Advisorfinder MCP server
{
"mcpServers": {
"advisorfinder": {
"command": "uvx",
"args": [
"advisorfinder-mcp"
],
"env": {
"ADVISORFINDER_MCP_URL": "https://..."
}
}
}
}{
"mcpServers": {
"advisorfinder": {
"command": "uvx",
"args": [
"advisorfinder-mcp"
],
"env": {
"ADVISORFINDER_MCP_URL": "https://..."
}
}
}
}{
"mcpServers": {
"advisorfinder": {
"command": "uvx",
"args": [
"advisorfinder-mcp"
],
"env": {
"ADVISORFINDER_MCP_URL": "https://..."
}
}
}
}{
"servers": {
"advisorfinder": {
"command": "uvx",
"args": [
"advisorfinder-mcp"
],
"env": {
"ADVISORFINDER_MCP_URL": "${input:advisorfinder_mcp_url}"
}
}
},
"inputs": [
{
"id": "advisorfinder_mcp_url",
"type": "promptString",
"description": "Advisorfinder mcp url",
"password": true
}
]
}{
"mcpServers": {
"advisorfinder": {
"command": "uvx",
"args": [
"advisorfinder-mcp"
],
"env": {
"ADVISORFINDER_MCP_URL": "https://..."
}
}
}
}file .mcp.json (in your project root)file claude_desktop_config.jsonfile ~/.cursor/mcp.jsonfile .vscode/mcp.jsonfile ~/.codeium/windsurf/mcp_config.jsoninstall uvx advisorfinder-mcpversion 2.1.0
What it does
This MCP server provides access to SEC-registered financial advisor and firm data. It allows searches by name, firm, location, and CRD number to retrieve profiles, registration status, disclosures, and fee information. Intended for developers building tools that need to verify advisor credentials or help users research financial professionals.
- Search for a financial advisor by name and location to verify their SEC registration status and view their employment history and professional designations.
- Look up a firm's details including locations, fee schedules, disciplinary flags, and the number of advisors employed there.
- Find advisors listed on AdvisorFinder's marketplace who offer services in a specific specialty or geographic area with contact information available.
Tools this server exposes
| Tool | Does |
|---|---|
| search_advisors | Search SEC-registered investment adviser representatives by name, firm, city, and/or state; returns CRD, registration status, firms, and disclosure status. |
| get_advisor | Retrieve full advisor profile by CRD including employment history, exam records, registrations, professional designations, and disclosure status. |
| check_advisor | Quick verification of advisor registration status, state registrations, years in industry, and disclosure status by CRD or name. |
| find_bookable_advisors | Search advisors in AdvisorFinder's marketplace filtered by specialty, city, and/or state; returns their profiles and regulatory information. |
| search_firms | Search SEC- and state-registered investment adviser firms by name and/or state; returns CRD, locations, AUM band, advisor count, and registration type. |
| get_firm | Retrieve full firm profile by CRD including locations, alternate names, fee schedule, disciplinary flags, and advisor roster count. |
| get_database_stats | Get database-wide statistics including firm and advisor counts, data update dates, and disclosure status tallies across four states. |
Before you enable it
An MCP server runs with whatever access you give it. Start with a development account rather than production, and check which tools the server exposes before you let an agent call them unattended.