AdvisorFinder
Search SEC-registered financial advisors — profiles, disclosures, risk scores, and credentials.
What is AdvisorFinder?
AdvisorFinder is a Model Context Protocol (MCP) server that allows AI assistants like Claude, Cursor, and VS Code to search sec-registered financial advisors — profiles, disclosures, risk scores, and credentials.
Search SEC-registered financial advisors — profiles, disclosures, risk scores, and credentials.
This server falls under the Finance & Fintech category on MCPgee, the world's largest MCP server directory with 33,000+ servers.
Features
- Search SEC-registered financial advisors — profiles, disclos
Use Cases
Maintainer
Works with
Installation
PIP
pip install advisorfinder-mcpManual Installation
pip install advisorfinder-mcpConfiguration
Configuration Details
claude_desktop_config.json
Performance
Response Metrics
Resource Usage
Frequently Asked Questions about AdvisorFinder
What is AdvisorFinder?
AdvisorFinder is a Model Context Protocol (MCP) server that search sec-registered financial advisors — profiles, disclosures, risk scores, and credentials. It connects AI assistants to external tools and data sources through a standardized interface.
How do I install AdvisorFinder?
Install via pip with: pip install advisorfinder-mcp. Then configure your AI client to connect to this MCP server.
Which AI clients work with AdvisorFinder?
AdvisorFinder works with all major MCP-compatible AI clients including Claude Desktop, Claude Code, Cursor, VS Code (GitHub Copilot), Windsurf, and Cline.
Is AdvisorFinder free to use?
Yes, AdvisorFinder is open source and available under the MIT license. You can use it freely in both personal and commercial projects.
AdvisorFinder Alternatives — Similar Finance & Fintech Servers
Looking for alternatives to AdvisorFinder? Here are other popular finance & fintech servers you can use with Claude, Cursor, and VS Code.
ValueCell
★ 10.7kValueCell is a community-driven, multi-agent platform for financial applications.
Vibe Trading
★ 8.1k'Vibe-Trading: Your Personal Trading Agent'
Quantdinger
★ 6.2kAI quantitative trading platform for crypto, stocks, and forex with backtesting, live trading, market data, and multi-agent research.vibe-trading ,trading-agents,ai-trader,ai-trading
TradingView
★ 2.8kReal-time crypto & stock screening, advanced technical indicators, Bollinger Bands intelligence, candlestick patterns + native Claude Desktop integration. Multi-exchange (Binance, KuCoin, Bybit+). Open-source AI trading infrastructure.
Financial Datasets
★ 2.1kProvides access to comprehensive financial data including income statements, balance sheets, cash flow statements, stock prices, company news, SEC filings, and cryptocurrency information with built-in financial ratio analysis.
Stripe
★ 1.6kThe Stripe Model Context Protocol server allows you to integrate with Stripe APIs through function calling. This protocol supports various tools to interact with different Stripe services.
Browse More Finance & Fintech MCP Servers
Explore all finance & fintech servers available in the MCPgee directory. Each server includes setup guides for Claude, Cursor, and VS Code.
Set Up AdvisorFinder in Your Editor
Choose your AI client for step-by-step setup instructions.
Quick Config Preview
Add this to your claude_desktop_config.json or .cursor/mcp.json
Ready to use AdvisorFinder?
Browse our complete directory of 33,000+ MCP servers, read setup guides for your editor, and start building with the Model Context Protocol.