Firm intelligence & registries
AdvisorFinder MCP Server
Published by AdvisorFinder (community)
Community
Queries SEC IAPD Form ADV filings and FINRA BrokerCheck for advisor and firm profiles, disclosures and risk scoring.
Hosting
Local
Authentication
No auth
Directory tier
Community
What this server supplies
Fields this server can cover in the valuation checklist, and the methods each one drives.
Assets under management
Drives: AUM Percentage
Client households
Drives: Client Value
What you approve
- 1.No credentials — it reads public SEC and FINRA data.
How your agent connects it
- 1.Install the AdvisorFinder MCP server and register it in your assistant.
- 2.Ask the agent to pull the Form ADV figures for a firm as a cross-check on gathered AUM and client counts.
Your data never leaves your platforms
Your agent reads AdvisorFinder MCP Server directly and passes only what the calculation needs. ValuationMCP records the provenance of the source and the calculated outputs — never the underlying practice data. See the Privacy Policy.
Server details, tier and auth mode sourced from the WealthMCP directory.