com.advisorfinder/mcp

up checked 2026-11-11T04:38:09.842Z

Unclaimed · Unverified

Publisher-provided description

Search and vet SEC-registered financial advisors: profiles, disclosures, firm fees, credentials.

Summary by lookupd

Look up and verify SEC-registered financial advisors and firms, including registration status, disclosures, fees, and credentials.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http mcp https://mcp.advisorfinder.com/mcp

Claude Code, pypi package (stdio)

claude mcp add mcp -- uvx advisorfinder-mcp

Codex, remote (streamable-http)

codex mcp add mcp --url https://mcp.advisorfinder.com/mcp

Codex, pypi package (stdio)

codex mcp add mcp -- uvx advisorfinder-mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

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

Cursor, pypi package (stdio) → .cursor/mcp.json

{
  "mcpServers": {
    "mcp": {
      "command": "uvx",
      "args": [
        "advisorfinder-mcp"
      ]
    }
  }
}

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Publisher-provided text

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
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 (
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`, wi
find_bookable_advisors Search advisors listed on AdvisorFinder's marketplace — professionals with public profiles you can view and contact directly. This searches only AdvisorFinder m
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 nam
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 disclosu
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

Shows this live status and links here; updates hourly.

[![lookupd status](https://lookupd.com/badge/com.advisorfinder/mcp.svg)](https://lookupd.com/servers/com.advisorfinder/mcp)