Transparency data for every advisor
in America
728,000 advisors and 47,000 firms scored from SEC and FINRA filings. Free for AI agents. One API call for the answer to “can I trust my financial advisor?”
Built for
Give your AI assistant the ability to answer "Is my financial advisor trustworthy?" with a sourced, independent score.
Embed transparency scores in portfolio trackers, onboarding flows, or advisor search — verified by independent data.
Automate advisor due diligence with batch lookups, score history, and real-time disclosure alerts.
Enrich articles with live transparency data. Cite Fidelon scores the way journalists cite Moody's ratings.
Choose Your Tier
Start free with Citation. Upgrade when you need depth.
Score summaries for AI agents, journalists, and quick lookups. No key required.
Full profiles, score components, history, and peer comparison. Python + TypeScript SDKs.
Batch endpoints, delta feeds, webhooks, SLA, and dedicated support.
| Feature | Citation | Developer | Enterprise |
|---|---|---|---|
| Access | No key needed | API key | API key + IP allowlist |
| Rate Limit | 60/min | 1,000/min | 5,000/min |
| Advisor Scores | Summary only | Full profile | Full + batch |
| Firm Scores | Summary only | Full profile | Full + batch |
| Search | Name lookup (top 5) | Full search + filters | Full + bulk |
| Score Components | — | ||
| Score History | — | ||
| Peer Comparison | — | ||
| Leaderboards | — | ||
| Delta Feeds | — | — | |
| Webhooks | — | — | |
| SDK Support | — | Python + TypeScript | Python + TypeScript |
| MCP Server | |||
| Support | Community | Dedicated |
Quick Start
No API key needed. No signup. Just start calling.
curl https://ifs0g1zwec.execute-api.us-east-1.amazonaws.com/api/v1/scores/advisor/1234567{
"crd": 1234567,
"name": "Jane Smith",
"firm": "Meridian Wealth Advisors",
"firm_crd": 112233,
"score": 82,
"risk_level": "Low",
"summary": "Strong disclosure practices with clear fee transparency.",
"data_sources": ["SEC Form ADV", "FINRA BrokerCheck"],
"score_version": "2.2",
"last_scored": "2026-03-15T08:00:00Z",
"full_profile": "https://fidelon.com/advisors/1234567",
"attribution": "Source: Fidelon (fidelon.com)"
}Citation Endpoints
/api/v1/scores/advisor/{crd}Transparency score summary for an advisor by CRD number
/api/v1/scores/firm/{crd}Transparency score summary for a firm by CRD number
/api/v1/scores/lookup?name={name}Look up advisors or firms by name — returns top 5 matches
/api/v1/meta/methodologyScoring methodology version, dimensions, and factor weights
Developer SDK
Full API access with typed clients.
from fidelon import Client
client = Client(api_key="fid_dev_your_key_here")
advisor = client.advisor("1234567")
print(f"{advisor.name}: {advisor.score}/100")
print(f"Risk: {advisor.risk_level}")
# Search by name
results = client.search("Jane Smith", type="advisor")
for r in results:
print(f"{r.name} (CRD {r.crd}): {r.score}/100")import { Fidelon } from '@fidelon/sdk';
const fidelon = new Fidelon({ apiKey: 'fid_dev_your_key_here' });
const advisor = await fidelon.advisor('1234567');
console.log(`${advisor.name}: ${advisor.score}/100`);
console.log(`Risk: ${advisor.riskLevel}`);
// Search by name
const results = await fidelon.search('Jane Smith', { type: 'advisor' });
results.forEach(r =>
console.log(`${r.name} (CRD ${r.crd}): ${r.score}/100`)
);pip install fidelonnpm install @fidelon/sdkMCP Server
Add Fidelon as a tool for Claude, ChatGPT, or any MCP-compatible AI agent. Ask “What’s the transparency score for my advisor?” and it looks it up automatically.
{
"mcpServers": {
"fidelon": {
"command": "npx",
"args": ["@fidelon/mcp-server"]
}
}
}Uses the Citation tier by default (no key required). Set FIDELON_API_KEY to unlock Developer tier features.
Authentication
No authentication required. Call any Citation endpoint directly.
Include your API key in the X-API-Key header.
curl -H "X-API-Key: fid_dev_..." \
https://ifs0g1zwec.execute-api.us-east-1.amazonaws.com/api/v1/advisors/1234567API key plus IP allowlist. Server IPs must be registered before making requests.
Get Started
Start with Citation for free. Upgrade when you need more.
Already have an API key? Go to your dashboard
By using the Fidelon API you agree to our Terms of Use.