# AdvisorFinder Muse connector

From musedirectory.ai, the independent directory of Meta Muse connectors. Not affiliated with Meta.

## AdvisorFinder

Search and vet SEC-registered financial advisors by credentials, disclosures, and firm details.

- Record: https://musedirectory.ai/connector/advisorfinder
- Category: Finance & Bills
- Developer: Drew Keever (https://advisorfinder.com)
- Muse status: Extra setup. Not in Muse's Connectors list yet. Muse can still use it: its page gives you a request to paste into Muse.
- Health: Working, 1659ms, checked 2026-09-28T07:30:49Z
- Endpoint: https://mcp.advisorfinder.com/mcp
- Auth: No account needed; Pricing: unknown
- Screening: Screened, no issues found (2026-09-24T10:26:14Z)
- Source: Found in the official MCP Registry (com.advisorfinder/mcp) https://registry.modelcontextprotocol.io/v0/servers?search=com.advisorfinder%2Fmcp

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.

Example request: "Find a fee-only financial advisor in my state and check their SEC registration and any disclosures."

How to connect: Not 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.

Tools:
- search_advisors: Search 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 linke
- get_advisor: Get 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 (`adviso
- check_advisor: Quick 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 lon
- find_bookable_advisors: Search 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; use search_advisors for the full roster. All filters are optio
- search_firms: Search 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 headcount, and a link to the firm's SEC IAPD re
- get_firm: Get the full profile for an investment adviser FIRM by CRD number: identity, address, website, AUM band, headcount, who they serve and how they charge (rendered as lists), any disclosure flag, state registrations, office locations (private-residence addresses are withheld per SEC
- get_database_stats: Overall 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 as

Screening checks:
- MCP handshake: pass (Answered in 304ms)
- Domain against threat feeds (Cloudflare security DNS): pass (mcp.advisorfinder.com, advisorfinder.com not flagged)
- Published packages against the OSV malicious-package database: pass (No malicious-package advisories)
- Hidden instructions or invisible characters in tool text: pass (7 tools read, nothing found)
- Inputs asking for passwords, card numbers or seed phrases: pass (None found)
- Domain and redirects: pass (No redirects off the domain)
- AI review of purpose and tool behavior: pass (No concerns)