Firm intelligence & registries
AdvisorFinder MCP Server
Published by AdvisorFinder (community)
Queries SEC IAPD Form ADV filings and FINRA BrokerCheck for advisor and firm profiles, disclosures and risk scoring.
Local
No auth
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.
Figures, not records
Your agent reads AdvisorFinder MCP Server directly and passes only the figures the valuation needs. Those numbers are stored on your practice record alongside their provenance and the calculated outputs. The statements, exports, position data and CRM records behind them stay in your platforms, and ValuationMCP never holds your platform credentials. See the Privacy Policy.
Server details, tier and auth mode sourced from the WealthMCP directory.