Search and vet SEC-registered financial advisors by credentials, disclosures, and firm details.
Look up investment adviser representatives and firms registered with the SEC. See their employment history, professional designations, state registrations, disclosure status, and fees. Find advisors on AdvisorFinder's marketplace or search the full SEC roster.
Try asking Muse: "Find a fee-only financial advisor in my state and check their SEC registration and any disclosures."
Source: Found in the official MCP Registry (com.advisorfinder/mcp) · First listed September 24, 2026
Each bar is one check, every 15 minutes. Green means it answered. Last checked 20 min ago.
What Muse can see: It does not ask you to sign in, so it cannot see your accounts. It only sees what Muse sends it from your request.
Before it acts: Read what Muse plans to do before you approve it, and remove the app from Muse when you stop using it.
musedirectory.ai is not part of Meta. More about how Muse handles your information
Not in Muse's Connectors list yet, but Muse can still use it. Copy the request below and paste it into Muse. Muse asks before it shares anything with the app's site. Meta does not review apps used this way, so only use ones you trust. We tested this in the Muse app on September 24, 2026: Muse used an app's link directly this way and returned a live answer.
https://mcp.advisorfinder.com/mcpNot in Muse's Connectors list yet. Muse can still use it: its page gives you a request to paste into Muse.
AdvisorFinder is a remote MCP server, so any assistant that can add a custom connector by link can use it. Same link, same tools.
In ChatGPT, open Settings, then Connectors (called Apps & Connectors on some accounts).
Under Advanced settings, switch on Developer mode. That is what lets you add a connector by link.
Choose Create, give it a name, paste the link as the MCP server URL, and save. If it needs a sign-in, ChatGPT asks for it here.
Start a chat, open the tools menu, pick the connector, and ask. ChatGPT asks before it runs a tool the first time.
Custom connectors need a paid ChatGPT plan, and on Team, Enterprise and Edu accounts only an admin can add them. Our "Working" label means the server answered us; it cannot tell whether your plan lets you add it. All connectors that work in ChatGPT
In Claude, open Settings, then Connectors.
Choose Add custom connector, give it a name, and paste the link.
If it needs a sign-in, Claude sends you to it. Then turn the connector on in a chat from the tools menu and ask.
Custom connectors are available on paid Claude plans; on Team and Enterprise accounts an admin may need to add them. Our "Working" label means the server answered us; it cannot tell whether your plan lets you add it. All connectors that work in Claude
https://mcp.advisorfinder.com/mcpResponse time at the last check: 260ms. Worked in 99.6% of checks over 30 days.
Screened, no issues found
Screening looks for known threats and hidden instructions at the time of the check, and runs again weekly and whenever the tool list changes. It cannot see the server's code, so only connect what you need and review what Muse asks to do. How screening works.
search_advisorsSearch SEC-registered investment adviser representatives (IARs) by name, firm, city, and/or state. No CRD number needed. At least one of name/firm/city/state is required — e.g. browse by city+state alone, or search by name. Returns, per match: CRD, name, the firm(s) they're linkeget_advisorGet the full profile for an investment adviser representative (IAR) by CRD number — no need to search first if you already have it. Returns employment history (current firm first, then previous), exams passed, the states where they hold an investment-adviser registration (`advisocheck_advisorQuick yes/no-style verification of an advisor: is their registration active, which states they hold an investment-adviser registration in (`advisory_states`, with any broker-dealer state registrations reported separately as a labeled count in `also_registered_as_broker`), how lonfind_bookable_advisorsSearch advisors listed on AdvisorFinder's marketplace — professionals with public profiles you can view and contact directly. This searches only AdvisorFinder members (a few hundred advisors), not the full SEC roster. All filters are optional — browsing with none of them is fine,search_firmsSearch SEC- and state-registered investment adviser FIRMS by name and/or state. Matches on the firm's primary name, legal name, or any "also known as" prior name on file. Returns, per match: CRD, name, city/ state, AUM band, `advisor_count` (the number of investment adviser repreget_firmGet the full profile for an investment adviser FIRM by CRD number: identity, address, website, AUM band, total employees, how they charge (a list), any disclosure flag, state registrations (a list of {state, date}, date YYYY-MM-DD or null), office locations (private residences arget_database_statsOverall stats about our data: how many firms and advisors we cover, when each data source was last refreshed (vintages), and a full four-state disclosure tally — INCLUDING the 'unknown' bucket (advisors where we simply don't have disclosure detail on file; that is not the same ashttps://mcp.advisorfinder.com/mcpNot in Muse's Connectors list yet, but Muse can still use it. Paste this into Muse: "Use AdvisorFinder to help me. It is a free service with an MCP server at https://mcp.advisorfinder.com/mcp. It does not need an API key. Ask me before you share anything with it." Muse asks before it shares anything with the app's site. Meta does not review apps used this way, so only use ones you trust. We tested this in the Muse app on September 24, 2026: Muse used an app's link directly this way and returned a live answer.
At the last check (November 13, 2026, 14:16 UTC) the endpoint was working, answering in 260ms. Over the last 7 days it answered 100% of health checks. It is checked every 15 minutes.
It was screened on September 24, 2026 with the result "screened, no issues found". Screening checks the domain against threat feeds and reads the tools for hidden instructions and requests for passwords or card numbers. It cannot see the server's code, so grant only the access you need.
It exposes 7 tools, including search_advisors, get_advisor, check_advisor, find_bookable_advisors. For example, you could ask Muse: "Find a fee-only financial advisor in my state and check their SEC registration and any disclosures."
This listing was added from public sources (Found in the official MCP Registry (com.advisorfinder/mcp)). If you build AdvisorFinder, claim it to correct the details and get your badge.
Paste this on your site or README. It always shows the latest check.
<a href="https://musedirectory.ai/connector/advisorfinder"><img src="https://musedirectory.ai/badge/advisorfinder.svg" alt="AdvisorFinder on musedirectory.ai" width="236" height="40"></a>