AdvisorFinder

Verified Integration

Author: @configuring•Category: ServerApplication

GitHub Repository

JSON-RPC 2.0

Protocol Standard

Sub-second

Execution Latency

Active

Operational Status

Client Configuration

— Connect AdvisorFinder to Claude Desktop or Cursor in seconds

{
  "mcpServers": {
    "advisorfinder": {
      "command": "npx",
      "args": [
        "-y",
        "@modelcontextprotocol/server-advisorfinder"
      ],
      "env": {}
    }
  }
}

Paste into ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows).

Architecture & Capabilities

System Overview

Provides AI assistants with access to SEC-registered financial advisor data for comprehensive lookups and risk assessments.

Indexed Date

7/21/2026

License

Open Source

Protocol Layer

stdio / SSE RPC

Frequently Asked Questions

Architecture and operational details for AdvisorFinder

The data is sourced directly from publicly available SEC Investment Adviser Public Disclosure (IAPD) and FINRA BrokerCheck databases, updated weekly. While AdvisorFinder makes this public data accessible, it's always recommended to verify AI-generated assessments against official sources for critical financial decisions.

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