Firm intelligence & registries
ADVmcp
Published by ADVmcp
MCP-native SEC Form ADV service — assets, clients, accounts, custody and disclosures for 23,740 advisers, exactly as filed, no login. The peer-benchmark and acquisition-screen source ValuationMCP already leans on.
Remote
No auth
Official
https://advmcp.ai/mcpWhat 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 Form ADV filings.
How your agent connects it
- 1.Add the remote MCP server https://advmcp.ai/mcp to your assistant — no key needed.
- 2.Ask the agent to pull a firm's filed AUM, client and account counts as a cross-check, or to peer-benchmark and screen acquisition targets.
Figures, not records
Your agent reads ADVmcp 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.