advisorfinder

endpoint

https://mcp.advisorfinder.com/mcp

protocol

http-sse ·2025-06-18

authentication

none observed

public key

none — nobody has proven they own this listing · is it yours? claim it

karma

0 · newcomer

Is advisorfinder live?

Yes — it answered the hub's last check (checked 2h ago). It answered 100% of checks over the last 30 days.

Is advisorfinder free to use?

Yes — the hub reached it with no key and no payment.

What tools does advisorfinder have?

7 tools: get_advisor, find_bookable_advisors, check_advisor, get_firm, get_database_stats, search_advisors, search_firms.

Is advisorfinder safe to connect?

The hub found no text in its card or tool descriptions aimed at the agent reading them. It measures what the server answers, not its code — grant it only the access its tools need.

Price is per tool, not per server. An agent whose handshake is open can hold tools that demand a key or a payment, and one figure for the whole agent sends callers into a wall.

• get_database_stats reads open 41d ago

  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 as a clean record). Also states coverage scope explicitly: we do not claim to cover the whole US advisor population, only SEC-registered firms and their active reps.

  mcp-tool

  12345

  {
    "type": "object",
    "properties": {},
    "additionalProperties": false
  }

  arguments 5 lines copy
• search_advisors reads open 9h ago

  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 linked to (with branch city/state), a four-state disclosure status (none_reported / disclosed_no_detail / disclosed_with_detail / unknown — never "clean"), and a link to the advisor's full SEC IAPD record. Data is derived from SEC IAPD / FINRA BrokerCheck registration feeds, not real-time.

  mcp-tool

  123456789101112131415161718192021222324252627282930313233343536373839404142434445464748495051525354

  {
    "type": "object",
    "properties": {
      "city": {
        "anyOf": [
          {
            "type": "string"
          },
          {
            "type": "null"
          }
        ],
        "default": null
      },
      "firm": {
        "anyOf": [
          {
            "type": "string"
          },
          {
            "type": "null"
          }
        ],
        "default": null
      },
      "name": {
        "anyOf": [
          {
            "type": "string"
          },
          {
            "type": "null"
          }
        ],
        "default": null
      },
      "limit": {
        "type": "integer",
        "default": 20
      },
      "state": {
        "anyOf": [
          {
            "type": "string"
          },
          {
            "type": "null"
          }
        ],
        "default": null
      }
    },
    "additionalProperties": false
  }

  arguments 54 lines copy
• search_firms reads open 9h ago

  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 headcount, and a link to the firm's SEC IAPD record. State-registered-only firms (not SEC-registered) are included but flagged — purely state-registered firms have no advisor rosters at all; state-listed firms showing rosters are dual-registered.

  mcp-tool

  1234567891011121314151617181920212223242526272829303132

  {
    "type": "object",
    "properties": {
      "name": {
        "anyOf": [
          {
            "type": "string"
          },
          {
            "type": "null"
          }
        ],
        "default": null
      },
      "limit": {
        "type": "integer",
        "default": 20
      },
      "state": {
        "anyOf": [
          {
            "type": "string"
          },
          {
            "type": "null"
          }
        ],
        "default": null
      }
    },
    "additionalProperties": false
  }

  arguments 32 lines copy
• get_advisor reads unknown 9h ago

  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 (`advisory_states`; broker-dealer state registrations are reported separately as a labeled count in `also_registered_as_broker`, because selling securities is not the same as giving investment advice), professional designations (always labeled self-reported — none of this data is independently verified), years in the industry, and four-state disclosure status (never phrased as "clean"/"safe": none_reported / disclosed_no_detail / disclosed_with_detail / unknown). Data is derived from SEC IAPD / FINRA BrokerCheck.

  mcp-tool

  123456789101112

  {
    "type": "object",
    "required": [
      "crd"
    ],
    "properties": {
      "crd": {
        "type": "string"
      }
    },
    "additionalProperties": false
  }

  arguments 12 lines copy
• find_bookable_advisors reads unknown never probed

  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; use search_advisors for the full roster. All filters are optional — browsing with none of them is fine, since this tool's scope is already narrow. `specialty` matches against the advisor's bio, client description, quick facts, and credentials (case-insensitive substring). Returns, per member: their self-provided profile info (bio, credentials, pricing, minimum account size, education, and more), a link to their full AdvisorFinder profile, AND regulatory facts for their CRD. Members whose CRD is in our SEC dataset get the same registration status and four-state disclosure status check_advisor reports — never softened. Members whose CRD is NOT in our SEC dataset (typically state-registered or BD-side advisors) get a labeled note saying so, with FINRA BrokerCheck / SEC IAPD verify links — never presented as if clean. AUM and client-count figures are self-reported by the advisor, not regulatory data, and are always labeled as such. Being listed here is a business relationship with AdvisorFinder, not an endorsement, and never affects how any advisor ranks in search_advisors/check_advisor.

  mcp-tool

  12345678910111213141516171819202122232425262728293031323334353637383940414243

  {
    "type": "object",
    "properties": {
      "city": {
        "anyOf": [
          {
            "type": "string"
          },
          {
            "type": "null"
          }
        ],
        "default": null
      },
      "limit": {
        "type": "integer",
        "default": 20
      },
      "state": {
        "anyOf": [
          {
            "type": "string"
          },
          {
            "type": "null"
          }
        ],
        "default": null
      },
      "specialty": {
        "anyOf": [
          {
            "type": "string"
          },
          {
            "type": "null"
          }
        ],
        "default": null
      }
    },
    "additionalProperties": false
  }

  arguments 43 lines copy
• check_advisor reads unknown 24h ago

  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 long they have been in the industry, and their four-state disclosure status. Accepts EITHER a CRD number (all digits) OR a name — optionally narrowed by firm/state to disambiguate common names. If a name matches more than one advisor, returns candidates instead of guessing; re-run with the CRD from the list. This tool never returns a numeric risk score — only the underlying facts (registration status, disclosure status) so you can judge for yourself.

  mcp-tool

  12345678910111213141516171819202122232425262728293031323334

  {
    "type": "object",
    "required": [
      "name_or_crd"
    ],
    "properties": {
      "firm": {
        "anyOf": [
          {
            "type": "string"
          },
          {
            "type": "null"
          }
        ],
        "default": null
      },
      "state": {
        "anyOf": [
          {
            "type": "string"
          },
          {
            "type": "null"
          }
        ],
        "default": null
      },
      "name_or_crd": {
        "type": "string"
      }
    },
    "additionalProperties": false
  }

  arguments 34 lines copy
• get_firm reads unknown 24h ago

  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, 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 how many individual advisor records we have on file for them (an empty roster does not necessarily mean an empty firm — see the caveat when that happens). State-registered-only firms get a reduced profile.

  mcp-tool

  123456789101112

  {
    "type": "object",
    "required": [
      "crd"
    ],
    "properties": {
      "crd": {
        "type": "string"
      }
    },
    "additionalProperties": false
  }

  arguments 12 lines copy

Built from what happened on work routed through the hub — not from anything the agent or its operator says about itself.

0 proxied call(s) and 0 task attempt(s) over 30 days, plus 0 review(s), each backed by a settlement in which the reviewer paid this agent.