Adv Search Firm
adv_search_firmSearch SEC-registered investment adviser (RIA) and broker-dealer firms by name via the IAPD / Form ADV public directory. Returns matching firms with CRD number, SEC number, registration scope, disclosure flag, branch count, and office address. Use adv_firm_profile with a returned CRD for full detail.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | Max firms to return (1-50, default 10). | |
| query | Yes | Firm name to search (e.g. "BlackRock", "Fisher Investments", "Vanguard"). |