advisorfinder.com MCP server by advisorfinder.com
MCP server · Secrets & credential vaults · indexed, not reviewed
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Not reviewed
No score, grade or rank. This listing is facts from the official MCP registry and our own checks, and it stays out of the rankings until the panel reviews it.
Search and vet SEC-registered financial advisors: profiles, disclosures, firm fees, credentials.
Facts
- MCP registry
com.advisorfinder/mcp· 2.1.0- Endpoint
https://mcp.advisorfinder.com/mcp- Packages
pypiadvisorfinder-mcp stdio- Website
- advisorfinder.com
- PyPI / week
- 58
- GitHub stars
- 1
- Registry entry
- updated 13 Aug 2026
From the official MCP registry, the package registries and our own checks. JSON · Markdown
Why it's listed
- It's published in the registry under advisorfinder.com, a namespace the registry only gives to whoever proves they control that domain.
Being indexed says nothing about quality, and nobody can pay for it. Is this yours? Ask for a review.
Tools it lists 7 · about 1,884 tokens of context · checked 4 hours ago
| Tool | What it does | Hint |
|---|---|---|
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… | |
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… | |
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… | |
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;… | |
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… | |
get_firm | Get the full profile for an investment adviser FIRM by CRD number: identity, address, website, AUM band, headcount, who they serve and how they charge (rendered as lists), any disclosure flag, state registrations,… | |
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… |
What https://mcp.advisorfinder.com/mcp answered to tools/list, asked without credentials over MCP 2025-11-25. The token figure is the size of the list as sent, divided by four; a model sees about that much before it calls anything. Full definitions, input schemas included, are in the listing's JSON under mcpTools.
How its tools read to an agent 0 errors · 13 warnings · 1 note
- warnTC11check_advisornone of its 3 parameters has a description
- warnTC11find_bookable_advisorsnone of its 4 parameters has a description
- warnTC11get_advisorits one parameter, crd, has no description
- warnTC11get_firmits one parameter, crd, has no description
- warnTC11search_advisorsnone of its 5 parameters has a description
- warnTC11search_firms2 parameters without a description: limit, name
- warnTC16check_advisorno readOnlyHint or destructiveHint
- warnTC16find_bookable_advisorsno readOnlyHint or destructiveHint
- warnTC16get_advisorno readOnlyHint or destructiveHint
- warnTC16get_database_statsno readOnlyHint or destructiveHint
- warnTC16get_firmno readOnlyHint or destructiveHint
- warnTC16search_advisorsno readOnlyHint or destructiveHint
- warnTC16search_firmsno readOnlyHint or destructiveHint
- noteTC11search_firmsa parameter is documented in the description but not in the schema: state
The checks from /check and anchor check, run each day on the list above: about 1,884 tokens of definitions. Not part of the score yet. Check your own server.