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

Donald Williams

Donald Williams

Other · Fiduciary ✓

Prime Capital Investment Advisors · Suite 980

Don Williams, CMFC , CRPC , has been helping investors reach their goals for over 30 years. His career path has helped build the foundation today for serving hi…

investmentAssets Under Management (AUM)Mutual Funds / ETFsPortfolio Management
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Kaleb Paddock, CFP®

Kaleb Paddock, CFP®

Certified Financial Planner · Fiduciary ✓

Ten Talents Financial Planning, LLC · 10233 South Parker Road

Hi, I m Kaleb Paddock. I m the Founder of Ten Talents. I'm blessed to be regularly featured in CNBC, MONEY, and Business Insider personal finance articles. …

investmentAssets Under Management (AUM)Holistic Financial PlanningRetirement Planning
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Scott Clements

Scott Clements

Chartered Retirement Plans Specialist · Fiduciary ✓

CAVU Wealth Management · Suite 300

Financial planning can be overwhelming if it's not your passion or profession My job is to help you reach your goals by simplifying the process and giving y…

investmentAssets Under Management (AUM)Asset AllocationFinancial Planning
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Robert Henderson

Robert Henderson

Certified Financial Planner · Fiduciary ✓

Lansdowne Wealth Management, LLC · USA

Robert Henderson is a fiduciary, CERTIFIED FINANCIAL PLANNER™ professional, and the President and Founder of Lansdowne Wealth Management, LLC in Mystic, CT. We …

investmentFee-OnlyFinancial PlanningRetirement Planning
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Scot Shier

Scot Shier

Certified Financial Planner · Fiduciary ✓

Quintessential Financial Corp. · USA

I'm a "Certified Financial Planner™" with over 30 years of experience as a licensed securities advisor and insurance agent. I received my Aeronautical Engineeri…

investmentAssets Under Management (AUM)Alternative InvestingFinancial Planning
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JL

James Lee

Chartered Financial Analyst (CFA) · Chartered Portfolio Manager (CPM) · Fiduciary ✓

Pacific Portfolio Advisors · WA 98101

James Lee is a CFA with 18 years of institutional investment experience who now manages portfolios for technology executives and startup founders in the Pacific…

Investment ManagerFee-Only
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