SEC Investment Advisors icon

SEC Investment Advisors

Search SEC-registered investment advisor firms and their contacts

Actions2

Firm → Search

AI-generated

Summary

Search SEC-registered investment advisor firms using optional name and main-office location filters, then return up to the configured maximum. Choose simplified, raw, or selected-field output for each firm.

Inputs

  • Firm Name — Partial, case-insensitive match against the firm's primary business name.
  • City — Exact, case-insensitive match against the main office city.
  • State — Main office state as a two-letter code.
  • Country — Main office country as a two-letter ISO code.
  • Maximum Firms — Maximum number of firms to return; defaults to 100 and must be at least 1.
  • Output — Select Simplified (default), Raw, or Selected Fields output.
  • Fields to Include — When Output is Selected Fields, choose firm fields to return. Defaults to primary business name, organization CRD, city, state, and website address.
  • Authentication — Choose Apify API Key (default) or OAuth2 credentials.

Output shape

A list of n8n items, one per returned firm.

Simplified output contains name, organizationCrd, city, state, country, and website. Raw output preserves each API record; Selected Fields returns chosen fields that exist on the record. If Continue On Fail is enabled, an item-specific error object may be returned when a search fails.

Examples

Example 1: Find firms by name and location

Set Firm Name to Vanguard, State to NY, and Maximum Firms to 25. Leave other filters blank to omit them.

Example 2: Return a compact firm record

Use the default Simplified output to return name, organizationCrd, city, state, country, and website for each match.

Links

Discussion