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The only platform where your profile is structured, scored, and optimized for AI discovery. When someone asks ChatGPT or Perplexity for a financial advisor — you're the name that shows up.
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Claim your profile, get your FAVIR™ score, and become the advisor AI recommends.
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The Visibility Standard
What Is the Financial Advisor Visibility Index Rating (FAVIR™)?
FAVIR™ — the Financial Advisor Visibility Index Rating — measures what AI actually does with a financial advisor's name: whether the advisor is cited, on which platforms, for which client questions, and how that visibility changes over time. It is an outcome metric, not a checklist.
Consumers increasingly ask AI assistants — not search engines — to recommend a financial advisor. When ChatGPT, Perplexity, Gemini, or Claude answers “who is a good retirement planner near me,” the advisors those systems cite win the introduction. FAVIR™ tells you whether that advisor is you.
- 25% of consumers seeking an advisor start with AI tools like ChatGPT or Gemini
- 51% of all consumers use AI for financial information or advice
- 96% of referred clients still research an advisor online before making contact
- 60% of searches now begin in AI tools rather than traditional search engines
How a FAVIR™ Score Is Calculated
Unlike AEO scorecards that grade self-reported inputs — schema markup, LinkedIn completeness, review counts — FAVIR™ tests real outcomes: what AI platforms actually say when asked.
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Query Construction
Realistic consumer questions are built from your specializations, geography, and target client type — the same questions real prospects ask AI assistants.
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Live Platform Testing
Each query runs live across ChatGPT, Perplexity, Google AI Overviews, and Claude, recording whether you are cited and where you rank.
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Weighted Score Calculation
Results are weighted by platform reach and query volume, producing a single comparable 0–100 visibility score.
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Ongoing Tracking
Scores are re-tested over time, so you see whether profile improvements actually move your AI visibility — not just your checklist.
The Six Dimensions of AI Visibility
A FAVIR™ score blends six independently measured dimensions:
Citation Presence
Whether you appear at all in AI responses to relevant advisor-search questions.
Citation Rank
Where you are positioned when AI platforms recommend you — the first mention carries far more weight.
Third-Party Authority
The quality and credibility of external sources that mention you, which AI systems use to validate recommendations.
Structured Data Signals
Machine-readable credentials — schema.org markup, verified registrations, structured profiles — that AI systems can parse and trust.
Cross-Platform Consistency
Whether your name, credentials, and specialties match everywhere AI looks. Conflicting data suppresses citations.
Query-Type Coverage
Visibility across the full range of client needs — retirement, tax, estate, insurance — not just one niche question.
Frequently Asked Questions
What is FAVIR™?
FAVIR™ (Financial Advisor Visibility Index Rating) is a 0–100 score that measures how visible a financial advisor is to AI assistants such as ChatGPT, Perplexity, Gemini, Google AI Overviews, and Claude. It is calculated by running live consumer-style queries on those platforms and recording whether — and where — the advisor is cited.
How is FAVIR™ different from SEO tools or AEO scorecards?
Traditional scorecards grade inputs you control — schema markup, profile completeness, review counts. FAVIR™ measures the outcome: what AI platforms actually say when a real prospect asks for an advisor. Inputs predict visibility; FAVIR™ verifies it.
Why does AI visibility matter for financial advisors?
25% of consumers seeking an advisor now start with AI tools, 51% of all consumers use AI for financial information, and 60% of searches begin in AI tools rather than traditional search engines. Even referred clients verify online: 96% research an advisor before making contact. If AI systems don't cite you, you are invisible at the exact moment prospects decide who to call.
Which AI platforms does FAVIR™ test?
FAVIR™ runs live queries across ChatGPT, Perplexity, Google AI Overviews, Gemini, and Claude — weighted by each platform's consumer reach.
Who is FAVIR™ for?
Independent RIAs and fee-only planners who compete on discoverability, RIA firms and broker-dealers benchmarking advisor teams, and wealthtech platforms that need a verified visibility metric.
How do AI assistants read advisor profiles on this site?
Every advisor profile is published with structured, machine-readable data and exposed through an open MCP (Model Context Protocol) API, so AI assistants and agents can query verified advisor information — credentials, specialties, fee structure, and FAVIR™ score — directly.
See where you stand.
Claim your profile, get your FAVIR™ score, and find out what AI assistants say when prospects ask for an advisor like you.
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