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

Joshua Levine

Joshua Levine

Certified Financial Planner · Fiduciary ✓

Firefly Wealth Management · USA

I’m Joshua Levine, a certified financial planner and member of the National Association of Personal Financial Advisors and the Financial Planning Association. I…

investmentFee-OnlyFinancial PlanningPortfolio Management
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Michael Mandarino

Michael Mandarino

Other · Fiduciary ✓

123 Investing LLC · USA

Michael William Mandarino grew up in West Newton, Pennsylvania, a small town 25 miles South of Pittsburgh. Michael attended the United States Military Academy a…

investmentAssets Under Management (AUM)Alternative InvestingCharitable Planning
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Anthony Watson

Anthony Watson

Certified Financial Planner · Chartered Financial Analyst · N/A · Fiduciary ✓

Thrive Retirement Specialists · USA

Before founding Thrive Retirement Specialists, Tony spent eight years serving as the Chief Investment Officer of a firm where he provided advice and investment …

investmentFee-OnlyPortfolio ManagementRetirement Planning
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DK

David Kim

Chartered Financial Consultant (ChFC) · Chartered Life Underwriter (CLU) · Certified Financial Planner (CFP)

Midwest Wealth Solutions · IL 60606

David Kim is a Chartered Financial Consultant specializing in life insurance planning, disability protection, and business succession for Chicago-area entrepren…

Insurance & Financial PlannerCommission + Fee
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Matthew Fenedick

Matthew Fenedick

Certified Public Accountant · Fiduciary ✓

MF Advisers, Inc. · 546 Northeast Silver Oak Terrace

Avid sports fan, happily married, father to 3 wonderful children, president of 2 successful practices (RIA firm AND a tax accounting firm - MF Tax Accounting, I…

investmentAssets Under Management (AUM)Asset AllocationBusiness Management
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Scott OBrien

Scott OBrien

Certified Financial Planner · Fiduciary ✓

WorthPointe Wealth Management · USA

A CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience, Scott helps to coordinate his clients’ financial lives and assist them in making s…

investmentAssets Under Management (AUM)Financial PlanningInvestment Counseling
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