Know where you stand
One number out of 100, with the four groups broken out. You can see which group is holding you back instead of guessing at why assistants skip you.
The Advisor Visibility Standard
FAVIR AI Visibility
Find out whether AI can recommend you
The Financial Advisor Visibility Index Rating scores how well your profile is structured for an AI assistant to read, trust and repeat — then checks, every week, whether Claude and ChatGPT actually name you.
What is FAVIR™?
FAVIR™ is a scoring system that measures how discoverable a financial advisor is to AI assistants. It has two halves. The score reads your profile the way a language model would and rates it across ten indexes in four weighted groups, producing a number from 0 to 100 alongside a ranked list of fixes, each with the points it would earn.
The visibility probe then asks the assistants themselves for a financial advisor recommendation and records whether you were named and whether your site was cited. One half is what you control; the other is the evidence of whether it worked.
FAVIR™ Benefits
The market has shifted and if you're still relying on referrals you could be in trouble in a year. AI search is where many users are now asking where to find a financial advisor. The challenge is most advisors are invisible to AI assistants for reasons that are fixable — a thin bio, nothing outside your own site lending credibility, positioning that could describe anyone. FAVIR turns that from a vague worry into a number, a specific ranked list of what to change, and weekly evidence of whether the changes worked.
A fix list, not a checklist
Every recommendation is specific to your profile and carries the points it would add, so you work in the order that moves the score rather than down a generic list.
Evidence, not assumption
Three queries go to Claude and ChatGPT every week. You see whether you were named and whether your site was cited — the outcome itself, not a proxy for it.
A benchmark set early
Very few advisors have done any answer engine optimization, so the field is still open. Setting your baseline now means measuring progress from the start instead of catching up later.
Reading Your Score
The number is out of 100 and weighted, so a strong showing in a light group will not rescue a weak one in a heavy group. Most advisors start lower than they expect.
80–100 Ready
Structured, corroborated and specific. You are a plausible answer when an assistant is asked to name someone.
60–79 Competitive
The foundation holds. Usually one or two groups are dragging, and the gap is a short list of fixes rather than a rebuild.
40–59 Thin
Enough to exist, not enough to be chosen. Typically a bio with no specialty, or credentials nothing outside your own site confirms.
Under 40 Invisible
The common starting point, and not a judgement on your practice. It reflects that nothing has been structured for machine reading yet.
A low score is the normal starting point. Very few advisors have done any answer engine optimization, so there is little for a model to draw on — which is precisely why the benchmark is worth setting now, while the field is still open.
What FAVIR™ Measures
Ten indexes across four groups. The weights are not even, because the things that stop an assistant naming you are not equally important.
CMS & Profile Layer
45%The facts an assistant needs before it will name anyone: who you are, where you are, and how to reach you. The heaviest group, because a thin profile fails here first.
- Profile Photo
- Personal Bio
- Firm Information
- Contact Info
Platform Visibility
30%Whether you exist anywhere a model can corroborate. A claim only on your own site is weaker than the same claim echoed across the open web.
- Social Presence
- Online Presence
- Client Focus
AI Content Quality
15%Whether what you have written says anything specific. Positioning that could describe any advisor gives a model nothing to quote.
- Investment Philosophy
- Designations
Operations & Compliance
10%Verifiable credentials. Assistants are cautious about recommending regulated professionals they cannot check.
- Credentials
What You Get
A composite score
One number from 0 to 100, with the four groups broken out so you can see which is holding you back rather than guessing.
A ranked list of fixes
Specific to your profile, ordered by priority, each carrying the points it would add. You work the top of the list, not a generic checklist.
Weekly visibility checks
Three queries to each assistant, tracked over time so you can see whether the work moved anything.
Recommendations Lead To More Online Visibility & AI Citations
The three queries
- Unprompted. A cold ask with no location or specialty — who the model reaches for with nothing to go on.
- By location. The same request narrowed to your address, which is how most people actually ask.
- By specialty and location. Your category plus your area — the query closest to a qualified prospect.
We record how many of the three named you, and whether your website was cited. Being named once out of three is a real result — it means you crossed the threshold on the query that matched you best.
Why This Matters Now
The behavior that used to send people to your website — typing a question and clicking a result — increasingly ends on the results page itself, or with an assistant that never shows a list of links at all. When there is no list, being ranked fourth means nothing. What matters is whether you are the name in the answer.
Getting Your Score
$59.95 / month
FAVIR™ Profile & AEO Tracking
- Your profile on FinancialAdvisors.com
- Composite FAVIR™ score with the four-group breakdown
- Ranked, point-scored recommendations
- Weekly AI visibility probing and trend history
Included at no extra cost in every marketing package, from Essential through Capstone.
Common Questions
What does FAVIR™ actually measure?
Two things. The score measures how well your profile is structured for a language model to read, trust and repeat — ten indexes across four weighted groups. Separately, a weekly job asks AI assistants for a financial advisor recommendation and records whether you were named and whether your site was cited. The score is what you control; the probe is the evidence.
My score is low. Is something wrong with my practice?
No. A low score reflects how little of your practice has been structured for machines to read, which is true of most advisors right now — almost nobody has done this work yet. It is a starting benchmark, not an assessment of your advice or your business.
How often is my score recalculated?
The score updates when your profile changes, so an edit shows its effect immediately rather than after a wait. The AI visibility probe runs on a weekly schedule, which is why the trend chart moves in weekly steps.
Which AI assistants do you check?
Claude and ChatGPT. Three queries go to each: one unprompted, one narrowed to your location, and one combining your specialty and location. We record how many of the three named you, and whether your website was cited.
Almost nobody is being cited yet. What is the point?
That is the point. Very few advisors have done any answer engine optimization, so there is little signal in the market for a model to draw on. That makes this the moment the benchmark is worth setting — you can see where you stand before the field moves, and measure progress against it.
Does my FAVIR™ score change my ranking in the directory?
No. The directory ranks on its own criteria. FAVIR measures how discoverable you are to AI assistants, which is a separate question from where you appear on FinancialAdvisors.com.
Can I see other advisors' scores?
You see how your own score compares in aggregate, so you know whether a given group is a genuine weakness or simply normal for the field. Individual scores belong to the advisors who own them.
How is this different from SEO?
SEO earns a position in a list of links. This is about being the name inside an answer, where there is no list and usually no click. The technical groundwork overlaps, but the target is different — which is why our SEO / AEO service covers both.