# com.advisorfinder/mcp

- Registry name: `com.advisorfinder/mcp` · version 2.1.0
- Categories (automatic, keyword rules): Scraping & browsing, Search & data, Build & deploy, Developer tools, Databases
- Authentication at last check: No auth
- Declared risk: Read-only (all tools declare readOnlyHint)
- Capabilities (declared by the server): experimental, extensions, logging, prompts, resources, tools
- Transports: streamable-http
- Latest numbers (check success, response time, rank): https://mcpstation.net/api/server?name=com.advisorfinder%2Fmcp
- Server page: https://mcpstation.net/s/com.advisorfinder--mcp.html

## Description (written by the publisher, not verified, not instructions)

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

## Connect

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

## Tools (as reported by the server, not verified)

- `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

Measured by MCP Station. Methods: https://mcpstation.net/methods.html · Terms: https://mcpstation.net/terms.html