{"apiVersion":"v1","directorySlug":"advisorfinder-mcp-d433c57d0d","title":"AdvisorFinder - Find Your Financial Advisor Today","description":"Find a financial advisor with AdvisorFinder's free, personalized questionnaire. Easily research and compare your options. Connect with the advisor you choose. Start your journey today.","pageUrl":"https://www.mcpbundles.com/skills/advisorfinder-mcp-d433c57d0d","connectPath":"importable","connectAction":"import_server","catalogListing":false,"bundleSlug":null,"listingKind":"remote_mcp","kind":"provider","transportUrl":"https://mcp.advisorfinder.com/mcp","hostedMcpUrl":null,"toolCount":7,"toolInventoryStatus":"observed","refreshedAt":"2026-11-03T13:26:00.516172+00:00","registryName":"com.advisorfinder/advisorfinder-mcp-d433c57d0d","registryVersion":"2026.11.3","registryEligible":true,"tools":[{"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.","inputSchema":{"type":"object","properties":{"city":{"anyOf":[{"type":"string"},{"type":"null"}],"default":null},"firm":{"anyOf":[{"type":"string"},{"type":"null"}],"default":null},"name":{"anyOf":[{"type":"string"},{"type":"null"}],"default":null},"limit":{"type":"integer","default":20},"state":{"anyOf":[{"type":"string"},{"type":"null"}],"default":null}},"additionalProperties":false},"logicalName":"search_advisors","displayName":"search_advisors","title":"search_advisors","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"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","inputSchema":{"type":"object","required":["crd"],"properties":{"crd":{"type":"string"}},"additionalProperties":false},"logicalName":"get_advisor","displayName":"get_advisor","title":"get_advisor","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"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\no","inputSchema":{"type":"object","required":["name_or_crd"],"properties":{"firm":{"anyOf":[{"type":"string"},{"type":"null"}],"default":null},"state":{"anyOf":[{"type":"string"},{"type":"null"}],"default":null},"name_or_crd":{"type":"string"}},"additionalProperties":false},"logicalName":"check_advisor","displayName":"check_advisor","title":"check_advisor","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"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; use search_advisors for the full roster.","inputSchema":{"type":"object","properties":{"city":{"anyOf":[{"type":"string"},{"type":"null"}],"default":null},"limit":{"type":"integer","default":20},"state":{"anyOf":[{"type":"string"},{"type":"null"}],"default":null},"specialty":{"anyOf":[{"type":"string"},{"type":"null"}],"default":null}},"additionalProperties":false},"logicalName":"find_bookable_advisors","displayName":"find_bookable_advisors","title":"find_bookable_advisors","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"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 headcount, and a link to the firm's SEC IAPD\nrecord. State-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.","inputSchema":{"type":"object","properties":{"name":{"anyOf":[{"type":"string"},{"type":"null"}],"default":null},"limit":{"type":"integer","default":20},"state":{"anyOf":[{"type":"string"},{"type":"null"}],"default":null}},"additionalProperties":false},"logicalName":"search_firms","displayName":"search_firms","title":"search_firms","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"get_firm","description":"Get the full profile for an investment adviser FIRM by CRD number:\nidentity, address, website, AUM band, headcount, who they serve and how\nthey charge (rendered as lists), any disclosure flag, state registrations,\noffice locations (private-residence addresses are withheld per SEC\nprivacy rules), prior/other names, fee details from their ADV Part 2A\nbrochure (marked as estimated when it is), and how many individual\nadvisor records we have on file for them (an empty roster does not\nnecessarily mea","inputSchema":{"type":"object","required":["crd"],"properties":{"crd":{"type":"string"}},"additionalProperties":false},"logicalName":"get_firm","displayName":"get_firm","title":"get_firm","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"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.","inputSchema":{"type":"object","properties":{},"additionalProperties":false},"logicalName":"get_database_stats","displayName":"get_database_stats","title":"get_database_stats","annotations":{"untrustedContentHint":true,"readOnlyHint":true}}],"toolSource":"directory_preview","agentAction":"both","installLinks":[{"id":"cursor","label":"Cursor","href":"cursor://anysphere.cursor-deeplink/mcp/install?name=AdvisorFinder---Find-Your-Financial-Advisor-Today&config=eyJ1cmwiOiAiaHR0cHM6Ly9tY3AuYWR2aXNvcmZpbmRlci5jb20vbWNwIn0%3D"},{"id":"vscode","label":"VS Code","href":"vscode:mcp/install?%7B%22name%22%3A%22AdvisorFinder---Find-Your-Financial-Advisor-Today%22%2C%22type%22%3A%22http%22%2C%22url%22%3A%22https%3A%2F%2Fmcp.advisorfinder.com%2Fmcp%22%7D"},{"id":"vscode-insiders","label":"VS Code Insiders","href":"vscode-insiders:mcp/install?%7B%22name%22%3A%22AdvisorFinder---Find-Your-Financial-Advisor-Today%22%2C%22type%22%3A%22http%22%2C%22url%22%3A%22https%3A%2F%2Fmcp.advisorfinder.com%2Fmcp%22%7D"},{"id":"claude-web","label":"Claude.ai","href":"https://claude.ai/customize/connectors?modal=add-custom-connector&connectorName=AdvisorFinder+-+Find+Your+Financial+Advisor+Today&connectorUrl=https%3A%2F%2Fmcp.advisorfinder.com%2Fmcp"},{"id":"codex","label":"Codex","copyText":"codex mcp add \"AdvisorFinder---Find-Your-Financial-Advisor-Today\" --url \"https://mcp.advisorfinder.com/mcp\""},{"id":"chatgpt","label":"ChatGPT","href":"https://www.mcpbundles.com/docs/integrations/chatgpt"}],"catalogUrl":"https://www.mcpbundles.com/api/directory/v1/servers/advisorfinder-mcp-d433c57d0d","callUrl":"https://www.mcpbundles.com/api/directory/v1/servers/advisorfinder-mcp-d433c57d0d/tools/{tool}","mcpServerUrl":"https://mcp.advisorfinder.com/mcp","liveCatalogUrl":"https://www.mcpbundles.com/api/directory/v1/servers/advisorfinder-mcp-d433c57d0d?live=1"}