The MCP server directory for wealth management.

AdvisorFinder · Advisor & Firm Intelligence / Prospecting

Queries SEC IAPD Form ADV filings and FINRA BrokerCheck for advisor and firm profiles, disclosures, and risk scoring.

AdvizorPro · Advisor & Firm Intelligence / Prospecting

Read-only access to AdvizorPro's RIA, broker-dealer, family office, and wealth-team contact/firm data via Claude, ChatGPT, and other MCP clients.

ADVmcp · Advisor & Firm Intelligence / Prospecting

MCP-first SEC Form ADV service covering 23,740 advisers ($177.4T reported AUM). Nine tools and six skills: Form ADV Literacy, Firm Due-Diligence Brief, RIA Acquisition Screen, Peer Benchmark, Custody & Disclosure Triage, and Filing Change Monitor. Assets, clients, accounts, custody and disclosures exactly as filed, no login or keys, updated daily.

Apollo.io · Advisor & Firm Intelligence / Prospecting

General B2B prospecting: search 240M+ contacts/companies, enrich records, create/update contacts, add to outbound sequences.

FINTRX · Advisor & Firm Intelligence / Prospecting

Real-time access to FINTRX's RIA, broker-dealer, advisor-team, and family office datasets (780,000+ reps, 45,000+ firms, 4,500+ family offices) via Claude, Perplexity, and ChatGPT.

RelPro · Advisor & Firm Intelligence / Prospecting

Relationship intelligence for financial and professional services: 7M+ companies, 150M+ decision-makers, firmographics, UCC filings, SBA loans, Form 5500 benefit plans and buyer-intent signals surfaced inside Claude, ChatGPT and Copilot.

Seamless.AI · Advisor & Firm Intelligence / Prospecting

General B2B sales intelligence: find contacts, enrich records, build lists, launch campaigns via natural language.

valuationmcp.ai · Advisor & Firm Intelligence / Prospecting

MCP-native practice valuation app: your agent connects to its MCP server, pulls sourced practice data from your platforms and produces a seven-method valuation backed by SEC Form ADV and InvestmentNews benchmarks. The web UI is deliberately thin. The work happens in your AI client.

ZoomInfo · Advisor & Firm Intelligence / Prospecting

Prospect and company intelligence data.