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Juan Ros

Juan Ros

Accredited Estate Planner (AEP) · Certified Financial Planner (CFP) · Certified Specialist in Planned Giving (CSPG) · Fiduciary ✓

Forum Financial Management, LP · CA

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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Noah Schwab

Noah Schwab

Certified Financial Planner · Fiduciary ✓

Stewardship Concepts Financial Services · USA

Spokane financial advisor Noah Schwab helps retirees with investment management, Roth conversions, retirement planning, and tax-efficient 401(k) withdrawal stra…

investmentEstate PlanningFinancial Planning
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Wes Shannon

Wes Shannon

Certified Financial Planner · Fiduciary ✓

Brazos Wealth Advisors, L.L.C. · USA

After working decades in the insurance and financial services industry, Wes left insurance to do full-time financial planning and investment advising. Wes is a …

investmentFee-OnlyEmployee Benefit Plans / 401(k)Financial Planning
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Sean Polley

Sean Polley

Registered Investment Advisor · Fiduciary ✓

Polley Wealth Management · USA

Kenneth Sean Polley is an Orlando-based private wealth manager and the founder of Polley Wealth Management. As a Chartered Wealth Manager and Master Financial C…

investmentFee-BasedDigital CurrenciesEstate Planning
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Joe Bert

Joe Bert

Accredited Investment Fiduciary · Certified Financial Planner · Fiduciary ✓

Certified Advisory Corp · USA

As a fellow Boomer, I know the juggling act you’re doing: supporting your kids, helping with college and weddings, worrying about aging parents, building your c…

investmentFee-OnlyInvestment CounselingRetirement Planning
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