Financial data,
inside your AI.

Magnoll is an MCP server — add it to Claude, Cursor, or ChatGPT in seconds to query 163,000+ SEC-registered investment firms.

🖥

Claude Desktop

Edit your config file to add Magnoll as an MCP server

1

Open your Claude Desktop config file

~/Library/Application Support/Claude/claude_desktop_config.json
2

Add Magnoll under mcpServers

json 
{
  "mcpServers": {
    "magnoll": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://magnoll.onrender.com/sec-advisory/mcp"
      ]
    }
  }
}
3

Restart Claude Desktop — Magnoll tools will appear in the toolbar.

⌨️

Claude Code

Run one command in your terminal

1

Run this in your terminal — the --global flag makes it available in every session

bash 
claude mcp add --transport http --global magnoll \
  https://magnoll.onrender.com/sec-advisory/mcp
2

That's it. Magnoll is now available in every Claude Code session — just ask about SEC firms.

▸

Cursor

Add Magnoll to your Cursor MCP config

1

Go to Cursor → Settings → MCP, or edit the config file directly

~/.cursor/mcp.json
2

Add the Magnoll server entry

json 
{
  "mcpServers": {
    "magnoll": {
      "url": "https://magnoll.onrender.com/sec-advisory/mcp",
      "transport": "http"
    }
  }
}
3

Reload Cursor. Magnoll will appear in Agent mode — enable it to start asking questions.

💬

ChatGPT

Connect via ChatGPT's MCP connector

1

Go to ChatGPT Settings → Connectors → Add MCP Server

2

Enter the Magnoll server URL and save

url 
https://magnoll.onrender.com/sec-advisory/mcp
3

Start a new chat and ask about SEC firms — ChatGPT will call Magnoll automatically.

Give it a challenge

Real questions you can ask Magnoll right now — click the arrows to browse more.

Example

Ready to ask?

From firm search to peer benchmarks — here's a taste of what Magnoll can do.

Find wealth managers in Boston with over $10B AUM
Fidelity Investments$4.2T
Wellington Mgmt$1.1T
State Street Advisors$433B
Affiliated Managers$68B
Search by location & AUM
Top 5 NYC RIAs by AUM per account
Neuberger Berman$18.4M/acct
Silvercrest Asset Mgmt$12.1M/acct
Bessemer Trust$11.8M/acct
Rockefeller Capital$10.2M/acct
Rank by any metric
Compare Vanguard, BlackRock, and Fidelity side by side
Vanguard$8.1T · 60M accts
BlackRock$10.0T · 18K accts
Fidelity$4.2T · 55M accts

+ 48 more fields per firm

Compare firms
How has Wealthspire's AUM grown since 2022?
Mar 2022$14.3B
Mar 2023$16.3B (+14%)
Mar 2024$18.9B (+16%)
Mar 2025$25.8B (+37%)
Track historical trends
Which states have the most advisory firms?
California18,240 firms
New York14,880 firms
Texas9,340 firms
Florida8,920 firms
Geographic stats
Get full details on Bridgewater with peer benchmarks
AUM$124B · 99th pctile
Accounts1,396 · institutional
AUM / employee$776M · 99th pctile

51 fields + peer context included

Firm deep-dive + peer ranking

What's in the dataset

163K+
Firms
Every SEC-registered investment advisor with $100M+ AUM
51
Fields per filing
AUM, accounts, employees, client mix, HNW metrics, and more
4 yrs
History
Annual filings 2022–2026 for trend and growth analysis
ADV
Form ADV
Official SEC regulatory filings — the authoritative source on U.S. advisors

FAQs

What is an MCP server? +
MCP (Model Context Protocol) is an open standard that lets AI assistants call external tools and data sources. Magnoll implements MCP so Claude, Cursor, and other compatible AI tools can query SEC firm data in real time — no copy-pasting, no CSV uploads.
Which AI apps work with Magnoll? +
Any MCP-compatible client: Claude Desktop, Claude Code, Cursor, Windsurf, Cline, and ChatGPT (with MCP connector enabled). If your AI app supports streamable-HTTP MCP transport, it will work.
Is the data real-time? +
The dataset is updated periodically from SEC EDGAR as firms submit new Form ADV filings. Most registered advisors file annually. The dataset currently covers filings from 2022 through 2026.
Is Magnoll free? +
Yes — Magnoll is free to use. The underlying SEC data is public. Just add the MCP server URL to your AI app of choice.
What is Form ADV? +
Form ADV is the mandatory registration document filed by all SEC-registered investment advisors. It discloses AUM, number of accounts, employee count, client types, fee structures, and more. It's the most comprehensive public dataset on U.S. investment advisory firms.