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

Chad Schiel

Chad Schiel

Registered Investment Advisor · Fiduciary ✓

Schiel Wealth Management · USA

"I have seen some of the best and worst that this world can throw, and it’s for this reason that I am so passionate about helping others. My personal story incl…

investmentFee-BasedFinancial PlanningInvestment Counseling
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LP

Lisa Patel

Certified Financial Planner (CFP) · Enrolled Agent (EA) · Personal Financial Specialist (PFS) · Fiduciary ✓

Colorado Wealth Partners · CO 80202

Lisa Patel is a CFP and Enrolled Agent who combines deep tax knowledge with investment management for Denver-area professionals and remote workers. She is a rec…

Tax-Efficient Investment PlannerFee-Only
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AJ

Amanda Johnson

Certified Financial Planner (CFP) · Certified Divorce Financial Analyst (CDFA) · Certified Financial Services Auditor (CFSA) · Fiduciary ✓

New Chapter Financial Planning · GA 30326

Amanda Johnson is a CFP and Certified Divorce Financial Analyst who helps individuals navigate the financial complexity of divorce. She works collaboratively wi…

Divorce Financial AnalystFee-Only
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RM

Robert Martinez

Certified Financial Planner (CFP) · Certified Exit Planning Advisor (CEPA) · Master of Business Administration (MBA) · Fiduciary ✓

Exit Path Financial Planning · TX 75201

Robert Martinez spent 10 years building and selling two businesses before becoming a financial advisor. That firsthand experience makes him uniquely qualified t…

Business Owner Financial PlannerFee-Only
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JW

Jennifer Williams

Certified Financial Planner (CFP) · Juris Doctorate (JD) · Certified Estate and Trust Specialist (CES) · Fiduciary ✓

Williams Estate & Financial Planning · MA 02109

Jennifer Williams is a CFP and Juris Doctorate who bridges the gap between financial planning and estate law. She has helped over 400 Boston-area families creat…

Estate Planning SpecialistFee-Only
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ET

Emily Thompson

Certified Financial Planner (CFP) · Certified Public Accountant (CPA) · Enrolled Agent (EA) · Fiduciary ✓

Thompson Financial Planning · AZ 85016

Emily Thompson blends her CPA background with comprehensive financial planning to help Phoenix-area families minimize taxes while maximizing long-term wealth. S…

Tax & Financial PlannerFee-Only
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