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…
Inferred from the transports this listing declares (stdio). A client not listed here hasn’t been ruled out — it just isn’t something Forge can confirm.
Verification confirms publisher identity (repo ownership), not code safety. The security scan covers known CVEs and suspicious install scripts.
Forge read 0 source files from the published package tarball and matched no MCP tool registrations. Extraction is pattern-based over shipped source: a server that builds its tool list at runtime, or that ships only bundled or minified code, registers nothing this can see. Treat it as “not detected”, not as “exposes none”.
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…
Forge's dependency resolver reads npm metadata only, so this PyPI package has no resolved tree. That is a gap in coverage, not a clean bill of health.