Every change Wellknown observed on this MCP server, newest first, with what it was before and what it became. Tool-surface changes carry the definition diff. Nothing here is edited after the fact.
Changed the definition of "search_advisors" and "search_firms"
⟨101 unchanged words⟩ when more advisors match than the limit returns. Counting stops at 10,000: `total_matches_capped: true` means more than 10,000 advisors matched.
⟨188 unchanged words⟩ the number of firms that match the filters. Counting stops at 10,000: `total_matches_capped: true` means more than 10,000 firms matched.
Changed the definition of "find_bookable_advisors"
⟨336 unchanged words⟩ affects how any advisor ranks in search results. The marketplace listings can be temporarily unavailable; in that case this tool returns `available: false` with no results.
Changed the definition of "check_advisor", "find_bookable_advisors", "get_advisor" and 3 more
⟨66 unchanged words⟩ name matches more than one advisor, returnscandidates instead of guessing;there-runcandidates withthetheir CRDfromthenumberslist.instead of guessing. This tool never returns a numeric risk score ⟨15 unchanged words⟩
Changed the definition of "search_firms"
⟨91 unchanged words⟩ at all; state-listed firms showing rosters are dual-registered. Exact name matches rank first (the firm's own name, then an "also known as" name), then names that start with the search text (own names before "also known as" names), then other matches. Inside each group, firms with a larger SEC AUM band come first, then firms with more advisors on file (a state-registered- only firm ranks as an undisclosed band with no advisors). A result can carry `advisor_count_note` (no advisor records on file) or `unreadable_characters_note` (characters lost in the source data, shown as �).
Changed the definition of "check_advisor", "find_bookable_advisors", "get_advisor" and 4 more
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Check an advisorbefore
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{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"Check an advisor"}before
—Changed the definition of "get_firm" and "search_advisors"
⟨13 unchanged words⟩ , address, website, AUM band, headcount,who they serve andhowthey charge(rendered asalistslist), any disclosure flag, state registrations, office ⟨46 unchanged words⟩ firm — see the caveat when that happens). Client types are withheld (see client_types_note). State-registered-only firms get a reduced profile.
Certificate changed, valid to 2027-01-04
Certificate recorded, valid to 2026-11-06
Authorization not required
First tool surface recorded: 7 tools (server version 3.4.7)
Showing the latest 10 events. The API returns up to 500 and filters by kind: ?kind=tool_surface_changed
⟨23 unchanged words⟩ few hundred advisors), not the full SECroster; use search_advisors for the fullroster. All filters are optional — browsing with ⟨124 unchanged words⟩ plain numbers); minimum account size; allowed states; `member_since` as YYYY-MM-DD; and more), a link to their fullAdvisorFinder profile, AND regulatory facts for their CRD. `allowed_states` and `virtual_meetings_offered` are null when the member did not fill them in: null means not stated on the profile, not "none". Members whose CRD is in our SEC dataset getthe sametheir registration status and four-state disclosure statuscheck_advisor(none_reportedreports/ disclosed_no_detail / disclosed_with_detail / unknown) from that dataset — never softened. Members whose CRD is NOT in our SEC dataset (typically state-registered or BD-side advisors) getathe status `not_in_regulatory_dataset` with a labeled note saying so,withand FINRABrokerCheck / SEC IAPD verify links —never presented as if clean. AUMand client-count figures areself-reported by the advisor, notregulatory data, and are alwayslabeled as such. Results are in alphabetical order by name; membership or payment has no effect on the order. `total_matches` is the number of members that match the filters. Being listed here is abusinessbusiness relationship with AdvisorFinder, not an endorsement, and neveraffectsaffects how any advisor ranks insearch_advisors/check_advisor.search results.
⟨102 unchanged words⟩ is derived from SEC IAPD / FINRA BrokerCheck. All dates are YYYY-MM-DD. For an advisor who is also listed on AdvisorFinder, `advisorfinder_listing.self_reported` carries the credentials and years of experience from that profile, labeled as such. Each designation has a `source` (e.g. "Form ADV Part 2B brochure supplement"). When no designations are on file but the profile lists some, `designations_coverage_note` explains that the public data covers few advisors; when both lists are present and not the same, `credential_sources_note` says so. Neither note is a finding against the advisor.
⟨22 unchanged words⟩ a list), any disclosure flag, state registrations,(a list of {state, date}, date YYYY-MM-DD or null), office locations (private-residence addressesprivate residences are not listed: their count is in `private_residence_locations_withheld`, addresses withheld per SEC privacy rules), prior/other names, ⟨6 unchanged words⟩ 2A brochure (marked as estimated when it is, and basis "not extracted" when no fee details were extracted), and `advisor_count`: how many investment adviser ⟨43 unchanged words⟩
⟨81 unchanged words⟩ feeds, not real-time. Exact name matches rankfirst;first. `total_matches` is the number of advisors that match the filters; `more_results_available` appears when more advisorsmatchmatch than the limit returns.
⟨178 unchanged words⟩ in the source data, shown as �). `total_matches` is the number of firms that match the filters.
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Find bookable advisors⟨57 unchanged words⟩ matches against the advisor's bio, client description,quick"infactstheir own words" answers, andcredentialscredential acronyms and names (case-insensitive substring; e.g. "CFP" finds CFP®substringholders). Returns, per member: their self-provided profile info (biobio; `credentials` as [{acronym, name, status: "self-reported"}]; `education`credentialsas [{institution,pricingdegree,minimumyear}];account`pricing`sizeas a list of {type,education...} entries such as {"type": "aum", "min": "0.50", "max": "1.00", "unit": "percent of assets"}, {"type": "flat_fee", "min", "max", "frequency"}, {"type": "hourly", "rate"}, {"type": "one_time", "cost"} or {"type": "fees_information", "link"}, with values as listed on the profile and formatting normalized (type/frequency lowercased, a trailing "%" removed, unset markers dropped; the "percent of assets" unit only when the listed values are plain numbers); minimum account size; allowed states; and more), a linkto their full AdvisorFinder profile, AND regulatory facts ⟨98 unchanged words⟩
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{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"Find bookable advisors"}before
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Get advisor profilebefore
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{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"Get advisor profile"}before
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Get database statsbefore
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{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"Get database stats"}before
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Get firm profile⟨12 unchanged words⟩ : identity, address, website, AUM band,headcounttotal employees, how they charge (a list), any ⟨24 unchanged words⟩ marked as estimated when it is), and `advisor_count`: how manyindividualadvisorinvestmentrecordsadviser representatives we have on file for them(broker-dealer-only registrations are not counted; an empty roster doesnotnot necessarily mean an empty firm — see the ⟨18 unchanged words⟩
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{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"Get firm profile"}before
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Search advisorsbefore
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{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"Search advisors"}before
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Search firms⟨31 unchanged words⟩ CRD, name, city/ state, AUM band,advisor`advisor_count`headcount(the number of investment adviser representatives on file for the firm in our data — broker-dealer-only registrations are not counted; null for state-registered-only firms, which have no roster), and a link to the firm's SEC IAPDrecord.record. State-registered-only firms (not SEC-registered) are included but ⟨17 unchanged words⟩
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{"destructiveHint":false,"idempotentHint":true,"openWorldHint":false,"readOnlyHint":true,"title":"Search firms"}⟨76 unchanged words⟩ IAPD / FINRA BrokerCheck registration feeds, not real-time. Exact name matches rank first; `more_results_available` appears when more advisors match than the limit returns.