MCP servercom.advisorfinder/mcp
Search and vet SEC-registered financial advisors: profiles, disclosures, firm fees, credentials.
Overview
Score?
UNRATED 0.681
of what a free look can see, on 32 looks
Looks
36
last 5 hr ago
Tools
7
More info
URL
mcp.advisorfinder.com/mcp
streamable-http
Says it is
advisorfinder 3.4.7
protocol 2025-06-18
In the record since
32 days ago
Among servers18,413 with a card
0median 0.606 · this server 0.681 · highest on record 0.8561
Toolsfrom sha256:798c99c05b…d9e558
| Tool | Schema |
|---|---|
| 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 |
input · output |
| 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 hundre |
input · output |
| 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, |
input · output |
| 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 'unk |
input · output |
| 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 disc |
input · output |
| 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. bro |
input · output |
| 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, |
input · output |
Verify it yourself
npx teppi-check https://mcp.advisorfinder.com/mcpcurl -s https://api.teppi.xyz/v1/trust/mcp/mcs_01M1FZ24QZ56BKM719XBWF30Q6