{"name":"com.advisorfinder/mcp","slug":"advisorfinder-mcp","title":null,"description":"Search and vet SEC-registered financial advisors: profiles, disclosures, firm fees, credentials.","url":"https://mcp.market/server/advisorfinder-mcp","rating":null,"grade":"A","score":91,"certified":false,"status":"active","category":"search","tags":["search"],"presence":{"score":38,"stars":2,"forks":0,"downloads_week":104,"last_push_at":"2026-10-26T02:13:32.000Z","license":"MIT"},"uptime":{"percent":100,"checks":28,"ok":28,"last_checked_at":"2026-11-04T03:25:38.413Z","last_ok_at":"2026-11-04T03:25:38.413Z","latency_ms":347},"claimed":false,"transport":"mixed","callable_via_gateway":true,"default_price_micros":0,"repository":"https://github.com/drew-keever/advisorfinder-mcp","website":"https://advisorfinder.com","version":"2.1.0","remotes":[{"type":"streamable-http","url":"https://mcp.advisorfinder.com/mcp"}],"packages":[{"registryType":"pypi","identifier":"advisorfinder-mcp","version":"2.1.0","transport":{"type":"stdio"}}],"tools":[{"name":"check_advisor","description":"Quick yes/no-style verification of an advisor: is their registration\nactive, which states they hold an investment-adviser registration in\n(`advisory_states`, with any broker-dealer state registrations reported\nseparately as a labeled count in `also_registered_as_broker`), how long\nthey have been in the industry, and their four-state disclosure status.\nAccepts EITHER a CRD number (all digits) OR a name — optionally narrowed\nby firm/state to disambiguate common names. If a name matches more than\none advisor, returns the candidates with their CRD numbers instead of\nguessing.\nThis tool never returns a numeric risk score — only the underlying facts\n(registration status, disclosure status) so you can judge for yourself.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"name_or_crd":{"type":"string"},"firm":{"anyOf":[{"type":"string"},{"type":"null"}],"default":null},"state":{"anyOf":[{"type":"string"},{"type":"null"}],"default":null}},"required":["name_or_crd"],"additionalProperties":false}},{"name":"find_bookable_advisors","description":"Search advisors listed on AdvisorFinder's marketplace — professionals\nwith public profiles you can view and contact directly. This searches\nonly AdvisorFinder members (a few hundred advisors), not the full\nSEC roster.\n\nAll filters are optional — browsing with none of them is fine, since this\ntool's scope is already narrow. `specialty` matches against the advisor's\nbio, client description, \"in their own words\" answers, and credential\nacronyms and names (case-insensitive substring; e.g. \"CFP\" finds CFP®\nholders). Returns, per member: their self-provided profile info (bio;\n`credentials` as [{acronym, name, status: \"self-reported\"}]; `education`\nas [{institution, degree, year}]; `pricing` as a list of {type, ...}\nentries such as {\"type\": \"aum\", \"min\": \"0.50\", \"max\": \"1.00\", \"unit\":\n\"percent of assets\"}, {\"type\": \"flat_fee\", \"min\", \"max\", \"frequency\"},\n{\"type\": \"hourly\", \"rate\"}, {\"type\": \"one_time\", \"cost\"} or\n{\"type\": \"fees_information\", \"link\"}, with values as listed on the\nprofile and formatting normalized (type/frequency lowercased, a trailing\n\"%\" removed, unset markers dropped; the \"percent of assets\" unit only\nwhen the listed values are plain numbers); minimum account size; allowed\nstates; `member_since` as YYYY-MM-DD; and more), a link to their full\nAdvisorFinder profile, AND regulatory facts for their CRD.\n`allowed_states` and `virtual_meetings_offered` are null when the member\ndid not fill them in: null means not stated on the profile, not \"none\".\nMembers whose CRD is in our SEC dataset get their registration status\nand four-state disclosure status (none_reported / disclosed_no_detail /\ndisclosed_with_detail / unknown) from that dataset — never softened.\nMembers whose CRD is NOT in our SEC dataset (typically state-registered\nor BD-side advisors) get the status `not_in_regulatory_dataset` with a\nlabeled note saying so and FINRA BrokerCheck / SEC IAPD verify links —\nnever presented as if clean. AUM and client-count figures are\nself-reported by the advisor, not regulatory data, and are always\nlabeled as such. Results are in alphabetical order by name; membership\nor payment has no effect on the order. `total_matches` is the number of\nmembers that match the filters. Being listed here is a business\nrelationship with AdvisorFinder, not an endorsement, and never affects\nhow any advisor ranks in search results. The marketplace listings can be\ntemporarily unavailable; in that case this tool returns\n`available: false` with no results.