Search SEC-registered financial advisors — profiles, disclosures, risk scores, and credentials.
An MCP server that gives AI assistants access to SEC-registered financial advisor data. Search advisors by name, look up full profiles, check disclosure histories, and get risk assessments — all from within Claude or any MCP-compatible client. Built by AdvisorFinder. Add to your Claude Desktop config ( on macOS): Restart Claude Desktop. Then just ask naturally — "look up my financial advisor John…
Verification confirms publisher identity (repo ownership), not code safety. The security scan covers known CVEs and suspicious install scripts — it cannot prove the absence of malicious code.
An MCP server that gives AI assistants access to SEC-registered financial advisor data. Search advisors by name, look up full profiles, check disclosure histories, and get risk assessments — all from within Claude or any MCP-compatible client. Built by AdvisorFinder. Add to your Claude Desktop config ( on macOS): Restart Claude Desktop. Then just ask naturally — "look up my financial advisor John Smith" — and Claude will call the tools automatically. Once configured, just talk to Claude…