ADVmcp

Données du formulaire SEC ADV sur 23 740 conseillers en investissement enregistrés : recherchez des firmes, extrayez les profils complets déposés, classez selon n'importe quelle métrique déposée, suivez les changements de dépôts et comparez une firme à une cohorte avec des graphiques. 9 outils, 8 compétences guidées, sans connexion ni clés. Valeurs exactement telles que déposées.

Voir sur advmcp.ai

Serveur MCP hébergé

npx add-mcp 'https://advmcp.ai/mcp'

S’installe dans Claude Code, Codex, Cursor et plus

Documentation

Live

MCP-first · SEC IAPD feed · vintage Oct 15, 2026

Form ADV, exactly as filed — in your AI assistant.

Every SEC-registered investment adviser — assets, clients, accounts, custody, and disclosures — served over the Model Context Protocol. No login, no keys. Updated daily.

MCP server

Connect your assistant

ADVmcp is MCP-first. Point Claude, Cursor, or any MCP client that speaks Streamable HTTP at this endpoint and query Form ADV directly. No account, no API key — the data is public SEC filings.

https://advmcp.ai/mcp

  • search_firms Find advisers by name, CRD, state, or AUM
  • get_firm Full filed profile for one CRD
  • top_firms Rank advisers by a filed metric
  • firm_changes Field-level filing history
  • list_skills Catalog of the guided workflows on this server
  • get_skill Full instructions for one workflow
  • cohort_stats Percentile distributions for a defined cohort
  • cohort_chart Percentile box plot with one firm marked
  • server_info Live tool list and version — detects a stale client cache

Fair-use limits keep the endpoint stable: 60 tool calls per minute, 900 per hour, and 5,000 per day per client. Over the limit, calls return an error with a retry delay.

No AI assistant? No setup.

Ask the ADV Analyst — free

Type a question in plain English and get a written brief built only from Form ADV filings — every figure traceable to the filing, nothing estimated. Free account, right here on the site.

Run a due-diligence brief on Modera Wealth Management (CRD 155649). → Which retail-facing RIAs in Texas with $100M–$250M AUM grew clients fastest in the last year? → How does a $500M Colorado RIA with 300 clients compare to its peers? →

Skills

Form ADV is public. Reading it well isn’t.

Each skill is a written procedure — what to pull, in what order, how to read it, and what the filing will not support. Your assistant loads one from the server the moment it needs it. Nothing to install, nothing to copy, nothing to keep in sync.

What's in the database

24,202

Advisers in feed

17,087

Approved registrations

10,726

Retail-facing

$178.5T

Sum of reported RAUM

Summed straight from filings. Advisers that sub-advise for one another report the same assets, so this is not the size of the industry.

Largest reported AUM

Browse the directory →