Release notes

The site is built directly on the SEC Investment Adviser Public Disclosure (IAPD) compilation feed. The current production vintage contains 23,740 firm records, of which 16,865 carry an APPROVED registration status and 10,552 are retail-facing.

Ingestion is fully automated: a streaming parser downloads the daily SEC feed, normalizes each filing, and writes it to a versioned schema with support for diffing and historical snapshots.

• firms — the latest view of every registered investment adviser.
• firm_snapshots — dated point-in-time copies used for change tracking.
• firm_changes — field-by-field diffs between successive snapshots.
• cohort_stats — percentile context for AUM, clients, accounts, and employees.
• zip_centroids — US Census ZIP Code Tabulation Area geocoding data.
• ingest_runs, ingest_warnings, ingest_locks — audit trail and concurrency control.

The public directory at /firms lets anyone search and filter all 23,740+ firms by state, AUM tier, and retail status. Each firm has its own profile at /firms/$crd with Item-by-Item provenance and cohort percentiles.

The site is designed as an MCP-first application. The server exposes four public tools at https://advmcp.ai/mcp with no login or API key required:

• search_firms — find advisers by name, city, or state.
• get_firm — full profile for a given CRD number.
• top_firms — largest advisers by reported AUM.
• firm_changes — recent filing changes for a firm.

Rate limits are enforced at 60 calls/minute, 900/hour, and 5,000/day per caller IP to keep the service stable.

A resumable ingestion pipeline runs once a day at 07:00 UTC via a scheduled cron job. It pulls the latest SEC feed, processes it in chunks to stay within platform limits, and finalizes by geocoding firms, computing changes, and rebuilding cohort stats. If the current vintage is already up to date, the run skips automatically.

A private admin dashboard at /admin shows how many assistants have connected the MCP, how many tool calls have been made, latency distributions, tool usage breakdowns, and daily activity trends. Access is protected by the admin password.

Row-level security policies make firm data publicly readable while keeping logging and rate-limiting functions restricted to the server-side service role. A public security review hardened the schema and verified that the MCP endpoint remains intentionally open for read-only access to public SEC records.

The brand is now advMCP.ai, with theme-aware logos, a warm custom palette, and support for both light and dark modes. The footer appears on every page, and legal pages (Privacy Policy, Terms of Use), a sitemap, and robots.txt help search engines index the site.

v1.0 is the stable baseline. Upcoming work will focus on more granular MCP tools, richer firm profiles, and additional ways to explore the ADV dataset. Release notes will be updated as new versions ship.