Search and vet SEC-registered financial advisors: profiles, disclosures, firm fees, credentials.
| Endpoint | https://mcp.advisorfinder.com/mcp (streamable-http) |
|---|---|
| Registry version | 2.1.0 |
| Now | 7 tools · grade D (52) · pin ts_be1df15d162c191f7409c478dbccb7d2 · protocol 2025-06-18 |
| First / last listed | 2026-10-25 03:34 UTC / 2026-10-25 03:34 UTC |
| Grade over time | 2026-10-25: D (52), 7 tools |
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Tools: search_advisors get_advisor check_advisor find_bookable_advisors search_firms get_firm get_database_stats
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
city/state), a four-state disclosure status (none_reported /
disclosed_no_detail / disclosed_with_det params: name, firm, city, state, limit |
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-dealer state registrations are reported
separately as a labeled count in `also_registered_as_broker`, params: crd* |
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 the industry, and their four-state disclosure status.
Accepts EITHER a CRD number (all digits) OR a params: name_or_crd*, firm, state |
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.
All filters are optional — browsing with none of them is fine, since this
tool's scope is already narrow. `specialty` matches against the advisor's
bio, client description, "in thei params: specialty, city, state, limit |
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 for the firm in our data — broker-dealer-only
registrations are not counted; null for state-registere params: name, state, limit |
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 (a list of
{state, date}, date YYYY-MM-DD or null), office locations (private
residences are not listed: their count is in
`private_residence_locations_withheld`, addresses withheld per SEC
privacy rules), prior params: crd* |
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). Also states coverage scope explicitly: we do
not claim to cover the whole US advisor population, only params: none |
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