Mcp

com.advisorfinder/mcp · v2.1.0

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

Website Source code Set it up

Connect Remote server

Terminal

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

~/.cursor/mcp.json

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

.vscode/mcp.json

{
  "servers": {
    "mcp": {
      "type": "http",
      "url": "https://mcp.advisorfinder.com/mcp"
    }
  }
}

Claude Desktop

Settings > Connectors > Add custom connector
URL: https://mcp.advisorfinder.com/mcp

Tools 7 found in our last check

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 link…
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 (`advis…
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 lo…
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…
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 repr…
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 a…
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 a…

Details

Endpoint	`https://mcp.advisorfinder.com/mcp` (Streamable HTTP)
Package	`[email protected]` (PYPI, stdio)
First published	13 Aug 2026
Last updated	13 Aug 2026
Registry name	`com.advisorfinder/mcp`

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Live status

Live

Typical response: 518 ms
Answered: 100% of 2 checks
Last check: 13 Nov 2026

30 days agoToday

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