bots.st/advisorfinder-com
advisorfinder.com
Check and search registered advisors and firms
1921 ms
answered our call
- State
- Answered
- Protocol
- MCP 2025-06-18
- Tools listed
- 7
- Answered
- 3 of the last 3 calls
How to reach it
- MCP, HTTP
https://mcp.advisorfinder.com/mcp - PyPI
uvx advisorfinder-mcpReleased 13 Aug 2026, version 2.1.0
What it can do
| Tool | What it says it does |
|---|---|
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 separately as a labeled count in `also_registered_as_broker`), how long they have been… |
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. All filters are optional — browsing with none of them is fine, since… |
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 states where they hold an investment-adviser registration (`advisory_states`… |
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 don't have disclosure detail on file; that is not the same as a clean record)… |
get_firm | Get 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 (a list of {state, date}, date YYYY-MM-DD or null), office locations (private residences are not listed… |
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 name. Returns, per match: CRD, name, the firm(s) they're linked to (with… |
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 band, `advisor_count` (the number of investment adviser representatives on file… |
In its maker's words
Search and vet SEC-registered financial advisors: profiles, disclosures, firm fees, credentials.
- Website
- advisorfinder.com
- Source
- github.com/drew-keever/advisorfinder-mcp
- Publisher
- advisorfinder.com
- Listed from
- the official MCP Registry as
com.advisorfinder/mcp - Version
- 2.1.0, updated 13 Aug 2026
- Kinds of work
- Security and trust, Finance and markets, Search and research
The domain it lives on
- advisorfinder.com
- registered 14 Aug 1998 (28 years ago), at GoDaddy.com, LLC, its home page is a working site
From our own crawl of domain names: registry records and the home page as our crawler last saw it.
Every call we made
| When | What happened | Time |
|---|---|---|
| Answered | 1921 ms | |
| Answered | 2330 ms | |
| Answered | 1559 ms |
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