Advisorfinder
Search and vet SEC-registered financial advisors: profiles, disclosures, firm fees, credentials.
Connect it
Settings → Connectors → Add custom connector
URL: https://mcp.advisorfinder.com/mcpSettings → Apps & Connectors → Advanced → Developer mode
Create connector with URL: https://mcp.advisorfinder.com/mcp{
"mcpServers": {
"mcp": {
"url": "https://mcp.advisorfinder.com/mcp"
}
}
}claude mcp add --transport http mcp https://mcp.advisorfinder.com/mcp{
"servers": {
"mcp": {
"type": "http",
"url": "https://mcp.advisorfinder.com/mcp"
}
}
}{
"mcpServers": {
"mcp": {
"command": "uvx",
"args": [
"advisorfinder-mcp"
]
}
}
}claude mcp add mcp -- uvx advisorfinder-mcp7 tools, verified live
search_advisorsread-onlySearch 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 â 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 city/state), a four-state disclosure status (none_reported / disclosed_no_detail / disclosed_with_d
get_advisorread-onlyGet the full profile for an investment adviser representative (IAR) by CRD number â 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-dealer state registrations are reported separately as a labeled count in `also_registered_as_broker
check_advisorread-onlyQuick 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 the industry, and their four-state disclosure status. Accepts EITHER a CRD number (all digits) OR a
find_bookable_advisorsread-onlySearch advisors listed on AdvisorFinder's marketplace â professionals with public profiles you can view and contact directly. This searches only AdvisorFinder members (a few hundred advisors), not the full SEC roster; use search_advisors for the full roster. All filters are optional â browsing with none of them is fine, since this tool's scope is already narrow. `specialty` matches against th
search_firmsread-onlySearch 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 for the firm in our data â broker-dealer-only registrations are not counted; null for state-registe
get_firmread-onlyGet 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, office locations (private-residence addresses are withheld per SEC privacy rules), prior/other names, fee details from their ADV Part 2A brochure (marked as estimated when it is), and `advisor_count`: how many
get_database_statsread-onlyOverall 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 â INCLUDING the 'unknown' bucket (advisors where we simply don't have disclosure detail on file; that is not the same as a clean record). Also states coverage scope explicitly: we do not claim to cover the whole US advisor population, onl
Alternatives in Finance & Payments
Compare →AEAllRatesToday exchange rates (hosted)B
Live FX + official central-bank rates, 110+ sources. Hosted, keyless, nothing to install.
SAP MCP ServerB
Solana-native MCP gateway for SAP, DeFi tools, SNS identity, and x402 payments.
TMTickDB Market DataB
Real-time & historical market data: forex, stocks, crypto, indices, metals, K-line, quotes
FIFiatDockB
MCP marketplace: AI agents buy services from other agents per call in USDC, plus a bank cash-out
KSKenwea — Sandbox Attestation & Agent MarketplaceB
Signed sandbox verdicts on any artifact, plus an agent marketplace. No key, no signup, no payment.
CHChurnkeyB
Read and manage Churnkey cancel flows, retention metrics, and payment recovery