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

Martin Federici

Martin Federici

MF Advisers, Inc. · USA

Lucky husband, father of 3 wonderful children, health and fitness nut, CEO of 2 practices (RIA firm AND a tax accounting firm - MF Tax Accounting, Inc.), lucky …

investmentAssets Under Management (AUM)Educational PlanningEmployee Benefit Plans / 401(k)
View Profile Contact Now
Carlos Dias Jr.

Carlos Dias Jr.

Other · Fiduciary ✓

Dias Wealth, LLC · USA

Carlos Dias Jr. is a financial advisor, public speaker, instructor, and president of Dias Wealth LLC, in the Orlando, Florida, area, offering strategic financia…

investmentFee-OnlyBusiness ManagementCharitable Planning
View Profile Contact Now
Michael Rottier

Michael Rottier

Certified Financial Planner · Fiduciary ✓

Endowment Wealth Management, Inc. · USA

Michael is a Wealth Advisor within the Family Wealth Management area of the company. He is the first point of contact for our prospective clients, conducting in…

investmentAssets Under Management (AUM)Alternative InvestingAsset Allocation
View Profile Contact Now
RW

Robert Westbrook

CFP · CFA · CPA · JD · MBA · Fiduciary ✓

Westbrook Partners · NY 10152

Robert Westbrook has spent 30 years building one of the East Coast most respected multi-family office practices. A former CFO and CPA who transitioned to wealth…

Wealth ManagementFee-Only
View Profile Contact Now
Gregory Brinkman

Gregory Brinkman

Life Underwriting Training Council Fellow · Fiduciary ✓

GF Brinkman Financial · 5416 S Yale Ave Suite #105

Gregory Brinkman is the President of GF Brinkman Financial , and has been a working member in financial advising for a decade-and-a-half. Gregory Brinkman atten…

investmentFlat FeeCharitable PlanningEstate Planning
View Profile Contact Now
Christian Stearns

Christian Stearns

Certified Financial Planner · Fiduciary ✓

Cambridge Investment Research Advisors · Suite 304

Who I Am Chris resides in Cape Coral, Florida with his family and when not serving his clients, Chris enjoys boating and fishing with his family, auto racing an…

investmentAssets Under Management (AUM)Alternative InvestingElder Care
View Profile Contact Now