SEC Investment Adviser Firms & Contacts
Pricing
from $1.92 / 1,000 adviser firm exporteds
Build state-filtered SEC investment adviser firm lists from the official IAPD compilation. Export legal and business names, CRD/SEC identifiers, registration, office address, phone, websites, and dated feed provenance.
ANY of these two-letter US state or territory codes, matched exactly against the main office state, case-insensitively after trimming. Empty selects all states, including foreign offices. This does not filter notice filings or branch locations.
[]Case-insensitive literal substring in the business or legal name. Leading/trailing input whitespace is trimmed; internal whitespace and punctuation remain literal. Empty disables this filter. Not a whole-word or exact-name search.
Inclusive minimum total regulatory assets under management reported in Form ADV Item 5F, Q5F2C, in US dollars. Zero disables the filter and includes firms with missing assets; a positive value excludes missing assets.
Global run cap on unique accepted firms after all filters, in source feed order. Default 100, range 1–50000. Zero/unlimited is unsupported. The complete feed is still streamed to verify integrity; a cap may truncate matching firms and is not an upstream coverage guarantee.