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

Ryan Hughes

Ryan Hughes

Master of Business Administration · Fiduciary ✓

Bull Oak · USA

Bull Oak is a Fiduciary Financial Advisor in San Diego that provides financial advice to executives, working professionals, and business owners. Ryan Hughes' Bi…

investmentHolistic Financial PlanningPortfolio Management
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Candice Gerlach

Candice Gerlach

Certified Fraud Examiner · Certified Public Accountant · Fiduciary ✓

Candice Gerlach, CPA, CFE · USA

Candice is the founder and CEO of Candice Gerlach, CPA, Inc. She is a Certified Public Accountant and Certified Fraud Examiner in Carlsbad, California. She hold…

tax-accountingFixed FeeAudit ServicesBankruptcy Advising
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TB

Thomas Burke

Chartered Financial Consultant (ChFC) · Chartered Life Underwriter (CLU) · National Social Security Advisor (NSSA) · Certified Financial Planner (CFP)

Sunshine Wealth Management · FL 33131

Thomas Burke is a ChFC and CLU with 25 years of experience helping retirees and pre-retirees in South Florida structure reliable income streams. He is a special…

Retirement Income SpecialistCommission + Fee
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Matthew McKee

Matthew McKee

Certified Financial Planner · Chartered Financial Analyst · Master of Business Administration · CFA · CFP® · Fiduciary ✓

Target Rock Wealth Management · USA

As the founder and Chief Investment Officer of Target Rock Wealth Management, Matthew McKee is a dedicated financial professional whose mission is to provide qu…

investmentFee-OnlyESG (Environmental, Social, Governance) InvestingWealth Management
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Kimberly Howard

Kimberly Howard

Certified Financial Planner · Chartered Retirement Plans Specialist · Fiduciary ✓

KJH Financial Services · USA

Kimberly J. Howard, CFP® , CRPC® , ADPA® is the founder and owner of KJH Financial Services in Needham MA, Newton MA and Denver CO. She is a Certified Financial…

investmentFee-OnlyHolistic Financial PlanningRetirement Planning
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Dan Timotic

Dan Timotic

Chartered Financial Analyst · Fiduciary ✓

T2 Asset Management · USA

Dan, a Managing Principal Portfolio Manager, is co-founder of T2 Asset Management where he is responsible for managing multiple investment models for advisors a…

investmentAssets Under Management (AUM)Asset AllocationEmployee Benefit Plans / 401(k)
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