# advisorfinder.com MCP server

> advisorfinder.com MCP server, an MCP server by advisorfinder.com, listed from the official MCP registry. Indexed, not reviewed: facts and our own checks, no score or ranking. Search and vet SEC-registered financial advisors: profiles, disclosures, firm fees, credentials.

- Canonical: https://www.anchorterminal.com/tools/advisorfinder-mcp
- Markdown: https://www.anchorterminal.com/tools/advisorfinder-mcp.md (~1,150 tokens)
- Slim: https://www.anchorterminal.com/tools/advisorfinder-mcp.min.md (~1,080 tokens, same facts, less prose, for token-sensitive contexts)
- JSON: https://www.anchorterminal.com/tools/advisorfinder-mcp.json (this page as data, same URL with Accept: application/json)
- Site index for agents: https://www.anchorterminal.com/llms.txt (full text: https://www.anchorterminal.com/llms-full.txt)
- API: https://www.anchorterminal.com/api/v1/index.json
- Updated: 2026-10-05

# advisorfinder.com MCP server

> Indexed, not reviewed: facts from the official MCP registry and our own checks. No score, grade or rank, and not in the rankings until the panel reviews it. How the index works: https://www.anchorterminal.com/indexed/

- Kind: MCP server, by advisorfinder.com (https://advisorfinder.com)
- Category: Secrets & credential vaults (https://www.anchorterminal.com/categories/secrets.md)
- Listed because: It's published in the registry under advisorfinder.com, a namespace the registry only gives to whoever proves they control that domain.
- What the official MCP registry says: 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 (streamable HTTP)
- Package: pypi `advisorfinder-mcp` (stdio)
- Source: https://github.com/drew-keever/advisorfinder-mcp
- Website: https://advisorfinder.com
- PyPI downloads a week: 58
- GitHub stars: 1
- Registry entry updated: 2026-08-13

## Tools

- Tools it lists (7, about 1,884 tokens of context, `tools/list` without credentials over MCP 2025-11-25, checked 2026-10-04 22:21 UTC):
  - `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…
  - `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…
  - `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`,…
  - `find_bookable_advisors`: Search advisors listed on AdvisorFinder's marketplace — professionals with public profiles you can view and contact directly. This searches only AdvisorFinder…
  - `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…
  - `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…
  - `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…
- How its tools read to an agent (0 errors, 13 warnings, 1 note, about 1,884 tokens; rules at https://www.anchorterminal.com/check.md; not part of the score):
  - warn TC11 check_advisor: none of its 3 parameters has a description
  - warn TC11 find_bookable_advisors: none of its 4 parameters has a description
  - warn TC11 get_advisor: its one parameter, crd, has no description
  - warn TC11 get_firm: its one parameter, crd, has no description
  - warn TC11 search_advisors: none of its 5 parameters has a description
  - warn TC11 search_firms: 2 parameters without a description: limit, name
  - warn TC16 check_advisor: no readOnlyHint or destructiveHint
  - warn TC16 find_bookable_advisors: no readOnlyHint or destructiveHint
  - warn TC16 get_advisor: no readOnlyHint or destructiveHint
  - warn TC16 get_database_stats: no readOnlyHint or destructiveHint
  - warn TC16 get_firm: no readOnlyHint or destructiveHint
  - warn TC16 search_advisors: no readOnlyHint or destructiveHint
  - warn TC16 search_firms: no readOnlyHint or destructiveHint
  - note TC11 search_firms: a parameter is documented in the description but not in the schema: state

- JSON: https://www.anchorterminal.com/api/v1/tools/advisorfinder-mcp.json
- Being indexed says nothing about quality, and nobody can pay for it. Ask for a review: https://www.anchorterminal.com/builders/#claiming