INDIVIDUAL MCP TOOL

search_firms

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

advisorfinder.comnone authenticationAvailability not checked

LIVE ENDPOINT

https://mcp.advisorfinder.com/mcp

No auth detected

Connect to this endpoint to inspect the live schema for search_firms and invoke it with your own arguments.

{}

Inferred read-only · medium confidence · heuristic, not a guarantee.

No write-capable action terms were found; this is not proof that invocation has no side effects.

CONNECT WITH APPROVAL

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.

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