AdvisorFinder MCP Server
AdvisorFinder · Advisor & Firm Intelligence / Prospecting
Queries SEC IAPD Form ADV filings and FINRA BrokerCheck for advisor and firm profiles, disclosures, and risk scoring.
How to connect AdvisorFinder MCP Server
Step 1
Local server — run it on your machine
AdvisorFinder MCP Server runs locally over stdio. You need Node.js (for npx) or Python (for uvx) installed, then add the command below to your client's MCP config file.
Command
pip install advisorfinder-mcp && python -m advisorfinder_mcp
Client config snippet
{
"mcpServers": {
"advisorfinder-mcp": {
"command": "pip",
"args": [
"install",
"advisorfinder-mcp",
"&&",
"python",
"-m",
"advisorfinder_mcp"
]
}
}
}Step 2
Authenticate with no credentials
No credentials are required for public data. Rate limits still apply, so avoid bulk pulls from a chat client.
Step 3
Verify, then widen access
Restart your client, confirm the server's tools appear, and run one read-only question first. Keep client-side approval prompts on for any tool that can write, trade or send. Confirm with your firm's compliance policy before connecting systems holding client data.