Data Collection

advisorfinder.com

Search and retrieve SEC-registered investment adviser representatives and firms.

1 endpoint6 known toolsFirst detected July 25, 2026Last detected July 29, 2026

ENDPOINT 1

https://mcp.advisorfinder.com/mcp

No auth detected

MCP server metadata

Name: advisorfinder
Version: 3.4.6

Capabilities

experimentalloggingprompts.listChangedresources.listChangedtools.listChangedextensions.io.modelcontextprotocol/ui

Known tools 6

search_advisors

Search SEC-registered investment adviser representatives (IARs) by name, firm, city, and/or state.

Inferred read-only

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.

Inferred read-only

check_advisor

Quick yes/no-style verification of an advisor: is their registration active, what states are they registered in, how long have they been in the industry, and their four-state disclosure status.

Inferred read-only

search_firms

Search SEC- and state-registered investment adviser FIRMS by name and/or state.

Inferred read-only

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 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).

Potential side effects

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).

Inferred read-only

CONNECT WITH APPROVAL

Client installation

Review this server and its permissions before adding it. Secret placeholders must be set locally.

Codex

~/.codex/config.toml

[mcp_servers.advisorfinder]
url = "https://mcp.advisorfinder.com/mcp"
enabled = true

Claude Code

.mcp.json

{
  "mcpServers": {
    "advisorfinder": {
      "type": "http",
      "url": "https://mcp.advisorfinder.com/mcp"
    }
  }
}

Claude Desktop

Settings → Connectors → Add custom connector

Name: advisorfinder
Remote MCP URL: https://mcp.advisorfinder.com/mcp

Add this remote URL as a custom connector in Claude Desktop. Availability depends on the user plan and workspace policy.

Cursor

.cursor/mcp.json

{
  "mcpServers": {
    "advisorfinder": {
      "url": "https://mcp.advisorfinder.com/mcp"
    }
  }
}

Visual Studio Code

.vscode/mcp.json

Add to Visual Studio Code

{
  "servers": {
    "advisorfinder": {
      "type": "http",
      "url": "https://mcp.advisorfinder.com/mcp"
    }
  }
}

Generic MCP

Client-specific MCP configuration

{
  "name": "advisorfinder",
  "transport": "streamable-http",
  "url": "https://mcp.advisorfinder.com/mcp"
}

MCP Inspector

Run the official MCP Inspector locally and enter the indexed Streamable HTTP endpoint.

TRUST AND VERIFICATION EVIDENCE

Trust Data Available

BuiltWith Trust API v2 evidence for advisorfinder.com was fetched 2026-08-23T14:08:04.664Z.

Trust status Trusted

advisorfinder.com is assessed as Trusted: Domain has an established technology history spanning over a year.

Indexed

Evidence is source-attributed and does not guarantee that a third-party server is safe. Risk labels are conservative metadata heuristics.