For Financial Advisors

Get Discovered by AI.

ChatGPT, Perplexity, Claude, and Google Gemini serve as the new referral engines. Create an enhanced AI profile that features your name prominently in the answer, rather than buried among a list of links.

  • ✓ Appear in AI-generated advisor recommendations
  • ✓ Showcase your credentials, education, and expertise
  • ✓ Connect with individuals actively searching for your specialty
⚡ Quick-fill

Registered with FINRA? Enter your Advisor CRD number to auto-fill your name, firm, email, and more in one click.

Initial Information
Don't know your CRD? We'll look it up from FINRA.
Personal Information

Professional headshot. Min 500x500px, max 5MB. Allowed: .jpg, .jpeg, .gif, .png

Check all languages you actively serve clients in

Company Information
Professional Information
Social Media

Or upload a PDF directly (replaces URL above):

Investment Advisor AUM · products · licenses

Or upload a PDF directly (replaces URL above):

Or upload a PDF directly (replaces URL above):

Investment Products Offered
Investment Licenses
Tax Advisor CPA · EA · JD · tax services & specialties
Professional Licensing
CPA / EA / Attorney Credentials
Tax Services
Compliance
Tax Specialties
Practice Focus
Specialties
Preferred Client Type
Career Background

PDF only, up to 10MB

Personal Touch community involvement · languages · fun facts

Optional — help clients get to know the person behind the numbers.

A Few Fun Questions
Additional Information activities · military service · accomplishments · marketing preferences
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.