AdvisorFinder

AdvisorFinder lets Claude look up U.S. financial advisors and advisory firms in public SEC data. Ask in plain language, such as "Is my advisor registered in Texas?" or "What does this firm charge?", and Claude can: - Search more than 400,000 investment adviser representatives by name, firm, city, or state - Check an advisor's registration, the states where they are registered as an investment adviser, their years in the industry, and their disclosure status - Look up firms: locations, fee arrangements from Form ADV, disciplinary flags, and the number of investment adviser representatives on file - Find advisors on the AdvisorFinder marketplace whom you can contact directly Every result includes links to SEC IAPD and FINRA BrokerCheck so you can verify it. Disclosure status is one of four plain states. It is never a risk score, and the server does not republish disclosure details. Professional designations are self-reported. Marketplace listings are a labeled business relationship with AdvisorFinder. They never affect ranking and are not an endorsement. Read-only. No account or API key needed. For information and research only; not financial advice.