Search SEC-registered investment adviser representatives by name, firm, city, and/or state. Returns CRD, name, linked firm(s), a four-state disclosure status, and an SEC IAPD link per match.
Full profile by CRD: employment history, exams, state investment-adviser registrations, self-reported professional designations, years in the industry, and four-state disclosure status.
Quick verification by CRD or name (optionally narrowed by firm/state): is the registration active, their state investment-adviser registrations, how long in the industry, and disclosure status. Never returns a numeric risk score — only the underlying facts.
Search advisors listed on AdvisorFinder's marketplace — a few hundred members with public profiles you can view and contact directly (optionally filtered by specialty, city, and/or state). Returns each member's self-provided profile info, a link to their full AdvisorFinder profile, and regulatory f…
Search SEC- and state-registered investment adviser firms by name and/or state. Returns CRD, name, city/state, AUM band, advisor headcount, and an SEC IAPD link. State-registered-only firms are included but flagged — purely state-registered firms have no advisor rosters at all; state-listed firms s…
Full firm profile by CRD: locations, other/prior names, fee schedule (from Form ADV Part 2A where available), disciplinary flags, and advisor roster count.
Database-wide stats: firm and advisor counts, data vintages (as-of dates for each upstream source), and a full four-state disclosure tally.