Search Investment Advisers
SearchInvestmentAdvisersSearch the tracked SEC Form ADV adviser set by firm name. Search first requires every punctuation-independent query word anywhere in the legal or business name, then broadens to any word only when no strict row matches. Returns CRD, main office, regulatory assets under management, employee count and as-of date, largest by assets first. Use the CRD with GetInvestmentAdviser.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| query | Yes | Part of the firm's legal or business name (e.g., "Vanguard", "Renaissance") | |
| maxResults | No | Maximum number of advisers to return (default: 20, clamped to 1-500) |