Adviser directory
Every SEC-registered adviser in the current Form ADV feed. Values shown are exactly as filed.
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| Firm | Location | Reg. AUM | Clients | Accounts | Staff |
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V1.02 update
Connected on v1.0? Refresh your client.
New tools and skills have shipped since v1.0, and MCP clients cache the tool list at connection time — reconnect ADVmcp to pick them up. See the release notes for details.