com.advisorfinder/mcp · v2.1.0 · finance-and-payments
com.advisorfinder/mcp is healthy: it completed an MCP handshake in 2697 ms and exposes 7 tools. It scores 60/100.
Search and vet SEC-registered financial advisors: profiles, disclosures, firm fees, credentials.
Endpoint: https://mcp.advisorfinder.com/mcp (streamable-http)
Repository · Website · JSON · Add to my inventory
| health | 17 / 25 |
| authEase | 15 / 15 |
| toolQuality | 15 / 15 |
| maintenance | 5 / 15 |
| adoption | 0 / 10 |
| usage | 0 / 10 |
| security | 8 / 10 |
Scoring v0.3, computed 2026-10-14T20:21:39.733Z.
| Checked (UTC) | Status | Latency | Error |
|---|---|---|---|
| 2026-10-14T17:50:48.543Z | Healthy | 2697 |
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 branch c |
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`; broker-d |
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 in |
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; use search_advisors for the full roster. All filters are optional — browsing 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 f |
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, office locations (private-residence addresses are withheld per SEC privacy rules), prior/other names, fee deta |
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). Al |