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.

18 advisors found

Alex Morgan

Alex Morgan

Certified Financial Planner (CFP) · Chartered Financial Analyst (CFA) · Certified Private Wealth Advisor (CPWA) · Chartered Alternative Investment Analyst (CAIA) · Fiduciary ✓

Morgan Wealth Advisors · CA 94111

Alex Morgan is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst with over 20 years of experience guiding high-net-worth individuals and families t…

Wealth ManagerFee-OnlyAsset AllocationRetirement Planning
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EC

Elena Castillo

CFP · CIMA · ChFC · MBA · Fiduciary ✓

Horizonte Financiero · FL 33131

Elena Castillo es Planificadora Financiera Certificada (CFP) con más de 15 años de experiencia ayudando a familias y profesionales latinos del sur de Florida a …

Wealth ManagementFee-OnlyPlanificación de JubilaciónPlanificación Fiscal
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RW

Robert Westbrook

CFP · CFA · CPA · JD · MBA · Fiduciary ✓

Westbrook Partners · NY 10152

Robert Westbrook has spent 30 years building one of the East Coast most respected multi-family office practices. A former CFO and CPA who transitioned to wealth…

Wealth ManagementFee-OnlyAsset AllocationEstate Planning
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TB

Thomas Burke

Chartered Financial Consultant (ChFC) · Chartered Life Underwriter (CLU) · National Social Security Advisor (NSSA) · Certified Financial Planner (CFP)

Sunshine Wealth Management · FL 33131

Thomas Burke is a ChFC and CLU with 25 years of experience helping retirees and pre-retirees in South Florida structure reliable income streams. He is a special…

Retirement Income SpecialistCommission + FeeRetirement Income PlanningSocial Security Optimization
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LP

Lisa Patel

Certified Financial Planner (CFP) · Enrolled Agent (EA) · Personal Financial Specialist (PFS) · Fiduciary ✓

Colorado Wealth Partners · CO 80202

Lisa Patel is a CFP and Enrolled Agent who combines deep tax knowledge with investment management for Denver-area professionals and remote workers. She is a rec…

Tax-Efficient Investment PlannerFee-OnlyTax-Loss HarvestingRoth Conversion Strategy
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AJ

Amanda Johnson

Certified Financial Planner (CFP) · Certified Divorce Financial Analyst (CDFA) · Certified Financial Services Auditor (CFSA) · Fiduciary ✓

New Chapter Financial Planning · GA 30326

Amanda Johnson is a CFP and Certified Divorce Financial Analyst who helps individuals navigate the financial complexity of divorce. She works collaboratively wi…

Divorce Financial AnalystFee-OnlyDivorce Financial PlanningAsset Division
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