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"specialty":{"anyOf":[{"type":"string"},{"type":"null"}],"default":null},"city":{"anyOf":[{"type":"string"},{"type":"null"}],"default":null},"state":{"anyOf":[{"type":"string"},{"type":"null"}],"default":null},"limit":{"default":20,"type":"integer"}},"additionalProperties":false}},{"name":"get_advisor","description":"Get the full profile for an investment adviser representative (IAR) by\nCRD number — no need to search first if you already have it. Returns\nemployment history (current firm first, then previous), exams passed,\nthe states where they hold an investment-adviser registration\n(`advisory_states`; broker-dealer state registrations are reported\nseparately as a labeled count in `also_registered_as_broker`, because\nselling securities is not the same as giving investment advice),\nprofessional designations (always labeled\nself-reported — none of this data is independently verified), years in\nthe industry, and four-state disclosure status (never phrased as\n\"clean\"/\"safe\": none_reported / disclosed_no_detail / disclosed_with_detail\n/ unknown). Data is derived from SEC IAPD / FINRA BrokerCheck. All dates\nare YYYY-MM-DD. For an advisor who is also listed on AdvisorFinder,\n`advisorfinder_listing.self_reported` carries the credentials and years\nof experience from that profile, labeled as such. Each designation has a\n`source` (e.g. \"Form ADV Part 2B brochure supplement\"). When no\ndesignations are on file but the profile lists some,\n`designations_coverage_note` explains that the public data covers few\nadvisors; when both lists are present and not the same,\n`credential_sources_note` says so. Neither note is a finding against the\nadvisor.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"crd":{"type":"string"}},"required":["crd"],"additionalProperties":false}},{"name":"get_database_stats","description":"Overall stats about our data: how many firms and advisors we cover,\nwhen each data source was last refreshed (vintages), and a full\nfour-state disclosure tally — INCLUDING the 'unknown' bucket (advisors\nwhere we simply don't have disclosure detail on file; that is not the\nsame as a clean record). Also states coverage scope explicitly: we do\nnot claim to cover the whole US advisor population, only SEC-registered\nfirms and their active reps.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{},"additionalProperties":false}},{"name":"get_firm","description":"Get the full profile for an investment adviser FIRM by CRD number:\nidentity, address, website, AUM band, total employees, how they charge\n(a list), any disclosure flag, state registrations (a list of\n{state, date}, date YYYY-MM-DD or null), office locations (private\nresidences are not listed: their count is in\n`private_residence_locations_withheld`, addresses withheld per SEC\nprivacy rules), prior/other names, fee details from their ADV Part 2A\nbrochure (marked as estimated when it is, and basis \"not extracted\" when\nno fee details were extracted), and `advisor_count`: how many\ninvestment adviser representatives we have on file for them\n(broker-dealer-only registrations are not counted; an empty roster does\nnot necessarily mean an empty firm — see the caveat when that happens).\nClient types are withheld (see client_types_note).\nState-registered-only firms get a reduced profile.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"crd":{"type":"string"}},"required":["crd"],"additionalProperties":false}},{"name":"search_advisors","description":"Search SEC-registered investment adviser representatives (IARs) by\nname, firm, city, and/or state. No CRD number needed. At least one of\nname/firm/city/state is required — e.g. browse by city+state alone, or\nsearch by name.\n\nReturns, per match: CRD, name, the firm(s) they're linked to (with branch\ncity/state), a four-state disclosure status (none_reported /\ndisclosed_no_detail / disclosed_with_detail / unknown — never \"clean\"),\nand a link to the advisor's full SEC IAPD record. Data is derived from SEC\nIAPD / FINRA BrokerCheck registration feeds, not real-time. Exact name\nmatches rank first. `total_matches` is the number of advisors that match\nthe filters; `more_results_available` appears when more advisors match\nthan the limit returns. Counting stops at 10,000: `total_matches_capped:\ntrue` means more than 10,000 advisors matched.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"name":{"anyOf":[{"type":"string"},{"type":"null"}],"default":null},"firm":{"anyOf":[{"type":"string"},{"type":"null"}],"default":null},"city":{"anyOf":[{"type":"string"},{"type":"null"}],"default":null},"state":{"anyOf":[{"type":"string"},{"type":"null"}],"default":null},"limit":{"default":20,"type":"integer"}},"additionalProperties":false}},{"name":"search_firms","description":"Search SEC- and state-registered investment adviser FIRMS by name\nand/or state. Matches on the firm's primary name, legal name, or any\n\"also known as\" prior name on file. Returns, per match: CRD, name, city/\nstate, AUM band, `advisor_count` (the number of investment adviser\nrepresentatives on file for the firm in our data — broker-dealer-only\nregistrations are not counted; null for state-registered-only firms,\nwhich have no roster), and a link to the firm's SEC IAPD record.