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com.advisorfinder/mcp

com.advisorfinder/mcp · v2.1.0

Tools changed (7 days)

Measured by MCP Station

Last check	Reachable
Checked at	—
Check success 7 / 30 days	—
First-try success 30 days	—
Median response	—
Lookups 30 days	—
Authentication	No auth
MCP version	2025-06-18
Rank score	—
Declared risk	Read-only (all tools declare readOnlyHint)
Capabilities declared	experimental, extensions, logging, prompts, resources, tools
Tool definitions	7 tools · with description 100% · input schema is an object 100% · read/destructive hints 100%

Description written by the publisher, not verified

Search and vet SEC-registered financial advisors: profiles, disclosures, firm fees, credentials.

Connect

streamable-http · https://mcp.advisorfinder.com/mcp

claude mcp add --transport http mcp https://mcp.advisorfinder.com/mcp

{
  "mcpServers": {
    "mcp": {
      "url": "https://mcp.advisorfinder.com/mcp"
    }
  }
}

Tools as reported by the server

search_advisors
Search SEC-registered investment adviser representatives (IARs) by name, firm, city, and/or state. No CRD number needed. At least one of name/firm/city/state is required — e.g. browse by city+state alone, or search by name. Returns, per match: CRD, name, the firm(s) they're linked to (with branch ci
get_advisor
Get the full profile for an investment adviser representative (IAR) by CRD number — no need to search first if you already have it. Returns employment history (current firm first, then previous), exams passed, the states where they hold an investment-adviser registration (`advisory_states`; broker-d
check_advisor
Quick yes/no-style verification of an advisor: is their registration active, which states they hold an investment-adviser registration in (`advisory_states`, with any broker-dealer state registrations reported separately as a labeled count in `also_registered_as_broker`), how long they have been in
find_bookable_advisors
Search advisors listed on AdvisorFinder's marketplace — professionals with public profiles you can view and contact directly. This searches only AdvisorFinder members (a few hundred advisors), not the full SEC roster. All filters are optional — browsing with none of them is fine, since this tool's s
search_firms
Search SEC- and state-registered investment adviser FIRMS by name and/or state. Matches on the firm's primary name, legal name, or any "also known as" prior name on file. Returns, per match: CRD, name, city/ state, AUM band, `advisor_count` (the number of investment adviser representatives on file f
get_firm
Get the full profile for an investment adviser FIRM by CRD number: identity, address, website, AUM band, total employees, how they charge (a list), any disclosure flag, state registrations (a list of {state, date}, date YYYY-MM-DD or null), office locations (private residences are not listed: their
get_database_stats
Overall stats about our data: how many firms and advisors we cover, when each data source was last refreshed (vintages), and a full four-state disclosure tally — INCLUDING the 'unknown' bucket (advisors where we simply don't have disclosure detail on file; that is not the same as a clean record). Al

Tool changes

2026-10-23: search_advisors, get_advisor, check_advisor, find_bookable_advisors, search_firms, get_firm, get_database_stats
2026-10-16: search_advisors, get_advisor, check_advisor, find_bookable_advisors, search_firms, get_firm, get_database_stats

Repository · Website · JSON · Text for agents · Registry updated 2026-08-13