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

Tristan Bolton

Tristan Bolton

Accredited Investment Fiduciary · Fiduciary ✓

Ideal Financial Advisors, LLC · USA

Tristan Bolton recognizes that for many investors, the process of financial planning can be shrouded in uncertainty. His primary mission is to alleviate that co…

investmentAssets Under Management (AUM)Holistic Financial Planning
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Brian Stormont

Brian Stormont

Certified Financial Planner · Fiduciary ✓

Insight Wealth Strategies, LLC · 5000 Executive Parkway

Brian Stormont is a comprehensive, fee-only financial planner with Insight Wealth Strategies who began his career in the financial industry in 2000. His experti…

investmentFee-OnlyEstate PlanningInvestment Counseling
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Brian Berkenhoff

Brian Berkenhoff

Chartered Financial Analyst · Fiduciary ✓

Birch Investment Management, L.LC. · USA

Brian Berkenhoff, CFA founded Birch Investment Management in 2011. Previously Brian was Principal and Financial Advisor at an SEC Registered Investment Advisor …

investmentAssets Under Management (AUM)Estate PlanningFinancial Planning
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Allen Dembski

Allen Dembski

Other · Fiduciary ✓

Buffalo First Wealth Management, LLC · USA

Having spent almost ten years inside a national broker-dealer, I saw firsthand where the traditional financial model fell short for everyday investors. I steppe…

investmentFee-BasedFinancial ManagementHolistic Financial Planning
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Virajith Wijeweera

Virajith Wijeweera

Accredited Investment Fiduciary · Fiduciary ✓

FPLCM · USA

I am an Investment Advisor Representative of FPLCM. A SEC-Registered Fee-Only RIA based out of Metairie, LA. Our firm currently manages over $700 million in cli…

investmentFee-OnlyEmployee Benefit Plans / 401(k)
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Jane Mepham

Jane Mepham

Certified Financial Planner · Fiduciary ✓

Elgon Financial Advisors LLC

I know what it means to move to a new country and be a cultural stranger despite what would have been considered some great academic credentials in the tech spa…

investmentFee-OnlyFinancial Planning
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