\nState-registered-only firms (not SEC-registered) are included but\nflagged — purely state-registered firms have no advisor rosters at all;\nstate-listed firms showing rosters are dual-registered. Exact name matches\nrank first (the firm's own name, then an \"also known as\" name), then names\nthat start with the search text (own names before \"also known as\" names),\nthen other matches. Inside each group, firms with a larger SEC AUM band\ncome first, then firms with more advisors on file (a state-registered-\nonly firm ranks as an undisclosed band with no advisors). A result can\ncarry `advisor_count_note` (no advisor records on file) or `unreadable_characters_note` (characters\nlost in the source data, shown as �). `total_matches` is the number\nof firms that match the filters. Counting stops at 10,000:\n`total_matches_capped: true` means more than 10,000 firms matched.","write_action":false,"price_micros":0,"input_schema":{"type":"object","properties":{"name":{"anyOf":[{"type":"string"},{"type":"null"}],"default":null},"state":{"anyOf":[{"type":"string"},{"type":"null"}],"default":null},"limit":{"default":20,"type":"integer"}},"additionalProperties":false}}],"scan":{"score":91,"grade":"A","scanned_at":"2026-11-03T23:30:35.186Z","report":{"scannerVersion":"0.1.10","scannedAt":"2026-11-03T23:30:35.162Z","components":{"code":{"score":25,"max":25,"notes":["15 source files scanned"]},"reliability":{"score":20,"max":20,"notes":["remote reachable in 924ms"]},"poisoning":{"score":13,"max":15,"notes":["7 tool descriptions checked"]},"auth":{"score":10,"max":15,"notes":["open endpoint, read-only tools"]},"maintenance":{"score":15,"max":15,"notes":["last push 9 days ago"]},"identity":{"score":8,"max":10,"notes":["endpoint served from the registry-verified namespace domain"]}},"findings":[{"id":"poison.long-description","severity":"low","component":"poisoning","title":"Unusually long tool description (over 2,000 characters)","evidence":"tool 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 their own words\" answers, and credential acronyms and names (case-insensitive substring; e.g. \"CFP\" finds CFP® holders). Returns, per member: their self-provided profile info (bio; `credentials` as [{acronym, name, status: \"self-reported\"}]; `education` as [{institution, degree, year}]; `pricing` as a list of {type, ...} entries such as {\"type\": \"aum\", \"min\": \"0.50\", \"max\": \"1.00\", \"unit\": \"percent of assets\"}, {\"type\": \"flat_fee\", \"min\", \"max\", \"frequency\"}, {\"type\": \"hourly\", \"rate\"}, {\"type\": \"one_time\", \"cost\"} or {\"type\": \"fees_information\", \"link\"}, with values as listed on the profile and formatting normalized (type/frequency lowercased, a trailing \"%\" removed, unset markers dropped; the \"percent of assets\" unit only when the listed values are plain numbers); minimum account size; allowed states; `member_since` as YYYY-MM-DD; and more), a link to their full AdvisorFinder profile, AND regulatory facts for their CRD. `allowed_states` and `virtual_meetings_offered` are null when the member did not fill them in: null means not stated on the profile, not \"none\". Members whose CRD is in our SEC dataset get their registration status and four-state disclosure status (none_reported / disclosed_no_detail / disclosed_with_detail / unknown) from that dataset — never softened. Members whose CRD is NOT in our SEC dataset (typically state-registered or BD-side advisors) get the status `not_in_regulatory_dataset` with a labeled note saying so and FINRA BrokerCheck / SEC IAPD verify links — never presented as if clean. AUM and client-count figures are self-reported by the advisor, not regulatory data, and are always labeled as such. Results are in alphabetical order by name; membership or payment has no effect on the order. `total_matches` is the number of members that match the filters. Being listed here is a business relationship with AdvisorFinder, not an endorsement, and never affects how any advisor ranks in search results. The marketplace listings can be temporarily unavailable; in that case this tool returns `available: false` with no results.…"}],"inputs":{"probes":[{"url":"https://mcp.advisorfinder.com/mcp","reachable":true,"authRequired":false,"latencyMs":924,"serverInfo":{"name":"advisorfinder","version":"3.4.8"}}],"packages":[{"registryType":"pypi","identifier":"advisorfinder-mcp","version":"2.1.0","found":true,"weeklyDownloads":104,"license":"MIT","dependencyCount":2,"publishedAt":"2026-08-13T02:43:45.058603Z","repositoryUrl":"https://github.com/drew-keever/advisorfinder-mcp"}],"repo":{"found":true,"owner":"drew-keever","repo":"advisorfinder-mcp","archived":false,"pushedAt":"2026-10-26T02:13:32Z","stars":2,"forks":0,"openIssues":0,"ownerType":"User","ownerAvatarUrl":"https://avatars.githubusercontent.com/u/130938162?v=4","ownerCreatedAt":"2023-04-16T22:37:02Z","license":"MIT"},"icon":{"url":"https://cdn.prod.website-files.com/627ea2baa1713902cd0ee593/62b2f0f308915b21745089d3_AdFi-logos-3%20256.png","source":"registry","width":256,"height":256},"presence":{"stars":2,"forks":0,"downloadsWeek":104,"license":"MIT","lastPushAt":"2026-10-26T02:13:32.000Z","score":38}}}},"grade_history":[],"reviews":[]}