Advisers API

Search SEC Form ADV adviser records and adviser metadata.

Advisers API

Search SEC Form ADV adviser records and adviser metadata.

Use This API To

• Find registered investment advisers by name, CIK, or state.
• Add adviser lookup to diligence, compliance, or fund workflows.
• Keep adviser results tied to SEC Form ADV source records.

Before You Call

1. Start with the adviser name, CIK, or state filter you already have

   Start with the adviser name, CIK, or state filter you already have.

2. Use cursor pagination when you are building search or screening interfaces

   Use cursor pagination when you are building search or screening interfaces.

3. Log requestId and traceparent with the user or workflow that initiated the search

   Log requestId and traceparent with the user or workflow that initiated the search.

Endpoints

GET /v1/advisers

Search SEC Form ADV investment adviser filings by name, CIK, or state