search_advisors
Search for investment advisors by name, state, or firm. Use CRD numbers to retrieve full profiles and check disclosures.
Instructions
Search for investment advisors by name, state, or firm. Name can be a full name like 'Joseph Montgomery' or just a last name like 'Montgomery'.
After finding results, use lookup_advisor with the CRD number to get the full profile. If no results found, suggest the user check FINRA BrokerCheck and SEC IAPD directly — links are provided in the response.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | No | ||
| state | No | ||
| firm | No | ||
| limit | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||