Firm intelligence & registries
AdvizorPro
Published by AdvizorPro
Read-only access to AdvizorPro's RIA, broker-dealer and family-office firm and contact data — a licensed cross-check on a firm's size and headcount.
Remote
API key
Official
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.An AdvizorPro subscription with API access enabled.
- 2.Issue a read-only API key scoped to firm and contact lookups.
How your agent connects it
- 1.Add the AdvizorPro MCP server to your assistant with your key.
- 2.Ask the agent to pull a firm's reported AUM and team size as a cross-check on gathered figures.
Figures, not records
Your agent reads AdvizorPro 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.