mcp

• 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
• 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 (
• 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`, wi
• find_bookable_advisors — Search advisors listed on AdvisorFinder's marketplace — professionals with public profiles you can view and contact directly. This searches only AdvisorFinder m
• 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 nam
• 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
• 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

No long description beyond the summary.