Advicer.bio in Claude.

Add Advicer.bio to Claude as a connector, then ask about financial advisors, RIAs and advisor technology in plain English. Claude looks it up here and links you to the pages.

New: a full tech stack audit of your firm, in Claude.

Add it in a minute

In Claude, open Settings → Connectors and choose Add custom connector.
Name it Advicer.bio and paste this address:
Add it. No sign-in needed: it only reads what's public on Advicer.bio.
In a chat, turn on Advicer.bio from the tools menu and ask away.

What it can look up

Find advisors

By who they work with (physicians, retirees, tech employees…), state and city, with CFP® and fee-type filters.

Look up companies

RIAs with their assets and custodian, and advisor technology and service providers.

Advisor satisfaction

T3/Inside Information and Kitces survey scores, combined rankings, and each tool's AdvisorTechBook rating.

Audit your tech stack

Match your vendors or expenses to tools, then a full audit: overlaps, gaps, integrations, spend and what to change.

Try asking

“Find a fee-only CFP in Grand Rapids, Michigan who works with pre-retirees.”
“Which financial planning software do advisors rate highest? Compare RightCapital and eMoney.”
“What's the AdvisorTechBook rating for Wealthbox, and why?”
“Tell me about Altruist and what advisors think of it.”

There are daily limits on how many results one person can get, and it isn't for copying the directory in bulk (see our terms). Read-only, and the same information as the site: advisors from SEC records and their own pages, never anything private. Listings aren't recommendations; check an advisor's SEC record before you hire them. Works in any app that supports MCP connectors, not just Claude. What it can see and keep: privacy policy. Questions or problems: joe@advisortechbook.com.